If you would like to send invoices to participants as a payment option then configure Invoice Settings so they meet your organisational and accounting requirements.
1. Go to Main Menu select Account then click on Settings
2. In the Account Settings pane, select the Finance tab
3. Select Edit on the Invoice Settings
3. The Update Invoice Settings window will be displayed.
4. Complete the Invoice Prefix No
Please add the prefix to your invoice, add letters at the beginning of your invoice numbers. For example, the default invoice prefix is "SP-", so all invoice numbers will have "SP-" attached to the beginning of the number.
5. Add the Invoice Suffix No
Please add the suffix to your invoice, add letters at the end of your invoice numbers. For example, you can add the suffix "Client", so all invoice numbers will end with "- Client"..
6. Add an Invoice No
Note you will need to add an invoice number to generate invoices
7. Add Invoice Number Padding
Enter the number of 0's you'd like in front of the Invoice No
8. Enter the Number of days before due before
Outline how quickly you expect payment, Social Planet will track overdue invoices so you can send out reminder notices.
9. Include Payment Info
Please add the payment information on to the invoice. Include your bank account name, the BSB No and the Account No. Along with conditions of the booking and a salutation for example- Thank you for joining our Activity. Please note our payment policy requires the invoice to be paid in full prior to you attending the event.
10. Press Save to update information