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  1. Help Center
  2. Business and Catering Tools
  3. Invoices and Payments

Invoices and Payments

  • How Do I Refund or Partially Refund a Payment on a Client Invoice?
  • Why Does my Invoice PDF not show all the Columns?
  • Understanding Payment Reminder Statuses
  • Creating a Stripe Transaction ID Report in Planning Pod
  • Stripe Payments in Planning Pod: Payment Reminders vs. Deposit Requests
  • How Credit Card Surcharges and Payment Processing Work in Planning Pod (Using Stripe)
  • Using Stripe as your Payment Processor in Planning Pod
  • Stripe Terminal: Setting Up Your Terminal and Collecting Payments
  • Editing F&B Package Line Items in an Invoice
  • Adding a F&B Package into an Invoice
  • Overview - How Do Invoices Work
  • Adding a New Invoice
  • Creating an Invoice from a Proposal
  • Importing an Invoice Template into a New Invoice
  • Linking an Invoice to an Event
  • Adding an Invoice Line Item
  • Adding an Image to an Invoice Line Item
  • Importing a Line Item Template Into an Invoice
  • Adding/Managing Line Item Categories for Invoices
  • Managing Invoice Line Items in Batches With Checkboxes
  • Adding Additional Fees to Invoices
  • Attaching Files to an Invoice
  • Using/Managing the Invoice Image Gallery
  • Collecting Online Credit Card Payments for Invoices
  • Storing Client Credit Card Information for Future Invoice Payments
  • Emailing Invoices to Clients
  • Adding an Invoice Payment
  • Setting Up Payment Reminders for Invoices
  • Setting Up "Auto-Pay" Credit Card Payments for Invoices
  • Adding/Managing Deposits
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