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To access Finance Settings, click on the gear icon ⚙️ on the top right corner of the screen to open Organization Settings. Then, under Other Settings, click on Finance Settings.

The settings apply to Event Registration, Membership Application & Renewal, Membership Extra member purchase request.

 

Billing Information

Enter your organization’s official name and billing information. This information will appear on all system-generated invoices and receipts.

You can configure the recipient billing information to be collected during registration, saved in the CRM, and displayed on invoices for Companies and Individuals.

  • Add, remove, edit fields
  • Make fields mandatory
  • Hide the individual first name and last name on corporate invoices

 

Tax

Under a Tax tab, click on the + Add Tax button to create a tax; you can choose the percentage and select the countries to which this tax applies. To delete a tax, click on the three-dot action button.

 

 

Invoice and Receipt

You can choose to:

  • Generate invoices for orders automatically
  • Send invoices to online purchasers automatically
  • Activate Proforma invoice generation
  • Send receipts for all completed payments automatically

If you enable ‘Generate invoices for orders automatically’ you can choose Types of Invoice users can request in public Registration Form:

  • Individual (default) or Company Invoice
  • Company (default) or Individual Invoice
  • Only Company Invoice

 

The end-user side:

During the registration process, the end-user can confirm who will be billed based on the configurations set by the organization.

The organization side:

The billing Information is saved and can be edited in Contact Profile of each Contact/Company.

The billing information is available on the form when adding a new attendee or member.

For events registration, the system uses the Billing Information of Individuals.

For memberships, the default choice of billing information is based on the membership type category: Individual Billing Information for Individual membership types, Company Billing Information for Corporate membership types.

The billing information can be exported from the Invoices section.

After the first registration, the Billing Information will be saved in Settings – Billing Information of each Glue Up user’s my profile. Both Personal and Company Billing Information can be edited anytime.