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Setting up Receipt & Invoice

EventNook provides automated Receipt & Invoice for your event

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Written by EventNook
Updated over a year ago

EventNook allows you to send auto-generated receipts and invoices to all registrants, which can be very useful, especially for paid events. You are free to customize the generated receipts or invoices with your company logo, your contact and bank details, etc.

Here is a short video guide.

The following is the step-by-step guide for customizing the generated receipts or invoices.

  • From the main page, go to My Event -> Edit Event -> Settings. Choose the Receipt & Invoice under the Invoice & Tax Menu

  • EventNook understands your needs, we provide a feature for you to customize your Invoice and Receipt title. We support custom title for both Invoice and receipt, you can change it accordingly.

  • Feel free to add your company or event logo in the invoices and/or receipts to make it looked more professional.

  • Set up your Organizer’s Billing Information

    • Billing Organization Name & Billing Contact Details: Put your Organization Name and Billing Contact Details you want to have on the receipts and invoices.

    • Tax Registration No: If your event is enabled with tax (GST/VAT), put your business's tax registration number.

    • Invoice No. Prefix: You can also set a prefix for your invoice.

  • Then, add Payment Terms and optional Terms & Conditions in the invoice. We also provided an example in case you are not sure what invoice terms & conditions look like. Click on Save Changes to save all of your progress

  • Preview the format through the Preview Invoice or Preview Receipt. This was either the default format provided by EventNook or your previous work that has been saved.

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