EventPro Planner Manual

Edit/Re-allocate a Payment

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Edit/Re-allocate a Payment

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Edit/Re-allocate a Payment

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1.Find the event in the Event Maintenance screen.
2.Click on the Finance tab and select the Payments sub-tab.
3.Select the payment you want to edit or re-allocate.
4.Click the Edit button to the right of the selection grid. The Payment screen will open.

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5.To edit the fields under Received From or Payment Summary, click the Edit button in the top right corner.  The Payment [Edit] window will open.  Make any required changes and click Save to return to the payment.
6.To allocate the payment to the invoices, click in the This Payment column of an invoice and re-allocate the payments as you wish.  As you allocate the payment, the Payment Summary fields above will recalculate to show you the Allocated and Un-allocated amounts.
7.When you are done editing the payment, click Save.  Click Yes in the Confirm box if you want to print the receipt.