When an invoice is created then the unique invoice data is saved to the event file and cannot be edited, invoices are considered individual items and are not intrinsically linked to an individual participant. 

The layout of the invoice may still be changed and regenerated using this data at any time however the PDF files are not stored, if you need a copy of these then either download them or send via e-mail. 

Invoices List

The invoices list contains all invoices which have been generated. 

To take further action with invoices select the corresponding checkboxes (or select all with the top checkbox) and then choose the corresponding action. 

Download will download a .zip file of all selected invoices as PDF with the current layout. 

Send emails will allow you to select an e-mail template filtered to the corresponding participant IDs, the selected e-mail template should include the Unsent Invoice option in the Attachments. 

In the event that invoice data is incorrect - invoices can be recreated, deleted, or a credit note can be issued. 

• Recreate: The invoice will be recreated using the same invoice number and items, but the invoice receiver will be re-evaluated. This should only be done shortly after creating an invoice.
• Delete: The invoice will be deleted and invoiced entry fees will be marked as not invoiced internally and hence listed under Not yet invoiced again.
• Credit Note: This generates a second invoice that reverses the invoiced items, these items are also considered as not yet invoiced again. In the event of cancellations where you need to issue refunds instead change the entry fees to zero for participants which will now have all affected participants listed as not yet invoiced with a negative value which credits the originally invoiced entry fee. 

If an invoice has been sent via e-mail, it will be displayed by a check sign in the invoices list.

Manually Create Invoices

The Not Yet Invoiced list provides a list of invoices with entry fees which have not yet been invoiced, this list can be optionally filtered. Clicking on a line will show the fees (invoice items) which will be invoiced for including the source items with links to different participants in the case of grouped invoices. 

Clicking Create Invoices will generate and save the invoice data for those participants, this will always create all invoices visible in the list. To create single invoices apply a filter first.

Automatic Creation/Sending of Invoices

Invoices can be automatically created when participants have completed their online registration using the After Save Actions of the registration forms.

These invoices can then additionally be sent immediately using the send email action, the selected email template should include the Unsent Invoice option in the Attachments.