How to Mark an Event as "Paid"

After an Event has been closed, the sales order shared with the facility, the purchase order received, the invoice sent, the next step is for the invoice and commission to be paid. Once both the “Commission Paid” and “Invoice Paid” check boxes have been checked off, you may change the status of the Event from “Pending Payment” to “Paid”. Follow the steps below to learn how.

1. Once the case has been completed (Purchase Order # has been entered), the last step is to make sure you have gotten paid for the sales. 

2. Keep track of this by changing the Event Status to “Paid” after you’ve received payment in the Event Detail Screen. 

   1. Check the box for “Processed” once the case has been processed internally. Then use the filters in the Event list to search for processed or unprocessed Events.

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   2. You May check a box for “Invoice Paid” or “Commission Paid”. Checking both of the boxes will change the Event status to “Paid”.

   3. Click “Mark Event as Paid” to mark the whole Event as paid and update the Event Status. Clicking the “Mark Event as Paid” will also automatically check both the “Invoice Paid” and the “Commission Paid” boxes as well as updating the Event status.

3. This will update the status of the Event to “Paid” in your Events screen. This way you can make sure you aren’t missing out on any payments. 

Mark the Event as Paid from the Event List

You can now mark an Event with the status “Pending Payment” as “PAID” with 2 Clicks!

1. Locate the Event on the Event List

2. Click on the Paid Icon

3. Click “Confirm”

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