Streamlined payments tracking for wedding vendors
Track upcoming payment milestones in any currency
Key Takeaways
Track payments and stay on top of wedding finances with ease.
Log payments, due dates, and amounts for each client or supplier
Send automated payment reminders to clients
Mark payments as paid or outstanding in one click
Keep all invoices and receipts stored in one place
Track multiple currencies (eg. for international vendors)
Payment tracking is automatically synced with the budget sheet
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). You can track payments in any currency.
Once all payment milestones are added, click save
Example of payment tracking for Mykonos Flowers (see right hand panel):
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.
To see what has already been paid, switch on the toggle "paid" location next to the +Add payment button on the right hand side.
Example of payment overview showing payments due this week, this month and all remaining:
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.
Example email reminder planners and clients will receive:
Step 4: Track your budget
All payments are automatically updated in the budget sheet
You can click on any vendor to open up their information and update a payment, check a document or comment
To see how your payments translate into another currency, go to Budget Settings and "Add Additional Currency." You can manually set an FX rate. Use the dropdown in the budget to translate your payments into this currency. This function is particularly helpful for destination weddings, where the wedding maybe happening in Europe (payments in EUR) but the client is based in America (understands USD).
Example budget overview with automatically synced payments:
