This Express Action lets you generate attendee invoices for all records in EventsAir that have not yet been printed.
To create invoices:
- Click on the Selected Records tab to view, and if needed, select which records you wish to print invoices for. By default, all records with unprinted invoices pending will be listed.
- Select your desired output (Email or Print).
- Choose what type of invoice you want to print:
- Invoice
- Miscellaneous Invoice
- Both
- If you selected Email:
- Complete the email details as displayed.
- Select Queue or Send Now to complete your email submission.
- If you selected Print:
- Select Print to complete printing your Invoice.
Selected Records Tab
You can view a complete list of Selected Records. You are able to use all selected records (by default) or select specific records that you want to issue invoices for.
Save as Data Snapshot Option
Selecting the Save as Data Snapshot option lets you save the current set of Selected Records. You can then later re-use that Snapshot set in a future filter operation. For example, if you made a set of changes to a specific selection of records, you can recall that same set of records in order to send an email communication, or run a report specific to the selection.
About Invoice Dates
In order to be fully consistent across all global regions, all Invoice Created dates will be recorded in Coordinated Universal Time (UTC). Whenever an Invoice, or a report that shows the Invoice Created Date is displayed, EventsAir will automatically convert the date to the local time as indicated in your installation. It is important to note that data recorded prior to the Version 5 release of EventsAir will NOT be updated.