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How Can I See Which Invoices Have a Deposit Applied to Them?
How Can I See Which Invoices Have a Deposit Applied to Them?
Updated over a month ago

Related Question:

  • Which Invoices have paid their Deposits?

  • Has a Deposit Payment been added to the Invoice?

Answer:

The Payment List is a compendium of all recording Payments within Event Temple, by applying the correct filters/columns to the Report you can view which Invoices have had Deposits applied to them from the Payment List Report.

  1. Go to Reports

  2. Click on Payment List Report

  3. Apply the Deposit?=True filter, along with any other relevant filters (date, payment type etc)

  4. Click on the columns button in the top right and ensure 'Invoice' is a 'selected column,' to show which Invoice the Deposit Payments are linked to

  5. Export if needed

If this is a Report you will be using frequently it is recommended to Save the Report for easy viewing later.

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