Event payments

Open Community → Events and select the Payments tab. Pick an event on the left to see its payments.

dashboard.culminate.life

Public and private

The list on the left has two tabs:

• Public: events in your app with a paid ticket, split into Current Events and Past Events.
• Private: activities you only need to collect money for, without an event in the app. See Private events.

The payments table

The totals at the top show Collected, Fees, and Needs payment. Each payment shows the Payer, Date, Method, Amount, Fee, and Net.

Select a payment to see more:

• The Payment option, Price, number of Tickets, and any discount.
• Additional payments toward the balance.
• Forms & tickets linked to the payment.
• Refund details, if it was refunded.

Filter and search

• Search by name or email.
• Select the filter button to filter by Device, Source, Discount, or Status (Paid in Full, Payment needed, or Refunded), then Apply filters.
• Sort by name, date, amount, fee, or total.

Download

Select the download button. Pick the Dates and select Download range, or Download all.

Collect a balance

For payments with a deposit or installments still due:

1. Select the payment, then Make payment.
2. For an installment plan, choose What to pay. You only see the choices that apply:
   • Amount due now: the installments due by today.
   • Pay the next installment early: the next payment, before its due date.
   • Pay off the balance: everything that’s left.
   
   The schedule shows each installment as Paid, Due, or Upcoming. For a deposit, you pay the Remaining balance.
3. Pick a card, then check the Total, Paid so far, and what you’re Paying now.
4. Select Pay. The button shows the amount.

dashboard.culminate.life

If someone paid the rest some other way, select Mark paid in full.

To remind people who still owe, select the payment and send a notification, or use Send update notification at the top to message everyone with a payment for the event.

Refund a payment

1. Select the payment, then Refund.
2. Enter a Refund amount, or select Refund all. If the payment was made in parts, you’ll see how the refund is split across them.
3. Add a Reason and an optional Note for your records.
4. Choose whether to Remove tickets too. Removed tickets stop working at check-in, and each ticket’s form is removed with it. Nothing is permanently deleted.
5. Confirm the refund.

Card refunds usually show up within 5–10 business days. Cash and check payments are recorded only: no money is moved, so return it to the payer yourself.

Add a payment

Select Add payment to record a payment for someone, like cash at the door.

1. Search for the person.
2. Enter the Number of tickets, and choose Pay in full or the deposit.
3. Pick a Discount if they have a code.
4. Choose Cash, a saved card, or New card, then select Make payment.

Change prices or discounts

Select Edit payment group at the top. See Update a payment. To make a new one, select New payment group; see Create a payment.

Private events

Private events are for collecting money without an event in the app, like a mission trip or a team fee. You get the same tracking as event payments, without discounts.

Create a private event

Switch to the Private tab, select New private event, enter a Name, and select Create event. Use Rename event to change the name later.

Add a payment

Select Add payment, then fill in:

• Person (or Add Person if they’re new).
• Payment type: Cash or Check, with an optional Check number.
• Amount.
• Paid in full: turn this on if they’re done paying.

This records a payment for a person only; it doesn’t issue a ticket.

Add to an existing payment

Select a payment, then Make payment. Enter the amount (and check number), then choose Add to add it as an additional payment, or Add & mark paid in full to finish it off.

If a payment says Payment needed but nothing else is owed, select Mark paid in full. To record money you gave back, select Refund.