---
title: Steps to process a payment for an Event:
description: "The user has the option to process a payment directly from the event or through the Customer ID in the Financial Management option: To process a payment through the Event: 1. In the left side panel, g"
---

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# Steps to process a payment for an Event:

The user has the option to process a payment directly from the event or through the Customer ID in the Financial Management option:

**To process a payment through the Event:**

1\. In the left side panel, go to **Sales & Marketing**

2\. Click on **Event & Order Management**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-50-59-3619-PM.png?width=688&height=312&name=image-png-Aug-27-2025-02-50-59-3619-PM.png)

3\. Select **Event Management - All Status Types Included:**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-52-48-1685-PM.png?width=688&height=333&name=image-png-Aug-27-2025-02-52-48-1685-PM.png)

4\. Once you have opened the event, go to the **Financial Tab, Payment Schedule section and click on Process Credit Card:**![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-54-01-6835-PM.png?width=688&height=412&name=image-png-Aug-27-2025-02-54-01-6835-PM.png)

In the Credit Card Charge window, if the card information has been previously saved, then you just need to enter the **Payment amount,** the app will ask if you want to apply fee for the transaction, next press on **Process Charge,** if the payment was successfully completed the app will display a pop-up with this information, also the same pop-up will be displayed if the payment fails with the failing reason:  
![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-02-58-56-3042-PM.png?width=688&height=432&name=image-png-Aug-27-2025-02-58-56-3042-PM.png)

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-03-22-29-3034-PM.png?width=985&height=594&name=image-png-Aug-27-2025-03-22-29-3034-PM.png)

**To process a payment through the Financial Management window:**

1\. On the left side panel, go to **Finance & Accounting**

2\. Click on **Customer Financials**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-03-09-55-9421-PM.png?width=688&height=326&name=image-png-Aug-27-2025-03-09-55-9421-PM.png)

3\. Select **Customer Financials**

4\. Choose **Customer Financial Management**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-03-12-46-8780-PM.png?width=688&height=320&name=image-png-Aug-27-2025-03-12-46-8780-PM.png)

5\. In the following window, you need to look for **customer´s ID,** click on the **pen icon:**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-03-16-04-1003-PM.png?width=1919&height=875&name=image-png-Aug-27-2025-03-16-04-1003-PM.png)

6\. Go to the **Payments Tab**, in the **Payment - Confirmed Events section**, click on the event that you need process the charge, in the **Payments - For the Selected Event**, you will see payment history, next press on **Process Card,** the **Convenience Fee pop-up will display**, continue with payment and press on **process charge:**

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Aug-27-2025-03-23-22-7618-PM.png?width=1555&height=934&name=image-png-Aug-27-2025-03-23-22-7618-PM.png)

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