From the user guide
Track partner revenue and vendor agreements
See what has accrued on the vendors you bring, and set up the agreement that makes it accrue at all.
How to do it
- Open Partner revenue. Read the banner first: transfers are not switched on yet, nothing has moved to your account, and approved amounts are held for the first weekly transfer once payouts open.
- Read the four cards: accrued this year, pending approval, paid this month and in the pipeline.
- Revenue accrues when you move a vendor on one of your weddings to Confirmed, In progress or Completed, with a contract amount on that booking and an active agreement with that vendor.
- Open Partner revenue, then Agreements, and select + New agreement. Pick the vendor and set the rate. The row reads Pending signature until the vendor signs too, so an agreement never activates on your signature alone.
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