To access Finance Settings, click on the gear icon ⚙️ on the top right corner of the screen to open Organization Settings. Then, under Other Settings, click on Finance Settings.
The settings apply to Event Registration, Membership Application & Renewal, Membership Extra member purchase request.
Billing Information
Enter your organization’s official name and billing information. This information will appear on all system-generated invoices and receipts.
You can configure the recipient billing information to be collected during registration, saved in the CRM, and displayed on invoices for Companies and Individuals.
- Add, remove, edit fields
- Make fields mandatory
- Hide the individual first name and last name on corporate invoices
Tax
Under a Tax tab, click on the + Add Tax button to create a tax; you can choose the percentage and select the countries to which this tax applies. To delete a tax, click on the three-dot action button.
Invoice and Receipt
You can choose to:
- Generate invoices for orders automatically
- Send invoices to online purchasers automatically
- Activate Proforma invoice generation
- Send receipts for all completed payments automatically
If you enable ‘Generate invoices for orders automatically’ you can choose Types of Invoice users can request in public Registration Form:
- Individual (default) or Company Invoice
- Company (default) or Individual Invoice
- Only Company Invoice
Configure invoice issue dates and due dates
Glue Up allows you to choose how the Invoice Issue Date and Invoice Due Date are set for invoices.
This helps ensure invoice dates match your finance and accounting process.
Configure the invoice issue date
The Invoice Issue Date determines which date appears as the issue date on invoices.
To configure this setting:
- Go to the Settings menu by clicking on the gear icon ⛭ on the top right corner of the screen.
- Open Finance Settings.
- Find the Invoice Issue Date Configuration section.
- Choose how the invoice issue date should be set.
You can choose one of the following options:
-
Order or registration creation date (default option)
Select this option if you want the invoice issue date to match the date when the order or registration was created/submitted.Example:
A member submits a membership application on January 2.
The application is approved on January 5.
The payment is made on January 10.If this option is selected, the invoice issue date will be January 2.
-
Date invoice is finalized (approval date)
Select this option if you want the invoice issue date to match the date when the last approval or confirmation step is completed in the workflow.For memberships, this means the invoice issue date is based on when the membership application or renewal is confirmed or approved, depending on the workflow.
For events, this means the invoice issue date is based on when the registration is approved, depending on the Event settings.
Example:
A membership application is submitted on November 6.
The application is approved on January 2.
The invoice issue date will be January 2.This option is useful when invoices should only be considered issued after the order e.g. application, or registration has been approved or confirmed.
-
Date of payment
Select this option if you want the invoice issue date to match the date when the payment is applied. When this option is selected, the invoice does not have a due date at first. The due date is assigned automatically after payment, based on the Invoice Due Date Configuration settings.Example:
A membership application is submitted on November 6.
The payment is applied on January 2.
The invoice issue date will be January 2.This option is useful when invoices should only be dated once payment has been received or recorded.
Proforma invoice issue dates follow the same issue date setting.
Note: Changing this setting only affects invoices created after the change. Existing invoices are not updated automatically.
Configure the invoice due date
Use the Invoice Due Date Configuration section to set the payment terms for invoices.
The due date is calculated by adding the selected number of payment term days to the invoice issue date. This ensures the due date does not come before the invoice date, helping prevent accounting and compliance issues.
Example:
If the invoice issue date is January 2, 2026 and the payment terms are 30 days net, the invoice due date will be February 1, 2026.
Configure custom invoice and receipt settings
Use the Custom Invoice and Receipt Configurations section to set different invoice and receipt preferences for each order category.
You can create custom configurations for:
- Event Registrations
- Membership Applications
- Membership Extra Member Purchases
- Membership Renewals
This is useful if you want one order category to follow different invoice or receipt rules from your main finance settings.
In each custom configuration, you can set details such as:
- Invoice prefix
- Next invoice number
- Automatic invoice generation
- Automatic invoice sending
- Automatic receipt sending after completed payments
The Invoice Issue Date and Invoice Due Period can also be configured in each custom configuration. This means each order category can use its own invoice issue date and due date settings.
The end-user side:
During the registration process, the end-user can confirm who will be billed based on the configurations set by the organization.
The organization side:
The billing Information is saved and can be edited in Contact Profile of each Contact/Company.
The billing information is available on the form when adding a new attendee or member.
For events registration, the system uses the Billing Information of Individuals.
For memberships, the default choice of billing information is based on the membership type category: Individual Billing Information for Individual membership types, Company Billing Information for Corporate membership types.
The billing information can be exported from the Invoices section.
After the first registration, the Billing Information will be saved in Settings – Billing Information of each Glue Up user’s my profile. Both Personal and Company Billing Information can be edited anytime.