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. The Importance of Project Management in Interior Design
  2. Tips for Becoming a Better Interior Designer
  3. Real-World Examples of Successful Project Management in Interior Design
  4. Interior Design & Architecture Software For Professional Interior Designers & Architects
  5. 26 June 2024
  6. 19 June 2024
  7. 18 June 2024
  8. 17 June 2024
  9. Interior Design Software For Professional Interior Designers
  10. Schedules: Organized and Up-to-Date Project Tracking
    1. Benefits:
  11. Pinboards: Visual Inspiration and Design Curation
  12. Canva Sharing: Collaborative and Seamless Presentation Integration
  13. Invoices: Simplified Financial Management and Transparency
  14. Client Dashboard Controls: Complete Access Management at Your Fingertips
    1. How the Client Dashboard Transforms Your Workflow
    2. Benefits of the Update
  15. Comprehensive Guide to Client Communication Software for Interior Designers
    1. The Importance of Effective Client Communication in Interior Design
      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.
    2. 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.
      1. Why AKI chose Programa
      2. Why the Trade Portal matters
      3. A streamlined process, from inspiration to installation
      4. Start sourcing on the <a href="https://app.programa.design/trade_portal/main" target="_blank">Trade Portal</a>
      5. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      6. User-friendly Interface and Tools for Seamless Project Management
    3. The Issue
    4. The Solution
    5. The Result
  16. How to Connect with Your Ideal Clients
  17. Choosing the Right Marketing Channels
  18. How to Differentiate Yourself
  19. Leveraging Relationships to Stand Out
    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. Why Use Interior Design Client Proposal Templates?
    8. Key Components of an Interior Design Presentation Template
    9. Conclusion
    10. Overview of Each Platform
    11. Client Portal
    12. Client Communication
    13. Rebranding
    14. Client Testimonial
    15. Software Solution
    16. Product Approvals are engineered to streamline designer-client collaboration.
    17. Main Benefits Of Product Approvals
    18. Creating & Submitting Approval Requests
    19. Client Approval Process
    20. Tracking Approval Statuses and Feedback
    21. Simplify Your FF&E Selection Process
    22. Effortless Updates and Revisions
    23. Collaboration Made Easy
    24. Optimized Finishes Schedule Management
    25. The Future Of FF&E With Programa
      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
  20. Interior Design Approvals and Client Communication
    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.