Releventful

Naomi Sherman

Releventful Support

Erin Pender

Learn how to use your payment processor, create payment schedules, and receive and record payments.

All About Payments

Learn how to set up credit card and ACH/bank draft payments with Releventful Pay.

Setting up Credit Card and ACH/Bank Draft Payments with Releventful Pay

Learn how to set up automatic payments with Releventful Pay.

Setting up Automatic Client Payments with Releventful Pay

Learn how to refund a Releventful Pay payment

Refunding a Releventful Pay Payment

Learn how to handle failed automatic payments through Releventful Pay.

Handling Failed Automatic Payments with Releventful Pay

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

Releventful Pay is our US based payment processing solution

Releventful Pay

Not collecting payment in USD? Follow these steps to select the appropriate currency in Releventful

Choose Your Preferred Payment Currency

Choose to receive payment through Stripe or Square

Connecting to a Payment Processor

Learn how to automatically add a convenience fee to your Releventful invoices.

Adding a Credit Card Convenience Fee

Test Your Payment Processor

Payment Setup

Learn how to customize how you want to receive payment

Creating Payment Schedules

Payment Schedule Amount Adjustments Explained

Where to locate all payment reminder emails and how to change their text.

Payment Reminder Emails

Payment Schedules

Releventful has a robust tax rate system that accommodates different business setups.

Setting Up Your Tax Rates

Learn how to designate your client as tax exempt so taxes are automatically removed

Making a Client Tax Exempt

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

Tax Setup

Process a payment for your client via the quick-close invoice screen.

Process a Payment on Your Client's Behalf

Adding or Recording a Payment in an Invoice

Reissue a Processing Payment Request

Learn how to stop automatic payment for your client in Releventful.

Un-enrolling a Client from Automatic Payments

Invoice & Transaction Workflows

Setting up Your Stripe Account

Learn how to allow Stripe to automatically manage your payment methods in Releventful.

Stripe Payment Management in Releventful

Learn how to set up credit card payments in Releventful.

Setting up Credit Card Payments in Releventful

Learn how to set up ACH/bank draft payments in Releventful.

Setting up ACH/Bank Draft Payments in Releventful

Learn how to set up credit card or ACH/bank draft payments in Releventful.

Setting up Credit Card or ACH/Bank Draft Payments in Releventful

Have a question about Stripe payments? Take a look at our comprehensive FAQ guide.

Stripe Payments FAQ

Learn how to set up automatic payments in Releventful.

Setting up Stripe Automatic Client Payments

How Stripe Processes Payment Transactions

Learn how to refund a Stripe payment in Releventful

Refunding a Stripe Payment

Learn how to handle failed Stripe automatic payments in Releventful.

Handling Failed Stripe Automatic Payments

Stripe offers both instant and micro-transaction methods for ACH bank draft payments.

Stripe Micro-Transactions

Increase your revenue with multiple payment options via Stripe Payment Management.

Optimizing Revenue with Stripe Payment Management

Stripe is our International payment processing solution

Stripe & Stripe Payment Management

Privacy Policy

Terms

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Releventful Training

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