Manual payments: how to add and track them

Manual payments let you record money that’s collected outside Tagvenue (e.g. bank transfer, cash, card-on-site). They keep all event finances tidy in one place without processing any funds through Tagvenue.

Any manual payment added can at any point be sent as a payment link to the customer.

What are manual payments?

Manual payments are entries you add to an enquiry to track what’s due and what’s been received. They’re perfect when:

• You’re paid by bank transfer, cash or your own card terminal
• You haven’t set up online payments yet
• You want a full record alongside messages, proposals and documents
• You want to add a payment that you want to require from the customer at a later stage

How to add a manual payment

1. Open the enquiry and go to the Payments tab.
2. Click Add manual payment.
3. Enter the title/description, amount, optional due date, and choose the status (Unpaid or Paid).
4. Click Save. The item appears in the list for this enquiry.
5. When you receive the money outside Tagvenue, open the payment and mark it as Paid. You can edit or delete entries at any time.
    

Tips

• Add multiple manual payments to split a booking into deposit, balance and extras.
• Use due dates and statuses to keep on top of what’s outstanding.
  
   

FAQs

Will the client get a payment link?
No. Manual payments don’t generate links or process funds. They’re just a record in the enquiry.

Will the client see the manual payments record?
No, this section is only for you to see.

Can I use manual and online payments together?
Yes. You can track some payments manually and take others online in the same enquiry.

What’s the difference between Unpaid and Paid?
Unpaid means you’re expecting the money; switch to Paid once you’ve received it from the client, outside of Tagvenue.

Do manual payments have processing fees?
No. Processing fees apply only to online card payments.