For event planners

Invoice software for event planners

Quote the event, take an advance to book the date and bill the balance before the day.

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Free for 5 invoices a month.

Who it is for

What event planners invoice for.

For wedding and event planners, decorators and caterers. Each event is a quote with many lines, an advance to hold the date and payments in two or three parts as the day comes closer.

  • The event quote

    Build the quote with a line for your fee, the venue, decor, catering and everything else. When the client accepts it on the link, it becomes an invoice in one click.

  • An advance to book the date

    Ask for a deposit on the quote, or record the advance as a part payment so the invoice shows the balance.

  • Payments in stages

    Split the quote into stages, or record each payment against the invoice as it arrives.

  • Vendor costs you pass on

    Add them as their own lines with the right tax, apart from your planning fee.

  • Extras added close to the day

    Send a short invoice for the extra guests or services, so they are billed before the event.

The tax, currency and invoice title follow your country. See your country

Getting paid

  1. Send it yourself

    Share the invoice from your own email or any app on your phone. The track turns to Viewed when your customer opens it.

  2. Your customer sees how to pay

    Each customer gets a page with what they owe and your account number and Routing number, as they are on the invoice.

  3. Match it from your statement

    On Pro, upload your bank statement. Dates written like 10/05/2026 are read correctly, and you match each payment in one click.

FAQ

Questions from event planners.

Can the client accept the quote online?

Yes. They open the link, choose Accept this quotation and type their name. You see who accepted it and when.

The event was cancelled. What do I do with the invoice?

Cancel the invoice, or issue a credit note for the part you are giving back. Both stay in your records.

Can I charge for catering by guest?

Yes. Enter the number of guests as the quantity and the price for each as the rate.

Can the client see what they have paid so far?

Yes. Each customer has a page with their invoices, their payments and what is left to pay. It opens with a code sent to their email.

Have another question? Contact us

Other work

Not quite your line of work?

Send your next invoice with us.

Start free

Free for 5 invoices a month.