EventPro Planner Manual

Payments Overview

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Payments Overview

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Payments Overview

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You can create three different kinds of payments: regular, deposit and refundable.

A Regular Payment is self-explanatory.
A Deposit Payment will automatically complete any Deposit Required By actions and update the Deposit Received Upon date, but will not have any other effect on the payment.
A Refundable Payment will be recorded as a payment, but will not be used as a payment when calculating unpaid charges.

To view examples of how to use the different invoice and payment types, see Invoice and Payment Sample Scenarios below.

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Payments listed in a selection grid will be color-coded to reflect the status of each payment:

Green: Fully allocated        
Yellow: Partially allocated
Red: Voided