Payment Templates

Payment templates

A payment template is a pre-set schedule of payment instalments that can be quickly applied to events to save time and ensure consistent billing.

To create a payment template, go into the venue section, under planning and select Payment Templates. 


 
Click on the top right hand corner "Add new" then add in a name and decription before clicking "Create" 



Now you can click into the payment template and start adding in your payment instalments by clicking into create instalment. 

Once the instalment opens you can give it a name and a description. In the payment details you can specify if the payment is of a certain category (accommodation, food and drink etc), if the amount is a percentage, a fixed amount, or the remainder of the balance. You can then set the due date for the instalment.

Click save and even mark it as default if you'd like it to be added to your events automatically.