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Posting Payments

Learn how to apply payments, and report on Invoices

Updated this week

How to Add a Payment to an Invoice

Follow these quick steps to record a payment for an invoice in Event Temple.


Step 1 — Open the Invoice

  1. Go to the Invoices tab in the left-hand menu.

  2. Find the invoice you want to update and click the Invoice Number (e.g., INV-00085).

  3. The invoice details page will open.


Step 2 — Scroll to the Payments Section

  1. Scroll to the bottom of the invoice page.

  2. Locate the Payments section — it shows a list of existing payments (if any).


Step 3 — Click “Add Payment”

  1. Click the + Add Payment button at the bottom of the Payments section.

  2. A payment entry line or window will appear.


Step 4 — Enter Payment Details

  1. Fill in the required fields:

    • Payment Date

    • Amount

    • Payment Type (e.g., Cash, Credit Card, Bank Transfer)

    • (Optional) Add Notes or mark Is Deposit if applicable.


Step 5 — Save the Payment

  1. Click Save or Confirm Payment (depending on your version).

  2. The new payment will appear in the Payments list, and the Amount Due will automatically update.

  3. Additionally the status of the invoice will change to Paid or Partially Paid


Step 6 — Verify

  • Confirm that the invoice now shows the updated payment status (e.g., Partially Paid or Paid in Full).

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