• How to add bank account information

  It is important to add your bank details for each venue, allowing clients to send you bank transfers.  These details can be added automatically into your invoice templates via tokens. If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. How to add bank details Navigate to the Banking section in the sub menu for your venue. Venue Banking Input details of your bankFew readers

• How to set up Stripe to accept credit card payments

  Once your bank details are inputted for your venue, it is time to input your stripe account to allow for the venue to accept card payments.  You will need to have a stripe account already set up for this step, this can be done by visiting: https://stripe.com Step-by-step guide: Click on the Integration section in the sub menu for your venue. Under the heading Payments - Credit and Debit Cards, click on the blue crossFew readers

• What the Venue Default Package Price is.

  In this section, the component parts of your wedding charges associated with food and drink can be specified to give your venue a more accurate idea of the different VAT rates relating to each charge.  When pre-confirming a wedding and calculating the customer's package, there is an auto-calculate button which will breakdown the individual component parts of the total amount charged using the information provided in this section. You can specify what the price allocated per guest for alcoholic &Few readers

• How to add and edit Payment Plans

  In Sonas, you can create default predefined payment plans to apply to events as you pre confirm them. This allows a payment plan to be automatically set up using the base package amount stipulated in the pre-confirmation phase. You can create as many plans as needed for various scenarios, such as Weddings 1+ year, Corporate 50/50, etc.  This article will show you how to create these default payment plans.  If you cannot see this section or get permission denied messages with any of the actioFew readers

• How to add payments

  This is how to add payments to charges in Sonas.  Examples of when you WILL add payments in Sonas: your customer gives you cash in hand  your customer pays by cheque uses a credit card on a physical POS  bank transfer where the funds have been received Examples of when you WILL NOT add a payment: Bank transfers registered by the couple in the Customer Portal. These payments are already in Sonas, however they need to be verified once funds are received, see  Verify a PaymeFew readers

• How to Use Credit Notes and Discounts

  Credit Notes and Discounts are available in each event’s Transaction section as tools to maintain an accurate financial record of the event.  First, let’s define the two items: Credit Notes are applied to a specific invoice. For example, a couple has paid all or part of an invoiced amount and you want to show a refund of a specific amount, you can create a credit note associated with that invoice. Some scenarios where credit notes are useful include:  If a customer pays and then it is realiseFew readers

• How to create and pay Proformas

  Sonas has a dedicated transaction section for each event, which provides detailed information on all charges, due dates, and payments. The payment process involves creating a proforma bill, which is the first step in paying a charge. Once paid, the proforma is converted into an invoice. In most cases the proforma will not be seen as an invoice is created immediately upon payment of a charge. See below for the 2 ways to create a proforma and how to apply payment to a proforma. How to Create aFew readers

• How to run and understand Accounting and Financial Reports

  Sonas provides various ways to run reports on financial and accounting activity. This article looks at these different reports ands shows what data is shown. There is one general financial report area, in addition to the Reports section. The Finance section will provide you with a vast array of filters to generate needed information and generate reports in the form of spreadsheets, all of which can be exported. The Reports section, reviewed at the bottom, will generate visual reports (grFew readers

• How to create and cancel Proformas

  In the Sonas transaction section, you can manage all transactions related to an event. Some customers, especially corporate clients, may require a Proforma before they pay a charge. You can easily create this for them from transactions.  Step-by-Step Guide: Open the event's transaction section, Event Transactions Click on Actions and select + New Proforma (https://storage.crisp.chat/users/helpdesk/website/-/d/5/c/e/d5ce36403ada6800/565915da2b52715022d95e1f2422ffymFew readers

• How to edit and cancel charges

  Sometimes charges need to be edited or removed as things change in the planning process. You can do this from the event's transaction section. Not all transactions can be edited. Examples of non-editable transactions include, but are not limited to: payments received through the Stripe integration, charges associated with hired services, anything that is cancelled, or any failed payments. For those than can be edited, you must have permission to edit and cancel charges in your user profile. IfFew readers

• How to cancel Invoices

  When a charge has been paid, an Invoice is created. Invoices can also be automatically generated with specific venue configurations, see Automatic Invoices.  Occasionally invoices need to be cancelled. Sonas allows you to cancel invoices with permission, defined by your user access. If you do not have permission, please speak to your Company Admin for assistance.  Invoices are found in the event's transactionFew readers

• How to cancel Credit Notes

  In the rare case you need to cancel a credit note, you can in the transaction section of Sonas. As with any editing and cancelling in an event's transaction section, your User access needs to have permissions to specifically cancel Credit Notes. If you do not have this access, please see your Company Admin for assistance. To learn more about Credit Notes and how to create them, see Credit Notes and Discounts. Step-by-Step Guide to cFew readers

• How to configure automatic invoices for due charges/transactions

  Sonas allows you to convert transactions (including charges, discounts) to invoices automatically when they are due. You may want to activate this feature if you run your reports based on the financial record information provided by Sonas, or if you need it for external synchronisation, such as a Xero integration.  In addition to the benefit of using this information in reporting and your financial integrations, this feature is beneficial to reduce the overall amount of invoices generated. If yFew readers

• How to pay as a Customer

  In Sonas, you can make payments on behalf of a customer using a credit card if you have a credit card integration (Stripe). For example, when they pay over the phone, or if they are with you in person.  If you are recording a credit card payment made outside of Sonas, such as with a portable POS, please see How to add payments. Step-by-Step Guide to Pay as a Customer 1. Open Transactions in the Event submenu. Event Transactions.  2. Click onFew readers

• How to verify a payment

  When a customer records a bank transfer in the Sonas Customer Portal, a staff user will need to verify this payment upon receipt of the funds in the Venue's bank account. The ability to verify payments is allowed in user role access. If you are unable to verify a payment, contact your company administrator.  Step-by-Step Guide to Verify Payments: You will receive a notification that a bank transfer has been reported as Payment Made, if this notification is turned on in the venue configuraFew readers

• How to Raise Invoices

  The transaction section of Sonas shows both staff user and customers all charges, discounts, and refunds, along with all associated financial records. This article will look at when an invoice is created in the transaction section of an event. Invoices are created, or once a charge has been paid or a payment has been started. To see how to make payments, see Adding Payments.  To set up your company's invoice template, see Templates (/en/article/how-tFew readers

• How to use Escrow Deposits

  Sonas supports producing charges that you intend to refund, such a security deposit or damage deposit. We name these charges Escrow Deposits. There is a specific workflow designed to keep an escrow deposit charge separate from other charges, making it easy to refund partially, or fully, at the conclusion of an event.  If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. This articFew readers

• How to change an event's payment plan

  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.  If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. Video TutorialFew readers

• How Charges are Created and Paid

  Sonas generates charges associated with events for your customer to pay. This article will look take a high level look at how charges are created, how they are paid, and which financial records are created. All items have article links that go into more detail, if needed.  If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. How Charges are Created  Charges can be created 3 waFew readers

• How to create and use Financial Templates

  As part of the Sonas setup process, it’s essential to configure the finance-related templates. These templates will generate financial records, receipts, and payment verifications for your customers. While Email Templates covers these aspects at a high level, this article provides an in-depth guide to setting up your finance-related templates. If you cannot see this section or get permission denied messages with any of the actions,Few readers

• How to Add or Edit a PO number on an Invoice.

  Sonas allows to you easily edit or add PO numbers to Invoices.  If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. How to Add a PO number You, as a staff user, can add a PO number a few different ways/time.  When adding a payment, Adding Payments, by adding in the PO on step 2.  (https://storage.crisp.chat/users/helpdesk/webFew readers