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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Payments & Invoices

The Payments & Invoices tab controls how new events are prepared for scheduled payments, online payment methods, payment notifications, invoices, and default invoice numbering.

This tab contains three related areas:

  • Payment Configuration describes whether a payment schedule is enabled and which payment methods and fee choices are available.

  • Default Payment Schedule defines the scheduled payment rows copied into new events.

  • Invoice Settings defines invoice recipients, notification attachments, and reusable invoice text. Invoice numbering is maintained separately below the invoice settings.

The values are defaults copied when an event is created without an event template. An event can then have its own payment and invoice setup.

The image below shows Payment Configuration and Default Payment Schedule together on the Payments & Invoices tab.

The Payments & Invoices tab shows Payment Configuration with Enable Schedule on, Web payments disabled, and Enable Web Payments off. Below it, Default Payment Schedule shows scheduled payment rows for a non-refundable retainer and final payment.

Use the detailed articles to configure each area:

In this section

PreviousManage default contracts and signer information
NextConfigure payment methods, tips, and application fees

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