Architectural Invoice Management Features

Easily create and send invoices to your clients.
Clients can then pay their invoices online.

Create and send invoices to your clients

Automated invoice processing system for project stages that you mark completed. Then send them to the client at the click of a button. If you’re looking for the best CRM for architects and town planners, you’ve come to the right place!

Clients can see and pay their invoices in their PlanMan login

Once an invoice has been emailed to the client it appears on their dashboard. Clients can either pay via credit/debit card or setup GoCardless to automatically pay their invoices via direct debit.

Create professional PDF invoices

Clients can download their invoices in PDF format, or you can email them directly from the invoice details page.

Easily find your client invoices

Use the global search feature to find all invoices relating to a specific client, keyword or phrase. Our tool is designed for ease of use and to improve business efficiency, so if you’re looking for the best CRM for architects and town planners, please get in touch – we’d love to hear about your business.

Frequently Asked Questions Regarding Invoice Management

Here are some frequently asked questions around the invoice management features:

Q: How does invoicing work?

A: When you complete a project stage, you can then invoice the client for that work. Creating an invoice is as simple as clicking a button, then selecting the completed stages you want to include on the invoice.

A: Can send invoices to the client easily?

A: Yes. Once an invoice has been created, you simply click the “Send Invoice” button, edit the email text if required, then press send.

Q: Can clients pay their invoices online?

A: Yes. You can setup GoCardless to collect direct debit payment from your clients, and Stripe to collect card payments.

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