Share Invoices to Your Client Dashboard

Get Paid Faster and Simplify Invoicing
Programa
Programa
Updated: 28 October 2024
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At Programa, we aim to make invoicing and client collaboration effortless for interior designers and architects. Our latest update introduces Shared Invoices to the Client Dashboard, bringing all project-related financial documents together for a unified and transparent view.

Previously, invoices generated through Programa were sent via email, requiring clients to manage payments across multiple channels. Now, with the new update, clients still receive an email notification automatically when their email is added through the “Share” option in the “Invoices” section.

Additionally, this email provides a direct link to a newly designated “Invoices” section in the Client Dashboard, where clients can easily track, preview, download, and pay invoices in one centralized location.

Share Button from Invoices

Getting Started with Shared Invoices

Programa’s Shared Invoices feature streamlines your invoicing process, making it easy to share financial documents with clients, track payments, and get paid faster.

  1. Select the ‘Invoices’ Feature - Access the ‘Invoices’ section via the side navigation in your Programa account.
  2. Create or Select an Invoice - Either generate a new invoice or choose an existing invoice that you want to share with your client.
  3. Share the Invoice - Click on ‘Share’ and enter your client’s email address. An automated email will be sent to your client with a link to the invoice. You can also copy the link and share it manually if needed.
  4. Client Notification - Your client will receive an automated email with a link to view the invoice.
  5. Client Dashboard Access - Your client can navigate to the new ‘Invoices’ section, which displays all shared invoices.
  6. Download or Pay the Invoice - In the ‘Invoices’ section, your client can download the invoice as a PDF or make a payment through the Stripe portal.
Share Button from Invoices

Real-World Applications for Designers and Architects

  • Residential Projects: Give homeowners a clear overview of payments for different stages of the project, building trust and transparency.
  • Commercial Projects: Allow project managers and finance teams to stay updated on payment schedules by providing invoice access.
  • Small Tasks & Ongoing Work: Streamline invoicing for maintenance and ad-hoc services, making it simple for clients to approve payments.

Key Benefits of the Shared Invoices Update

  1. Dedicated Invoice Section
    The Client Dashboard now features a designated section where all issued invoices appear automatically, making it easy for clients to find, view, and manage payments without sorting through emails.
  2. PDF Preview & Download
    Clients can preview invoices directly within the dashboard and download them as PDFs for record-keeping, eliminating the hassle of chasing down email attachments.
  3. Invoice Status Indicator
    Invoices are clearly labelled as Open, Overdue, or Paid, making it easy for clients to track their payments and for designers to monitor outstanding balances.
  4. Controlled Access
    Share invoices securely by adding clients via the “Share” option in the Invoices section. An automated email will be sent to grant them access, ensuring only relevant stakeholders see financial details.
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Invoice

Programa’s Shared Invoices feature simplifies invoicing for interior designers and architects. By consolidating all financial documents in the Client Dashboard, you can improve communication, speed up payments, and manage project finances more efficiently.

Explore the update today and experience a better way to manage invoicing with Programa’s Client Dashboard.

Table of contents
  1. Seamless Integration with Product Library
  2. Tailored PDF Exports
  3. Intuitive Schedule Navigation
  4. 13 June 2024
  5. 07 June 2024
  6. 06 June 2024
  7. 04 June 2024
  8. Recognising the Impact of Mood Boards in Design
  9. Elevate Your Mood Board Creation and Collaboration
  10. Leveraging Programa’s Pinboards Throughout the Project
  11. Interior Design Software For Professional Interior Designers
  12. Streamlining the A&D industry – it’s about time.
  13. Recognized for Excellence in Design Software.
    1. The Issue
    2. The Result
    3. The Solution
    4. Get Started Today
    5. The Complexities of Residential Interior Design
    6. Client Connectivity: Crafting Relationships and Spaces
    7. Project Prowess: Managing the Symphony of Tasks
  14. Materials Mastery: Sourcing, Selection, and Inventory
    1. Pinboards: Your Creative Oasis
    2. Financial Finesse: The Art of Business Management
    3. Embark on Your Programa Journey Today
    4. Board View:
    5. List View:
    6. Timeline View:
    7. Seamless Integration for Holistic Project Management
    8. Interior Design & Architecture Software For Professional Interior Designers & Architects
    9. Goodbye Fragmented Financial Management
    10. Build Connected and Efficient Processes<br />
    11. Meet The Programa x QuickBooks Integration<br />
    12. Studio WIP
    13. What else is new?
    14. What’s coming in February?
    15. <strong>How It Works</strong>
    16. <strong>Why It Matters</strong>
    17. <strong>Your New Shortcut for Smart Scheduling</strong>
    18. Tablet-friendly update
    19. Addressing the Need for Flexible Project Management in a Global Context
    20. What is a Spec Sheet?
    21. The Power of Programa
    22. Flexible Design Features
    23. Ease of Use
    24. Cost Savings
    25. Increased Productivity
    26. Client Dashboards: Connecting Designers and Clients Globally
    27. Product Approvals: Streamlining Feedback and Collaboration
    28. Experience the Future of Design Communication with Programa
    29. Getting Started Dashboard
    30. Schedules
    31. Client Dashboard
    32. Web Clipper
    33. Pinboards
    34. Project Management
    35. Invoicing
    36. Address Book
    37. Trade Portal
    38. Data Encryption in Transit and at Rest
    39. Security Controls
    40. Multi-Factor Authentication (MFA)
    41. Monitoring and Breach Protocols
    42. Your IP is Yours, Forever
    43. Traditional Quality with Modern Efficiency
    44. Collaboration: Orchestrating a Seamless Symphony
    45. Precision is crucial: Mitigating Errors
    46. All-encompassing Project Management
    47. A Library at Your Fingertips
    48. Conclusion: The Renaissance of Design
    49. Latest Updates
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
  • Interior Design
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Share Invoices to Your Client Dashboard: Get Paid Faster and Streamline Invoicing

Programa is committed to simplifying invoicing and client collaboration for interior designers and architects. Our latest update introduces a powerful improvement to the Client Dashboard—Shared Invoices. This feature centralizes project-related invoicing, providing both designers and clients with a clear, organized view of financial documents all in one place.

The Problem: Disconnected Invoicing

Previously, invoices generated through Programa were sent via email, requiring clients to track payments across different channels. Now, not only do clients receive an email notification when invoices are shared, but they can also view and manage all invoices within the Client Dashboard. This ensures a more streamlined process and better communication.

The Solution: Centralized Invoicing in the Client Dashboard

With the new Shared Invoices feature, all project invoices are consolidated in the Client Dashboard, alongside schedules and other project files. This update provides a unified approach to managing payments, making it simple for clients to stay informed and up-to-date.