Best Invoicing & Payment Software for Wedding Planners in 2026

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The best invoicing and payment software for a wedding planner depends on billing volume, payment mix, recurring versus milestone billing, contractor operations, and the client experience you want to deliver. Maroo leads this guide on connected financial operations and configurable fee-passing where permitted; HoneyBook emphasizes polished templates and client workflow; Dubsado combines customizable automation with a $5 maximum on US ACH fees. The cost examples below are illustrations, not universal outcomes.

What Wedding Planners Actually Need from Invoicing Software

Wedding planners commonly need deposits, milestone payments, recurring invoices for ongoing services, reminders, and a clean way to keep contractor records organized. Treat recurring billing separately from a one-project payment schedule: the former creates new invoices on a cadence, while the latter divides one project total into dated installments.

A general invoicing tool can cover billing and payment collection. A wedding-focused operating system can connect the broader lifecycle: inquiry and questionnaire → proposal → e-signature → invoice or recurring billing → payment → contractor operations.

The six criteria that matter most:

  1. Deposit and milestone scheduling — Can you set 30% now, 40% at 90 days, 30% balance?
  2. Automatic payment reminders — Does the system chase clients so you do not have to?
  3. Processing fees and who pays them — ACH, card, and the option to pass fees to clients
  4. Contractor payouts — Can you pay a second coordinator or florist directly?
  5. 1099-NEC support — Does the tool handle year-end tax forms for contractors?
  6. Subscription cost — Monthly overhead that comes before a single invoice is sent

The Top 7 Invoicing & Payment Tools for Wedding Planners

1. Maroo — Best for Connected Payments and Contractor Operations

Maroo started as an invoicing and payments platform for wedding and event professionals and is rapidly expanding its connected workflow. Its current CRM and lead management capabilities sit alongside questionnaires, proposals, contracts, invoices, payment schedules, recurring invoices, contractor payments, and W-9/1099 operations. Its fee-passing configuration can shift disclosed client payment fees at checkout where permitted; verify the current setup and requirements at Maroo pricing.

What it does well for planners:

  • Itemized invoices with customizable milestone schedules
  • Recurring invoices for ongoing services, plus reminders and available autopay controls
  • Free B2B ACH transfers for contractor payments on current plans
  • Client financing options subject to current terms and eligibility
  • Connected contractor payments, W-9 collection and reporting, and eligible 1099-NEC filing
  • Starter for businesses invoicing under $5,000 per month; Business at $50 per month

Evaluate: Fee-passing availability and requirements depend on jurisdiction, transaction type, disclosures, and current network rules. Starter is intended for businesses invoicing under $5,000 per month; a planner averaging $150,000 per year is not eligible at the modeled revenue and should use Business or another qualifying plan.

Current public Maroo proof checked July 23, 2026: over 15,000 successful businesses, $450M worth of invoices created, and 94% paid on time. Recheck public proof before reusing the figures elsewhere.

2. HoneyBook — Best for Client Experience and Template Library

HoneyBook emphasizes a polished client experience, reusable Smart Files, pipeline visibility, and HoneyBook AI across its current plans. HoneyBook's current US pricing and feature details are available on its official pricing page.

HoneyBook pricing checked July 23, 2026:

  • Starter: $29/month (billed annually)
  • Essentials: $49/month (billed annually)
  • Premium: $109/month (billed annually)

Processing fees:

  • Cardholder-entered Visa and Mastercard: 2.9% + $0.25
  • Amex, Discover, and card-on-file payments: 3.4% + $0.09; ACH: 1.5% of payment total, with no maximum listed in the current official table

HoneyBook's current US ACH table lists 1.5% of the payment total and does not state a maximum. A $10,000 ACH payment therefore produces a $150 processing fee; at $150,000 collected entirely by ACH, the illustrative total is $2,250 before subscription cost.

Evaluate: HoneyBook's strength is its client-facing workflow. HoneyBook Payroll was sunset in 2026 and is no longer onboarding new members. HoneyBook has no built-in surcharge, though its current invoice guidance describes a manually added processing-fee line item where legally permitted.

3. Dubsado — Best ACH Cap for High-Volume ACH Payers

Dubsado is a customizable client-management platform for service businesses. Its current plans combine proposals, contracts, invoicing, scheduling, forms, recurring invoices, and automated workflows, while Dubsado Payments supports US ACH at 0.8% up to a $5 maximum.

Dubsado pricing checked July 23, 2026:

  • Starter: $335/year (~$28/month)
  • Premier: $525/year (~$44/month)

Current Dubsado Payments processing fees:

  • Current Dubsado Payments US-based cards: 2.9% + $0.30
  • US ACH direct debit: 0.8%, up to a $5 maximum
  • Eligible credit-card surcharging is available for supported US and Canadian regions; debit and ACH are excluded

The ACH maximum means a $10,000 US ACH payment costs $5 at the published rate. A $5,000 US card payment costs $145.30 before any eligible surcharge recovery. Dubsado's surcharge guidance says the collected surcharge can offset some or most processing costs, but it does not remove the underlying processing fee.

Evaluate: Dubsado's core product focuses on client-facing workflows rather than a connected contractor-payment and tax operation. Its automation and scheduling tools are part of Premier. For a focused side-by-side, read Maroo vs. Dubsado.

4. Harpsen — Best Affordable All-in-One for Planners on a Budget

Harpsen is a wedding-planner CRM that connects proposals, contracts, invoices, payment plans, workflows, timelines, questionnaires, and event operations. Harpsen Essentials is $19 per month or $15.83 per month billed yearly; Professional is $39 per month or $32.50 per month billed yearly, according to its current public page checked July 23, 2026.

Harpsen accepts payments through Stripe. Processing rates and available payment methods can depend on the connected account and configuration, so this guide no longer assigns Harpsen an unverified ACH cap or fixed processor total. Evaluate its current contractor and tax-document workflow separately if those operations are important.

5. Plutio — Best for Freelancers Who Want a Business Suite Beyond Events

Plutio is a general-purpose business-management platform with CRM, projects, proposals, contracts, invoices, forms, scheduling, and client portals. Current monthly plans are Core $19, Pro $49, and Max $199; annual billing is discounted. Plutio lists no platform transaction fee, while the connected Stripe, PayPal, or Square account still applies its own rates.

Core supports a solo user and up to nine active clients per month; Pro adds unlimited active clients and team contributors; Max adds unlimited contributors, white-labeling, and SSO. Match the plan to capacity rather than treating $19 as an unlimited-team comparison.

Plutio offers a broad cross-industry toolset that can suit planners who also need project management, time tracking, and client collaboration. Compare its general workflow with the wedding-specific templates, vendor operations, and tax-document processes your team needs.

6. Square Invoices — Best Standalone Invoicing for Low-Volume or Square POS Users

Square Invoices pricing currently lists three tiers. Square Free has no monthly subscription fee, Square Plus is $49 per location per month, and Square Premium is $149 per location per month. Free online invoice payments are 3.3% + $0.30; Plus and Premium list 2.9% + $0.30. ACH via invoice is 1% with a $1 minimum, and Plus/Premium list a $10 maximum.

Square is strongest as a broad payments and commerce platform. Its invoices support deposits, flexible schedules, recurring invoices, reminders, and multiple payment methods; planners should compare its contracts, event-specific workflow, contractor records, and tax operations with dedicated planner platforms.

7. FreshBooks — Best for Planners Who Also Need Accounting

FreshBooks is an accounting-first invoicing platform with recurring invoices, expense tracking, reports, and online payments. Current standard US rates include 2.9% + $0.30 for standard cards and 1% for ACH, with caps available on Select; see the FreshBooks Payments fee table.

At FreshBooks pricing, regular monthly list prices checked July 23, 2026 are $23 for Lite, $43 for Plus, and $70 for Premium before temporary promotions; Select is custom. Client limits and accounting needs may make Plus or Premium a more realistic planner comparison than Lite.

FreshBooks is a good fit for businesses prioritizing accounting, expense tracking, and recurring billing. Compare its financial depth with the wedding-specific milestone, client-workflow, contractor-payment, and W-9/1099 operations offered by specialist platforms.

Feature Comparison Table

FeatureMarooHoneyBookDubsadoHarpsenPlutioSquare InvoicesFreshBooks
Monthly subscription (entry)Free / $50$29~$28$19 monthly / $15.83 annual equivalent$19Free / $49$23 Lite / $43 Plus
ACH fee1.5% (passable to client)1.5%; official table lists no maximum0.8%, $5 capProcessor/account-dependent; verifyProcessor/account-dependent; verify1%, $1 min; $10 cap on Plus/Premium1%; caps available on Select
Card fee3.5% (passable to client)Starting at 2.9%+$0.252.9%+$0.30Processor/account-dependent; verifyProcessor/account-dependent; verify3.3%+$0.30 Free / 2.9%+$0.30 Plus2.9%+$0.30
Fee pass-through to clientNative configuration where permittedManual invoice line; no built-in surchargeEligible credit-card surchargeVerify processor/configurationVerify processor/configurationVerify processor/configurationVerify processor/configuration
Free B2B contractor ACH (all plans)Payroll sunset; no new onboardingNo connected workflow listedNo connected workflow listedNo connected workflow listedNo connected workflow listedNo connected workflow listed
1099-NEC e-filingNo integrated filing listedNo integrated filing listedNo integrated filing listedNo integrated filing listedNo integrated filing listedNo integrated filing listed
Milestone payment schedulesLimitedLimited
Contracts + e-signature
Automatic payment reminders
Book Now, Pay LaterAvailable; terms and eligibility applyVerify current financing availabilityAffirm/Klarna where availableNot listedNot listedAfterpay availableAffirm/Afterpay available
Wedding-industry-specificPartialPartial

Sources were checked July 23, 2026 on each vendor's official pricing, product, and Help pages. Promotional prices, eligibility, payment methods, processor rates, and regional availability can change; verify current fees and contract terms before purchase.

Total Cost of Ownership: Planner Billing $150,000/Year

This table models selected annual out-of-pocket costs for a US planner billing $150,000 per year. It assumes 50% ACH and 50% card, 75 transactions per payment method, current regular subscription prices, Maroo Business with configured fee-passing where permitted, and processing fees absorbed on HoneyBook, Dubsado, Square, and FreshBooks. Harpsen and Plutio are not given processor totals because connected-account pricing varies.

Illustrative assumptions:

  • $75,000 collected via ACH and $75,000 by card
  • 75 ACH and 75 card transactions, averaging $1,000 each
  • Regular subscription prices; Maroo fee-passing where permitted and other modeled processing fees absorbed by the planner
PlatformAnnual SubscriptionACH Fees on $75kCard Fees on $75kIllustrative annual out-of-pocket cost
Maroo Business$600~$0 in modeled fee-passing setup~$0 in modeled fee-passing setup$600
Maroo Starter$0Not eligible at modeled revenueNot eligible at modeled revenueN/A
HoneyBook Essentials$588$1,125 (1.5%)~$2,194 (2.9% + $0.25 × 75)~$3,907
Dubsado Premier$525$375 (~$5 cap × 75 txns)*~$2,198 (2.9% + $0.30 × 75)~$3,098
Harpsen~$190 (annual billing)Processor/account-dependentProcessor/account-dependentNot modeled
Plutio Core$228Processor/account-dependentProcessor/account-dependentNot modeled
Square Free$0$750 (1%)~$2,498 (3.3% + $0.30 × 75)~$3,248
FreshBooks Plus$516 regular list price$750 (1%)~$2,198 (2.9% + $0.30 × 75)~$3,464

Maroo fee-passing sensitivity at the modeled volume:

PlatformAnnual SubscriptionNet Processing Cost to PlannerTotal Annual CostAnnual Savings vs. HoneyBook Essentials
Maroo StarterNot eligible at modeled revenueN/AN/AN/A
Maroo Business$600~$0 in modeled fee-passing setup$600~$3,307

Dubsado ACH is modeled at its $5 maximum across 75 $1,000 transactions. Card totals include the fixed per-transaction fee. The HoneyBook ACH table lists 1.5% and no maximum; Square and FreshBooks ACH use 1%. Maroo Starter is excluded at this revenue because the modeled average exceeds $5,000 per month. These are approximations, not quotes.

Key takeaway: Under these assumptions, Maroo Business with configured fee-passing where permitted has an illustrative out-of-pocket total near $600, about $3,307 below HoneyBook Essentials at roughly $3,907. The comparison is driven by the fee-policy assumption; recalculate with your transaction count, card mix, payment methods, jurisdiction, and client policy.

How Deposits and Milestone Billing Work

Wedding payment structures commonly combine a retainer, milestone installments, and a final balance. Ongoing planning or advisory services may instead use recurring invoices that generate on a repeating cadence.

The best invoicing tools for planners let you build this schedule once and automate reminders:

  • Maroo invoicing supports custom payment schedules for deposits and milestone balances, as well as recurring invoices for repeating billing. Available reminders, autopay, and client financing should be evaluated against the exact plan and payment workflow.

Recurring billing check: Maroo's invoice resources document the current invoice workflow; HoneyBook supports weekly, monthly, or custom recurring invoices; and Dubsado supports configurable recurring invoice intervals with optional autopay. Square and FreshBooks also list recurring invoices. Compare editing, reminders, end conditions, and client payment controls rather than treating recurring billing as the same as one-project installments.

  • HoneyBook and Dubsado both support payment schedules with automated reminders. HoneyBook's workflow automations (Essentials+) can trigger reminders based on event date. Dubsado's automations are Premier-only.
  • Harpsen includes payment plan setup directly on proposals, with clients able to view and accept their schedule through a client portal.

Paying Subcontractors: Why This Matters for Your TCO

Planners who use second coordinators, assistants, or specialist vendors need a reliable contractor-payment trail and a process for collecting and reviewing tax information. The number of contractors varies widely, so model this workflow with your own team rather than an assumed annual count.

Within this comparison, Maroo offers the most connected contractor operation: its contractor-payment workflow combines free B2B ACH on current plans with W-9 collection and reporting. Its W-9 and 1099-NEC reporting guide documents how to review forms and file or download eligible 1099-NEC records. Verify filing eligibility and tax obligations with a qualified professional.

For an illustrative Business-plan user filing six eligible 1099-NEC forms at the currently listed $3 per form, subscription plus filing fees would total about $618 before any other charges. Client-payment processing depends on the business's configured fee policy and applicable rules.

Try Maroo Free

If your business invoices under $5,000 per month, Maroo Starter offers a way to test invoicing, client payments, and contractor operations without a monthly subscription. Businesses above that volume can evaluate Business and its higher included limits.

Start a Maroo account or use the plan and fee assumptions above to compare your real payment mix before choosing a platform.

FAQ

What's the best way for wedding planners to collect payments?

The lowest-cost method depends on the platform, transaction size, who absorbs the fee, and what is legally permitted. Dubsado's US ACH fee reaches a $5 maximum, while HoneyBook lists 1.5% of payment total and no maximum in its current table. Maroo can pass configured card or ACH fees at checkout where permitted. Compare client experience and disclosure requirements alongside the rate.

How do planners take deposits online?

Each platform in this guide can support online payment collection, but deposits, payment schedules, contracts, and reminders are packaged differently. Maroo, HoneyBook, Dubsado, Harpsen, Square, Plutio, and FreshBooks all warrant a representative test using one real booking and payment workflow. Client financing availability and payout timing remain subject to current terms and eligibility.

Can I avoid credit card fees on client payments?

Some platforms support native surcharging or fee-passing, while others rely on manual invoice lines or the connected processor. Availability and limits vary by jurisdiction, card type, payment method, disclosure, and network rules. Dubsado restricts its native surcharge to eligible credit cards in supported US and Canadian regions; it does not apply to debit or ACH, and the surcharge does not remove the underlying processing fee.

What invoicing software supports payment plans for weddings?

Maroo, HoneyBook, Dubsado, Harpsen, Square, Plutio, and FreshBooks support payment schedules, recurring invoices, or both, but those are distinct workflows. For weddings, test a deposit plus milestone balance; for ongoing services, test the recurring cadence, reminders, edit behavior, end conditions, and autopay controls.

Does invoicing software handle 1099-NEC forms for subcontractors?

Maroo connects W-9 collection, contractor payment records, reporting, and eligible 1099-NEC filing in the same workflow. The other platforms in this guide primarily focus on client invoices, payments, CRM, or accounting; confirm their current tax-document integrations before choosing a separate accountant or filing service.

Is there a free invoicing tool for wedding planners?

Maroo Starter has no monthly subscription for businesses invoicing under $5,000 per month and includes core CRM, proposals, contracts, invoicing, payment schedules, reminders, client payments, and contractor operations. Square Free also has no monthly subscription but uses its published processing rates. Dubsado currently offers a 21-day trial with Premier access rather than the three-active-client free plan described in the previous version of this article.

Jun 28, 2026
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