There are two primary reasons why a payment that exists on the Payments tab for your booking may not appear in the Billing Widget of the Masterdocs. 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 a booking’s Masterdocs 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. It also 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 Billing Widget, then any payment created manually on the payments tab will not display on the documents.
To make it so manually created payments reflect in the Billing Widget of your documents, you will want to:
- Go to the Masterdocs tab on the booking.
- Open the Booking Contract & Event Order.
- Scroll to the Billing Widget. Use the Add a Field dropdown to select Amount Due.
- Update.
B) Payments are disconnected from the document set
If you accept payment before Masterdocs 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 Booking 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:
- Go to the Payments tab of the booking.
- Hover your mouse over the gear icon to the right of the payment.
- Click Edit.
- Change the dropdown for Show on Document from None to Booking Contract & Event Order.
- Click Save.