Installment schedules kept

Event planning billing software

Event planning billing software for fees paid across a year of planning. Each installment of a wedding or gala fee goes out with its own due date, corporate clients with a standing events calendar pay a monthly retainer through your portal, and a payment that slips is reminded before vendors need theirs.

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Event planner billing in Smarfle with installment invoices, corporate retainer payments and open balances
Planning installments and retainers across every event.

Installments across the year

A $12,000 planning fee becomes four invoices, at contract, at venue lock, at 90 days and at 30 days out. The client's statement shows every one, paid or pending.

Invoicing

Corporate event retainers

A company with quarterly offsites and a holiday party can subscribe to a monthly planning retainer from your portal, billed by card on schedule.

Recurring plans

Reminders before vendor deadlines

If the 90-day installment is late, the client hears about it by email and text, well before your caterer and florist expect their final payments.

Automatic emails

Finance teams and families copied

Parents paying for a wedding and a company's finance team can each be copied on invoices, so the person paying always sees the bill.

Client records

Cash flow by event

Upcoming and overdue installments are separated by age, so you can see which events are fully paid before peak season.

Reports

Event planning billing features

What it does

  • Fee installments with due datesOne invoice each
  • Corporate planning retainersSubscribed online
  • Late installment remindersEmail and text
  • Payer contacts copiedParents or finance teams

What it doesn't do

  • Automatic installment schedulesCreate each invoice
  • Vendor payment tracking for clientsClients pay vendors
  • Budget versus actual reportsTrack in your planning tool
  • QuickBooks syncCSV export

Event planning billing pricing

Installments, retainers and reminders are part of every plan; Starter fits a planner with four assistants.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Event planning billing questions

Yes. Planning fees are billed in installments, and corporate retainers renew monthly.
Yes. Bill each payment separately, with the date it falls due.
Yes. They start it online, and it is charged by card on schedule.
Yes. Overdue installments set off reminders to the client until they are paid.
Yes. Add them as contacts who receive billing copies.
No. Clients pay vendors directly; Smarfle bills your fee.
Yes, if the client saves a card; each invoice is charged once sent.
Yes. Each client's statement and the aging view show open installments.

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14 days with every feature on your real event planning work. No credit card.

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