Customizing and Sending Registration Receipts and Invoices

Registration invoices and receipts are required to manage registrations for an event. If you have a receipt you want to ensure that people get proof that they have purchased something. If they have an invoice, they will know that it is due.

1. How do you Receive a Registration Invoice or Receipt?

With registration receipts and invoices, anytime a registration is added into the system, and the status is completed, then either a receipt or invoice would be made available for that individual. The difference between triggering for a receipt and an invoice is based on payment status. If the payment status is unpaid, that means an invoice will be associated with that registration, if it is paid then a receipt will be associated with that registration.

Within the PheedLoop platform, there are two ways a registrant will be able to receive a receipt or invoice.

2. Automatically Receiving a Registration Receipt/Invoice

When someone completes a registration, they will have had to go through the registration flow and land at the ticket page to proceed to checkout. If that registrant pays with a credit card, they will pay in full and thus receive a registration receipt. If that person selects Other Payment as their payment method, no money will be exchanged and as a result, the invoice will be sent automatically instead.

3. Manually Sending the Registration Receipt/Invoice

1. From the Event Dashboard, navigate to Registration > Orders
2. Select a registration order you would like to send a receipt/invoice to from the list
3. Above the registration order table, select Actions > Invoice/Receipt > Send
   1. Selecting Send will retrigger the registration email.
   2. If you select Download, a new tab will appear with the invoice or receipt.

4. Editing the Registration Invoice/Receipt Emails

The invoice and receipt regarding registration is a pre-created email template that is built right into your event. You have the option to review and customize the invoice/receipt email if you have an intended vision on what it would look like.

4 (A). Editing the Registration Receipt Email

1. From the Event Dashboard, navigate to Communications > Email Templates
2. Select Registration Receipt from the list
3. In the email template editor form, navigate to Body Text, and you will be able to edit the text from here
4. Under the Body Text, toggle on the Enable Call-To-Action Button checkbox
   1. Toggling this off will remove the attachment to the receipt.
5. Select Save Changes

4 (B). Editing the Registration Invoice Email

1. From the Event Dashboard, navigate to Communications > Email Templates
2. Select Registration Invoice from the list
3. In the email template editor form, navigate to Body Text, and you will be able to edit the text from here
4. Under the Body Text, toggle on the Enable Call-To-Action Button checkbox
   1. Toggling this off will remove the attachment to the receipt.
5. Select Save Changes

5. Editing the Registration Invoices/Receipts Template

Editing the template is just one aspect of the invoice and receipt process, you are also able to customize the actual invoices and receipts as well. 

1. From the Event Dashboard, navigate to Registration > Settings > Invoices and Receipts
2. Under the Invoice Header Content text box, fill out the information which will be shown in the header of the invoice/receipt
3. Under the Invoice Footer Content text box, fill out the information which will be shown in the header of the invoice/receipt
   1. The Automatically Send Invoices and Automatically Send Receipts checkboxes, determine whether the invoice and receipt will be triggered automatically when the registrant completes their registration.
4. Select Save Changes