The Financials tab
See what the couple owes, what they have paid, the payment schedule and the expenses you logged against them.
The Financials tab is the money view of one couple. It reads from the proposal, the invoices and the payments Hailo already has, so there is nothing to fill in here.
The KPI bar
| Figure | What it is |
|---|---|
| Contract | The agreed total. Taken from the invoices when they exist, otherwise from the proposal total. |
| Paid | Money received. Payments that succeeded minus any refunds, so a refund stops counting as cash in the bank. |
| Outstanding | Contract minus Paid. |
| Next due | The date of the next unpaid installment. |
Quote
The line items of the most relevant proposal, ending with Proposal total. When a couple has more than one proposal, Hailo prefers an accepted one, then sent, then viewed, then draft.
If there is no proposal yet the card reads "No proposal sent yet. Build one in the Booking tab."
Payment schedule
Every installment across all the couple's invoices, sorted by due date, each with a pill:
| Pill | Meaning |
|---|---|
| Paid | This installment is settled. |
| Deposit | The first installment, or one whose name contains "deposit" or "retainer". |
| Due before wedding | The final balance, when it falls within 30 days of the wedding. |
Click an installment to open its invoice. See Retainers and payment plans.
Received
Payments that succeeded, with the date, method and amount. The card reads "No payments received yet." until the first one lands. Payments the couple attested to ("I sent it" on the booking or invoice page) are not here until you confirm them. See Mark paid manually.
Expenses against this couple
Expenses you logged in Finance with this wedding selected, collapsed by default. Click the heading to expand. Log new ones from Finance > Log an expense and pick the wedding.
Couple Notes
Your internal notes about the couple are not on this tab. They are the Couple Notes card at the top of the Profile tab, and every private note you add from the Activity rail is copied there.
Troubleshooting
Paid is lower than the money I received. A refund was recorded against a payment. Paid is payments minus refunds.
Contract shows the proposal total, not the amount we agreed later. Contract follows the invoices once they exist. Edit the invoice amounts, or rebuild the schedule on the Booking tab.