How do I track vendor payments?

Keep track of deposits, balances, and payment schedules for all your wedding vendors.

Plan requirement: Pro plan

Short answer: Go to Planner > Budget or Vendors and add payment entries with amounts, due dates, and paid status.

Adding payments

  1. Go to Planner > Budget or Vendors
  2. Find or add the vendor
  3. Click Add payment or edit the vendor entry
  4. Enter payment details:
    • Amount
    • Due date
    • Payment type (deposit, balance, etc.)
    • Paid/unpaid status
  5. Save

Payment information to track

For each vendor payment:
- Amount: How much is due
- Due date: When it's due
- Type: Deposit, installment, final payment
- Status: Paid or unpaid
- Payment method: Check, card, transfer
- Notes: Reference numbers, confirmations

Viewing upcoming payments

Check your payment schedule:
- View by due date to see what's coming
- Filter by paid/unpaid status
- See total outstanding amounts
- Set reminders for due dates

Marking payments as paid

When you make a payment:
1. Find the payment entry
2. Mark it as paid
3. Add the payment date
4. Note confirmation number if desired
5. Save

Tips

  • Add all payments when you book each vendor
  • Set calendar reminders for due dates
  • Keep payment confirmations for records
  • Track by vendor to see who you've paid
  • Update regularly so your budget is accurate

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