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.

Please feel free to contact us for further explanation, clarification, or assistance.