Deposits long before the event
Couples and corporate clients pay deposits and milestone payments well ahead of the date. Your team records those receipts according to your firm’s policy for unearned revenue, and bank reconciliation confirms each one. Invoices for balances due go out on your firm’s templates so clients see a consistent, professional document.
Event clients sit in your console with their close progress and the entries waiting for review. In peak season, when owners work every weekend and sleep on Mondays, that view shows which books are current and which need a gentle reminder about missing vendor bills.
- Record deposits and milestone payments carefully
- Invoice remaining balances on branded templates
- Track vendor payouts per event
- Report profit per event or season