March Webinar 2024 - Attendee Financials

They both do, however each will include the details - either who was paid for, or who paid (depending on whose receipt it is). 

Check with whoever is set up as an Administrator in your account, as it relates to the access level for your user account.

The Billing Details section [on a payment page] can’t be ‘enabled’ within EventsAir – they only appear IF you’re using a payment gateway that requires it. (Some payment gateways require more details than others). Those details are only stored with your payment gateway provider, not in EventsAir.
 
 If you want to collect Billing Details to be included in a contact record [not the ones for the payment gateway], you could add a page and call it something like “Billing Contact Information” – add a heading and some explanatory text, then a Contact component with just the Billing Details elements from within the Contact module included. (But you can’t do this on the payment page itself, because you can’t add a Contact component to a Payment Page.)

That billing email address can be displayed on an invoice layout (see next question) but the invoice will still be emailed to the contact record holder. However, you can add another email address to the Additional Email field and it will cc that person. 

If you’ve filled in the Billing Contact details on the Contact Record, these will appear on any invoices you issue after adding those details. (If no Billing Contact details are filled in, the attendees’ details will be there instead – or the details of the attendee who’s paying).  

Pro Forma Invoices work much the same way – Billing Contact is there by default, but if that’s blank, it’ll use the attendee’s details. 

However with a Pro Forma Invoice you don’t have that distinction between ‘Pending’ and ‘Issued’ as you do with normal invoices (also read the info below about Pro Forma Invoices). So any changes appear immediately.

You could also add other fields to a Pro Forma Invoice by copying it in the Reports section and creating a new version to send to your attendee. This new version will also appear in the list of Personalized Documents available in the Attendee record, and as a Merge Doc personalized document you can attach. 

Yes, but you’d probably need to configure that as part of a payment schedule. Talk to your Success Specialist to get help with setting that up.

This would require a custom invoice leveraging a lot of information. However, with EventsAir Pay, we can support real-time currency conversion (so you can charge clients in US dollars, but they can pay in Canadian dollars and all the currency exchange is taken care of).  Regarding the invoicing, talk to your Account Manager to see if a custom invoice is something we can develop for you.

If there’s an ‘open’ financial transaction associated with the record – a payment’s been made, or a refund’s due, you can’t delete the attendee record completely. But if the refund’s been issued, you should just be able to delete the record. (Before you can delete an attendee record using the “Delete Attendee” action, you need to get all check marks on the delete attendee screen. This means either canceling all items if they were unpaid, or issuing credit notes and refunds if they were paid, so that you reconcile all outstanding transactions.) You also have to consider /ask your accounts team how they prefer to record these transactions for auditing purposes. You can also anonymize an attendee (using the Attendee Delete tool, choosing the anonymize option), so they’ll just show up as a number in a report.

EventsAir Pay isn’t linked to PayPal – they just work in a similar way. EventsAir Pay is powered by Airwallex – you can find out more here.

[The person who asked the question said it was answered later in the webinar.]

Many payment gateways don’t allow us to add that option. However, you should be able to use the “Additional Payment” option to collect those details and process manually as shown in the webinar.

As long as edits are done via the registration form, the Submit Actions should trigger. Or you could create a second registration form for this purpose with the correct submit actions ready. Also, it wasn’t specifically mentioned, but was kind of alluded to: you can also use the “Confirmation” tab to quickly set up basic confirmation emails, instead of putting them under submit actions.

Just to clarify - you can edit pending invoices, which is why they're pending. We understand it’s frustrating but locking invoice editing after issue is a legal requirement in many jurisdictions and it’s there to preserve the integrity of your audit trail. That’s why we advise the way that’s generally considered ‘correct’: canceling the items, issuing a credit note, correcting the problem, then setting the payment status back to purchase to issue a new invoice. 

Depending on the situation, you could send a pro-forma invoice, as it will include updated address or spelling details. However, be careful doing this as it’s not considered exactly the same as an invoice, in tax or legal terms – it’s more like an ‘initial request for payment’ in that sense. 

You can also add this as a suggestion in the community forum on the support portal.  

There are also new laws coming into effect in the EU which may affect invoicing, so stay across these. 

You can use the “Add Purchase Order” button just for this purpose. It’s shown near the end of the webinar – check the chapters on the video. This allows adding a purchase order number to an issued invoice.  

You can also ask for a Purchase Order number on an interactive site Payment Page as shown in the webinar and it’ll add from there directly to the invoice.

Separate invoices are only created if some items have already been paid for – so everything will be on the one invoice if nothing has yet been paid for. Therefore, you could decide not to issue any invoices until all items have been created (but not paid for). OR if payments have been made, you could cancel the items, issue credit notes, then change all the payment statuses back to purchase. This will push all the items onto one invoice.  

You could use a  Pro Forma Invoice for this (taking into account the cautions we’ve mentioned).

You could also create a custom invoice that pulls all the information from each module but is an actual invoice. This might be something to ask your Success Specialist about.  

Technically, an invoice may show a negative amount (if an overpayment was made for an item). But generally, credit notes are the proper way to show negative amounts due to refunds.

No, just create a Merge Doc with the registration details and 'attach invoice' and it will automatically send the invoice layout that's supposed to go with that attendee's registration type. (We hope that answers your question - if not, please let us know).

Just attach the Pro Forma Invoice (via Personalized Document) rather than the invoice. The invoice will stay as pending (so you can make changes to it) until you actually issue it. Don't forget you can create multiple merge docs and set up submit actions that filter by different criteria - so you might only want to send Pro-Forma Invoices to clients in a particular category, and invoices to everyone else.

In the Event Setup, under Financial, in Preferences, you enable “Track Payment Batches”. (You should also make sure the user has “Re-Open Payment Batches” enabled - that’s in Application Setup, under Users, if they’re not an Application Admin.)

Yes – just create the gateways and then apply them per event (as per webinar). (You can also override the default gateway on a site, and you can add additional payment gateways per site, on the payment page.)

It’ll depend on your gateway and what they allow, and that you have it all set up correctly. Maybe also talk to your payment gateway provider, and ask your Account Manager if your payment gateway is suitable for what you're trying to do. 

Some payment gateways will be affected, so make sure you review any necessary changes as soon as possible. There's more information in this article.

You can find a full breakdown in this article (which also explains payment and cancellation policies). 

You could cancel the item, issue a credit note for the full amount, but only refund part of the amount. Then create a new item for the revised lower amount and set the payment status to purchase.  

This question was about how to combine everything on one invoice instead of having a credit note and an invoice in this scenario. We’re not sure, but we think this FAQ may answer your question – you’ll need to log into the support portal to see it:

Yes, it probably should say Refund, although it’ll be a negative amount so that indicates it’s a refund. We’ll also raise this with the team. 

If you edit a payment in the audit trail, there’ll always be a record of who edited it and when. So if you need to go back to make a second re-correction, that will also be recorded in the audit trail. That doesn’t necessarily mean it will show up on an invoice or receipt – it depends if all the numbers balance out in the end. But there’s no way to remove it from the audit trail, because that’s the whole idea of the audit trail. 

We recommend you look at the help pages and also the webinar we did mid-last year on reports and editing them. Editing invoices works the same way as editing reports and name badges, so you can also search for help and FAQs related to these. Some generic information is also available by searching online for DevExpress information (as this is the report editor platform). 

This was a question about reports pulling the date that the payment was entered in EventsAir and not the payment date manually specified.  The current workaround is adding this to the description. We suggested reaching out to Support with details of the build, the event, and the report.

• Payment detail list – Summary of amounts paid, against what items and what receipts.
• Payment summary list - A basic version of payments – record, but not items
• Attendee Payment Details List – Name and all payments under that person’s record
• Banking list – Totals for payment type
• Attendee Summary – All items in the record, outstanding & paid and totals per attendee
• Balance Due – Shows amount per module (no details)
• Balance Outstanding list – Shows just where attendees owe you money – a grand total
• Refund Due List – Will show any items where you need to process a refund (e.g. canceled, not allocated to another attendee)
• Invoice list – details – Shows invoices & credit notes
• Invoice Summary – Total and grand total
• Event Statistics report – Overall payments, refunds, and monies outstanding, plus other stats like marketing responses & notes

In Global Reports – Financial - you can filter by dates, events

• Global Banking Summary by Event – overall totals
• Global Banking List –by date & payment type
• Global Payment List – groups items together
• Global Banking Summary by Date – totals by date, per event

Yes, you can use the Contact Locator tool to search for invoice/receipt number either within one event or globally.

[When this was answered in the live webinar, we didn’t realize you were asking about the Contact Locator. So the live answer related just to invoice numbering itself – when adding a prefix, numbers the number will be generated automatically to follow on from that, and will follow the rules for invoice numbering pools you've set up.] 
 
 In the Contact Locator, you can’t search on prefix, so just use the invoice number (or any other field in the filter). You can also specify the event(s) you want to search in.

Since ideally you rarely use miscellaneous charge, there’s no quick way. (There is a way to report on miscellaneous invoices, however.) You can run the Detailed Invoice List report, then use the search (magnifying glass icon at the top of the report preview) to search for “Miscellaneous”. (It actually appears in the “Module” column.)

Yes, you could set up multiple registration types, with different taxes. The easiest thing would be to ask a question (such as region) during registration, then use logic to only show the relevant registration type (and tax) to each attendee. Alternatively, you could create page logic that displays a whole page (of items) based on whether a certain field such as country matches a particular value. You wouldn't want to try to cover too many regions, though.

At the moment, only the invoice will show these details, not the receipt. You may want to talk to your Account Manager about other options, such as a Smart Connector to an accounting program.

Yes, she had her own $300 registration, so the total was $600 for her and another person. Sorry, that was a bit confusing. 

Yes, we’ll work on this! Please also add it to the Community Suggestions forum. One key thing: Attendee details don’t get cloned when you clone an event. (But you can export and import.)