For those event managers offering attendees the option of paying by invoice, keep reading to see how!
1) In order to get started offering invoicing for offline payments, go to Registration Settings and toggle on Allow Pay By Invoice (and/or Allow Pay By Check). See below:
2) Once Allow Pay By Invoice has been enabled, an invoice will be automatically generated and attached to the registration confirmation email to the attendee. In the registration record, it will look like this:
3) Notice under the Payment Details Section the Payment Type equals Invoice, and in this case under Registration Details, the invoice has been paid (in green). As you receive invoice payments, you would click Payment Received to reflect the payment of the invoice.
Editing Invoice Information
4) The planner can edit invoice information under the Invoice section of the registration record, please see below:
5) Click the blue Edit Billing Contact Info button. You will see the following:
6) Type any information fields that need to be updated, including Billing Billed On/Billing Due on using the convenient calendar function.
7) Internal Billing Notes is a free form field that allows the planner to record notes particular to that registration/email (i.e. paid $100, balance due $150).
8) Click the blue Save button at the bottom of the page to record the changes.