Company Settings: Financial Defaults

Your financials page is where you will set up your default payment schedule, currency, payment settings, and more. Once your defaults are set, it is automatic for every event! Make sure you save your settings!

In the article below, you will learn:

  • How to change your currency type.
  • Add a convenience fee percentage.
  • How to set up your default payment schedule.

Change your currency type:

  • From the currency menu, click the drop-down and select your currency. Currently, we have over 25 different currency options available for you to choose from. 
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Add in your convenience fee:

  • Many Details customers pass credit card processing fees along to the client. Enter your ideal convenience fee in the space provided to charge a convenience fee to a singular payment. Please check with your accountant if convenience fees are legal in your state.
  • This is not automatic! It must be activated. Once the credit card box is clicked on the specific event Payment page, it will add the percentage to the outstanding balance.

Special Note: Easily charge a convenience fee to the event total by placing it in the 'Admin Fee' box on the worksheet (easiest). Check out this article to learn more: How do I add a convenience fee to the event total? (Admin Fee)

Set up your default payment schedule:

  • Adjust the default schedule Details provides by clicking 'Add New Default Payment' to add additional payment rows or clicking 'X' to remove any rows you don’t wish to use.
  • Adjust the rows to reflect how you would like to collect your payments. If using a flat dollar amount, select '$' under 'Type'
  • If using a percentage, select “%” under 'Type.'
  • Type in the percentage or dollar amount.
  • Make sure that your percentages total 100% (See photos below)
  • Under the 'Due' column, type in the number of days before the event that the payment is due. If left blank, the payment is due now.
  • All percentages must equal 100%
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 Set Your Default Invoice Note

In the 'Invoice Note' section found in the bottom left-hand corner, you will be able to adjust the note that shows on your invoice. This can also be adjusted on a per-event basis if you have something else you want to specifically include for certain clients. 

Screenshot 2023-07-06 at 2.45.24 PMConnect With Stripe

In the upper right-hand corner, you will also see an option to connect with Stripe if you are not already connected. This will allow you to utilize the Details Invoicing features, allowing your clients to process payments directly through the site. 

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Once you are connected, this will be an area where you can access direct links to your Stripe account and invoice email settings! 

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