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Client Billing & Payments

This collection will guide you through: Billing Clients, Collecting Payments

Invoice - Default Notes

If you want to include a default note that can be added to all of your invoices, this is for you!  (And, don't stress, you can override this note on any individual invoice if you'd like 👍) Head over to: Settings > Pricing & Payments, and look for ...

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By PPM Team

December 9, 2022

Collect full payment upfront (in a single transaction)

To collect the full payment from your clients during the Finalization (or Finalisation) Process in a single transaction ...   You simply need to set the "Deposit" amount in your pricing grid to match the total price of the event. When you do this...

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By PPM Team

December 21, 2022

Send Finalisation Link (a.k.a. Confirmation Form) to your clients

Send a confirmation form to your clients to have them confirm event details, add missing info, and make payments

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By PPM Team

December 21, 2022
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