Step 2: Create invoice templates (participant)

Go to the participant module -> Finances -> invoice templates

Please note that e-invoices have a fixed format, so there is no need to create a template.

In the screen above you can choose which template you want to change. The way to edit the invoices is the same for all invoices, so we only explain this for the normal invoice.

Click the 'View' button at 'Invoice'. The following screen will appear.

With the 'Restore default' button you can discard all your changes and start over.

The 'Download preview' button will show a PDF on your screen of how the invoice will look like.

Use the 'Edit' button to make changes to the invoice.

Like in all emails you can edit in Eventure, you can add text, insert placeholders for some extra merge fields and you can style your text with the icons to make your text bold, italic etc.

In the lower part of the editing screen you can set which fields need to be shown on the invoice:

If you use hotel bookings for your congress, you can choose which booking information appears on the invoice. You can choose to display basic information, such as the price or the deposit, depending on the setting used.

Only the text for the Hotel price or the Hotel deposit will appear on the invoice. You can customize this text yourself. And it is displayed as follows:

You can also add more detailed information. To do so, select 'Show hotel booking details'. A few other settings can also be adjusted, such as displaying 'Amount & price' and 'Arrival & departure date', indicating whether breakfast is included, and changing the displayed text.

An example of the detailed hotel settings:

If you also need to add your total amount and VAT amount to be paid in the local currency on the invoice, you have to use the 'Alternative currency' fields. Here you can rename the fields to match your local currency.
The checkboxes allow you to choose which fields should be visible on the invoice.

Please note that you need to enter the local currency in the participant module settings 
-> invoices -> Currency exchange rate. Click here for more info.

The Alternative currency fields appear in a separate box on the invoice.

The settings in the above image will all be merged in the placeholder 'invoiceLines'.

The fields 'conditionBillingAddress', 'conditionVatReverseCharge' and 'conditionBalance' can be set at the bottom of the screen at the conditional placeholders.

As you can see at the 'Condition: Balance' you can setup 3 texts. One for balance is positive, one for balance is zero and one for balance is negative.
Depending on the balance of the participant the corresponding text is shown.

Step 3: Invoice styling (participant)