Submission list

The submission list shows every submission collected through a form, and lets you view, edit, export, and manage that data.

What you can do on the submission list

On the Submission List page of a form, you can:

• View how much revenue was generated from each submission
• Access all field data submitted on the form (e.g. registration information, contact information, pre-conference, conference, optional activities, meals, donations, etc.)
• Change a registrant's submission information
• Generate an invoice or credit memo
• View paid or unpaid submissions
• Export submission details
• Email the profiles associated with each submission

To access a submission list

1. Navigate to Forms > Form List.

2. Select the hyperlinked number under the Form Submissions column. Forms are separated by rows.

   

On the following page, you can view and edit form submissions.

To edit form submissions

1. Select the hyperlinked form ID underneath the ID# column.

   

2. In the member's Submission tab, you can edit or delete their submission. Select Edit, then proceed to the next step.
3. On the following page, you can edit submission data input by the form-taker. You can also make pricing changes to price fields, including applying a discount code or assigning a different pricing scheme based on date range.

Editing price fields

You can change a selection set price field, then select Save. On the following screen, you can select Create a new credit memo (to credit the initial invoice) or Create a new invoice to account for the updated price. You can also leave the initial invoice as-is and have two separate invoices.

Creating a new invoice

If you select Create a new invoice, you can:

• Select a Payment Processor in the dropdown menu to use for the additional charge.
• Select an Invoice Template in the dropdown menu.
• Toggle Prevent confirmation emails.
• Select Add a line item to add a line item to your new invoice.
• Enter an Amount.
• Enter a Description.
• Select a Revenue Account in the dropdown menu.
• Add a Discount code.
• Select Save when you're finished.

Viewing invoices and credit memos

Invoices created from the form submission appear as tabs at the top of the screen, next to the Submission details tab. Select an Invoice tab to view the user's invoice generated from the form. If multiple invoices were created, each one appears as a separate tab. Any Credit memos created and attached to these invoices also appear as tabs at the top of the page. To manage invoices or credit memos, select MANAGE INVOICE from either tab. See our help article on creating a refund through a form for more information on creating a credit memo.

Registering guests

You can register guests after the form-taker has submitted. At the bottom of the screen, select Register Guest. Next, enter information for that guest in the form fields, including any pricing selections. When you're finished, select Save.

If pricing changes are detected, a new window opens where you can create a new invoice or credit memo to balance the submission — the process is the same as editing price fields. The payment processor and invoice template in the modal default to the processor and template used on the form.

To export your submission list

1. Select Tag All to tag all submissions in the Submission List, or toggle specific submissions individually.

   

2. After you've tagged all or some submissions, use the Actions dropdown to select Export Tagged Submissions or Contact Tagged Submissions. This dropdown only appears after you've tagged some or all submissions.

   

To delete submissions

To delete a submission:

1. Select the dropdown menu underneath the Status column for the submission you want to delete.

   

2. Select Deleted.

On the Delete Submission window, confirm this is the correct submission, then select DELETE.

Viewing deleted submissions

Select the Deleted Submissions checkbox.

Viewing paid or unpaid submissions

Select the Paid or Unpaid checkboxes to view your paid submissions, your unpaid submissions, or both.