While it may seem redundant to enter payments from the Finance screen when you can enter them from the Event Maintenance screen, remember that it may be necessary for some users to access the Payment Wizard from the Finance screen.

For example, if your facility has a separate accounting department, the accounting department users may only have access rights to the accounting area of EventPro, not the Event Maintenance screen.  Therefore, if the accounting department needs to enter a payment, they must do so through the Finance screen.  On the other hand, users in other departments may not have access rights to invoice/payment information from the Event Maintenance screen.  To review how to set up user rights, refer back to Chapter 1: Setting Up EventPro, Step 10: User Rights.

Also, if you have created consolidated invoices for companies (invoices that contain multiple events), payments for those consolidated invoices must be made in the Accounting | Finance area.   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 created consolidated invoices, see Invoicing in Accounting | Finance, Batch Invoicing.  To learn how to apply a payment to a consolidated invoice, see Enter a Payment in Accounting | Finance below.

 

Note that you may not be able to see all of the payments, depending on your location user rights.  To view payments linked to an event, you must have viewing rights to at least one location in the event. See Chapter 1: Setting Up EventPro, Step 10: User Rights, Creating User Right Groups: Location Rights.