Adding/Managing Payment Due Dates and Reminders

This feature lets you add payment due dates and reminders for those payments so that the responsible parties can make payments in a timely fashion. You can also mark a payment due date/reminder as paid, which will add it as a payment to the line item.

To Add a Payment Due Date/Reminder to a Line Item:

  1. Click on the "Budget" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Budget" tool.
  2. Find the appropriate line item and click on the "Open" link for that item.
  3. Find the "Payment Due Dates and Reminders" box and click on the "+" symbol in the top right corner.
  4. Add the title of the item; amount due; and due date.
  5. Add the Contact(s) responsible for payment and the Vendor to be paid.
    • NOTE: In order to add a Contact responsible for payment, they first must be assigned to the Event (which you can do on the Event Dashboard).
  6. Optional: Add a reminder date and reminder time.
    • NOTE: You have the option to set a reminder prior to the Due Date that will be sent via email and/or text message to the Responsible Parties. This reminder is in addition to the automated email notification sent at 8 a.m. on the Due Date
  7. Add a note/message and click "Save" when you are finished.

To Mark a Payment Due Date/Reminder as "Paid":

  1. On the Budget Dashboard, find the appropriate line item and click on the "Open" link for that item.
  2. Find the "Payment Due Dates and Reminders"; find the appropriate reminder; and click on the "Mark as Paid" button.
  3. Make any necessary edits and click "Save".
  4. The item is now marked as "Paid" and the payment has been added to the line item.
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