How to make a payment reflect on the event's documents

There are two primary reasons why a payment that exists on the Payments tab for your event may not appear in the Billing Widget of the docs. This article explains why that happens and how you may fix it. 

A) Amount Due and Payments does not live on the Billing Widget

The most common reason why payments do not reflect on an event’s documents has to do with the field, Amount Due and Payments. When that line is present in the Billing Widget, it ensures that any payments created directly from the payments tab pull onto the documents. Additionally it calculates the total outstanding by subtracting all paid payments from the Grand Total. If “Amount Due and Payments” does not live as a line on the widget, then any payment created manually on the payments tab will not flow onto the Billing Widget.

To make it so manually created payments reflect in the Billing Widget of your documents, you will want to:

1. Go to the Docs tab on the event.
2. Open the Contract & Event Order.
3. Scroll to the Billing Widget. Use the Add a Field dropdown to select Amount Due.
4. Update.

B) Payments are disconnected from the document set

If you accept payment before docs were created, or if you delete a set of docs where the payment was originally recorded, that will disconnect the paid transaction from a set of documents. When this happens, if you go to the Payments tab, you will see an image like so. The payment will appear under Event Payments and have a sub-header: These payments will not be reflected on any documents.

To reconnect the payment so it appears in the Billing Widget of your documents, you will want to:

1. Go to the Payments tab of the event.
2. Hover your mouse over the gear icon to the right of the payment.
3. Click Edit.
4. Change the dropdown for “Show on Document” from “None” to “Contract & Event Order.”
5. Click Save.