Business and Catering Tools

• How do I Refund or Partially Refund a Payment on an invoice?

Invoices and Payments

• Understanding Payment Reminder Statuses
• Storing Client Credit Card Information for Future Invoice Payments
• Adding/Managing Deposits
• Emailing Invoices to Clients
• Adding a New Invoice
• Creating an Invoice from a Proposal
• Creating a Stripe Transaction ID Report in Planning Pod
• Adding a F&B Package into an Invoice
• Using Stripe as your Payment Processor in Planning Pod
• Using/Managing the Invoice Image Gallery
• Importing an Invoice Template into a New Invoice
• Adding an Image to an Invoice Line Item
• Importing a Line Item Template Into an Invoice
• Tagging an Invoice
• Linking an Invoice to an Event
• Adding/Managing Line Item Categories for Invoices
• Adding Additional Fees to Invoices
• Setting Up Payment Reminders for Invoices
• Stripe Payments in Planning Pod: Payment Reminders vs. Deposit Requests
• Editing F&B Package Line Items in an Invoice
• Adding an Invoice Line Item
• Setting Up "Auto-Pay" Credit Card Payments for Invoices
• Stripe Terminal: Setting Up Your Terminal and Collecting Payments
• Attaching Files to an Invoice
• How Credit Card Surcharges and Payment Processing Work in Planning Pod (Using Stripe)
• Collecting Online Credit Card Payments for Invoices
• Adding an Invoice Payment
• Overview - How Do Invoices Work
• Managing Invoice Line Items in Batches With Checkboxes

Budgets

• Creating/Managing Budgeting Groups
• Importing a Budget Template
• Uploading or Importing Budget Data From a File / Spreadsheet
• Overview - How Do Budgets Work
• Adding/Managing Budget Categories
• Adding/Managing Budget Line Items
• Adding/Managing Payment Due Dates and Reminders for Budget Line Items
• Assigning Managers and Vendors to Budget Line Items
• Managing Line Items in Batches with Checkboxes
• Downloading the Budget to PDF and .CSV Files
• Adding/Managing a Payment for a Budget Line Item

Contracts and Electronic Signatures

• Linking a Contract to an Event/Lead
• Overview - How Do Contracts Work
• Importing a Contract Template Into a New Contract
• Collecting Electronic Signatures for Contracts
• Adding a New Contract

Proposals

• Creating a Change Order for a Signed Proposal
• Copying Proposal Line Items to the Event Budget
• Linking a Proposal to an Event or Lead
• Adding Introductory/Contractual Text to a Proposal
• Attaching Files to a Proposal
• Tips and Tricks to "Copy/Paste" function in Planning Pod
• Tagging a Proposal
• Adding a New Proposal
• Managing Proposal Line Items in Batches With Checkboxes
• Importing a Proposal Template Into a New Proposal
• Adding/Managing Categories for Proposals
• Using/Managing the Proposal Image Gallery
• Importing a Line Item Template into a Proposal
• Overview - How Do Proposals Work
• Adding Additional Fees to Proposals
• Emailing Proposals to Clients
• Adding an Image to a Proposal Line Item
• Editing F&B Package Line Items in a Proposal
• Adding a F&B Package into a Proposal
• Adding a Proposal Line Item
• Collecting Electronic Signatures for Proposals

Banquet Event Orders (BEOs)

• Managing the BEO Tool Settings in Your Account
• Adding Custom Panels/Fields to BEOs
• Managing BEO Filters & Views in an Event
• Creating/Editing Content Panels for BEO Layouts
• Collecting Signatures for BEOs
• Overview - How Does the Banquet Event Order (BEO) Tool Work
• Managing Default Fields and Text in BEOs
• Creating/Customizing BEO Layouts
• Batch Printing BEOs in Planning Pod
• Downloading and Sharing BEOs
• Managing the BEO Tool Settings in Your Account
• Editing a BEO Inside an Event

Food & Beverage

• Overview - How Do Food-&-Beverage Packages Work
• Setting up Customer Choices in a Food or Beverage Package
• Adding Food-&-Beverage Packages to Events
• Creating & Managing Ingredient Lists
• Adding/Managing Food & Beverage Items
• How Does Food & Beverage Reporting Work
• Selecting Meal Choices in the Client Portal
• Managing Food & Beverage Display Settings
• Creating & Managing Food & Beverage Characteristics
• Sharing & Downloading Food & Beverage Package Menus
• Building & Managing Recipes in the Food & Beverage Settings
• Creating & Editing Food & Beverage Categories
• Creating/Using Food & Beverage Package Templates
• Managing Food & Beverage Settings in Your Account