This article walks through the process of taking payment for a banquet event.
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As you add items to your draft BEO it will increase the balance of the Order. The running total can be viewed under the Billing Summary will show the balance on the event including any deposits or payments that have been made.
Adding or removing items from the BEO will change the order total and the balance on it.
From the Billing tab you can begin to request and record deposits and payments toward this event. You can create any number of payment requests to begin collecting a deposit, or other payments toward the balance of the BEO. Generally, payments are requested prior to finalizing the BEO so that any last minute adjustments to the order can be made.
To collect a deposit or prepayment on the event select + Payment and enter the payment amount that you are recording or requesting.
If choosing house account instead of a standard invoice please note that the payment will not be requested until the next regular billing cadence of that membership. For house account charges, payments will only reflect on the BEO once the invoice they are on is both generated and paid.
<aside> ⚠️ All member invoices are paid in the order that they are issued. A member cannot choose to pay for a banquet deposit independent from other items on their invoice, or other older invoices. A payment made will go to the oldest invoice on the member’s account. If it is necessary that the member pay their invoice independently of their balance, make sure to choose standard invoice and issue that to them separately.
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Once you have confirmed all of the charges for the event you will want to finalize the event order. For events that contain consumption based charges, this can often happen after the event has taken place. To confirm your event order, select Manage Order and then choose Finalize. This will create a draft invoice. The draft invoice will automatically be reduced by the amount of deposits and pre-payments requested.
The balance of the event invoice is the final amount required for payment, and like prior payment requests you can choose to bill that as a separate invoice, or directly to a membership.
The items billed cannot be adjusted once an event order is finalized so make sure to wait for the the final charges to be confirmed before finalizing the event order and the draft invoice that is created.