Share Invoices to Your Client Dashboard

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.

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.

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.

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.