Eventleaf How To Guides

How to Invoice attendees in Eventleaf

Handling invoices doesn't have to be complicated when using the right event management solution. With Eventleaf's powerful event platform, you can streamline the invoicing process for attendees who select alternative payment methods.

Eventleaf makes it simple to automate invoice generation and ensure that every attendee receives their invoice along with their registration confirmation. By uploading a custom invoice template and enabling the alternate payment option, you can quickly send personalized, professional invoices to all your registrants.

To automate the process of sending invoices:

  1. 1. Login to Eventleaf.com and then click on the name of the event

    Login to Eventleaf.com and then click on the name of the event
  2. 2. Then click on registration steps on the navigation bar

    click on registration steps in the navigation bar
  3. 3. Then click on registration payment on the blue bar

    Then click on registration payment
  4. 4. Scroll down in this page and look for the alternate payment method. Then enable the setting "allow guests to pay using an alternative method"

    allow guests to pay using an alternative method
  5. 5. Add a name for the payment method and then enable the setting "attach invoice to confirmation email"

    attach invoice to confirmation email
  6. 6. Then design an Invoice in word format(.docx). You can click on the tokens links to find all the tokens that can be included in the invoice to add attendee information and order information. You can also click on the download sample link to download a template file for the invoice

    Invoice in word format Invoice in word format
  7. 7. Once you design and save the invoice in word format(.docx), you can click on the browse button and upload the word file. Then every time someone registers for your event and chooses the alternate payment method, they will receive the invoice attached with their registration conformation email

    browse button and upload the word file
  8. 8. The tokens in the invoice will be replaced with actual attendee information

    tokens in the invoice will be replaced with actual attendee information

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