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Create an Attendee Invoice |
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Create an Attendee Invoice |
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Create an Attendee Invoice
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Create an Attendee Invoice |
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Create an Attendee Invoice |
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| 1. | In the Attendees | View Attendees tab of the Event Maintenance screen, find the attendee for whom you want to create an invoice. |
| 2. | Click the Finance tab at the bottom of the screen. The Invoices sub-tab should be selected. |
| 3. | Click the Create button. |
| 4. | The Invoice Wizard appears. |
| 5. | From here, you can follow the steps in Chapter 6: Finance, Invoices to create an automatic, manual, deposit or credit invoice, depending on your requirements. The process will be essentially the same, although there will some differences because you are creating an invoice for an attendee. |
| 6. | If you create an automatic invoice, the charges pulled into the invoice will be the charges for the specific attendee and that have been billed to the attendee, such as the attendee’s Registrations, Travel, Accommodations and Requirements, not the charges for an entire event. |
| 7. | Remember that you selected the default Bill To options for charges when setting up the attendee (see Enter a Single Attendee: Billing Information above) and as you added each type of charge to an attendee, you could use the default Bill To option or choose another. |
| 8. | Also, in the Bill To area of the invoice (which you can edit), you can choose whether you want to bill the Attendee’s charges to the Event Client, Company/Contact, Attendee, Attendee Group, Exhibitor or Other. Choose an option from the Bill To drop-down list and select or enter the appropriate information below. |