Registration | How to Customize an 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

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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)

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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