When a couple makes a payment — by bank transfer, card, cash or any other method — you record it against their invoice in Weddinguru. The balance and status update automatically.
Recording a payment
Open the invoice and click Record Payment. The payment form slides in. Complete the following:
- Amount — how much was paid. You can record partial payments — e.g. a deposit of £500 against a £2,000 invoice.
- Payment date — when the payment was received (defaults to today).
- Payment method — how it was paid (see below).
- Reference (optional) — a transaction ID, cheque number or other identifier.
- Recorded by — automatically set to the logged-in user.
Click Save Payment to record it.
Payment methods
Select the method that matches how the payment was received:
- Bank Transfer — BACS, Faster Payments or similar
- Card — in-person card payment or telephone card payment
- Cash — physical cash handed over
- Cheque — a paper cheque
- Other — any other method; use the Reference field to describe it
Payment reference
The reference field is optional but highly recommended for bank transfers and cheques. Record the bank transaction reference or cheque number here. This makes reconciliation much easier and gives you a record if the couple queries a payment later.
Automatic receipt
A receipt is generated automatically when you save the payment. It is attached to the invoice and can be downloaded as a PDF. See Receipts for more.
Balance update
The invoice's Amount Paid and Outstanding Balance update immediately after saving. The invoice status changes from Unpaid to Partially Paid (if less than the total) or Paid (if the full amount or more has been received).