Conference Tracker: How do I manage invoices?

Conference Tracker: How do I manage invoices?

Introduction

In Conference Tracker, you can create invoices to display services provided and the total amount due, using a design of your choice. This article explains how to manage these invoices. For instructions on creating an invoice, click here:


Step-By-Step

1- Go to Registration > Invoices 

  • This 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.
  • Delete - This will delete the chosen invoice design.
  • Print - This will allow you to generate and print all invoices, or specific ones:
  1. Select the design you want to use in the invoices
  2. Select the Invoice Type (All invoices, or Specific invoices)
  3. Users with roles: Use this option to filter invoices by specific roles (for example, attendees). You can filter by multiple roles at once. This feature is available only with the "All Invoices" option.
  4. Registration(s): Use this option to search for specific users in the system. This is available with the "Specific Invoices" option only.
  5. Click the Generate button to generate the invoices.

  • Email - This will allow you to email this invoice design to the audience of your choice.
  1. Select the design you want to use in the invoices
  2. Select the Invoice Type (All invoices, or Specific invoices)
  3. Users with roles: Use this option to filter invoices by specific roles (for example, attendees). You can filter by multiple roles at once. This feature is available only with the "All Invoices" option.
  4. Registration(s): Use this option to search for specific users in the system. This is available with the "Specific Invoices" option only.
  5. Click the Generate button to generate the invoices.
  6. You can review invoices before sending and add email content if needed.


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