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Invoices & tax settings ​

BagEvent can issue an invoice for every paid order, in your company's name, and email it to the buyer. This page covers turning that on, the company and tax details that go on the invoice, and managing invoices afterwards.

These are invoices from you to your attendees. Your own invoices from BagEvent for your subscription are in Stripe — see Your subscription invoices below.

BagEvent doesn't give tax advice

BagEvent prints the tax rate and tax ID you enter and works out the amounts. Whether you need to charge tax, at what rate, and what your invoices must show are for you and your tax adviser to decide.

When an event issues invoices ​

Two things decide it:

  • Your organization's company details must be complete. Without them no invoice can be issued, whatever the event's switch says. See Your issuing company.
  • The event's own switch. An event whose Invoicing tab has been saved keeps what you saved, on or off. An event whose invoicing settings have never been saved is treated as on when the organization's company details are complete, and off when they aren't.

So once your company details are filled in, every event you haven't set otherwise starts issuing invoices for paid orders — you don't have to switch each one on. To stop one event issuing invoices, switch it off there and save.

Invoicing settings for an event ​

Open the event, then Tickets (under Setup) and the Invoicing tab.

  1. Switch Issue an invoice for every paid order on or off. If your organization hasn't set up its company details yet, BagEvent asks for them before it can be switched on (see below).
  2. Enter the rate (%) of tax that applies. The field is named after the tax in your company's country (for example GST or VAT). Ticket prices already include tax — the buyer pays the listed price, and the tax is calculated out of it. Leave it at 0 if you don't charge tax.
  3. Optionally switch on Ask buyers for a tax ID at checkout. This adds the field to the registration form and prints it on the invoice. Make it required if every buyer must give one.
  4. Select Save settings.

With invoicing on, invoices are issued automatically when an order is paid and emailed to the buyer as a separate "Invoice" message. For tickets that need approval, the invoice is issued after you approve the registration. Free orders don't get an invoice.

Your issuing company ​

The company printed on invoices belongs to the organizer (organization), not the event, so every event it owns prints the same details. Edit it from the Invoicing tab (Issuing company → Set up or Edit), or under Account → Organizers.

FieldNotes
Company name, Address, CityRequired.
State / Province, Postal codeOptional.
CountryRequired. Sets the tax name on invoices and which tax ID types you can choose.
Tax ID type and Tax IDYour own registration number. For some types, Verify checks the number against the official register. If no tax ID scheme is supported for your country yet, the invoice is issued without one.
Invoice number prefixUp to 10 characters, for example INV. The page shows the next number; the sequence never resets.
Company logoPNG, JPG or SVG, up to 2 MB.
Footer notePrinted at the bottom, for example payment terms.

Invoices can't be issued until the required fields are filled in.

Find and manage invoices ​

Open the event, then Invoices (under People & orders). The list shows each Invoice, Buyer, Amount, Status and when it was Issued; filter it by All, Issued, Sent, Voided or Credited, or search by invoice number, buyer or company.

  • PDF opens the invoice as a PDF.
  • Void cancels an invoice. The invoice and its PDF are kept for your records; only the status changes. This can't be undone.
  • Credit issues a credit note: a new invoice with the amounts reversed. The original is kept and marked Credited.

You can add a reason when voiding or crediting. Export CSV downloads all of the event's invoices — see Exporting data.

Refunding an order doesn't change its invoice. A refund neither voids the invoice nor issues a credit note. If your records need one, use Void or Credit on the invoice yourself after you refund.

What attendees see ​

The buyer gets the invoice by email, with a link to download it. It's also on their order in the event's personal center: Invoice with its number, or a Proforma invoice while an order is still waiting for payment. See Your e-ticket.

Your subscription invoices ​

BagEvent charges your subscription through Stripe, and your invoices and receipts are kept there. On Plan & billing, under Billing history, choose Invoices and receipts → to open them. Subscriptions are charged in US dollars. See Plans, trial & billing.