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Collect remaining balance for events with deposits

Updated this week

Events may require clients to pay a deposit to secure their booking. The remaining balance can be paid from the client profile or from the schedule. Follow the instructions below to reconcile the client’s outstanding payment.

Collect remaining balance for events with deposits

Follow the steps below to collect the remaining balance for events with a pre-paid deposit from the client profile or the schedule.

Collect the remaining balance of an event from the client profile

To collect the remaining balance of an event from the client profile:

  1. Click Search on the Top Nav Bar and enter the client’s information, then click the client’s name.

  2. On the side menu, click Account > Passes & Memberships.

  3. Find the event in the list and under Details, click Pay balance.

  4. Select the payment method and click Complete to check out as usual.

Collect the remaining balance of an event from the schedule

To collect the remaining balance of an event from the schedule:

  1. Click the App Drawer then click Schedule.

  2. Click the event and open its attendance list.

  3. Under Paid With, click Edit, then click Pay Remaining Balance.

  4. Select the payment method and click Complete to check out as usual.

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