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Managing Manual Event Payments

Managing Manual Event Payments

Marking event payments as received

Manual Event Payments within MDJM Event Management are payments that you insert into the system via the event screen.

In short, they are payments which are not received using one of the MDJM Payment Gateways add-ons.

There are two ways in which to manually tell MDJM that you have received an event payment.

You can check either of the Deposit Paid or Balance Paid checkboxes, or alternatively you can add a payment within the Transactions metabox which is displayed whilst editing an event.

Checking the Deposit/Balance Paid Checkboxes

By checking either the Deposit Paid or Balance Paid checkboxes within the Event Options metabox on the event page, you are telling MDJM that the Deposit and/or Balance have been paid in full.

The actions taken are as follows;

Checking Deposit Paid

  • MDJM will calculate the value of any existing payments received and the remaining amount required to make up the deposit
  • A transaction will be auto created for the remaining amount and saved as Completed. The transaction will log the payment type as Deposit and set the payment source to the default source you have configured in settings
  • The event deposit will be marked as paid
  • If configured in settings, an email will be generated and sent to the client using the chosen Manual Payment Confirmation template
  • The transaction will be visible on the event page

Checking Balance Paid

  • MDJM will calculate the value of any existing payments received and the remaining amount required to make up the balance
  • A transaction will be auto created for the remaining amount and saved as Completed. The transaction will log the payment type as Balance and set the payment source to the default source you have configured in settings
  • The event deposit and the event balance will be marked as paid
  • If configured in settings, an email will be generated and sent to the client using the chosen Manual Payment Confirmation template
  • The transaction will be visible on the event page

Note: If you check both the deposit and balance paid checkboxes, the process for a balance paid runs.

Inserting Transactions Manually

Within the event screen under the Transactions metabox, you can tell MDJM that a payment has been made or received for the current event.

When you register an incoming payment;

  • MDJM will determine if the amount received makes up the remaining deposit or balance for the event
  •  A transaction will be auto-created for the amount you specified and saved as Completed. The transaction will log the payment type as whatever you selected within the For select list
    • If the amount received is equal to (or exceeds) the amount required for the event deposit, the deposit will be marked as paid
    • If the amount received is equal to (or exceeds) the amount required for the event balance, both the deposit and balance will be marked as paid
  • If configured in settings and the Send manual payment confirmation email checkbox remains checked, an email will be generated and sent to the client using the chosen Manual Payment Confirmation template
  • The transaction will be visible on the event page

Deposit or Balance Paid

Manual Event Transaction


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Getting Started Payments Last updated: March 24, 2017

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