Review the account's payment setup and the invoice's available methods before collecting a live payment.
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 Settings > Payment Setup > Payment Processor and check the selected processor and accepted methods.
Use Save or Update Payment Processor after an approved change; do not enter a payment in an invoice to test credentials.
Open a sample invoice checkout to check the client-visible methods before collecting a live payment.
A useful decision
Use the configured provider's transaction status to confirm whether funds moved. An invoice can show a successful payment before the bank deposit arrives; a refund must be confirmed separately.
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.