Deposits and Payments: What They are and How to Create Them

Payments are applied to invoices while deposits, payments made in advance of invoicing, are applied to events.

 

Receiving Payments

Payments are amounts received after invoicing an event.  If you want to record a payment against an invoice in Mazévo, navigate to Invoicing > Find Invoices and Payments.  On the screen below, set the filter to Invoices, select the Invoicing Department and enter the date range of the invoices that are being paid.  

Applying payments - Locating invoice to pay

 

Press Search to see a list of invoices that meet the filtering criteria (See below).

Applying Payments - Locating Invoice Results-1

From the results screen, press Add Payment to record a payment against the desired invoice.

 

Applying Payments - Payment Detail

Enter the payment information:

  • Date Payment Received
  • Payment Type - Cash, Check, Credit Card, Other
  • Reference Number - Enter the check number or the last 4 digits of the credit card.  DO NOT enter the entire card number.
  • Amount 
  • Notes 

and press Save. The amount of the payment will reduce the amount displayed in the Balance Due column. Repeat this process for any additional payments that need to be applied to invoices.  You may need to adjust the filtering options to locate older invoices. 

Deposits

Deposits are amounts received prior to the event and prior to generating invoices.  Since the invoice has not been created, you will need to edit the event and add a deposit.  These deposits will automatically be applied to next invoice that is generated for the event. 

Locate and open the event using Find Events, Open Event, or the Event Book. 

Deposits - 1

After opening the event, select the Invoicing tab and the press Add Deposit.  

deposits - 2

Enter the payment information:

  • Date Payment Received
  • Payment Type - Cash, Check, Credit Card, Other
  • Reference Number - Enter the check number or the last 4 digits of the credit card.  DO NOT enter the entire card number.
  • Amount 
  • Notes 

and press Save.  The deposit will appear in the deposit area (see below):

Deposits - 3

When an invoice is created for this event, the deposit(s) will automatically be applied during the invoicing process, reducing the total invoice amount. 

Deposits - invoice-1

Once a deposit has been attached to an invoice, the event will display the deposit information as seen below.

Deposits - Consumed