Conference Tracker: How do I manage invoices?
INTRO
In Conference Tracker you can create Invoices, which act as a display of our services provided, with a statement of the sum due for these, presented with a design of your choosing, in this article we describe how to manage these Invoices, for details on how to create the Invoices click here:
STEP BY STEP
1- Go to Invoices--> Manage Invoices:
- Manage Invoices - The Manage Invoices section will allow you to see a list of all of your invoices, create new invoices, and set default invoices to each role in your conference.
Once you have some invoice designs created, you will have some extra options attached to each invoice. You can access these by clicking on the three dots on the right-hand side of each design name. These options include:
- Design - This will let you edit your chosen invoice's design.
- Copy - This will allow you to create a duplicate of your chosen invoice.
1-Select a specific Invoice from the list:
2-Enable this option to print Invoices for users with specific roles(in this example Attendees), you can add more roles as needed:
3-Enable this option to print Invoices for specific people.
4-This is where you would specify who gets an Invoice, either a role or specific users.
5-Click this button to generate the invoices.
- Email - This will allow you to email this invoice design to the audience of your choice.
1-Select a specific Invoice from the list:
2-Enable this option to email Invoices for users with specific roles(in this example Attendees), you can add more roles as needed:
3-Enable this option to email Invoices for specific people.
4-This is where you would specify who gets an Invoice, either a role or specific users.
5-Click this button to generate the invoices.
- Delete - This will delete the chosen invoice design.
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