Your Financial Co-Pilot:
How eventPERCH Keeps Payments on Track
We've all been there. You're juggling ten events, a dozen spreadsheets, and one very long list of overwhelming payment reminders. One vendor's deposit is almost due, another installment has just slipped through the cracks, and your client is requesting updates on next month's invoices. Sound familiar?
That's exactly the problem eventPERCH was built to solve.
For planners and creatives in the event industry, tracking payments shouldn't be this complicated. It should be automatic, precise, and (dare we say?) peaceful. eventPERCH is your financial co-pilot - the event planning software built to keep your bottom line in check and your stress levels low.
Built-In Precision:
Budgets & Payment Schedules That Sync
At the heart of eventPERCH is our fully integrated financial ecosystem. That means your budgets and payment schedules aren't separate tools - they communicate with each other in real-time.
Update a budget line item? Your payment schedule reflects it immediately. Remove your percentage from a specific line item? Add a new vendor to the party? Everything stays in sync, automatically. No manual math. No reformatting. No missed payments.
This syncing is powered by our advanced Payment Group tagging system. Once you assign a Payment Group to a budget item, eventPERCH keeps an eye out for you: calculating installments and laying out the payment plan with zero confusion.
You'll wonder how you ever managed without it.
Tag, Track, and Trust Your Numbers
Whether you need a global financial snapshot or a granular breakdown, eventPERCH gives you complete clarity. Sort payments by event, vendor, or category. Filter by what's been paid, what's upcoming, or what's due.
Want a custom payment schedule just for the floral team? Filter for just your florist and export a clean report. Need to see which invoices are due this month across all events? It's two clicks away.
“What eventPERCH has allowed us to do as a company is take on more work.”
This is the level of clarity that helps industry creatives scale without sacrificing accuracy.
Client-Ready and Team-Safe
When it comes to presenting numbers to clients, professionalism matters. That's why every report in eventPERCH is exportable in polished, branded formats..
Whether you're sending a comprehensive payment schedule or just one filtered view, the result is always clean, readable, and on-brand. Internally, your team always knows what is due and when. Externally, your clients stay confident and informed.
The added bonus? It also makes team onboarding and training easier. New team members can jump into a Project and instantly understand where the client and company finances stand. No frantic backscrolling through emails or decoding someone else's spreadsheet logic. eventPERCH provides a structured, synced, and easy-to-follow roadmap.
The result? More efficiency. Less back-and-forth. And a business that runs smoothly even when key players are out of the office.
Protect Your Profitability
When payment tracking is manual, things fall through the cracks. You forgot to invoice for those last-minute late-night party props. You don't chase down that small outstanding balance. Your inbox is in overdrive, and you miss a deposit request, delaying the next round of production. The list goes on. And we get it.
That's why eventPERCH isn't just about convenience, it's about profitability. By automating and simplifying financial workflows, you protect your time, your team, and your revenue.
Why Manual Tracking Breaks Down
Manual tracking may seem manageable at first. But as your projects grow and your team expands, the cracks start to show.
Each new client adds complexity: unique event planning budgets, different payment terms, evolving expectations. Without a centralized client billing system, the risk of double-billing or missing a deadline increases. And as your business scales, the cost of a single oversight compounds both financially and operationally.
eventPERCH is built to absorb that complexity. With intelligent automations and one-click clarity, it gives you the peace of mind that everything is accounted for, and nothing is falling through the cracks.
Real-World Example:
When Triple-Checking Just Doesn't Cut It
Picture this: You're prepping for a potential client call when you remember a payment on shipping expenses wasn't processed from your last event… but you know you requested it. You double-check your spreadsheet, then your email thread, then your accounting software, and finally find a note scribbled in a text. It's late, it's messy, and now you're either absorbing the cost or awkwardly asking the client to re-send.. weeks after this successful event has wrapped up.
This isn't a rare story in the planning world; it's a Tuesday.
eventPERCH prevents these slip-ups before they start. With integrated payment schedules and assigned payment groups, you always know what's due, when it's due, and who's responsible.
Plan Forward with Confidence
When your systems work, your business grows. With eventPERCH, you'll spend less time tracking payments and more time planning exceptional experiences. Whether you're managing one wedding or a dozen high-profile productions, you deserve tools that keep up with your pace.
Ready to meet your new financial wing woman?
READY FOR YOUR BUSINESS TO TAKE FLIGHT?
Whether you are a newly hatched company or at the top of your game, eventPERCH was built by us, for you. Start your free 30-day trial by clicking the button below.
Trust us, your clients will thank you for it.