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. Features
  2. Integrations & Sharing
  3. Upgrades
  4. Interior Design & Architecture Software For Professional Interior Designers & Architects
  5. Recognized for excellence in design software
  6. Interior Design Software For Professional Interior Designers
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. Scheduling with Programa and Client Approvals
    4. Streamlined Procurement Management
    5. Budget Tracking for Financial Clarity
    6. Hidden Feature for Internal Reviews
    7. Client Dashboard for Transparency and Easy Communication
    8. Centralized Project Management for Cohesion and Control
    9. Long-Term Efficiency with Programa
  7. Wish there was a way to grow sales and better connect with clients?
  8. Why Does This Matter To Me As A Brand / Supplier?
  9. What Does That Translate To?
  10. How Does the Trade Portal Work?
  11. <strong>How Will It Solve My Problems?</strong>
    1. What does the Trade Portal Offer?
    2. What will it be like day to day?
    3. The Trade Portal Advantage
  12. Why These Events Matter More Than Ever
  13. Where Innovation Meets Implementation In The States
  14. European Design Destinations: Where Dreams Take Shape
  15. Maximizing Your Event Experience
  16. Making It All Work Together
    1. The Issue
    2. The Result
    3. The Solution
    4. Latest Updates
    5. <strong>Small-Batch Ceramics With Lasting Impact</strong>
    6. &nbsp;
    7. <strong>Artisanal Craftsmanship and Timeless Techniques</strong>
    8. Design Philosophy Rooted in Simplicity and Harmony
    9. The Studio Enti Way
    10. Why Use Interior Design Client Proposal Templates?
    11. Key Components of an Interior Design Presentation Template
    12. Conclusion
      1. Hommeboys Interiors
      2. CUAIK | CDS
      3. AKI Design
      4. Meraki Design
      5. Nickolas Gurtler Design
      6. Mera Studio Architects
      7. Spreadsheets Weren’t Built for Interior Design
      8. Specification Simplified: Say Goodbye to Arduous Data Entry
      9. Always Up-to-Date: Live Schedules for Real-Time Collaboration
      10. Seamless Sharing and Client Communication
      11. Build Your Own Product Libraries
      12. Eliminate Stress with Real-Time Version Control
      13. Track, Manage, Deliver: Stay On Top of Your Projects
      14. Effortless Integration and Customization
      15. Join Thousands of Designers Transforming Their Workflows with Programa
      16. Key Features:
      17. CULT pairs with Fritz Hansen to debut the Fritz Hansen Skagerak Collection — a showcase of Danish elegance and sustainability for our design community.
    13. Simplify Your FF&E Selection Process
    14. Effortless Updates and Revisions
    15. Collaboration Made Easy
    16. Optimized Finishes Schedule Management
    17. The Future Of FF&E With Programa
  17. The Importance of a Strong Digital Presence
  18. Leveraging Social Media Engagement
  19. Implementing SEO Optimization Techniques
    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. The impracticalities of using generic software
    8. Enter Programa.
    9. Remove unnecessary stress and double handling with Programa:
    10. Trends You Can’t Ignore in 2025
  20. Choose Your Must Attend
  21. Space is intentionally limited.
    1. Definitions
    2. Details of Processing
    3. European Union and United Kingdom
    4. US Users / Consumers
    5. General
    6. Appendix 1: Details of Processing
    7. 1. Specification Management Command Center
    8. 2. Project Management Suite
    9. 3. Procurement & Financial Tools
    10. 4. Client Dashboard
    11. 5. Digital Design Libraries
    12. Why Programa Stands Out
    13. Fast-Track Your Setup
    14. The Future of FF&E Management
    15. Transform Your FF&E Management Today
    16. What’s New at Programa?
    17. Looking Ahead: Upcoming Features
    18. Pricing Update: Supporting Continuous Improvement
    19. Thank You for Being Part of the Programa Community
    20. Setting Clear Expectations and Boundaries
    21. Professionalism in Operations and Contracts
    22. Managing Finances and Discounting
    23. Handling Product Purchasing and Trade Pricing
    24. Protecting Relationships
    25. Keep it Professional
    26. Design Fees & Discounting
    27. Product Purchasing & Trade Pricing
    28. Add LightCo to your Schedules
      1. Moby Dick Pendant Light by Karman
      2. Buoy Double Cone Pendant Light by Bomma
      3. Specifying LightCo products in Programa
    29. Master your time, profits, and creative vision with Programa
    30. Why attend this US focused Programa webinar?
    31. Template mastery: your secret weapon for scalability
    32. How to create your project management ecosystem
    33. Packaged design service: Transform how clients see your value
    34. The power of a Product Library
    35. Project template showcase: the design package
    36. Programa: Powerful tools
    37. What is a Spec Sheet?
    38. The Power of Programa
    39. Flexible Design Features
    40. Ease of Use
    41. Cost Savings
    42. Increased Productivity
  22. Interior Design Approvals and Client Communication
    1. The Significance of Client Communication in Interior Design
    2. Key Features of Programa’s Interior Design Approval Tools
    3. Benefits of Using Programa’s Interior Design Approval Tools
    4. Practical Applications of Programa’s Interior Design Approval Tools
    5. How are you using Programa?
    6. What challenges did the platform help overcome in a recent project?
    7. Designed for Designers
    8. Dedicated In-House Design Team
    9. A Commitment to Progress and Trust
    10. Discover the New Outdoor Range
    11. Start Sourcing GlobeWest Today
  23. <strong>Dakar by Kustom Timber </strong>
  24. <strong>Canvas by Kustom Timber</strong>
    1. With Programa’s Purchase Orders, you can:
      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.