Collect a 25/50/25 payment schedule

Set your studio's schedule once

1. In Settings, open Payment schedule.
2. The default is 25% at booking, 50% before the first event and 25% on delivery.
3. Change the parts if you work differently: up to 8 parts, adding to 100%, each due at booking, before the first event or on delivery.

"Before the first event" falls due one day before the first event's date.

On each project

1. Give the project its package price. The schedule is laid out from your studio's template, and the last part takes the rounding so the parts add up to the package exactly.
2. Change a project's parts on its Payments tab: edit, add or remove a part.
3. Record each payment as it comes. Money is set against the parts in order, first part first.
4. A tentative project becomes confirmed with its first payment.

Receipts and reminders

• Every payment gets a numbered receipt with a link you can send on WhatsApp. A GST-registered studio's advances get a receipt voucher.
• The Payments tab shows agreed, received, balance and overdue. A part is overdue when its due day has passed with money left.
• A reminder opens WhatsApp on your phone with the text filled in, for what is overdue or due soon.
• Payments in the studio app shows what came in this month, what is due in the next 7 days and what is overdue, across all projects.

Questions

See also

• Projects and CRMEvery enquiry in one pipeline with follow-ups. Bookings become projects with their events and crew, on one calendar, with clash warnings and a Today page.
• GST receipt for a photography advanceA GST-registered studio gives a receipt voucher for an advance taken before the invoice, and sets it against the final invoice. What the platform does, step by step.
• Quotes and GST invoicesMake a quote from a template and the client accepts it online. Tax invoices with SAC, CGST and SGST or IGST, numbered by financial year, with a UPI QR.