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Syncing Ecosystem
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Pipeline CRM
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Create and manage reusable email templates with token substitution.
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Pending Review
Proposals sent but not yet accepted or voided — awaiting client response.
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Create New Invoice
Single-amount Xero invoice. Line item description names the bride + wedding date. Bill-to contact is the partner.
Subtotal: $0.00 · GST (10%): $0.00
Total (incl. GST): $0.00
Deposit: $0.00 · Balance: $0.00
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Wedding
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Revenue vs Expenses — 6 Month Trend
KPI Targets
Wedding Profitability
Client
Date
Revenue
Pro Team
Travel
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Profit
Margin
Bill Partner
Creates an AUTHORISED Xero invoice billed to the partner. The line item names the bride + wedding date so the partner sees what they're being charged for. Sends via the existing Pabbly STANDARD workflow — same plumbing as direct-bride deposit invoices.
Payment Plan
Break the final balance into monthly or custom instalments. Payments are scheduled automatically with GoCardless. The bride receives a confirmation email with the schedule.
Add Partner Managed Bride
Books a bride against a billing partner (e.g. Elope Blue Mountains). Skips proposal/deposit flow. Fires onboarding (Drive folder, runsheet, calendar, Chat, SMS queue, welcome email) the same way the EBM Gmail scanner does.
Services & Travel
Subtotal ex-GST: $0.00
· GST: $0.00
Total: $0.00
All rates ex-GST. Xero adds 10% on top. Per-line overrides take precedence over the partner's stored rate card.
Add Wedding Cost
Add a service to this booking
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Moxie Migration
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Run targeted Xero data repair operations.
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