Purpose: The Invoices report layout is customized for each association. It can include the registrant’s name, address, event information, fees and balance due.
Launch Point: This report can be launched from the following location(s):
•Events → Reports → Financial →
•Names → File Maintenance → Event Tab → Context Menu on Registrations Grid →
Note: The relevant registration needs to highlighted in the grid before you right-click to bring up the context menu. When run from the context menu step 2 will be set to One Selected Events with the event in the highlighted record selected and step 4 will be set to One Selected Person with the active record selected.
•Events → File Maintenance → Registrations Tab → Context Menu on Grid →
Note: The relevant registration needs to highlighted in the grid before you right-click to bring up the context menu. When run from the context menu step 2 will be set to One Selected Events with the event record selected and step 4 will be set to One Selected Person with the highlighted record selected.
Example: When the report is launched the report wizard will open
Includes options for registration date range, events to include, event date range, who to invoice, company, division, exclude wait list registrants, sort order, delivery method and invoice message.