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.
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.