How to Set Up Billing for Your Events (Overview)

In these articles, you will learn how to tie sales items to event registrations. This involves setting up Billing Codes/Types/Definitions in MRM with the option to enter corresponding 3rd party sales item codes which match your back-office system.

This guide will walk through the process of setting up billing within MRM, adding billing to your events, managing check-ins on the day of the event, and sending the event billing to POS for Jonas JCM or Jonas Encore (if applicable).

Definitions of new terms in MRM:

• Billing Codes: Sales item, price, and corresponding 3rd party system code
• Billing Types: Who (members or guests) does this sales item/price apply to?*
• Billing Definitions: Group/categorize sales items in a pricing structure that can be applied to events.

*Note: You will only need to set up Billing Types if your members have different pricing based on Member Type and/or Age OR if your guests have different pricing based on Guest Type and/or Age.

The process is as follows:

1. Create Billing Codes
2. Create Billing Types (if applicable)
3. Create Billing Definitions
4. Add Billing To Events
5. Check-In Event Attendees
6. Send Billing to POS
   1. Jonas Encore
   2. Jonas Club Management (JCM)