💡 What Are Services & Fees?
Services & Fees are the individual charges associated with a specific vendor. For example, a furniture rental vendor may charge a flat fee for delivery, a per-unit fee for each table rented, or a separate fee for setup. By logging these directly under the vendor, TTO can automatically calculate subtotals and reflect them in your overall wedding budget.
📋 How to Add a Service / Fee
1️⃣ Go to the Vendors page from the left navigation menu
2️⃣ Find the vendor you'd like to update and click Details to open their panel
3️⃣ Scroll down to the Services & Fees section and click Edit to make changes
4️⃣ Click ➕ Add service / fee to add a new line item
5️⃣ Fill in the following fields:
🔹 Service / fee name (required) - Enter a clear and descriptive name for the service or charge (e.g. "Table Rental", "Delivery Fee", "Setup & Styling")
🔹 Pricing model — Choose how the vendor charges for this service (e.g. Per unit — charged based on quantity)
🔹 Price — Enter the cost amount and select the appropriate currency (e.g. USD)
🔹 Unit (optional) — Search for an existing unit or create a new one to specify what the quantity refers to (e.g. tables, chairs, hours)
🔹 Show in budget — Select which budget category this fee should be reflected under (e.g. Furniture, Catering, Photography) to ensure costs are mapped correctly in your overall budget view
6️⃣ Click Save to confirm
💡 Pro Tip: Save Time with Vendor Templates! Did you know you can create a templated vendor in the Contacts section with all the information pre-filled - including their services and fees? Once set up, you can easily pull that vendor template directly when adding a vendor to a specific wedding, saving you the time of re-entering the same details every time. This is especially handy for vendors you work with repeatedly across multiple weddings! 🎉
For more details on how to create your vendor template that includes services and fees, you may check this link
📊 Viewing Services & Fees in Your Budget
After saving, the service or fee will automatically appear under the Services & Fees → Estimate column in your budget. From there you can:
✅ View the subtotal for each vendor
✅ Add or adjust quantities for per-unit items
✅ Track costs under Payment Schedule → Actual & Paid to monitor what has been paid versus what is still outstanding
✅ Keep an eye on your outstanding balance per vendor
This makes it easy to see at a glance how much each vendor is costing you and where your budget stands at any given time.
⚠️ Tips & Reminders
💬 The Service / fee name field is required — you will see a validation error if you try to save without entering a name
💬 You can add multiple services or fees under a single vendor by clicking ➕ Add service / fee again
💬 Use the Show in budget dropdown carefully to ensure fees are categorized correctly — this directly impacts how your budget totals are calculated
💬 If you need to remove a service or fee, simply click 🗑️ Remove on the relevant line item before saving