Support

January 6, 2016 at 4:06 pm

Hi Carl,

You can keep the billing contact info separate from the attendee info by capturing the billing contact info in a separate set of fields that appear once on the registration form.

This can be done by creating a Billing Contact Info question group, then you set the group to only appear for the primary attendee.

Then you can follow this guide to send the billing contact info to Infusionsoft:
https://eventespresso.com/wiki/infusionsoft-integration/#ee4-saving-registration-questions-as-standard-or-custom-fields

For invoicing, you may want to make sure the payment instructions get sent to the Company Admin email address. You can set up the messages to go to that address by setting this into the Primary Attendee TO: field when you set up any of the messages related to requesting payment:

[RECIPIENT_ANSWER_*Company Contact Email]

January 18, 2016 at 11:58 am

It turns out Event Espresso should be able accommodate this without any issue. What you do is add the billing contact form fields to a question group, then set only the primary registrant form to include that question group. This way, when the information is filled out for the primary attendee, they’ll also fill in the information for the billing contact in that same form.

Here’s a screenshot that shows one way you can set this up where the Billing Contact form group appears before Attendee 1’s questions. You can also set it to show the Billing Contact form group after Attendee 1’s questions like this.