Invoices can be sent or printed by both administrators and registrants, providing flexibility in how registration fees are documented and shared. This helps streamline communication, support self-service, and keep records transparent for all parties.
How do I send or print an invoice for a registrant?
Complete a Quick or Advanced registration search.
From the Actions dropdown menu, select Send invoice or Print invoice.
If you select Send invoice:
The invoice will be emailed to the registrant’s email address listed in their registration profile.
If you select Print invoice:
A new browser window will open with the invoice information.
Use your browser’s print function to print the invoice.
How do I send or print an invoice by a registrant?
The public registration portal includes Print and Send invoice options as menu items, available to registrants.
How do I enable the invoice menu in registration settings?
A dedicated Registration settings page exists in the Registration Page Builder setup area. This functions similarly to the settings page for On-Site Registration Page Builder.
On the Registration settings page, you can enable two public-facing options:
Print invoice
Email invoice
These links will appear in the menu of the public registration portal when enabled.
Can I customize the menu items?
Yes. The text for the menu items is managed through the Languages feature, allowing full customization of the labels.
Additionally, the menu's HTML and CSS have unique identifiers for styling. Below is the generated code:
<style type="text/css"> ul#publicMenu { list-style:none; } ul#publicMenu li { width:auto; margin:0; padding:0 5px; border-left: 1px solid black; float: left; } ul#publicMenu li.firstMenuItem { border-left: none; } </style> <div class="clearfix"> <ul style="float:right;" id="publicMenu"> <li id="publicMenuAgendaBuilder" class="firstMenuItem"><a href=" " title="Agenda Builder">Agenda Builder</a></li> <li id="publicMenuReview"><a href=" " title="Review">Review</a></li> <li id="publicPrintInvoice"><a href=" " title="Print Invoice">Print Invoice</a></li> <li id="publicEmailInvoice"><a href=" " title="Email Invoice">Email Invoice</a></li> <li id="publicMenuChangePassword"><a href="" title="Change Password"> Change Password</a></li> <li id="publicMenuLogout" class="lastMenuItem"><a href=" ">Logout</a></li> </ul> </div>The firstMenuItem CSS class will be applied based on which menu items are enabled. For example, if Agenda Builder is disabled, the Review menu item will receive the firstMenuItem class instead.
Note: All public portals will be updated to use this HTML list structure for the menu, replacing the previous pipe-delimited format.
How does “Print invoice” work?
When the Print invoice link is clicked:
A new browser window opens, showing the invoice using the same visual theme as the admin version.
JavaScript is triggered to automatically open the browser’s print dialog.
How does “Email invoice” work?
When the Email invoice link is clicked:
The invoice is sent to the registrant’s email address, along with any cc address or additional email listed in their profile.
If the email template includes cc or bcc addresses, those recipients will also receive the message.
After sending, the registrant is redirected to the Review page and shown a status message.
Where can I view a record of sent invoices?
Any time a registrant uses the Email invoice feature, the email is logged in the Email tab of their registration record.
Providing both admin and registrant access to invoice tools makes financial management more accessible and efficient. With custom branding, automated sending, and menu flexibility, you can ensure a seamless experience for internal teams and registrants alike.