Select the active schedule under the event type's booking settings and verify it on a sample event.
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 Automations & Operations > Manage Portal Templates, select the event type and open Booking Your Lead.
Click Edit Active Payment Schedules, choose the saved schedule for that event type and click Save.
Create a new sample event and inspect its invoice schedule; review existing paid invoices separately.
How to make the most of this step
Build and test the payment schedule first. Then open the event type's portal template, go to Booking Your Lead, and select the active schedule. Review the booking condition that applies it. Test a new sample event and review already-paid invoices separately rather than assuming a template change should rewrite them.
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.