When an event registration or Ecommerce transaction is created, a purchaser and billable party are determined.

Sections:

When a member makes a purchase on the website, they are designated as the purchaser, and the purchaser chooses a billable party. The available billable party options are determined in Association Settings.

On the frontend, the billable party can view the transaction in their Member Compass™. On the backend, admins can view transactions in the Accounting tab of the billable party's record. Invoices or sales receipts for records in the family tree can also be viewed in the Accounting tab if the Filter settings are selected to include Member & Children or All Related.

When a website visitor is not logged in but makes a purchase, they are considered a guest. For security and data integrity, Novi doesn’t create customer records for guests, meaning guests cannot be invoiced and must pay at the time of checkout.

When a guest pays at checkout, the sales receipt will be linked to a record called Novi Guest. Credit card holder information used by the guest will be included on the receipt.

The billable party for guest purchases is limited to their own name or their company name from the fields in guest checkout details (company name being required for guests is enabled in Association Settings).

When manually creating an event registration or Ecommerce purchase for a member, an admin can assign the purchaser role to any record in the database.

Admins and their colleagues should create their own internal business rules to determine what types of records should be listed as purchaser and billable party.
​
When thinking of who should be listed as the purchaser, imagine this scenario from a member: "I received the invoice you sent to ABC company. Who in our company authorized that expenditure?" Identifying specific individuals as the purchasers can help answer those types of questions!