Owner view. Sample only. Families never see this page.
Good morning.
This is what you would see on your phone or laptop: every booking, every payment, and what has to go on the truck.
New booking
Sample Family C reserved 20 chairs and 2 banquet tables for pickup.
Paid in full. A confirmation went to the customer by text and email.
Just now
Today
-
9:00 AM
Sample Family A Funeral
Funeral service and repast, 120 guests
Deposit paid$1,966.35 left
-
2:00 PM
Sample Church Rental
60 white chairs, delivery Zone 1
Paid in full
Coming up
-
11:00 AM
Sample Family B Funeral
Repast, 40 guests
Invoice sent$780.00 left
-
10:00 AM
Sample Family C Rental
20 chairs, 2 banquet tables, pickup
Paid in full
-
4:00 PM
Sample Couple D Reception
Reception, 150 guests
Payment 2 of 3$800.00 left
-
1:00 PM
Sample Couple E Wedding
Wedding in the church
Deposit paid$595.00 left
Still to collect
$4,141.35
Across 4 sample bookings.
Out on Saturday
What has to go on the truck, counted from the bookings.
Reminders
- Balance due, 7 days before On
- Event reminder, 3 days before On
- Returns due, morning after On
Send an invoice
For a funeral or a wedding, where the total is agreed with the family first. Here is the sample for Sample Family A.
| Item | Qty | Each | Amount |
|---|---|---|---|
| Service and repast package | 1 | $1,450.00 | $1,450.00 |
| Repast, 30 more guests | 30 | $18.00 | $540.00 |
| Printed programs, 50 more | 50 | $1.50 | $75.00 |
| Standing flower arrangement | 2 | $120.00 | $240.00 |
L & H Event Planner
West Palm Beach, Florida
(555) 555-0142
hello@example.com
Bill to Sample Family A
For Funeral service and repast
| Item | Qty | Each | Amount |
|---|---|---|---|
| Service and repast package | 1 | $1,450.00 | $1,450.00 |
| Repast, 30 more guests | 30 | $18.00 | $540.00 |
| Printed programs, 50 more | 50 | $1.50 | $75.00 |
| Standing flower arrangement | 2 | $120.00 | $240.00 |
- Subtotal
- $2,305.00
- Sales tax (sample)
- $161.35
- Total
- $2,466.35
- Deposit received
- -$500.00
- Balance due
- $1,966.35
Pay online by card, or split it into 3 payments of $655.45. Thank you for trusting me with your family’s day.
Sample button. It only shows the next step. Nothing is sent.
Sample: this is what would arrive. Nothing was sent.
From L & H Event Planner
Subject Invoice 2026-0148 for the service
Dear family,
Thank you for trusting me with this day. Your invoice is attached, with a balance of $1,966.35.
You can pay it all at once or in 3 payments. If you need more time, call me. We will work it out.
L & H Event Planner
L & H Event Planner
$1,966.35
Invoice 2026-0148
Pay in full $1,966.35
3 payments of $655.45
Sample. No payment is taken.