The settings determine the Invoice Fields which can be used in the invoice layout, and how invoices should be grouped.  

General 

General Settings 

The first invoice number can be any fixed alphanumeric string, the last character must however be a number and you cannot use any fields/functions in this field. The only placeholders you can use are [yyyy] to call the current year and [YYYY] for the event year. Invoice numbers will automatically generated sequentially from this number, in the event of missing numbers due to the deletion of individual invoices then these will be automatically filled by the next created invoices.

Invoices can also optionally be generated in ZUGFeRD format to generate EU-compliant e-invoices.

Invoice Issuer

The invoice issuer fields must be fixed string values - they cannot use other fields/functions.

Invoice Receiver

Invoice Receiver fields can use fields / functions in case of requiring different invoice details for some participants, for example if group registrations should be invoiced to a company instead of individual participants. 

Payment Terms

When creating invoices manually then the payment terms will be used, these should be fixed values. 

If invoices are automatically generated using the After Save Actions of a registration form, then the payment details and terms of the selected payment method will be used. 

Advanced

Participants grouping

The filter determines which individual participants should receive an invoice. By default, invoices are generated for each individual participant, however in some cases only a single invoice should be issued to a group of participants, for example in group registrations. 

The combination field determines the value on which participants should be grouped. 

All participants who match the filter will receive an invoice, and participants who do not match the filter will be grouped with a participant who does according to the combination field if applicable. 

For example the following combination will create a single invoice for group registrations but invoice single registrations individually. Any participants with [GroupRegPos]>1 will not receive an invoice, but will be put on the invoice of the participant with the same GroupID and [GroupRegPos]=1.

Exclude Entry Fees

Select all entry fees you want to exclude from an invoice (e.g. donations).