Recording and managing payments
Learn how to record and manage all your wedding payments in one central location with status tracking and filtering.
The payments section gives you a central view of all your wedding-related payments, whether they're linked to vendors, budget items, or both.
Plan requirement: Pro plan
How to record a payment
Go to Planner > Payments and click to add a new payment
Fill in all the details (Amount, Payer, dates, links, notes)
Click Save payment or Save and add more
Marking as paid
When you make a payment, set the Paid on date. This moves the payment from "unpaid" to "paid" status.
Payment statuses
Paid - Has a paid date
Due today - Due today, not yet paid
Overdue - Past due, not yet paid
Upcoming - Due date is in the future
Unpaid - No due date set, not yet paid
Payment filters
At the top of your payments list, filter by:
- All - Every payment
- Today - Payments due today
- Overdue - Past due payments
- Upcoming - Future payments
- Paid - Completed payments
Tips
Link to both vendor and budget. This creates a complete chain: vendor > payment > budget item. Everything stays connected.
Set due dates as early as possible. Your dashboard will remind you about upcoming and overdue payments.
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