Editing a Payment

To edit a payment:

  1. Go to the payments section on either:
    • Account details page > Financials.
    • Event details page > Financials > Payments.
  2. Click a payment to open its details slider.
  3. In the details slider, click the edit pencil icon.
  4. 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)
  5. 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.
  6. If the account has any invoices with a balance due, the invoices will be listed. Click the blue arrow to allocate the payment up to the invoice balance, or type in the amount you would like to allocate towards each invoice.
  7. When your edits are complete, click Save.

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