Use the invoice's Payments area to request a payment from the client or record money received outside Releventful. These are different actions.
Before you start
Open the correct event and invoice. Check the remaining balance and any payment already recorded so the client is not asked to pay twice.
Add a payment request
Open Payments and select Add Payment where available.
Enter the amount and due date, and review the payment method and processing settings.
Save and reopen the payment to confirm its details.
Preview the client payment view before sharing the invoice.
Adding a request does not mean money has been collected. For installments, use a payment schedule where appropriate and review the resulting requests.
Record a payment received elsewhere
Use the available record-payment controls on the correct invoice. Enter the actual amount, date and payment method, and confirm that the invoice balance reflects it. Recording a cash, check or other outside payment does not charge a card or move funds.
For a payment processed online, confirm its current status before recording another payment. A pending transaction is not the same as a completed payment.
After an invoice change
Review unpaid payment amounts and due dates. See reviewing payment amounts after changing an invoice. Do not assume every manual request changes with the invoice total.