Entering a Payment
If you want to use the automatic reminder run, you must enter the incoming payments in Bp Event.
Check out our YouTube Tutorial on Invoice to reminder for more details. (German only) .
- Enter a single payment
Enter individual payments directly in the event.
- Open the
Event you want and click on
invoice.
- Go to
Payments in the side navigation.
- Click on
New to create a new payment. The data for the event and the invoice are automatically preset.
- The invoice amount is preset to the outstanding invoice amount, but can be overwritten manually.
- Select the payment account from the picklist and enter any comments on the payment.
Save your input by clicking on the icon in the top left-hand corner of the input window.
- As soon as the paid amount has reached the invoice amount, the invoice status is automatically set to paid.
- Open the
- Enter multiple payments
If you wish to record a large number of outstanding payments when checking your bank statements, open a list of outstanding invoices.
- Go to the
Accounting tab in the function bar and select
Outstanding invoices >
Enter payments and a companyM if applicable.
Alternatively, go toEvents >
Search >
Segments > Status "in progress" in the given period, then activate the field Oustanding invoices and confirm by clicking
Search.
- A list of the records with open invoice amounts will open. To limit the number of records shown, select the segments you want and right-click. Select
Show selected records.
- To accept invoice amounts as payment amounts without making any changes, tick the box to the right of the column Outstanding.
- To change amounts or other data (tip, discount, reason for payment, etc.), type directly into the input field.
-
Save your input by clicking on the icon in the top left-hand corner of the input window.
- Go to the