Financials
Manage event-specific financial setup, orders, payments, workflows, and more.
Financials - Setup
- Financial Setup - Overview
- Financial Set Up - Ratecard
- Payment Schedule
- Cancellation Schedule
- Manage Item Type
- Payment Methods
Overview & Workflows
- Financial Report Overview
- Statement Email Template
- Financial Summary - Company Record
- Statements - Invoicing
- Adjust or Reverse Orders
- Fixing Financial Mistakes
Orders
Payments
- Payments
- Payments - Company Record
- My Account - Exhibitor Payment Portal
- Payment Allocation Priority Logic
- Transfer Payments
- Credit Card Processing Fee