The Financials: Adjusting Event Payment Schedules

While you more than likely set your preferred default payment schedule, you might run into a situation where it needs to be adjusted for a specific client. Below, learn how!

Whether it's adding more payments, or reducing it to one, you can adjust your required payment schedule for a specific client.

To update your payment schedule:

  • Access your client event and click 'Financials' > 'Payments'
  • To remove a payment, click the 'X' on the far-right side.
  • To add a payment, click the 'Add Required Payment' button.
  • Adjust the payment name, due date, type and amount (if needed).
  • Click 'Save' at the bottom of the page. Once complete, it's a good idea to Save and Publish a new proposal so your client can see the updated schedule.
  • Special Note: If you're using percentages, always make sure they equal 100%

Check out our short video below to learn more about adjusting your payment schedule!