Sharing quotes and invoices via the portal removes the need to email PDFs back and forth. The couple sees the latest version in real time whenever they log in.
Showing quotes and invoices
Each quote and invoice has a Show in Portal toggle. Enable it (when creating or editing the document) to make it visible to the couple in their portal. The toggle can be turned off again at any time to hide the document — useful if you need to revise a quote before the couple sees the new version.
What the couple sees
Under the Finances section of their portal, the couple sees all quotes and invoices that are set to show. For each document they can see:
- The document number and date
- The overall status (Draft is hidden; Sent, Accepted, Unpaid, etc. are shown)
- Line items (if not hidden individually)
- The total and (for invoices) the amount outstanding
- For invoices: a Pay Now button if Stripe is connected
Accepting a quote
Couples cannot click a button to accept a quote in the portal — acceptance is recorded manually by your team. When the couple verbally agrees or returns a signed copy, open the quote in Weddinguru and set it to Accepted. You can then convert it to an invoice.
Paying an invoice online
If Stripe is connected, unpaid or partially paid invoices show a Pay Now button. See Online payments via the couple portal for a full walkthrough of the payment flow.
Nested line items
If your quote or invoice uses grouped line items, the Show Nested option on the document controls whether the couple sees individual items within a group or just the group total. For a clean first impression, you may want to hide nested items initially and only expand them if the couple asks for a detailed breakdown.