Releventful

Learn how to create, review, and send an invoice with the correct client details, line items, taxes, service charges, and amount due.

Creating an Invoice

Learn how to add packages and add-ons to an invoice, adjust quantities and pricing, and confirm the updated invoice total.

Adding Packages and Add-Ons to an Invoice

Learn how to edit an invoice, update line items or details, and confirm the revised total and payment schedule before sharing it with your client.

Editing an Invoice

Learn how to create payment schedules with installment amounts or percentages, due dates, and terms that align with your client’s invoice and contract.

Creating Payment Schedules

Learn how to apply a saved payment schedule to an invoice and confirm installment amounts, due dates, and existing payments before sharing it with your client.

Applying Payment Schedules to Invoices

Learn how to automate payment schedules by assigning a saved schedule to an event type and confirming it applies correctly to new events.

Automating Payment Schedules

Learn how to record an offline payment on an invoice and confirm the payment amount, method, date, and updated client balance.

Recording Manual Payments

Learn how clients make payments through their invoice and how to confirm the payment status and updated balance in Releventful.

How Clients Make Payments

Learn how to set up Auto-Pay for authorized client payments, select which installments are included, and confirm scheduled charges and payment results.

Setting Up Auto-Pay

Learn how to set up payment reminders with the correct timing, amount, and recipient so clients receive accurate notifications about upcoming or unpaid payments.

Payment Reminders

Learn how to review and resolve failed payments by checking the provider status, remaining balance, and payment schedule before requesting another payment.

Failed Payments

Learn how to refund a client payment, confirm the refund with your payment provider, and review the updated invoice balance.

Refunding Payments

Learn how to review your Releventful Payments setup, accepted payment methods, and client checkout experience before collecting payments.

Releventful Payments

Learn how to reconcile payment deposits and batches by matching Releventful payment records with your payment provider and bank activity.

Understanding Payment Deposits and Batches

Learn how to create and customize BEO sections and layouts, edit event-specific details, and share, download, or request client signatures on banquet event orders in Releventful.

Manage banquet event orders in Releventful

Accepting Online Payments with Releventful (Start Here)

Why Online Payments Improve Your Business

Collecting Payments the Right Way for Event Businesses

Releventful Support

Naomi Sherman

Learn how to create and manage invoices, payment schedules, client payments, reminders, refunds, and Releventful Payments from billing through deposit.

Invoicing & Payments 

How Releventful Pay Processes Payment Transactions

Learn how to navigate the Releventful Pay dashboard to access intricate details about your client's payments.

The Releventful Pay Dashboard & General Navigation

Modernize your business by offering convenient online payment options to your clients.

Transforming Transactions | The Benefits of Offering Online Payments

Learn the difference between receiving payments through Releventful Pay and using the Payabli dashboard, including invoices, convenience fees, payment schedules, automations, funding, and transaction reporting.

Receiving Payments Through Releventful Pay vs. the Payabli Dashboard

Releventful Pay is our US based payment processing solution

Releventful Pay

Use Releventful's TaxJar integration to set tax rates on your packages and add-ons based on the zip code of an event's location.

TaxJar Integration

Removing Tax Percentage for an Applied Discount

Tax Setup

Why Did My Client’s Payment Fail?

Client Says Their Card Works — Why Is It Still Declining?

Best Practices for Taking a Payment Over the Phone

Why Can’t I See the Pay Button?

Find solutions to common payment issues such as declined payments, missing payment buttons, and assisting clients with completing a payment.

Troubleshooting Payments

Releventful's Client & Vendor Portal

Email Communication in Releventful

How Releventful Manages Email Sending and Deliverability

FAQ: How Does Releventful’s Messaging Platform Work?

Keep your client emails out of spam with these simple tips. Learn how to write clear, personal messages, use Releventful’s built-in tools, and improve deliverability so proposals and contracts always…

How to Keep Your Emails Out of Spam

Tips and tricks if your client says they cannot access their event portal.

Troubleshooting Guide: Client Cannot Access the Portal

Learn how to create polished email templates and reusable content using the editor. Format text, add images and links, and use tables to build clean, professional layouts for client communication.

Creating Professional Emails & Content with the Editor

Learn how Releventful communicates with your leads and clients, including email sending, replies, notifications, read visibility, and automated messages. This section explains what Releventful tracks, how messages are delivered, and how to monitor communication so you can confidently manage client conversations and avoid common misunderstandings.

Communication & Messaging in Releventful

Privacy Policy

Terms

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