Adding a Payment

Payments for events are recorded on the event's account. Go to the account's details page by clicking the link on the event's details page (either on the Overview tab or the Financials > Payments tab) or by searching for it.

  1. On the account's Financials tab, click the by Payments.
  2. In the Add Payment slider, add the payment information:
    1. Payment date
    2. Payment amount
    3. Payment type (if your account has payment types added)
    4. A reference number (optional)
    5. Any notes about the payment (optional). If it is for a specific event, we recommend adding the event name and date here.
  3. If the account has any invoices with a balance due, the invoices will be listed. Click the blue arrow to allocate the payment in full (up to the invoice balance), or type in the amount you would like to allocate towards each invoice.
  4. Click Add.
  5. The payment will be listed with an overview of its details. For all information or to edit the payment, click the payment to open its details slider.
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