Handling Vendor Deposits
Managing multiple vendors and their associated deposits can be overwhelming.
Mobile invoicing for Service
Invoice app for Event Planners
InvoiceXpress gives event planners access to quotes and invoices from the app, customer payment requests, document delivery and customer pages from an app for iOS and Android.
iOS and AndroidQuotes, invoices and records
The administrative work
Keep the details around each job clear
Event Planners often need to account for vendor deposit management and long timelines. InvoiceXpress connects the customer, quote, invoice, payment and supporting records used for that work in an app for iOS and Android.
Long Timelines for Projects
Event planning often involves tight deadlines spread over months.
Client Communication
Effective communication is key in event planning.
Relevant features
InvoiceXpress tools for Event Planners
These capabilities are selected for the workflow described on this page.
Quotes and invoices from the app
Create, edit, preview and send quotations and invoices on iOS or Android. Convert an accepted quotation into an invoice without re-entering its customer or line items.
Customer payment requests
Request a full balance, percentage or exact amount, and provide a customer payment link or scan-to-pay QR code.
Document delivery and customer pages
Email documents now or later with selected attachments, or share customer document links through WhatsApp, SMS and the device share sheet.
A practical sequence
From job details to customer documents
Prepare the event planners quote
Select or add the customer, reuse saved services or materials, enter the scope and pricing, then review the quotation preview.
Deliver the customer document
Email the quotation or invoice with relevant attachments, or share its customer page through the device share sheet.
Keep the related record current
Use the selected document delivery and customer pages tools alongside document activity, payment and balance records.
Explore related workflows
Invoice app pages by industry
FAQ
Invoice app questions for Event Planners
How can event planners create and send invoices from a phone?
Event Planners can create, preview and send quotations or invoices in InvoiceXpress on iOS or Android. An accepted quotation can also be converted into an invoice without re-entering its customer and line items.
What can event planners include in a quotation?
A quotation can include customer details, scope notes, reusable services or materials, quantities, units, taxes, discounts, photos and payment terms. Review the finished document before sending it.
Can a customer receive a payment request?
Yes. InvoiceXpress can request the full balance, a percentage or an exact amount through a customer payment link or scan-to-pay QR code.
Available on iOS and Android
Keep event planners invoicing in the app
Create customer documents, record payments and expenses, and review business activity from iOS or Android.