This is great and I am testing to see if I can set up as we often get this request for a qroup receipt.
A couple of questions.
1) What adjustments would I make to create for an administrator to receive this?
2) You mention making a custom email - "
create a custom email and change the recipient setting for the custom email only to group leaders and within the email designer"There is no "group audience" that I can see. Do you have a suggestion?
https://support.cvent.com/s/communityarticle/What-audience-type-should-I-choose------------------------------
Barbara Wills
Cvent Administrator
University of Missouri Extension
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willsbj@missouri.edu');
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Original Message:
Sent: 02-06-2023 12:10
From: Raashi Semwal Khati
Subject: group transaction receipt for whole group on one receipt
Hi Becky,
Hope you are well.
I have reviewed your query.
For this, you can create an invoice in the event and add 'Group order details' or 'Group order summary' data tag along with 'orders Payments' data tag in the badge designer. And then add the link to download this invoice within the invitee's registration confirmation email.
Here are the steps :
Go to the event > Attendees > Badges & registration > a default invoice will be displayed there if the fees is enabled. Click on the name 'Invoice' > Click on Edit > Change the stock to 'A4 Landscape, 297 mm x 210 mm' or 'Letter Landscape, 11" x 8.5"' > Save. Then click on the Designer tab > edit > On the left hand side, click on 'Data Tag' tab > Search for 'group' and you'll see two options. You can hover over each to see what details these will display and drag and drop the one you would want to display. Once there, you should see a box around the data tag. From the bottom right of the box, expand the box to the right and bottom. Then, again under the 'data tag' tab, search for orders payments and you will see the data tag. Drag and drop this below the group order data tag and again expand the box to the right and bottom and then save it.
If you do not want to display the group details, you can simply keep the invoice data tag in the invoice designer and below it you can add the orders payments data tag,
Once this is created, please go to Emails > event emails > click on the confirmation email or create a custom email and change the recipient setting for the custom email only to group leaders and within the email designer, add the invoice data tag {[E-INVOICE LINK]} and save it.
You can also refer to the following articles :
Managing Your Invoices == Link: https://support.cvent.com/s/communityarticle/Managing-Your-Invoices
Creating an Event Email == Link: https://support.cvent.com/s/communityarticle/Creating-an-Event-Email?is_article=true&lang=en_US&searchFor=creating%20custom%20email&page=1
Using Group Registration == Link : https://support.cvent.com/s/communityarticle/Using-Group-Registration
If you need help setting it up, you can always give us a call at 866-318-4357 (US & Canada) > Press 1 for Event cloud > Press 1 for Setting Up Event > Press 1 for Events > Press 1 again for Managing Event and a product expert will assist you with the set up.
I hope this helps. Please let me know if you have any further questions.
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Raashi Semwal Khati
Senior Quality Analyst
Cvent
Original Message:
Sent: 02-03-2023 15:12
From: Becky Bachman
Subject: group transaction receipt for whole group on one receipt
I have an event where group registration is the majority of the transactions (think advisor registering students). Is there a way to get a transaction receipt that includes that the payment was made by credit card and includes the last four digits of the credit card number? Is it possible to get a receipt that states this information?
#Creating/ManagingEvents
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Becky Bachman
Conference Coordinator
WEACUnited States
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