Account Financial Settings
This section contains financial (invoice) settings for the current account.
- Organization Name – Enter the organization name (generally, the legal trading name of the organization), as you would like it to appear on invoices.
- Tax (number/banking) Number – Enter your tax/banking identification number.
- Tax Label – Enter the tax number label for your organization (for example, enter “ABN” for Australian Banking Number, or “VAT ID” for a UK organization).
- Invoice Numbering Preference – Select an invoice numbering preference:
- Sequential invoice number per event only, beginning with 1 – This will generate a sequential (within this event) invoice number for each invoice.
- Sequential invoice number per event only, beginning with Event Code + the sequential number – This will generate a sequential (within this event) invoice number, pre-fixed by the event code, for each invoice.
- Use Parent Account Tax Codes –
E-Commerce Accounts
This section lists E-commerce accounts assigned to the currently selected account.
- This section may be a multi-page list.
- E-commerce accounts are listed in ascending, alphabetic order by descriptive name.
- Inactive accounts show at the bottom of the list, in a separate section, titled "Deleted".
- Click a row to see (or edit) the details of that e-commerce account.
To create an e-commerce account
- Click the Add New button to create an e-commerce account using the E-commerce Accounts Details page.
Tax Code Settings
This section lists tax code templates that have been defined for the current account. This may be a multi-page list.
- Tax code templates are used to define tax codes for inclusive taxes at the event level.
- Within an event, tax codes can be applied to any fee-based item (such as an attendee type, agenda item, or session).
- Tax code templates are listed in ascending, alphabetic order by descriptive name.
- Inactive tax codes show at the bottom of the list, in a separate section titled "Deleted".
- Click a row to see or dedit the details of that record.
To create a tax code setting
- Click the Add New button to create a tax code using the Account Tax Codes page