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Enter a Payment in Accounting | Finance |
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Enter a Payment in Accounting | Finance |
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Enter a Payment in Accounting | Finance
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Enter a Payment in Accounting | Finance |
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Enter a Payment in Accounting | Finance |
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| 1. | To enter a payment from the Finance screen, click the Create button in the upper right corner. |
| 2. | The Payment Wizard will first ask if you want to apply the payment to an Event or a Company/Contact. |
| a. | If you are just entering a payment for a regular event invoice, select Event. |
| b. | The Company/Contact option is for Consolidated Billing. If you are applying a payment to a Consolidated (multi-event) Invoice for a company, you will choose this option. This is because you are applying the payment to the invoice as a whole, not to any specific event within that invoice. Please see the special note below regarding payments against consolidated invoices. |
To review how companies are flagged for consolidated billing, see Chapter 1: Setting Up EventPro, Step 6: Company/Contact, Entering a New Company: Billing Information.
To review how you create consolidated invoices, see Invoicing in Accounting | Finance, Batch Invoicing.
| 3. | If you chose to apply the payment to an Event, you must find the event in the Find Event window. To review how to search in a Find window, see Introduction: Common Functions, Finding a Record. Select the event from the Find window and click OK. |
| 4. | If you chose to apply the payment to a Company/Contact, you must find the company in the Select Company window. Begin typing or click the ellipsis to open the Find Company/Contact window. Select the correct company and contact and click OK. Back in the Select Company window, click Next. |
| 5. | At this point, either selection will go the Payment Creation page of the Payment Wizard. From here, you can follow the same instructions as above to enter a payment (see Entering a Regular, Deposit or Refundable Payment). |
NOTE re: PAYMENTS AGAINST CONSOLIDATED INVOICES
Remember that consolidated billing groups together all charges for multiple events for a company into one invoice. Therefore, when you make a payment, you are making a payment against that entire consolidated invoice, not against any one specific event within the invoice.
Because you are not paying against a specific event, the payments you make against consolidated invoices will not appear in the Event Financial Summary (review Chapter 3: Event Maintenance, Review Financial Summary) or Event Balances for the events contained within the invoice.