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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
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
Contracts and Electronic Signatures
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
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
- Overview - How Does the Banquet Event Order (BEO) Tool Work
- Collecting Signatures for BEOs
- 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
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