Entering information related to events and invoices

• Create new stationery for PDF creation

  Default invoice addresses are entered in the Account on the Added Fields tab. Whenever an event is created, this invoice address will be suggested for the event.

  1. Open the organiser's  Account.
  2. Go to the  Added fields tab in the side navigation.
  3. Go to the  Invoice to field and enter the name of the invoice address, select the right account from the list of results and  Confirm.
     Alternatively, enter a new account.
  4.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Enter a different reminder address

  Default reminder addresses are entered in the Account on the Added Fields tab.
  Note: If the event has an invoice address that does not correspond to the default, that address will also be used for the reminder run. The default reminder address will not be applied in this case.

  1. Open the organiser's  Account and go to  Added fields tab in the side navigation.
  2. Select a different contact person in the same company by entering the name of the account in the input field  Reminder address and search by pressing Enter.
     Select an different contact person from the drop-down menu below.
  3. Select a completely different reminder address by entering the name in the input field  Reminder address and search by pressing Enter.
     Select an different contact person from the drop-down menu below.
  4. Double-click the account to select.
  5.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Enter a different delivery address

  Default delivery addresses are entered in the Account on the Added Fields tab. Whenever an event is created, this delivery address will be suggested for the event.

  1. Open the organiser's  Account.
  2. Go to the  Added fields tab in the side navigation.
  3. Go to the  Deliver to field and enter the name of the delivery address, select the right account from the list of results and  Confirm.
     Alternatively, enter a new account.
  4.  Save your input by clicking on the icon in the top left-hand corner of the input window.
• Add important event information to the account

  To add details to an account that only becomes relevant in the context of a new event, go to the Added Fields tab in the side menu.

  1. Open the organiser's  Account and go to  Added fields tab in the side navigation.
  2. Enter any important information for creating a new events for this customer in the Event info field.
  3.  Save your input by clicking on the icon in the top left-hand corner of the input window.
     Note: Whenever an event is created for this customer, this info will be suggested for the event. Click Apply to copy the text to the field Initial agreement field.
• Add important invoice information to the account

  To add details to an account that only becomes relevant in the context of a new invoice, go to the Added Fields tab in the side menu.

  1. Open the organiser's  Account and go to  Added fields tab in the side navigation.
  2. Enter any important information for creating a new invoice for this customer in the Invoice info field.
  3.  Save your input by clicking on the icon in the top left-hand corner of the input window.
     Note: The text entered here will be sent as a reminder when the invoice is generated. The message serves only as a reminder and is not copied to the segment.

  Important: If there is a different invoice address, the invoice information must be added there.

• Enter data for the e-invoice in the invoice recipient's account
  1. Open the organiser's  Account .
     Note: If the organiser and invoice recipient are not identical, enter the details in the invoice address.
  2. Go to the  Added fields in the side navigation of the account and select  E-invoice.
  3. Select the invoice format.
     a) XRechnung (for public authorities and contractors)
     b) ZUGFerd Profile Basic, EN16931 (Comfort) or Extended.
     Note: Depending on the invoice format or profile, the mandatory and optional details will vary.
  4. Fill in the other fields, but at minimum the mandatory information required by the selected format (e.g. Route IDfor X invoices)
     Note: If mandatory information is missing, you will be notified when the invoice is created.
  5. Click here for an overview and description of all invoice recipient fields. (German only)
     Note: It is possible to enter one Routing ID per contact person.
  6.  Save your input by clicking on the icon in the top left-hand corner of the input window.