Events Tab
The iiQ Event module allows you to associate fees with specific organizations. This feature enables seamless tracking of financial obligations related to events.
The Organization record has an "Events" tab that allows users to filter, export, search, and perform bulk actions for all related events.
Invoice Statements
The invoice statements for individual and multiple events will include event and invoice details.
Multiple statement emails have been consolidated into a single email for bulk invoicing to the same recipient to streamline communication. Furthermore, the Organization Contact has been added to the recipients of statement emails for both individual and multiple events.
The event fee can be associated with the organization in the following ways:
Adding a fee to a single event using the "Bill to Organization" setting in the payment app.
Adding a fee to multiple events through Bulk Action.
Adding a fee via Rule Action.
Using the “+ Pull Event Fees” option to automatically calculate and pull event fees into the payment app.
For any of these methods to bill the organization, two conditions must be met:
The "Bill to Org" setting must be enabled in the payment app.
An organization must be associated with the event.
Bill to Organization setting in the payment app
If you’re using this app in the iiQ Events module, there’s an additional setting called Bill to the Organization.
You can learn more in the knowledge base guides for your specific payment process app.
If the setting is ON and the Event has an Organization, the invoice will automatically be billed to the Organization.
If the setting is ON, and the Event does not have an Organization, the invoice will be billed to the Event Owner.
If the setting is OFF, the invoice will be billed to the Event Owner, regardless of whether the Event has an Organization.
Invoice History
When statements are generated, whether printed or emailed, they create a history logged in the payment app widget associated with the event. This history can be found in the Invoice History section and includes the following details:
Invoice number
Date
Total amount paid
Created By
After generating the statement, you must refresh the Event page (close and reopen) to see a new historical record appear in the list. If there are more than 10 records and the pagination shows the second page, selecting the second page and going back to the first page will refresh the view and show the newly generated historical record.
Suppose the invoice is generated through the bulk action (multiple events). In that case, the Invoice History section will show the newly generated historical record for that particular event, and the Total amount will indicate the Total amount for that particular event, not all events selected in the bulk action.
The generated statement will display separate invoices for each of the selected events.
If several statements were generated on the same day, the invoice historical records can be differentiated by their number. The highest invoice number will be at the top, indicating the latest record.
If a statement is emailed, the Created By column will show as System Service because the statement is generated and sent automatically by a system job.
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Hannah Bailey - Director, Customer Engagement