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  • 1.  Invoice total

    Posted 04-28-2022 09:20
    I was sending an invoice to a registrant today and noticed that it doesn't show the last four of the credit card used or the total paid at the bottom. It does give an itemized list of registration fees and extras and the amount for each, but not a total paid at the end of that list. 

    Is there a way to add that information?
    #Flex-Creating/ManagingEvents
    #ReportingandInsights

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    Joseph Alward
    Application Specialist II
    Cincinnati Children's Hospital Medical Center
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  • 2.  RE: Invoice total

    Posted 04-29-2022 09:28
    This is so critical. Still wondering the same. Would love to find a way to create an invoice with the charges, the amounts paid, and amount due.
    When adding Hotel charge, just the total, not the charges by day.

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    Jorge Pratas
    Conference Manager
    World Sports
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  • 3.  RE: Invoice total

    Posted 04-29-2022 16:06
    Hi Joseph,

    Have you tested out all of the orders data tags to see if one better meets your needs? Data Tag Cheat Sheet lists out data tags available and what they pull in. If you take a look under the Payments header, there may be some that you want to try out to see if they work better for you (I'm not sure which data tags you are using on your invoice currently) 

    Here are some commonly used data tags for payment information:

    {[C-ORDERS]}
     
    Creates a table that displays details of the invitee's orders, including the order's date and type, as well as the amount ordered, paid, and due. The guest's orders will also appear.
     
    {[C-ORDER DETAILS]}
     
    Creates a table that displays details of the invitee's orders, including the order number and date, item, price, quantity, amount due, along with service fees and taxes applied. The guest's orders will also appear.
     
    {[C-ORDERS PAYMENTS]}
     
    Creates a table that displays the invitee's orders, but if the registrant has made a payment, it also includes each order's payment date and type, amount ordered, paid, and due.
     

    {[C-ORDER SUMMARY]}
     
    Displays the invoice/order number, date, and total cost of the registrant's order. Also displays the registrant's registration items and their price, quantity, and amount along with taxes and discounts applied. The guest's orders will also appear.
     

    {[C-PAYMENTS]}
     
    Creates a table that displays the invitee's payment details, including the date paid, payment type, reference number, and amount paid.


    The data tags {[C-ORDERS PAYMENTS]} and {[C-PAYMENTS]} also pull in the reference number which is the last 4 digits of the credit card number. 

    Managing Your Invoices

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    Julia Plymack
    Client Success Manager
    Cvent
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