Invoices and payments
Invoices, retainers, payment plans, getting paid by card, reminders and finance reports.
12 articles
- The Finance pageRead your money at a glance, see the year by month, know who pays next, log expenses, and move money in and out by CSV.
- Unpaid invoices by when they landSee everything couples still owe, grouped by whether it is late, due soon, due later this year, or not until next year.
- The Invoices listFind every invoice by status, read balances and due dates at a glance, and understand how overdue is decided.
- Create and edit an invoiceBuild an invoice by hand, edit it on the document itself, split it into instalments, choose who covers the card fee, send it, and see how booking invoices are raised for you.
- Retainers and payment plansSet the deposit and split the balance on a booking, save the split as a preset, add instalments to an invoice, and know how instalment reminders behave.
- Get paid by cardTake card payments through Stripe or Square on invoices and booking pages, and understand what the couple sees before and after they pay.
- Client payment methodsChoose how couples can pay you (Stripe, Square, Venmo, Cash App, Zelle, check or wire), turn on automatic reminders and decide who pays the card fee.
- Manual payments (Venmo, Zelle, check, wire)Offer bank and app payments, understand what "I sent it" does and does not do, record the payment when it lands, and record a refund.
- Card processing feesDecide whether you or the couple covers the card fee, set it for the studio or per invoice, and see how it shows at checkout.
- Automatic payment remindersTurn on reminders, know exactly what is emailed and when, and why an instalment plan reminds couples even with the toggle off.
- Finance reportsEvery report under Finance, what each one answers, and how to export it.
- VendorsKeep the planners, photographers, DJs and officiants you work with in one roster, and see where they show up across Hailo.