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How do I create an invoice?

 

Making an invoice for your applicants can be a great way to ensure that no mistakes were made in the payment process, so we decided to make a special article to show you how!

 

To begin, make sure you are in the Message Management interface by selecting the “Emails” tab under the “Settings” menu located to the right of the Regpack logo.

 

 

To start the invoice process, you’ll need to create an email (which you can learn to do here). First, go ahead and write your email out- then place your cursor wherever you would like the tokens to show up. At this point you can add the”Cart” and “List of Payment History”tokens found under the System Fields section.

 

Click “add token”, and then navigate to the System Fields section (pictured below)

 

 

Then select the “List of payment history” and “Cart list” tokens

 

 

 

Now that the “invoice” is created in your system you have to choose the distribution method – below we have provided you a couple of options:

  • You can choose to send the messages manually. Instructions on sending messages manually can be found here.
  • You can also choose to trigger the email to automatically send. Instructions on adding triggers to send emails can be found here.