GrowthZone

10a - ChamberMaster/MemberZone Special End of Year Workshop - Billing: Understanding the Setup January 22, 2018 10:00 AM - 10:30 AM (CST)

Description

This session looks at properly setting up, and maintaining, the billing area of the database. Set system defaults. Properly setup your chart of accounts and items.

Contact Information

GrowthZone
Michelle Diamon
Step 1: My Information
 
 
 
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}}
{{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)}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info


Address


Phone


Custom Fields


Event Sessions

{{slot.Name}}

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


Additional Items

Name Description Price Quantity
{{item.Name + (item.IsForMembers && !item.IsForNonMembers ? " (Members Only)" : "")}} {{item.Description}} ${{item.Price}}
 
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}}
Step {{getValidExtraPurchaseItems().length ? "5": "4"}}: Enter Promo Code
{{discount.status}}
{{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}}