Banquets Version 2 is now available in Clubspot. This release introduces improvements to financial visibility, payment flexibility, workflow clarity, and administrative controls. This guide will outline the upgrades you'll see in both Version 1 and Version 2 banquet events.

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Version 2 Rollout Rules

• Your account may contain a mix of Version 1 and Version 2 events
• Events that already had financial activity before the release will remain Version 1
• All newly created events will automatically be created as Version 2 events
• Any existing events without payment activity (i.e., no deposit request issued, no invoices finalized, etc.) will also move to Version 2

Please contact [email protected] if you have any questions about the new Banquet Event features!

Event Balance

In both V1 and V2, each banquet now holds its own financial balance.

Balance = the total of all line items (including draft line items) - net payments (all payments minus refunds).

Simply, the balance reflects what is still owed on the event after accounting for all charges and all money received. This balance is displayed on the event table, the bottom of the event order, and the top of the event billing page:

Payments

V2 banquet events no longer need payments to be tied to a specific invoice. Our new flow allows payments to count towards a general event balance. Admins will recognize the quick action tiles on each event's billing page, as they align closely with the quick actions associated with a membership's billing page:

V1 events cannot support the ability to record offline payments or make online payments, and these quick action tiles will be unavailable.