Streamlined payments tracking
Track upcoming payment milestones in any currency
Here's how to get started:
Step 1: Add payment milestones to a vendor
In the "Vendors" tab in an event, add a vendor from your contact book or add them manually.
Click on Details > Edit
Scroll to the bottom to "Payment Schedule"
Add the individual payment milestones (eg. the first payment is a 10% deposit, should be paid by bank transfer and the bride is responsible to pay it the next 2 weeks).
Once all payment milestones are added, click save
Step 2: Track which payments are due this week/month
Click on the "payments" toggle (top left). Here you will see all the upcoming payments across your vendors summarised. You'll be able to see what is coming up this week, this month and what is remaining.
Once a payment has been made, click the "paid" tick-box to keep your tracking up to date.
Step 3: Receive email reminders
Clients will receive a weekly update email with their upcoming payments (and to-dos)
Planners will receive 1 weekly email summarising the payments (and to-dos) across all of their events.
If you want to switch these off, you can do so in your settings > notifications. Your client can do the same on their side.