Releventful

Releventful Support

Naomi Sherman

Erin Pender

Releventful is designed to centralize client payments within the event workflow so businesses can track revenue, automate follow-ups, and maintain professional financial records.

All About Payments

Accepting Online Payments with Releventful (Start Here)

Why Online Payments Improve Your Business

Collecting Payments the Right Way for Event Businesses

Learn how payments work in Releventful, including how to collect client payments, manage payment schedules, and follow best practices for keeping your payment workflow organized.

Getting Started with 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

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

How Payment Schedules Automatically Adjust

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

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

Privacy Policy

Terms

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Releventful Training

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