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If there's more than one payment (for example, deposit and a balance payment) edit payment #1 to reflect the deposit amount, and we'll automatically do the math for you and break out the second payment. Now that you've added your total invoice amount, you'll see that we break out the first payment for you, just below. Why? This tells the system to remind you that the balance payment is pending final guest count when it issues your final payment reminder, JUST in case you forget to update your total invoice number in Aisle Planner. **If there's a chance that this invoice total will change based on your final guest count, be sure to add a checkmark to specify that this invoice total is " Pending final guest count." Next, enter the total amount for this vendor invoice. If you've chosen to sync this invoice to the budget, you'll next need to specify if this should be added as a new line item on your budget or if this should be synced to an existing line item (or line items) on your budget. You'll see a new section titled " Invoices & Payments" to the lower left side of your vendor contact record. If you don't want to sync this invoice amount to the budget, select the Off Budget option, then click Enter Invoice. If you want to sync this invoice to the budget, select the On Budget, in Category option, and then choose the budget category you want to sync to using the drop down menu, then click Enter Invoice. Next, specify whether or not you want this invoice to sync over to the budget.
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KEEPING TRACK OF INVOICES AND PAYMENT DUE DATESĬlick into the vendor contract record you'd like to track an invoice for.Ĭlick on the gold Add to Vendor button towards the top left of your screen, and select the Invoice & Payment option.
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Keep every single version of vendor proposals within Aisle Planner, so you can easily look back at previous versions as needed. It's pretty common to have multiple versions of a file, especially when it comes to things like floral and catering proposals, not to mention equipment rentals quotes and even stationery design. KEEPING TRACK OF MULTIPLE VERSIONS OF A VENDOR FILE, CONTRACT OR DOCUMENT If you add a comment, we’ll receive both in email and in-app notification, along with a link that us directly to this page in Aisle Planner! USING COMMENTS TO NOTIFY US THAT YOU'VE UPLOADED FILES Once you’ve created a vendor Contact Record within a project, you can upload any file (pdf, doc, xls, png, jpg, etc.) to the right side of that vendor record – you can either drag and drop it into place or use the gold Add To Vendor button towards the top left of your vendor record to browse your computer for files. From brochures, price lists, proposals and contracts from your favored vendors, having one place to store these important files makes them easy to find. Interested in becoming a member of AACWP? Visit this page to learn more.Each vendor contact record that you create in the Contacts tab of each project provides a happy home to keep and share important vendor files. We are so excited to extend this benefit to our members. Business Management Tools: Customizable branding to match your business and style, a comprehensive Vendor Library to keep in touch with event partners, and a full lead management tool to never miss an opportunity to follow through with a potential new client - to name a few!.Design Tools: Upload inspiration, create Style Guides, and build color palettes to wow your clients.Planning Tools: Manage every facet of a wedding from the budget, guest manager, checklist of tasks, event timeline and more.The cloud-based planning solution is a stylish and streamlined suite of tools that makes designing, collaborating and managing every last detail seamless for wedding and event professionals, and their client partners. What is Aisle Planner?Īisle Planner powers the business of weddings. Log in to the AACWP Dashboard and visit the member benefits page for information on how to obtain this discount. This promotion applies to any package and ends October 1, 2017. Members will receive 25% off their package for the first three months with Aisle Planner. AACWP members: If you are looking for an online planning resource to help manage your events, AACWP has partnered with Aisle Planner to provide our membership with savings as they grow their clientele.