When you pre confirm an event in Sonas, you apply a payment plan, or stage payments for the base package price. Occasionally, this plan needs adjusting due to a date change, package change, etc. This article will walk you through how to change the existing payment plan for a pre confirmed or confirmed event.
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How to change or update an event's payment plan
- Navigate to the transaction section of the event you need to update. Event > Transactions
- Go to Actions > Change Payment Plan. In this example we will change this 3 payment plan to a monthly payment plan.
- Make the necessary changes, which could be a change in the package or the payment plan. In this example I am leaving all the same, but applying a new payment plan for monthly payments. As the booking deposit has already been paid, I leave that set to no.
- Click Next.
- Review the payment plan, adjusting any dates if needed. Note that the escrow deposit is highlighted in blue if there is one.
- Click Next
- You will see a pop up alerting you that the current stage payments will be overwritten with the new ones. If you are ready to proceed, click OK.
- You will now see the new payment plan applied.
