Difference between revisions of "Events-Event Fees and Billing"

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Events that require a fee to participate can be managed through the Events module. Event fees, designated for members or non-members, may be associated with each event. If allowing online registration, members-only pricing is available to those with a members-only login name and password.
  <div style="text-align: left;">[[Events-TableOfContents|Table of Contents]] | [[Events-Synch_your_events_with_your_iPad_or_iPhone|Previous]] | [[Events-Create_Event_Fees|Next]] | [[Events-Index|Index]]</div>
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  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">Event Fees and Billing</div>
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Staff control what payment options appear for members and non-members, with a separate set of options available for each. If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated from the Events module for those requesting payment by invoice.
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  <div style="color: #808080; font-family: Cambria; font-size: 22pt; margin-bottom: 0pt;"><span id="wwpID0E0H20HA">Event Fees and Billing</span></div>
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Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0G20HA">Events that require a fee to participate can be managed through the </span><span style="font-weight: bold;">Events</span> module. Event fees, designated for members or non-members, may be associated with each event.   If allowing online registration, members-only pricing is available to those with a members-only login name and password.   </div>
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  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0F20HA">Staff control what payment options appear for members and non-members, with a separate set of options available for each. If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated from the </span><span style="font-weight: bold;">Events</span> module for those requesting payment by invoice.</div>
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The Account tab displays a running total of the event income activity in addition to a summary of guest list information.
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0E20HA">Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration.</span></div>
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  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0D20HA">The </span><span style="font-weight: bold;">Account</span> tab displays a running total of the event income activity in addition to a summary of guest list information.</div>
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Setting up and using event fees require the following steps:
  <div style="font-family: Tahoma; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0C20HA">Setting up and using event fees require the following steps:</span></div>
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*Create Event Fees
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
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*Assign Event Fees
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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*Select Billing Preferences
      <tr valign="baseline">
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*Create Discounts Options
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
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*View Account Information
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B20HA">Create Event Fees</span></div></td>
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*Create Event Invoices
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0A20HA">Assign Event Fees</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0610HA">Select Billing Preferences</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0510HA">Create Discounts Options</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0410HA">View Account Information</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Events-rd_bullet.jpg|9px]]</div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0310HA">Create Event Invoices</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
</div>
 

Latest revision as of 21:03, 10 September 2015

Events that require a fee to participate can be managed through the Events module. Event fees, designated for members or non-members, may be associated with each event. If allowing online registration, members-only pricing is available to those with a members-only login name and password.

Staff control what payment options appear for members and non-members, with a separate set of options available for each. If integrated with QuickBooks or using the integrated billing module, individual invoices may be generated from the Events module for those requesting payment by invoice.

Discounts based on age, date, or volume may be created for each event and applied when appropriate information is provided during registration.

The Account tab displays a running total of the event income activity in addition to a summary of guest list information.

Setting up and using event fees require the following steps:

  • Create Event Fees
  • Assign Event Fees
  • Select Billing Preferences
  • Create Discounts Options
  • View Account Information
  • Create Event Invoices