MobileApps-What billing transactions are created when I mar

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Staff App Event Features FAQs : What billing transactions are created when I mark a registrant as paid?

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What billing transactions are created when I mark a registrant as paid?

Integrated Billing users:

Credit Card marked paid: Creates a Sales Receipt or an Invoice and Payment according to the selection you have set on the Event under Fees->Registration and Billing Preferences.

Invoice marked paid (invoice already created): Creates a Payment that is applied to the Invoice.

Invoice marked paid (invoice not previously created): Creates both the invoice and applied payment.

Cash/Check marked paid: Creates a Sales Receipt

CQI user:

Credit card marked paid: Adds a Sales Receipt or an Invoice and Payment to your QB Invoices Task List according to the selection you have set on the Event under Fees->Registration and Billing Preferences.

Invoice marked paid (invoice already created): Does not create a billing transaction. This mirrors how it already works in the backoffice software. Payments must be created in QuickBooks.

Invoice marked paid (invoice not already created): If an invoice has not been created yet in the backoffice software, the app will not allow you to mark the invoice as paid. Create the invoice first before accepting payment on the app. Or else change the Payment Type to Cash or Credit Card.

Cash/Check marked paid: Does not create a billing transaction. This mirrors how it already works in the backoffice software. Payments must be created in QuickBooks.

Summary: For CQI users, credit card payment is the only option that will mark a billing transaction to be created.