Record deposits on Account for an event

Instructions

Set Up New Account

1. Manager Level > Accounts > Add an Account

Enter Account Name and Details (ie. Doe J Wedding; Scholl 12/15/09 Event)

Enter Deposit

1. Manager Level > Accounts > Record Payments > Select (New) Account

2. Enter Deposit Amount and Method

Once finalized, the Held Order(s) are charged to the Account resulting in a Net Balance Due

Tips

Do not finalize a quote (by starting the payment process) until you have the signed confirmation. Once you finalize it no further changes can be made.

Details

Take a Deposit as a Payment (credit balance) on an Account for that Event.

Screenshots