Step 2: Create invoice templates (group)

Go to the group module -> finances -> invoice templates
Please note that the settings and changes you make to the group invoices have no effect on the participant invoices.

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 on 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'. You can then choose to display 'Amount & price'.

An example of the detailed hotel settings:

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 three texts. One for balance is positive, one for balance is zero and one for balance is negative.
Depending on the balance of the group the corresponding text is shown.

Step 3: Invoice styling (group)