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Guestline Advanced C&B: Retain a deposit on an Event

You can retain a deposit on an event, in a few simple steps.

Xanthe Jackson avatar
Written by Xanthe Jackson
Updated over a week ago

To retain a deposit on an event, follow the steps below:

  1. Navigate to Advanced C&B, Search/Create Event.

  2. Using the Event Search Parameters find your Event.

  3. Click on the Event Reference.

  4. Change the Event Status to Cancelled.

  5. Click Save.

  6. Enter the Cancellation Reason and any additional notes.

  7. Select Retain.

  8. Select the Analysis Code.

  9. Fill in either the Percentage To Retain or Value To Retain.

  10. Click OK.

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