Payments can be applied to an Event or an Invoice. Depending on where the Payment is applied, there are two ways to show the amount the customer has paid on shared Documents, such as BEOs and Contracts.
For more information on adding and applying Payment to Invoices/Events, please click here.
Showing an Event Payment on the Document
Open/create the Document you wish to show the payment on and ensure the Event is Linked
Drag and drop the Menu Items Element to the location you would like to display this information
Double-click on the element to edit it
Ensure the Source is set to Events
Scroll down to Summary Options and ensure Amount Paid is selected (along with any other information you would like to show). Deselect Line Item Options otherwise it will show the items on this Event.
Scroll to the top of the page and click Apply
Don't forget to Save any changes!
Showing an Invoice Payment on the Document
Open/create the Document you wish to show the payment on and ensure the correct Invoice is Linked
Drag and drop the Menu Items Element to the location you would like to display this information
Double-click on the element to edit it
Ensure the Source is set to Invoice
Scroll down to Summary Options and ensure Amount Paid is selected (along with any other information you would like to show)Deselect Line Item Options otherwise it will show the items on this Invoice.
Scroll to the top of the page and click Apply
Don't forget to Save any changes!
If you would like to show this on all Documents going forward it is advisable to change this on the Document Template.