Record an offline payment against the correct invoice with its amount, date, and method. Check the balance afterward.
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
Use Search Events to find the event, open its side panel, and choose Financials under Event Sections. Open the invoice, then click Add Payment in Payments.
Enter the amount, date and offline payment method, then click Save.
Reopen Payments to confirm the recorded amount and new balance; use the provider result for online payments instead.
A useful decision
A manually recorded payment updates an invoice record but does not charge a card. Auto-pay requires an eligible authorized payment method; a reminder asks for action instead of collecting money.
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.