How to add a Payment to an Invoice
Add a payment from a Booking:
Select the Booking you wish to make a Payment on
Click the Payments Tab
Select +New Payment
Fill out the appropriate fields on the Payment screen (Amount received, date money was received, payment type, relevant notes)
Select the relevant Invoice
Select Save
Viewing & Adding a Payment when Viewing an Invoice
Within the Invoice, scroll to the bottom of the page. There you'll find the list of existing payments & have the ability to add a Payment.
Click on the +Add Payment option and you'll have the ability to log the payment received. You also have the opportunity to add a note about the payment, to record any important information not covered by the previous options. Hit save and the amount will be reflected on your invoice!
Select the Payments Record Table option to show a record of all Payments on the Invoice for the guest
Invoice Tracking
Click on the Invoices Tab on the left-hand side of Event Temple
Set the appropriate filters you would like to see in your list (i.e. Issue Dates, Booking, Invoice Status) You can learn about applying filters here
If desired, click the Export As button to export the list in CSV, PDF, or HTML format
You can also see all the Invoices associated with a Booking by selecting the Invoices sub-tab from the Booking Summary page.
Important Considerations
When viewing the Invoice list or report, there is a filter and column for 'Invoice Type'. Using the filter, users can choose to report on Invoices or Connected Invoices separately. Selecting no filter will include both.