How to Customize and Invoice

Customize verbiage and design the invoice to align with your company or event brand guidelines. 

To customize an invoice, follow the steps below:

1. Choose the event from the company dashboard
2. In the left-side navigation, click the down arrow next to the Registration module to expand the menu options
3. Click Settings
4. Click into the Taxes & Invoices tab

Modify the prefix of the invoice number if desired. It automatically defaults to "INV-"

      5. In the Invoice Prefix section type the new prefix into the blank field
      

      6. Select the default to apply this change to all registrations or select specific registration type(s)

Modify the body of the Invoice that is sent via email

      7. In the Invoice Body section, the verbiage and dynamic fields in the invoice can be updated

          a. If you know the dynamic fields, type them in OR in a new browser tab, open the glossary (found in the invoice email template) and copy             fields from there
            

      8. It is recommended to add a logo/header image - to do so click the Insert Image icon from the menu
      

      9. Select the default or specific registration type(s) to apply it to

    10. Click Save to only save your changes on the backend

    11. Click Deploy Live to deploy your changes to the live registration form 

         

• Related Articles

• Customize Standard Messages

  The RegTech platform offers the flexibility to customize standard messages for specific actions or events. This enables clients to align communications with their organizational branding and the context of each event, ensuring consistency and ...

• Customize the Survey Portal

  The Survey Portal allows participants to take available surveys and quizzes, view attended sessions, track earned credits, and download certificates or transcripts. Clients can customize the portal’s design to match their organizational branding and ...

• View Payments, Open Invoices and Abandoned Carts

  Clients have access to all participant payments, open invoices, and abandoned carts while registration is active. To view data and information related to payments, open invoices, and abandoned carts, follow the steps below: Choose the event from the ...

• Registration Types

  Registration types provide registration categories and are necessary to set conditional logic on the registration form. Examples of common registration types are Attendee, Speaker, and Exhibitor. To create registration types, follow the steps below: ...

• Email Sender Authentication to Validate Custom Domain

  This article details the email authentication (i.e., sender authentication) process for site admins who wish to use a custom domain managed by a third-party provider (Network Solutions, GoDaddy, etc.) when sending outgoing emails from Registration ...