How the Sales Event Screen Works

Users can click the third tab in the sales module to view Events (formerly called Rentals).

The event details are shown in the list, including the event name and reference number on the left side.

The customer is shown in the center.

The deposit and event amounts are shown on the right.

Users can use the search at the top of the page to narrow their results by searching the event name, reference number, customer, or event coordinator.

By default, any closed events are not shown, but the user can click the “Include Closed” filter if they would like closed events to be shown in the list.

The events displayed when the page first loads will be the open events from 90 days in the past through any existing open events in the future. This date range can be changed using the start and end date filters in the upper right corner.

When the user finds the event they would like to look at, they can click on it to view the event dialog. Users can see the event information in this dialog.

From here, they can make a payment or refund a payment by clicking one of the buttons at the bottom of the dialog.

The Make Payment button will be disabled when the even has already been paid in full.
The Refund button will be disabled if no payments have been made yet.

Users will see a similar dialog regardless of which button they click here, but there are a few differences. If “Make Payment” is clicked, users will the amounts for the event payments and the security deposit, with the “Due” amount in bold, so they can easily see how much the customer still owes for the event.

If “Refund” is clicked, the user will see the same amounts, but the “Paid” amount will be in bold, so they can see how much is available for a refund.

In each of these dialogs, there is an amount button to the right of the “Event” section and another amount button to the right of the “Security Deposit” section. These buttons can be clicked to add the amount for the payment or refund. Users can enter an amount for the event, for the security deposit, or for both.

Anything less than or equal to the amount “Due” can be added for payments and anything less than or equal the amount “Paid” can be entered as a refund. Nothing more than these amounts can be entered.

Once an amount has been entered in either the Event section, the Security Deposit section, or both, the user can click “Add to Cart” to complete the payment.

When completing a refund, this button will say “Refund” instead.

When “Add to Cart” is clicked, the payment is added to the cart. The payments for the event and for the security deposit are shown and the customer associated with the event is added as the purchaser in the cart. From here, the user can check out. See How to Check Out for more information.

If the user is completing a refund, they will be taken to the Return Funds dialog when “Refund” is clicked, instead of the cart. The refund can be completed from there. See How to Complete a Refund for more information.