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How to display deposits on Banquet Event Orders (BEOs)?

Learn how to display any Deposit (payment) that is collected beforehand on your Documents, such as a BEO

Deposit payments can be displayed on BEOs by using the Menu Item Document Element or Text Box Element

Steps to Display Deposits Using the Menu Items Element

  1. Verify the deposit: Make sure that the deposit(s) are recorded under your booking's Payments tab.

  2. Check your document structure: Ensure that the BEO or document you are using contains a Menu Items document element.

  3. Edit the element: Edit the Menu Items document element by clicking the pencil icon in the top right corner.

  4. Enable the setting: Scroll down to the Summary Options section and check the Amount Paid box, along with any other desired subtotals.

Menu Items Document Element Summary Options: Ticking the Amount Paid checkbox will display any deposits or payments made toward the booking.
Amount Paid displayed on Menu Items Document Element.

Steps to Display Deposits Using Text Box

You can customize how you would like to display your payments. A highly flexible option is to use a Text Box element and apply the Amount Paid merge field, which is located under the booking dropdown menu.

As long as your payments are logged in the booking's Payments tab, this data will be automatically pulled into the document.

Booking, Amount Paid Merge Field
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