Topics Covered:
- Log an offline payment (partial or full)
- Send a payment reminder
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Accidentally marked an invoice as paid? No problem: Revert a "Paid" Order Back to "Awaiting Payment"
Note Before You Begin:
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If a vendor initially selects credit card as their payment method, they must continue using credit card payments for any order modifications that create a balance due after the initial payment. This ensures that outstanding balances are settled consistently.
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If a vendor begins with check as their payment method, they can switch to credit card if needed. However, they must continue using credit card payment for any order modifications that create a balance due after the initial payment.
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Sub-users at the Coordinator level will not have access to this feature.
If you have received a payment for an order outside of EventHub, such as a check, cash, ach, etc then you will need to manually set that order's payment status as paid.
The first step is to go to your Manage Submissions Dashboard. Then go to the "Awaiting Payments" tab.
Example screenshot for reference:
Log an offline payment (partial or full)
From there just locate the order that you wish to update by scrolling down or by using the Order Search. Once you have located the Order, in the bottom right corner, there will be payment buttons, depending on the payment option you support you can click the "Check or Alt. Payment" or "Credit Card Payment" button to log the offline payment for each order. If you wish to log multiple payments at a time, you can select the payment option via the "Actions" drop-down menu.
Example screenshot for reference:
Send a payment reminder
If your exhibitors are late on submitting payment, you can use this section to send a Payment Reminder.
Just select the box next to all the orders you wish to send the reminder for, or filter them with the Order Search and click Select All. Then select "Send Payment Reminder" from the Actions dropdown. Select "Yes" from the popup window alert to acknowledge the action.
This action will automatically trigger an email to the exhibitor with their order information and letting them know you're still waiting on payment.
Example screenshot for reference:
Accidentally marked an invoice as paid? No problem: Revert a "Paid" Order Back to "Needs Payment"
NOTE: This feature is only available for orders that you previously marked as paid manually on the "Awaiting Payments" tab, not on orders who paid by CC through EventHub.
If you need to revert an orders status back to "Needs Payment", you will need to find the order on your Submissions Dashboard, then select the blue Undo "Paid" Status Icon.
Example screenshot for reference:
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