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Stage 2: Advanced/In Depth - Core

2A. 5: Attendee Financials


Description
To help you manage and report on financial activity related to your event, this topic will explore how payments and refunds are handled in EventsAir, as well as provide insights into issuing invoices, credit notes, and performing other vital financial auditing and reporting functions.
Content
  • Lesson 1: Accepting Payments
  • 2A.5.1.1: Accepting Payments - Introduction & Video
  • 2A.5.1.2: Exercise
  • 2A.5.1.3: Quiz
  • Lesson 2: Processing Refunds
  • 2A.5.2.1: Processing Refunds - Introduction & Video
  • 2A.5.2.2: Exercise
  • 2A.5.2.3: Quiz
  • Lesson 3: Standard Invoices and Credit Notes
  • 2A.5.3.1: Standard Invoices & Credit Notices - Introduction & Video
  • 2A.5.3.2: Exercise
  • 2A.5.3.3: Quiz
  • Lesson 4: Miscellaneous Charges
  • 2A.5.4.1: Using Miscellaneous Charges - Introduction & Video
  • 2A.5.4.2: Exercise
  • 2A.5.4.3: Quiz
  • Lesson 5: Partial Payments and Split Payments
  • 2A.5.5.1: Partial & Split Payments - Introduction & Video
  • 2A.5.5.2: Exercise
  • 2A.5.5.3: Quiz
  • Lesson 6: Financial Auditing and Reporting
  • 2A.5.6.1: Financial Auditing & Reporting - Introduction and Video
  • 2A.5.6.2: Exercise
  • 2A.5.6.3: Quiz
  • Next Steps
  • 2A.5.7.1: Wrapping Up and Moving On
Completion rules
  • All units must be completed
Prerequisites
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