Posting Individual Guest Payments

Processing Individual Payments allows you to record payments for guests with outstanding balances from Event Statement or Pre-Event Statement page. Payments can be processed using a credit card, cash, check, or other payment type.

💡 Good to Know: This feature can be found under Dashboard > Event Statements or Pre-Event Statements.

⚠️ Important: This feature is not available in the Online Auction product.

1. Open the Guest's Statement

To locate a guest with an outstanding balance:

1. Open Event Statements or Pre-Event, Ticket & Sponsorship Statements.
2. Select the Balances Due tab.
3. Locate the guest you want to process a payment for.
4. Click the Statement icon next to the guest's name.  

💡 Good to Know: Hover over a guest's statement to quickly view the items they have purchased or donated without opening the statement.

2. In the Statement Popup

1. Review the guest's statement.
2. Click the Enter Payment button at the bottom of the statement.

3. Complete the Payment

In the Payment Processing popup:

1. Enter the payment amount.
2. Select Pay now. ** If you would like to set a pending payment for a future date instead of processing it immediately, see the Pending Payments help guide.
3. Select the payment type:
   • Credit Card On-file
   • Credit Card (one time charge)
   • Cash
   • Check
   • Other

💡 Good to Know:  If paying by Cash, Check, or Other, you may also enter a Payment Date.

4. Add payment notes if needed.
5. Click Pay Now.

💡 Good to Know: You can process either the guest's full balance or a partial payment by entering the desired payment amount.

⚠️ Important: If you need to edit or delete a payment after it has been processed, see the Editing and/or Deleting Payments help guide. To process credit card payments for multiple guests at once, see the Running Bulk Credit Card Payments help guide.

Printable Quick Help Guide:

(see  below for printing instructions)

How to Print This Guide

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2. Select Save Image As…
3. Save the file to your computer
4. Open the saved image
5. Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.