How can I apply a payment to a different date?

You can easily change a payment made on one date a different date.  Please see our scenarios below, as this may not be the best option.

Scenario 1:  A client has cancelled an event BUT has rescheduled it.  The client also has planners saved for the cancelled event date.

Recommendation:  Use the Change Event Date instructions.  Payments, planners, event files, etc., will move in a few easy steps all at once.

Scenario 2:  A client has multiple events and you applied a payment to the wrong event date.

Recommendation:  Follow our steps below.

Applying Payment To A Different Date

Step 1:  From your account, visit Events & Clients > Event Payments

Step 2:  Search for the client by name, email or event date.  Then click the "$" to View/Edit.

Step 3:  Remove the applied payment by clicking the "X"

Step 4:  Find the event record for which you would like to apply this payment and select.  You can then "X" out.