Your payment schedule template defines how WeddingOS splits and times payments when a proposal is sent. Set it up once and it applies to every new proposal automatically.
To configure, go to Settings > Payment Schedules.
How it works
When a client signs a proposal, WeddingOS reads your active template and generates a payment schedule based on the total contract value and the wedding date. Each payment gets an amount and a due date calculated from the rules you've set up.
Payment rules
Each payment in your schedule is defined by two things: the amount and when it's due.
Amount types
| Type | How it works |
|---|---|
| Fixed | A specific dollar amount (e.g. $1,000 deposit) |
| Percentage | A percent of the total (e.g. 33% of contract value) |
| Remaining balance | Whatever is left after earlier payments. Use this for the final payment. |
Due date types
| Type | How it works |
|---|---|
| Booking date | Due when the contract is signed. Use this for the deposit. |
| Months before wedding | Due X months before the wedding date (e.g. 6 months before) |
| Days before wedding | Due X days before the wedding date (e.g. 7 days before) |
Example: standard 3-payment schedule
| Payment | Amount | Due |
|---|---|---|
| Deposit | 33% | Booking date |
| Second payment | 33% | 6 months before wedding |
| Final payment | Remaining balance | 7 days before wedding |
Editing the schedule
You can edit your template at any time. Changes apply to new proposals only. Existing client payment schedules are not affected.
If you need to adjust an individual client's payments (different amounts or dates), do that directly on their Payments tab.
Multiple templates
WeddingOS supports one default template. If you need different schedules for different packages (for example, a larger deposit for Full Planning), adjust the amounts manually when reviewing the proposal before sending.