{"id":993,"date":"2025-07-03T09:33:37","date_gmt":"2025-07-03T09:33:37","guid":{"rendered":"https:\/\/bookingwithoverture.com\/blog\/?p=993"},"modified":"2025-07-26T14:54:44","modified_gmt":"2025-07-26T14:54:44","slug":"keep-your-finances-in-sync-logging-payments-in-overture","status":"publish","type":"post","link":"https:\/\/bookingwithoverture.com\/blog\/keep-your-finances-in-sync-logging-payments-in-overture\/","title":{"rendered":"Keep Your Finances in Sync: Logging Payments in Overture"},"content":{"rendered":"<p class=\"p1\">Logging payments in Overture is an essential step to ensure your financial records remain accurate and up-to-date. This guide will walk you through the process of logging payments and managing deductions where necessary.<\/p>\n<h3 id=\"when-to-log-a-payment\" class=\"p1\">When to Log a Payment<\/h3>\n<ul>\n<li class=\"p1\">You only need to log payments that are\u00a0<b>paid to the agency<\/b>.<\/li>\n<li class=\"p1\">If a service is marked as\u00a0<b>paid directly to the artist<\/b>, there is no need to log it.<\/li>\n<\/ul>\n<h3 id=\"steps-to-log-a-payment\" class=\"p1\">Steps to Log a Payment<\/h3>\n<ol>\n<li class=\"p1\"><b>Navigate to the Log Payment Page<\/b><b><\/b><\/li>\n<\/ol>\n<ul>\n<li class=\"p2\">Go to the relevant\u00a0<b>booking<\/b>\u00a0page.<\/li>\n<li class=\"p2\">On the right-hand side, locate and click\u00a0<b>Log Payment<\/b>\u00a0in the sidebar.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Click-Log-Payment.png\" \/><\/p>\n<p class=\"p1\">\u00a0 \u00a02.\u00a0<strong>Enter the Payment Date<\/strong><b><\/b><\/p>\n<ul>\n<li class=\"p2\">In the \u201c<b>Received On<\/b>\u201d box, select the date the payment was made.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Received-On-2.png\" \/><\/p>\n<p class=\"p1\">\u00a0 \u00a03.\u00a0<b>Review Service Lines<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p2\">A new row will automatically appear for each service line, pre-filled with the total amount due.<\/li>\n<li class=\"p2\">The logged amount is automatically calculated and displayed in the top section of the page.<\/li>\n<\/ul>\n<p class=\"p1\">\u00a0 \u00a04.\u00a0<b>Save the Payment<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p2\">If the\u00a0<b>full amount<\/b>\u00a0has been received with no deductions, simply click\u00a0<b>Save Changes<\/b>.<\/li>\n<li class=\"p2\">That\u2019s it\u2014you\u2019re done!<\/li>\n<\/ul>\n<h3 id=\"how-to-log-a-partial-payment\" class=\"p1\">How to Log a Partial Payment<b><\/b><\/h3>\n<p class=\"p3\">If the promoter has paid\u00a0<b>less than the full amount<\/b>, you can adjust the payment as follows:<\/p>\n<p class=\"p4\">\u00a0 \u00a01. <b>Edit the Fee Amount<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p5\">Click on the relevant\u00a0<b>service line<\/b>\u00a0to open the editable row.<\/li>\n<li class=\"p5\">In the\u00a0<b>Fee<\/b>\u00a0box, replace the full amount with the actual amount paid.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Log-Partial-Payment.png\" \/><\/p>\n<p class=\"p4\">\u00a0\u00a02. <b>Save the Partial Payment<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p5\">Verify the updated total in the top section.<\/li>\n<li class=\"p5\">Click\u00a0<b>Save Changes<\/b>\u00a0to confirm.<\/li>\n<\/ul>\n<p class=\"p6\"><b>Example:<\/b><b><\/b><\/p>\n<p class=\"p3\">In the above example we are logging just the Deposit. The Balance has not been paid yet.<br \/>\nWe have changed the\u00a0<strong>Balance<\/strong>\u00a0amount to \u20180.00\u2019, leaving us just to log the back \u00a3500.00 + \u00a3100.00 (VAT) Deposit.<\/p>\n<h3 id=\"how-to-log-deductions\" class=\"p1\">How to Log Deductions<\/h3>\n<p class=\"p1\">Deductions occur when a promoter makes specific adjustments, such as withholding tax, marketing costs or bank charges. Here\u2019s how to log a deduction:<\/p>\n<ol>\n<li><strong>Select the Service Line<\/strong><b><\/b><\/li>\n<\/ol>\n<ul>\n<li class=\"p3\">Click on the row where you want to log a deduction and a new section will appear containing \u2018Currency Conversion\u2019, \u2018Promoter Deductions\u2019 and \u2018Agency Deductions\u2019.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Add-Promoter-Deduction.png\" \/><\/p>\n<p>2.<b>\u00a0Add a Promoter Deduction<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p3\">Click\u00a0<b>Add a promoter deduction<\/b>, name the deduction (e.g., \u201cBank Charge\u201d), and enter the amount.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Bank-Charge.png\" \/><\/p>\n<p class=\"p2\">\u00a0 \u00a03. <b>Review Updates<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p3\">The deduction will appear in the\u00a0<b>Promoter Deduction<\/b>\u00a0column, and the total received will be updated automatically.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Promoter-Deduction.png\" \/><\/p>\n<p class=\"p2\">\u00a0 \u00a04. <b>Save the Changes<\/b><b><\/b><\/p>\n<ul>\n<li class=\"p3\">Once the totals are correct, click\u00a0<b>Done<\/b>.<\/li>\n<\/ul>\n<h3 id=\"agency-deductions\" class=\"p1\">Agency Deductions<b><\/b><\/h3>\n<ul>\n<li class=\"p2\">While promoter deductions are commonly used,\u00a0<b>Agency Deductions<\/b>\u00a0are available for specific adjustments such as additional charges.<\/li>\n<li class=\"p2\">However, many agency-related deductions can also be logged in the\u00a0<b>Expenses<\/b>\u00a0section of the booking page.<\/li>\n<\/ul>\n<h3 id=\"currency-conversion\">Currency Conversion<\/h3>\n<ul>\n<li>\n<p class=\"p1\">If a payment has been received in a different currency than the one shown on the booking, use the\u00a0<span class=\"s1\"><b>Currency Conversion<\/b><\/span>\u00a0section to log the actual amount received. This ensures accurate financial tracking by converting the payment into the booking\u2019s default currency.<\/p>\n<\/li>\n<li>Select the currency that you would like to convert to, if you have the conversion saved in\u00a0<strong>Settings &gt; Currency Conversion Rates<\/strong>\u00a0then the rate will be added from there. Otherwise you can manually enter the rate.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/docs.overturehq.com\/wp-content\/uploads\/2023\/04\/Convert-Currency-1.png\" \/><\/p>\n<h3 id=\"summary\">Summary<\/h3>\n<p class=\"p3\">By following these steps, you can easily log payments and deductions in Overture, keeping your records accurate and organised. Whether you\u2019re tracking full payments, partial payments, or specific deductions, the process ensures clear and consistent reporting.<\/p>\n<p class=\"p3\">If you need further assistance, don\u2019t hesitate to reach out to Overture support!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Logging payments in Overture is an essential step to ensure your financial records remain accurate and up-to-date. This guide will walk you through the process of logging payments and managing deductions where necessary. When to Log a Payment You only need to log payments that are\u00a0paid to the agency. If a service is marked as\u00a0paid<\/p>\n<div><a class=\"moretag btn btn-wire\" href=\"https:\/\/bookingwithoverture.com\/blog\/keep-your-finances-in-sync-logging-payments-in-overture\/\">Read the full article<\/a><\/div>\n","protected":false},"author":3,"featured_media":994,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"slim_seo":{"title":"Logging Payments in Overture \u2013 Keep Your Finances in Sync","description":"Track deposits, fees, and balances with precision. Learn how Overture helps booking agents stay financially organized by logging payments per event."},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-993","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-news"],"_links":{"self":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts\/993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/comments?post=993"}],"version-history":[{"count":7,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts\/993\/revisions"}],"predecessor-version":[{"id":1007,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/posts\/993\/revisions\/1007"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/media\/994"}],"wp:attachment":[{"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/media?parent=993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/categories?post=993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bookingwithoverture.com\/blog\/wp-json\/wp\/v2\/tags?post=993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}