Build the schedule with each amount or percentage and due date. Check that percentage payments total 100 percent.
Why this matters
The event invoice brings together what the client owes, what was requested, and what was received. Review the balance and provider result before changing a schedule, recording a payment, or promising a refund.
Before you start
Open the correct event and invoice. Confirm the existing balance and any recorded payments.
In Releventful
Click Billing & Sales > Manage Payment Schedules and choose Create Schedule.
Name the schedule, add each installment and enter its amount or percentage and due date.
Check that percentage payments total 100 percent, then click Create Schedule or Save; reopen it to confirm amounts and dates.
How to make the most of this step
Choose payment amounts or percentages and due dates that agree with the contract. Percentage-based payments must add up to the full invoice. Preview the schedule on a sample invoice before using it for a client, especially when dates depend on the event date or booking date.
A useful decision
Due dates and amounts should match the accepted terms. Review an invoice with existing payments individually; applying a new schedule must not ask the client for money already received.
Check the result
Review the updated invoice, payment schedule, and client balance. Confirm live payment or refund results with the provider.
Important to know
Editing an invoice record is different from collecting or returning money. Confirm online payment or refund results with the configured provider.