Share Invoices to Your Client Dashboard

Get Paid Faster and Simplify Invoicing
Programa
Programa
Updated: 28 October 2024
Hero

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.
Plain

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. The Issue
  2. The Solution
  3. The Result
  4. Interior Design & Architecture Software For Professional Interior Designers & Architects
  5. Introduction to Programa
  6. Getting Started Dashboard
  7. Schedules
  8. Client Dashboard
  9. Web Clipper
  10. Pinboards
  11. Project Management
  12. Address Book
  13. Invoicing
    1. Getting Started with Shared Invoices
    2. Real-World Applications for Designers and Architects
    3. Key Benefits of the Shared Invoices Update
  14. Why These Events Matter More Than Ever
  15. Where Innovation Meets Implementation In The States
  16. European Design Destinations: Where Dreams Take Shape
  17. Maximizing Your Event Experience
  18. Making It All Work Together
    1. Information about how Programa handles your data
    2. Introduction
    3. Our Values<br />
    4. Why we process your information
    5. <br />Your rights over your information
    6. Where we transfer your information<br />
    7. How long do we retain your information
    8. Our use of advanced technologies<br />
    9. How we protect your information<br />
    10. How we use “cookies” and other tracking technologies<br />
    11. How you can reach us
    12. Types of data we collect and process<br />
    13. What Personal Data we receive<br />
    14. Retention
    15. Our purpose for using your personal data
    16. Disclosing your personal data<br />
    17. Changes to this Privacy Policy
    18. Additional Privacy Information for Brands & Suppliers<br />
    19. When and why we share your information with others
    20. Your rights over your information
    21. How long we retain your information
    22. Your customers’ information
    23. Additional Information about how we process data globally
    24. Processing data globally to fulfil our service obligations
    25. United States Regional Privacy Notice
    26. What information we collect and share about you
    27. Why we collect and share your Personal Information
    28. Sources of Personal Information
    29. How long we keep your information
    30. What is a Spec Sheet?
    31. The Power of Programa
    32. Flexible Design Features
    33. Ease of Use
    34. Cost Savings
    35. Increased Productivity
      1. How It Works
      2. Viewing Your Schedule
      3. Approving Products
      4. The Benefits of the Client Dashboard
  • Business
Reading: Share Invoices to Your Client Dashboard, Get Paid Faster and Simplify Invoicing
Share
Try Programa for free with a 7 day trial

Try Programa for free with a 7 day trial

Join the world’s best studios

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.