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How Can I See Which Invoices Have a Deposit Applied to Them?

Learn how to identify invoices with deposit payments in Event Temple using the Payment List Report, filters, and columns. Save the report for easy access to deposit tracking.

Updated over 2 weeks ago

To See Invoices with Deposits

  1. Click Reports in the left-hand sidebar.

  2. Select Payment List Report.

  3. Apply Filters:

    • Set Deposit? = True

    • Add any additional filters such as date range or payment type.

  4. Click the Columns button (top right) and ensure Invoice is a selected column to see which invoices have deposits applied.

  5. Export the report if needed.

  6. If you’ll use this report regularly, save it for quick access later.


Tip: Saving reports with your preferred filters and columns makes it easy to monitor deposits without repeating the setup each time.

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