EventPro Planner Manual

Create an Attendee Payment

Hide Navigation Pane

Create an Attendee Payment

 Previous topic Next topic No directory for this topic No expanding text in this topic  

Create an Attendee Payment

 Previous topic Next topic Topic directory requires JavaScript JavaScript is required for expanding text JavaScript is required for the print function Mail us feedback on this topic.  
1.In the Attendees | View Attendees tab of the Event Maintenance screen, find the attendee for whom you want to create a payment.
2.Click the Finance tab at the bottom of the screen.  Select the Payments sub-tab below.

_img414

3.Click the Create button to the right of the Payments selection grid.  The Payment Wizard appears.

_img415

4.From here, you can follow the steps in Chapter 6: Finance, Payments: Enter a Regular, Deposit or Refundable Payment, depending on the kind of payment you require.
5.The only difference that will occur in the payment wizard is that the selected Attendee will default into the Received From field.  However, when entering a payment in this area of EventPro Planner (unlike the main Finance tab in the Event Maintenance screen), you can change the Received From field.  From the Received From drop-down list, choose whether you want this payment to be received from the Event Client, Company/Contact, Attendee, Attendee Group, Exhibitor or Other.  Fill in the contact information fields that appear below as required.  Select a new recipient by clicking the ellipsis and searching for the individual in the Find window.