Issue and Send Invoices
Eventora offers multiple options for invoicing.
Invoices Settings
If you would like to issue invoices through Eventora go to Event > Settings> Invoices.
At this page you can see all the available invoicing options.
If you select an option that has an asterisk (*) you will need to enable the invoice fields from Event > Setup > Registration Forms.
In all other options the invoice fields are automatically created to be completed by the user, after first selecting the type of invoices he wants as shown in the picture below.
If you select an option that has an asterisk (*) you will need to enable the invoice fields from Event > Setup > Registration Forms.
In all other options the invoice fields are automatically created to be completed by the user, after first selecting the type of invoices he wants as shown in the picture below.
After selecting your invoice option, click Save.
Customize Invoices PDF
You can set up the invoices templates with your logo, company info, and other info and instructions, at Event > More > Invoices.
Any fields within {{ }} are automatically created and we would recommend that you do not amend them.
Send Invoices
Depending on the option you select at Invoices Settings, the invoices will be sent either automatically or manually.
If you have set them to be sent automatically, they will be attached to the registration confirmation email, which you can edit from Event > Email Messages and Pages > Registration Confirmation.
If you have set them to be sent manually, they will be attached to an email that you can edit from Event > Customize > Templates > More > Invoices.
To send them manually you need to follow the steps below.
Mark an order as paid:
- Go to Reports > Orders
- Click Actions and select Set as paid
Issue and send invoices:
- Go to Manage > Registration (Orders)
- Click Actions and select Issue invoice
- Click Actions and select Send Invoice
An alternative way to manually issue and send invoices:
- At Reports > More > Invoices Data click Issue Invoice.
- To send the invoice, go to Reports > More > Invoices and click Send Invoice
Related Articles
Send WebApp/Website Link
To send the link of your WebApp you will need to edit the relevant email message. Edit Email Message To edit it, go to Event > Customize > Templates > Advanced > WebApp Link Reminder. Do not edit the "Access WebApp" button, as it includes the WebApp ...Send Confirmation Email Without Ticket
If you do not wish to include a ticket within the registration confirmation email: Go to Event > Settings. Click on Email Template Options. Under Send tickets by email, select Never. Go to Event > Customize > Templates. Click on Registration ...Send Certificate after Questionnaire Submission
If you want the attendance certificate to be sent to those who participated in your event only after they have completed an evaluation questionnaire: Setup the Certificate template (See instructions here). Create the Questionnaire (See instructions ...Send a Video-Conference Link instead of an e-ticket
For online events, usually you don't need to send a ticket with a QR code. Instead, simply share the link to your Video-Conference Meeting. Go to Event > Settings. Select Email Template Options. In the Send tickets by email section, select Never. Go ...Certificates
Set up Certificate Templates Go to Event > More > Certificates of Attendance. Select Ticket Type. Choose Certificate Size. Upload the background in the Background Image field. Edit the text you want to display on the Certificate in the field below. ...