Editing a Payment

Permissions needed: Edit Payments & Credits

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, those invoices will be listed. Click the blue arrow to allocate the payment to the invoice, or type in the amount you would like to allocate towards each invoice. For more information, please see Allocating a Payment or Credit. If the account has any invoices with a balance due, those invoices will be listed. Type in the amount you would like to allocate towards each invoice, or... 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.
  7. When your edits are complete, click Save.

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