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.
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. What is an Interior Design Quotation?
  2. Key Components of an Interior Design Quotation
  3. Interior Design Quotation Format and Free Template
  4. How Do You Create an Interior Design Quotation Quickly & Easily?
  5. Beyond the Proposal: Invoicing with Programa
  6. Start Your Project Proposals with Programa
  7. Partnership
  8. It Makes Sense
  9. Key Benefits of the Programa and IDS Partnership
  10. About Programa
  11. About the Interior Design Society
  12. Interior Design Software For Professional Interior Designers
  13. 30 May 2024
  14. 27 May 2024
  15. 24 May 2024
  16. 23 May 2024
  17. 16 May 2024
  18. 31 October 2024
  19. 30 October 2024
  20. 29 October 2024
  21. 24 October 2024
  22. 23 October 2024
  23. 22 October 2024
  24. 17 October 2024
  25. 15 October 2024
  26. 30 September 2024
  27. 25 September 2024
  28. 20 September 2024
  29. 19 September 2024
  30. 17 September 2024
  31. 11 April 2024
    1. Highlight
    2. Other fixes
    3. 12 July 2024
    4. 09 July 2024
    5. 05 July 2024
    6. 04 July 2024
    7. 02 July 2024
    8. 01 July 2024
    9. 13 June 2024
    10. 07 June 2024
    11. 06 June 2024
    12. 04 June 2024
    13. 14 May 2024
    14. 09 May 2024
    15. 03 May 2024
    16. 02 May 2024
    17. 11 October 2024
    18. 10 October 2024
    19. 07 October 2024
    20. 03 October 2024
    21. 02 October 2024
    22. 13 September 2024
    23. 11 September 2024
    24. 06 September 2024
    25. 05 September 2024
    26. 03 September 2024
    27. 02 September 2024
    28. Programa and ASID empower interior designers with cutting-edge project management tools
  32. Enhancing the Design Process with Programa and ASID
  33. Exclusive Webinar for ASID Members
  34. Key Benefits of the Programa and ASID Partnership
    1. About the American Society of Interior Designers (ASID)
    2. Take advantage of the Programa and ASID Partnership now
    3. Why Time Tracking is Essential for Interior Designers
    4. How to Use Programa for Effective Time Tracking
    5. Tips for Maximizing Your Time Tracking Efforts
    6. Task Management: Keeping Every Detail in Check
    7. Phases: Breaking Down Your Projects
    8. Combining Studio & Task Management for Optimal Workflow
    9. Getting Started: Setting Up Your Tasks & Phases
    10. Bringing it all together.
      1. Task Management
      2. Phases
      3. Dynamic Views
      4. Prepare your Studio
      5. Key Changes
      6. Detailed Steps for Current Studio WIP Users
      7. Future Releases
      8. Support
    11. With Programa’s Purchase Orders, you can:
    12. Q3 Product Update
    13. The world’s best scheduling software gets even better.
    14. The All-new Web Clipper
    15. Other Improvements
    16. What’s next?
    17. Goodbye Fragmented Financial Management
    18. Build Connected and Efficient Processes<br />
    19. Meet The Programa x QuickBooks Integration<br />
    20. Data Encryption in Transit and at Rest
    21. Security Controls
    22. Multi-Factor Authentication (MFA)
    23. Monitoring and Breach Protocols
    24. Your IP is Yours, Forever
    25. How Tyler Aspen Edmonds Did It
    26. The Programa Advantage
    27. The Trade Portal Advantage
    28. Traditional Quality with Modern Efficiency
    29. Collaboration: Orchestrating a Seamless Symphony
    30. Precision is crucial: Mitigating Errors
    31. All-encompassing Project Management
    32. A Library at Your Fingertips
    33. Conclusion: The Renaissance of Design
    34. The Trade Portal places your brand front and center before A&D professionals
    35. Your name in lights alongside some of the biggest in the industry
    36. Your dream clientele, actively procuring
    37. Working directly with Architects and Interior Designers
    38. Programa’s Trade Portal and high quality leads
    39. Introduction to Programa
    40. Getting Started Dashboard
    41. Schedules
    42. Client Dashboard
    43. Web Clipper
    44. Pinboards
    45. Project Management
    46. Address Book
    47. Invoicing
    48. The impracticalities of using generic software
    49. Enter Programa.
    50. Remove unnecessary stress and double handling with Programa:
    51. <strong>Meet Brightgreen’s MINI Collection: When Less, Meets More</strong>
    52. <strong>Revolutionise Your Lighting Design and Layouts</strong>
    53. <strong><strong>1. Follow A Clearly Defined Process</strong></strong>
    54. <strong>2. Create a Detailed Scope of Work</strong>
    55. <strong><strong>3. Set Clear Boundaries</strong></strong>
    56. <strong>4. Document Everything Thoroughly</strong>
    57. <strong>5. Be Clear on the Limit of your Management Services</strong>
    58. <strong>6. Communicate Regularly</strong>
    59. <strong>7. Action Breakdowns Immediately</strong>
    60. <strong>8. See It Through</strong>
    61. How are you using Programa?
    62. What challenges did the platform help overcome in a recent project?
      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. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      31. User-friendly Interface and Tools for Seamless Project Management
      32. From Contributing Editor, Andrew Mitchell, director of MR. MITCHELL, Interior designer and founder of The Design Coach.
  35. <strong>Dakar by Kustom Timber </strong>
  36. <strong>Canvas by Kustom Timber</strong>
    1. The Range
    2. Installation
    3. Service
      1. The Stone Gallery
    4. Key Benefits:
    5. Product Approvals are engineered to streamline designer-client collaboration.
    6. Main Benefits Of Product Approvals
    7. Creating & Submitting Approval Requests
    8. Client Approval Process
    9. Tracking Approval Statuses and Feedback
      1. Why Winning Work Matters for Interior Designers
      2. The Benefits of CRM Software for Interior Designers
      3. Using Project Management Tools as a CRM
      4. Outcome
    10. Interior Design & Architecture Software For Professional Interior Designers & Architects
      1. In a discussion with Yasmine Ghoniem, Director of Sydney-based interior design studio YSG, we delve into the studio's founding story, cultural ethos, and groundbreaking projects.
    11. Based in Sydney, YSG is a multi-disciplinary practice trailblazing architectural builds and interior design across the residential, commercial, and hospitality sectors. The studio charges spaces with atmospheric potency, staging, and storytelling driving their narrative process. With bold concepts and resourceful details, YSG's projects hopefully stir the soul and spark an emotive drive to feel one's best self within them.
    12. Why Use Interior Design Client Proposal Templates?
    13. Key Components of an Interior Design Presentation Template
    14. Conclusion
    15. Board View:
    16. List View:
    17. Timeline View:
    18. Seamless Integration for Holistic Project Management
    19. Information about the Programa Terms of Service
      1. 1. Account Terms
      2. 2. Account Activation
      3. 3. Programa Rights
      4. 4. Your Responsibilities
      5. 5. Payment of Fees and Taxes
      6. 6. Confidentiality
      7. 7. Limitation of Liability and Indemnification
      8. 8. Intellectual Property and Your Materials
      9. 9. Additional Services - Programa In App Communication Tools<br />
      10. 10. Third Party Services and Integrations<br />
      11. 11. Beta Services<br />
      12. 12. Feedback and Reviews<br />
      13. 13. Takedown Procedure
      14. 14. Privacy and Data Protection
      15. 15. Programa Contracting Party
      16. 16. Term and Termination
      17. 17. Modifications<br />
      18. 18. General Conditions
    20. <strong>Contact Support</strong>
    21. Recognized for excellence in design software
      1. 1. Definitions
      2. 2. Details of Processing
      3. 3. European Union and United Kingdom
      4. 4. US Users / Consumers
      5. 5. General
      6. Appendix 1: Details of Processing
      7. Getting Started with Shared Invoices
      8. Real-World Applications for Designers and Architects
      9. Key Benefits of the Shared Invoices Update
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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.