Payments can be added directly from a Booking or from an Invoice. This allows you to track payments such as cash, credit card, bank transfers, or other payment types.
Adding a Payment from an Invoice
To add a payment directly to an invoice:
Navigate to the Invoices tab from the left-hand menu.
Open the invoice you would like to update by clicking the invoice number.
Scroll down to the Payments section.
Click + New Payment.
Enter the payment details:
Amount received
Payment date
Payment type
Any relevant notes
Select Is Deposit if applicable
Click Save.
The payment will appear in the Payments section, and the invoice status will automatically update to Partially Paid or Paid.
Adding a Payment from a Booking
To add a payment from a booking:
Open the booking you would like to add a payment to.
Select the Payments tab.
Click + New Payment.
Enter the payment details:
Amount received
Payment date
Payment type
Any relevant notes
Click Save.
If you would like the payment to be applied to a specific Invoice or Event, make sure to select it from the appropriate dropdown menu before saving.
Applying a Payment to an Invoice Later
If a payment was recorded before an invoice was created, you can add the payment without selecting an invoice.
Once the invoice has been created, you can edit the payment and select the appropriate invoice to apply it to.
Overpayments & Prepayment Invoice Limits
Note on Prepayment Invoices: Prepayment invoices cannot accept payment amounts that exceed the invoice total. Attempting to record an overpayment directly against a prepayment invoice will result in an error (cannot exceed prepayment invoice).
To record an overpayment:
Apply payment up to the prepayment invoice limit directly on the prepayment invoice.
Record the excess amount using one of the following options:
Booking Level Payment: Record the payment under Booking > Payments without linking the overpayment balance directly to the prepayment invoice.
Create a Separate Overpayment Invoice: Create a new invoice with a line item like "Advance Credit" or "Overpayment" to apply the remaining balance.
Issue a Credit Note or Refund: Use a negative line item on a new invoice or log a negative payment in the Payments tab if the overpayment will be refunded.
Reporting on Payments
Payments recorded in Event Temple can be used for invoice tracking and reporting. Keeping payment details up to date ensures your financial reports accurately reflect outstanding balances and paid invoices.