Events: Payments

Overview

The Payments section is where you set up and manage the payment schedule for your event. You can choose from several quick setup options, customize amounts and due dates, and track what has been collected. Customers can make payments directly from their proposal once it has been accepted.

Video walkthrough

How to access Payments

Open any event and click Payments in the left-side navigation.

Setting up a payment schedule

To get started, choose one of the four quick setup options:

Full Amount — one payment for the full event total
Deposit + Balance — two payments: a deposit and a remaining balance
3 Installments — three equal payments
Custom — build your own payment schedule manually

Once you select an option, the payment rows are created automatically and split evenly to start. You can then adjust each row as needed.

Adjusting payments

For each payment row you can:

Enter an amount as a dollar value or a percentage — the other will adjust automatically
Change the due date by clicking the date field and selecting from the calendar
Toggle Allow Tips on or off for each payment
Delete a row — the remaining balance will recalculate automatically

If the amounts do not add up to the event total, you will see an error. Adjust the amounts until the full total is accounted for.

Hiding payments from the client

Toggle Hide in the upper right of the Payments section to prevent the payment schedule from appearing in the client-facing proposal. This is useful if you are still negotiating or are not ready to share payment details yet.

When customers can make payments

Customers can make payments from their proposal link once the following conditions are met:

The proposal status is Accepted or later — payments are not available while the proposal is in Draft, Sent, or Viewed status
The payment schedule has been published — if there are unpublished changes to the payment schedule, customers will see a message letting them know payments are temporarily unavailable while the schedule is being finalized

If a client contacts you to say they cannot make a payment, check that the proposal has been accepted and that your latest payment schedule has been published.

Recording a payment

Once the proposal has been accepted, customers can pay directly from their proposal link using a card or other available payment methods.

To record a payment made outside the system — for example, by cash or check — use the Collect Payment option from the event actions. The amount collected and the remaining balance will update automatically.

Partial refunds

Partial refunds for events can be processed through the associated order. Contact our support team if you need help with a refund.

Tips

Build out your order before setting up payments so the total is accurate.
If the order total changes after payments have been set up, you may need to manually adjust the payment amounts.
Hide the payment schedule until you are ready to share it with the client.

Need help?

If you have questions, our Partner Support team is here to help.

Phone: (210) 405-5050
Email: support@bloomnation.com