How to Add Billing to Events

This is the fourth article in a series on how to setup billing for your events. To continue to the next article, click here »

The steps to add billing to your event differ depending on whether you are using enhanced registration (recommended) or basic registration (with breakout headcount) on your event. Please follow the instructions that pertain to your event setup. These instructions assume you already have event registration enabled. If not, please follow our event registration instructions and return to this guide once done.

Note: At this time, the billing setup cannot be changed once a registration is made. Billing definitions (i.e. the pricing schemes) are only effective when enhanced registration is used. Basic registration still allows you to use billing, but sales items are tied to the headcount rather than the demographic data of members and guests. For ultimate flexibility, we recommend using enhanced registration.

Enhanced Registration

Go to Applications > Club Content > Club Calendar of Events and click the name of your event. Select Event From Club Calendar of Events
Click the Billing tab Go To Billing Tab
Select the billing definition you would like to use for the event from the Billing Definition drop down menu. The details of how your members and guests will be sorted and charged will appear below. Please confirm these details are correct before proceeding. Set Billing Definitions
Click Save & Close to finalize your event billing. Save & Close

Basic Registration (with breakout headcount)

Go to Applications > Club Content > Club Calendar of Events and click the name of your event. Select Event From Club Calendar of Events
Click the Billing tab. Go to Billing Tab
Select “Breakout Headcount Only” from the Billing Definition drop down menu. Set Breakout Headcount Only Billing Definition
Click the Registration tab. Go to Registration Tab
Under Headcount Breakout, select the billing code to associate with the corresponding headcount. The booking member will be charged this code/item for each headcount on their registration.

Note: In basic registration, the booking member is charged the full amount of the registration. The billing cannot be split among different members.
Set Breakout Headcount Billing Codes
Click Save & Close to finalize your event billing. Save & Close