Record Payments and Refunds
Track expected income, collected income, outstanding balances, manual payments, Stripe payments, and refunds from an event.
Article guidance
The event Payments tab is the finance working view for participant-led events. It shows summaries, method totals, participant balances, invoices, filters, and payment actions.
Payment statuses
- Unpaid: no money has been recorded.
- Part Paid: some money has been recorded but a balance remains.
- Paid: the expected amount has been received.
- Refunded: money has been returned or marked as returned.
Update a payment manually
- Open the event Payments tab: Find the participant row.
- Open the payment action: Edit status, paid amount, method, reference, and any relevant notes.
- Save the update: Event totals and participant status update from the saved payment data.
- Check automatic status changes: SmartGig may confirm a participant automatically when payment and other conditions are satisfied.
Other payment tools
- Filter by payment status or method.
- Bulk mark selected participants as paid when appropriate.
- Export payment data for finance review.
- Send reminders to unpaid or part-paid participants.
- Use Stripe payment records to verify card payments that were collected through the portal.