Providing accessible invoices is key to a smooth registration process. This guide explains how to manage invoices from the administrative dashboard and how to configure the public portal so registrants can retrieve their own documents. By automating these workflows, you can maintain transparent financial records and improve the attendee experience.
How do I send or print an invoice for a registrant?
Administrators can quickly distribute invoices directly from the registration search results. This is the fastest way to handle individual requests for documentation.
Perform a Quick or Advanced registration search to find the participant.
Locate the Actions dropdown menu next to their name.
To email the document, click Send invoice. The system will automatically send it to the email address in their profile.
To generate a physical copy, click Print invoice.
Once the new browser window opens with the invoice details, use your browser’s print command to finish.
How do I enable invoice options for registrants?
You can allow registrants to manage their own invoices by enabling specific menu items in the public registration portal. This promotes self-service and reduces administrative overhead.
Navigate to the Registration Page Builder setup area.
Click on the Registration settings page.
Locate the public-facing options and toggle on Print invoice and Email invoice.
These links will now appear in the navigation menu of the public registration portal for logged-in users.
Can I customize the menu items?
You can edit the appearance and wording of the invoice links to match your event's branding or local terminology.
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 do the registrant-facing invoice tools work?
The public portal tools are designed to be intuitive and automated, ensuring registrants receive their documents instantly without staff intervention.
When a registrant clicks Print invoice, a new window opens using the official event theme and automatically triggers the browser's print dialog.
When they click Email invoice, the system sends the file to the primary email, any CC addresses, and any secondary emails listed in their profile.
After emailing, the registrant is redirected to the Review page where a confirmation message is displayed.
Where can I view a record of sent invoices?
Tracking communication is essential for resolving disputes or confirming receipt of payment documents.
Go to the specific registrant's record.
Click the Email tab.
Here, you will find a timestamped log of every invoice sent via the Email invoice feature, providing a reliable audit trail for your team.
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.