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:

1. Choose the event from the company dashboard
2. In the left-side navigation, click the down arrow next to Event Overview to expand the menu options
3. Click Payments
4. The payments tab provides data/information on:
   
1. Table of all payments made - name, email, company, date/time of payment, transaction ID and payment method
   
2. Filter by payment method using the check boxes above the table.
   
   
3. Breakdown of Payments by Method via circle graph and snapshot of dollar amounts
   
   
4. Line graph of Breakdown of Payments over Time
   
   
5. The Open Invoices tab shows open invoices - i.e. if a participant paid with a check but the client has not updated the participant record
   
1. Shows name, email, company, date/time, transaction ID and button to view PDF of invoice
   
2. Search for a specific participant using the search bar
   
6. The Abandoned Carts tab show individuals who did not complete registration a. Shows name, email, company, and registration fee
   

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