Billing Setup; ChamberMaster/MemberZone - SIMULATED LIVE

June 18, 2019 2:00 PM - 3:00 PM (CDT)

Description

Unable to attend a live instructor led session? Sign up for a repeat recording of the session. After you register, automatic email confirmation and reminders will be sent to you, including the link to join the workshop. Remember to add it to your calendar. Please register all staff who will be attending the workshop. 


This Workshop Will Cover 

- Setup Chart of Accounts 

- Setup Fee Items 

- Review and Manage Invoice Templates 

- Setup Default Billing Options 


Who Should Attend: Staff with Administrator Permissions 

Suggested Prerequisite: Overview of ChamberMaster/MemberZone Workshop

Contact Information

Name: Cheri Petterson

Step 1: My Information

{{loginInfo.errorMessage}}

Logged In As {{Environment.CurrentUserData.DisplayName}}

Step 2: Registration Types

Name Price Qty
{{ert.EventRegistrationType.Name}}
{{(ert.EventRegistrationType.IsForMembers && !ert.EventRegistrationType.IsForNonMembers)?"(Members Only)":""}}
{{ert.EventRegistrationType.Price | currency }}
{{status.maxRegistrationLimitViolation[ert.EventRegistrationType.EventRegistrationTypeId].msg}}
Total vacant spots per event: {{ Environment.VacantSpotsPerEvent }}
{{status.maxEventLimitViolation.msg}}

Step 3: Attendees

Please add attendees

{{er.RegName}} Attendees

{{ ($index == 0 || er.Price > 0)? "Attendee" : (Environment.ExtraOptions.AdditionalAttendeesTerm || "Attendee") }} #{{ ((!Environment.ExtraOptions.AdditionalAttendeesTerm || Environment.ExtraOptions.AdditionalAttendeesTerm == "Attendee") || $index == 0 || er.Price>0)? ($index+1) : $index }}

Total: {{(att.Price - getAttendeeTotalDiscountAmount(att) + getPayableAttendeeExtraItemsPrice(att)).toFixed(2) | currency}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info


Address


Phone


Additional Information


Event Sessions

{{slot.Name}}

{{$select.selected.Name}}
(full)
{{slot.SelectedSession ? slot.SelectedSession.Description || "" : ""}}


Additional Items

Name Description Price Qty
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} {{item.Price | currency }}
 
Registration is available to Members only

Step 4: Additional Items

Name Description Price Quantity
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} {{item.Price | currency }}

Step {{getValidExtraPurchaseItems().length ? "5": "4"}}: Enter Promo Code

{{status.promocode.msg}}

Step {{Environment.HasPromoCodes && getValidExtraPurchaseItems().length? "6": (Environment.HasPromoCodes || getValidExtraPurchaseItems().length? "5" : "4")}}: {{(Environment.DonationTerm || "Donation/Contribution") + " Opportunities"}}

Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description}}

Step {{getPaymentStepIndex()}}: Payment Information

{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}

Validation Summary

{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}

Sorry, you can't reduce the number of registrations or additional items. Please contact administrator.