Check reminder timing, amount, and recipient so the client receives a clear and accurate request.
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
Open the event type's payment reminder item in Manage Portal Templates > Edit workflow.
Click the timeline card, check recipient, unpaid amount and timing, then click Save draft and Review saved draft.
Click Try the client portal and Review event impact; publish the approved reminder only after checking the sample invoice.
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.