How Do I Create and Pay Payments

Payments are created automatically for the Deposit based on the document on the event.  Subsequent payments require that you add an additional payment.

Booking Created, Document added with Items and a deposit(s) (here is the billing widget for the event):

 

The Deposit(s) payments are automatically created:



To make a payment click the gear on the right and select pay then choose how the customer paid for it.

 

Once a payment is paid the total outstanding will be automatically updated:




To Pay the Remaining Balance Click Add Payment for $XXXX (this will be the total outstanding amount).

 

Now select Save & Pay or Save.

  • Save & Pay will be used when you want to make the payment then and there.
  • Save is if you want to request the payment from your customer.



The event now has a zero outstanding balance and you can close the event out.

 

If the customer adds additional charges the day of event, then edit the document, add the items and click save. This will automatically create an outstanding balance:


To Pay the Remaining Balance Click Add Payment for $XXXX (this will be the total outstanding amount). Once this payment is paid the event is ready to be closed out.

Have more questions? Submit a request

Comments