Catering events
A catering event is one order that lives for weeks: the date, the original order lines, the location, and the money agreed for it. The event account keeps every payment tied to that agreement until the day is fulfilled.
Catering events
The event keeps its order lines, location, stage, and payments together until fulfilment.
16.1 The event and its account
In a Catering and events workspace, Catering events replaces the ordinary Appointments page. Each event uses an appointment to keep its date, time, branch, customer, and person in charge, while the event stage, original order lines, location, and optional guest count stay on the event record.
Delivery and on-site work require an event location. Pickup shows the catering business location. Each new event gets an Event Account with a booking deposit and final balance. Use Customize plan before the first payment to change the amounts, due dates, or add later instalments. Use Collect next payment so every receipt is assigned to the correct payment.
A refund reopens that payment and the event balance. An event with money still due cannot be marked fulfilled. Simple mode gives the team a read-only event order board.
Prefer everything on one page? Read the whole guide.