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Check PDF Templates, Booking Confirmation and Invoice

This article explains which content and design elements you should check in existing PDF templates for booking confirmations and invoices.

If the event was created based on a previous year's event, PDF templates may still contain content, logos, contact details or notices from the previous event. Check the booking confirmation in particular and, if used, the invoice.

Relevant Menu Paths

  • PDF templates: Configuration → Basic Settings → PDF templates

  • Booking confirmation: Configuration → Attendee Registration → Configuration → Booking confirmation

  • Invoice: Configuration → Attendee Registration → Configuration → Invoices

Check General PDF Templates

  • Check all existing PDF templates from the previous year's event

  • Update the event name and years

  • Check the event date and location

  • Check logos, header graphics and design elements

  • Update organiser and contact details

  • Update contact details

  • Check footers and legal notices

  • For multilingual events, check the templates in all required languages

Check the Booking Confirmation

In addition to the PDF, also check the associated email templates.

  • Check the booking confirmation PDF

  • Check the event details

  • Check booked offers and prices

  • Check sender and contact details

  • Check the email text and subject of the booking confirmation

  • Check whether the booking confirmation is sent at the intended time

Check the Invoice Document

This section is relevant if invoices are generated for the event.

  • Check the invoice PDF

  • Check organiser and invoice details

  • Check address and company details

  • Check bank and payment information

  • Check tax information

  • Update invoice texts

  • Update invoice texts and notices

  • Check whether any information from the previous year's event is still included

Tip: Afterwards, complete a full test booking and open the generated booking confirmation and, if relevant, the invoice. This is the most reliable way to check whether the PDFs are generated correctly using the actual booking data.


Related Articles

  • Create and Edit PDF Templates

  • Configure the Booking Confirmation and Booking Confirmation Email

  • Set Up the Invoice Document: PDF, Texts and Options


Next Steps

If you use paper submission, check its basic configuration next.

If you do not use paper submission, check the copied offers, price groups and registration periods next.

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