Edit a Payment

Permissions needed: Edit Payments & Credits
  1. Open the Payment slider from the:
    1. Click Financials.
    2. Click the payment you want to edit.
    1. Click Financials.
    2. Click Payments.
    3. Click the payment you want to edit.
    1. Click the right arrow.
    2. Click Exhibitors.
    3. Click the Exhibitors sub-tab.
    4. Click the exhibitor to open the Exhibitor slider.
    5. In the Exhibitor slider, click the payment you want to edit.
  2. In the slider, click the edit pencil icon.
  3. Edit the payment information:
    • Payment date
    • Payment amount
    • Payment type (if your account has payment types added)
    • Reference number (optional)
    • Any notes about the payment (optional)
  4. In the Events section, you will be able to associate the payment with an event.
    1. Click the edit pencil icon to open the Events slider.
    2. Type in the event name to search for your event and select it. Note that only events associated with the payment's account will appear.
    3. Click Save.
  5. If the account has any invoices with a balance due, those invoices will be listed. You have a couple options for allocating the payment:
    • Type in the amount you would like to allocate towards each invoice.
    • Click the blue arrow to allocate the payment to the invoice.

      If the payment is more than the invoice balance, a menu will appear.

      • Invoice Balance will allocate an amount from the payment that matches the remaining invoice balance.
      • Remaining Payment will apply the unallocated amount of the payment to this invoice.

      If the amount applied to the invoice is greater than the invoice balance, a warning warning icon will appear. You will still be able to save and can then follow the workflow in the Refunds article to issue a refund.

  6. When your edits are complete, click Save.