Financial Transactions

This section deals with taking deposits and payments and posting invoices

Deposits and Payments

To take a deposit or payment to be applied against and event, click on the deposit button on the toolbar.

Enter the amount of the deposit and the deposit date and click OK

Next select the method of payment and click the OK button.

The deposit will be added as a posted invoice.

Posting Invoices

Once an event is completed or at any time during the cycle of the event, you can post invoices.  To post invoices, click on the Post Scheduled Invoices button on the toolbar A dialogue box will appear asking you if you wish to Post all Scheduled Invoices for this Event? Select Yes. The invoices will be posted and you will receive a message 'Successfully Posted',  All of the invoices will appear in the Invoices section of the event.

Note: When invoices are posted, there will be credit invoices posted for all deposits previously recorded.  If you receive further deposits or payments

Assign Invoices

There will be circumstances where invoices for an event will be added from point of sale.  An example might be an open bar.  Follow the steps below

Select the Event Schedule to which you wish to add the invoice, then click on the Locate and Assign Invoice button on the toolbar.

Select the invoice from the list and then click Assign.