Conference Tracker: How do I design invoices?

Conference Tracker: How do I design invoices?

Introduction

Administrators in Conference Tracker can design invoices for the conference. These invoices display the list of services provided with their costs beside them. This article will explain how to use the invoice designer.

Step-By-Step

1. Navigate to Invoices > Design Invoices.



2. Click the Create button.



3. Give the invoice a name and description, then click either Save & Design to begin working on the design immediately, or Save Changes to design it later.


This article assumes Save & Design was clicked.


4. Select a pre-made invoice template from the available list or click Show Invoice Designer to start from scratch.



5. Once in the designer, play around with items on the invoice by clicking and dragging them to different positions.


Items on the invoice can be edited by clicking on them, then scrolling down to view additional options. Here, options like font type and sizes can be changed.


6. Add new items to the invoice by clicking on Text, Image, or Table, under the "Toolbox" on the right.

    • Related Articles

    • Conference Tracker: How do I manage invoices?

      INTRO In Conference Tracker you can create Invoices, which act as a display of our services provided, with a statement of the sum due for these, presented with a design of your choosing, in this article we describe how to manage these Invoices, for ...

    • Conference Tracker: How do I design badges?

      Badges can be created for Attendees, Presenters and Exhibitors using our Badge Designer built-in to your http://conftrac.com/ website. To create and design a badge do the following: On the left hand Navigation Menu, navigate to Badges -> Manage ...

    • Conference Tracker: How do I create certificates?

      INTRO In the Certificates section, you can design Certificates of Attendance for your attendees. The Certificates of Attendance are a summarized report of each session an attendee successfully attended and earned credits for. These Certificates are ...

    • Conference Tracker- How do I manage Surveys?

      INTRO With the Surveys section, you can create and send surveys containing multiple questions to your Attendees. These work very similarly to Polls, but the key difference is that it allows you to insert as many questions as you would like, as ...

    • Conference Tracker How do I create CEU Transcripts?

      INTRO In the CEU Reports section, you can design CEU transcripts for your attendees. These CEU Reports are similar to the Certificates of Attendance described previously, but instead of showing a summarized report of each session attended, the CEU ...