🧩 How do I add payment milestones to a vendor?
Go to the Vendors tab, open a vendor’s details, scroll to Payment Schedule, and add each milestone with details like amount, due date, and payment method.
🔁 How do I duplicate a payment milestone?
Open an existing payment and click Duplicate. A copy will be created with the same details, which you can edit before saving.
⚡ When should I use the duplicate feature?
Use it for recurring or similar payments, such as deposits, installment plans, or staged vendor payments to save time and avoid manual re-entry.
📅 How can I track upcoming payments?
Use the Payments toggle to view all payments due this week, this month, and upcoming payments across all vendors.
✔️ How do I mark a payment as completed?
Simply check the Paid checkbox next to the payment to update its status.
🔔 Will I receive payment reminders?
Yes. Weekly email reminders are automatically sent to both clients and planners with upcoming payments and to-dos.
💰 Does payment tracking update my budget?
Yes. All payments automatically sync with your Budget Sheet, so your financial overview stays accurate without extra work.
🌍 Can I track payments in different currencies?
Yes. You can add additional currencies in Budget Settings and apply custom exchange rates for international weddings or vendors.