Video Walkthrough
Accessing the Payments Tab
To access and manage your payment schedule and transaction history, open the Workroom view and click on the "Payments" tab on the left panel
Viewing Balances & Enabling Online Payments
Once in the Payments tab, you will see the Balance Left of the proposal and the Amount Paid at the top right.
At the top left, there is an option to allow online payments. You can enable this if you have previously signed up for Curate Payments or Stripe in your Curate Settings.
Managing Your Payment Schedule
In the "Payment Schedule" section, you can add any payments you'd like by clicking on "+ Add scheduled payment". You can edit their due dates and descriptions simply by clicking on the respective fields.
There are three ways to edit the amount due for each payment:
Divide (Default): This will divide the proposal total into equal amounts, depending on the number of payments.
Custom: This allows you to set a specific dollar amount. The last payment will automatically adjust to ensure all payments add up to the proposal total.
Percentage: This allows you to set the payment to a specific percentage of the total proposal.
Note: The settings button at the far right of any payment line allows you to delete that specific payment.
Payment Integrity & Locked Payments
To protect your historic financial records and ensure your accounting remains completely accurate, Curate uses a Payment Integrity system.
When a client pays through the Portal, that specific payment is Locked. The paid amount becomes static and will never change or recalculate, ensuring that what a client pays is exactly what stays on your ledger.
What happens if the event total changes? Previously, if an event total increased (due to added items, taxes, or fees), the system would try to "re-spread" that cost across all payments, occasionally making past paid invoices look partially unpaid.
Now, if you increase the event total after a client has made a locked payment, the system will not touch those old payments. Instead, it will automatically create a new "Divide" line for the difference.
Adjusting the New Balance: Simply click into the newly generated line to adjust the Due Date to whenever you'd like the client to settle the remaining balance.
Payments History
The "Payments History" section at the bottom of the page is your ledger for all payment activity.
Manual Transactions: You can manually add transaction records here. For example, if you collect a cash or check payment and manually add a $250 transaction record, the system will automatically mark your first due payment of $250 as Paid.
Online Portal Payments: Any payments made by your clients through the online portal will automatically appear in this history.
Payment Statuses: You will be able to see the real-time status of all online transactions. Depending on the payment method used, processing times will vary. For example, ACH transfers take a bit longer to clear, so you may see a status of Pending until the funds are fully processed. Once cleared, the status will automatically update to reflect the successful payment.