Vendors

The Vendors section keeps all your vendor relationships organized in one place. For each vendor you can store their contact info, track quotes, set payment milestones, and log invoices.

Adding a Vendor

1. Go to My Vendors in the sidebar.
2. Click Add Vendor.
3. Enter the vendor's name, category (e.g. Photographer, Florist, Caterer), and contact information.
4. Click Save.

The vendor now appears as a card in your vendor grid.

Vendor Categories

Use categories to stay organized. Common categories include:

• Venue
• Catering
• Photography / Videography
• Florist
• Hair & Makeup
• DJ / Band
• Transportation
• Officiant
• Cake / Desserts

You can type any custom category when creating a vendor.

Adding Quotes

Multiple vendors often compete for the same role. You can add quotes from different providers under a single vendor card.

1. Open a vendor's detail page by clicking their card.
2. Click Add Quote.
3. Enter the quote amount and any notes.
4. Mark a quote as Selected once you've made your decision.

Payment Milestones

Most vendors require payments at specific points — a deposit, a mid-point payment, and a final balance. Set these up so you never miss a due date.

1. On the vendor's detail page, click Add Payment Milestone.
2. Enter the amount, due date, and a label (e.g. "Deposit", "Final Balance").
3. Mark a milestone as Paid when you make the payment.

Folia can send you email reminders before payment due dates. Enable this in Settings → Notifications.

Invoices

When a vendor sends you an invoice, you can attach it directly to their record.

1. Open the vendor's detail page.
2. Click Add Invoice.
3. Enter the invoice number, amount, date, and due date.
4. Attach a PDF or image of the invoice (optional).

Invoices are also accessible from Budgeting → Invoices for a full financial overview.

Vendor Notes

Each vendor card has a notes field for anything that doesn't fit the structured fields — contract details, special requests, or reminders. Notes are visible to all wedding workspace members.

Exporting Your Vendors

Download your vendor list to keep in a spreadsheet, share with someone who isn't in Folia, or print for the wedding day.

1. Go to My Vendors and click Export. The button is hidden on narrow screens such as phones.
2. Choose the vendors to include. Whatever your filters show on the page starts out checked, so filtering to Booked first opens the export with just those vendors selected. From there you can search, check vendors one at a time, or use All, Booked & paid, or None.
3. Pick a format:
   • CSV opens in any spreadsheet app.
   • Excel downloads an .xlsx workbook with columns sized to fit, a header row that stays in view, and a filter on every column.
   • PDF is ready to print or share. Choose Table for one row per vendor with their stage and contact details, or Contact cards for every detail, including address, socials, and notes, grouped by category.
4. Click Export.

Booked and paid vendors always come first. The CSV and Excel files include every vendor field: name, category, stage, contact name, email, phone, website, social handles, address, and notes. Quotes, payment milestones, and invoices aren't included.