Summary
FlowerBuddy lets you fully customize the payment schedule for each individual event. You can add payment notes, generate downloadable invoices, mark payments as paid (manually or automatically), and edit the structure of the payment schedule without affecting global settings or templates.
Instructions
Go to the Details tab of the event and scroll to the Payments section.
To add notes to the payment schedule:
Click the gray box labeled Click to add payment schedule notes
Enter your note in the editor and click Stop Editing
This note will appear below the schedule in the client view
To generate an invoice:
Click the down arrow icon on the right of any payment line
The invoice includes a QR code linking to the client payment page, payment details, and your contact info
To add custom invoice notes:
Click Edit Payment Schedule
Scroll to the Invoice Sections area
Add notes (e.g., PO numbers) under Invoice Notes
To mark a payment as paid manually:
Click the dollar sign with checkmark icon
Select the payment date and method (e.g., cash, cheque, other)
Click Mark as Paid
Manual status changes will show in the client portal with the date and method.
To undo a payment status:
Click the undo arrow
If the payment was via Stripe, this will trigger a full refund
Partial refunds must be issued directly in Stripe
To customize the payment structure:
Click Edit Payment Schedule
Add or remove payments
Set payment type as percentage-based or flat amount
Click Close to save changes
Changes made here only affect this event, not your templates or event settings.