Tracking client and vendor payments

EventOps has two payment ledgers with different purposes:

• Client invoice payments are money collected from the client against an issued invoice milestone. Stripe checkout or Mark paid updates the milestone and rolls the invoice from sent to partial or paid.
• Vendor payments are agency payments against an event-vendor engagement. Add scheduled or completed amounts from the event's vendor payment area; the paid total updates the engagement's unpaid, deposit-paid, or paid-in-full status.

Never combine currencies. EventOps reconciles totals only within the invoice or engagement currency. Use references for bank-transfer or bookkeeping identifiers, not full card or bank credentials.

Access and roles

Managing client invoice collection requires invoices.manage, included in Owner, Admin, and Planner. Reading vendor payments requires budget.read; creating or editing them requires budget.write, included in Owner, Admin, Planner, and Coordinator. Client portal users can initiate eligible invoice checkout but cannot edit either internal ledger.

For failed subscription payments affecting agency access, use /help/billing-and-seats, not the event payment ledger.