Managing Payments in 25Live

Authorized users can request and track payments in the Payment Pricing Mode of any event's Pricing tab.

Navigating to Payment Management

1. Open Your Event's Pricing Tab in 25Live

• In 25Live, navigate to the pricing tab of your event.

2. Set Pricing Mode to Payment

• Pricing Mode need to be toggled to Payment.
  • Note: Switching between modes is not recommended. Adjustments made in one mode will not be reflected in the other.

Image: Toggle Pricing Mode to Payment if it is on Standard.

3. Choose a Custom Invoice

• To manage payments, the event must have a custom invoice setup. If one is not available, you will need to create one.

Requesting Payments

1. Find the Payment Section

•  Expand Send Payment Request.

Image: Use the Manage Payments button to request a payment.

2. Enter Your Payment Information

• If desired, adjust the payment's Due Date.
• Use the Payment Type dropdown to update the type to Deposit, Balance, or Misc.
  • Only one instance of each type is allowed. 
• Choose to process the payment through Stripe, 7 Point Solutions, or manually.
• Select an invoice report to attach to the email.
• Choose whether to request an exact Amount or a Percentage of the remaining balance. 
• Enter the requested payment amount or percentage in the text field.
  • The Request Amount at the top will automatically reflect this update.

Image: Set the payment information on the Send Request tab.

3. Enter the Email Information

• Enter the email address of the user you are sending the request to and the email address that you'd like the request sent from.
  • The To field will automatically populate the work email address of the billing contact if one is mapped to the organization that is being billed.
• Make any necessary updates to the Subject and Message Body.
  • Stripe: The paymentLink variable {{paymentLink("here")}} in the default text of the Message Body will generate a link that takes the user directly to the Stripe payment page that was set up in System Settings > Integrations.
  • 7 Point Solutions: The variable {{uniquePaymentIdentifier}} in the default text of the Message Body will generate a payment ID for users to copy into the 7 Point Solution portal. The paymentLink variable {{paymentLink("here")}} will generate a link that takes the user directly to the portal.

4. Review and Send the Request

• Review the email message and requested payment amount. Click the Send Request button to email the request.
• Past request emails can be reviewed in the event's audit trail.
• Once sent, the payment activity will be logged to the Payments table.
• If using 7 Point Solutions or Stripe, those integrations will be displayed in the Source column.

Adding a Manual Payment Without Sending a Request

1. Find the Payment Section

•  Expand Payments.

Image: Use the Manage Payments button to request a payment.

 2. Click Add Payment

• Click Add Payment.
  Image: Click Add Payment.

3. Edit the Payment Information

• By default, the table will fill in the details from the Send Payment Request section. Every field except ID, Create Date, Source, and Void can be edited:
  • Every payment made in your instance will get an ID assigned automatically. This value will populate after you save the new payment.
  • The Create Date shows the date the row was added to the Payments table.
  •  Use the calendar selector in the Due Date field to make updates.
  • Adding a manual payment through the Add Payment button will set the Source to manual. 
  • Enter a Description of the payment
  • Choose whether to request add an exact Amount or a Percentage of the remaining balance to the payment. Then, enter the exact amount or percentage in the text field.
  • Use the Type dropdown to record the payment as a Deposit, Balance, or Misc.
    • Only one instance of each type is allowed.
  • Select whether the amount is currently Paid or Unpaid in the Status column.
  • Add any additional comments in the Notes field. If needed, this field can be edited later.

Image: Click and drag the bottom-right corner of the Description and Notes fields to expand those text boxes.

4. Save

• Review your changes and click Submit Payment to save.

Tracking and Editing Payment History

1. Find the Payment Section

•  Expand the Payments section.

2. Review and Make Changes

• If the Source is manual, you can select Mark as Paid in the Status column at any time. 
  • Stripe and 7 Point Solutions payments will get marked as paid automatically after a payment is received in either platform.

• Use the Notes field to update any past comments about the payment.
• Click Void and enter a reason for voiding to reverse a payment. This text will be displayed on the table after saving. Press Void to confirm. 

Image: Enter text in the Reason text box to add a void comment.