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Business and Catering Tools

Business and Catering Tools

Invoices and Payments

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

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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

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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

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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

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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

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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

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