Note: This guide is for projects that use the new Schedules and the project dashboard. For older projects that use the Client Dashboard, see How to share your Invoice online (legacy projects).
Share an invoice with your client so they can see it and pay it online on their project dashboard. You can pay in full or in instalments.
NOTE: Only studio admins and owners can share invoices.
Send or share
Send: when you send an invoice, Programa emails it to your client. To get a copy, add your own email address in CC.
Share: gives a guest access to the invoice on their project dashboard. They see it on their Invoices page.
You can download a PDF of the invoice at any time from the invoice.
Share an invoice
You can share an invoice after you send it. It must have the status Issued, Paid or Void. You can't share a draft invoice.
Open the invoice.
Select Share.
Optional: To see the invoice as your guest sees it, select Preview invoice.
In Share with..., enter your guest's email address, or select a contact from your address book.
Select or clear Email guests:
Selected: Programa emails your guest. You can add a personal note in Message.
Cleared: Programa doesn't send an email. Copy the Project link and send it to your guest yourself.
Select Share.
If Invoices isn't on for your guest, Programa asks you to turn it on. Select Turn on and share.
Your guest then shows under Shared with. The status is Shared, not viewed yet until they open the invoice.
To share many invoices at once, use Share project. Refer to How to share content with your guests.
Share a public link
Use a public link when someone needs to see the invoice but isn't a guest.
Select Share.
Select the Public tab.
Set the public link to on.
Copy the link.
Send the link.
A public link is view-only. People can't pay the invoice with it. If your client needs to pay online, share the invoice with them as a guest.
Manage or remove access
In the invoice, select Share, then select ⋯ next to the guest. Then choose one of these options:
Preview invoice as: see the invoice as your guest sees it.
Email invoice again: send the email again. Their access doesn't change.
Manage invoice visibility: open your guest's project visibility, with Invoices open. Select or clear the invoices that they can see.
Remove access to invoice: remove this invoice only. Your guest can still see the project and other items that you share.
To turn off a public link, set it to off in the Public tab.
Programa doesn't send an email when you remove access. Your invoice doesn't change, and you can share it again at any time.
To manage all of a guest's access, refer to How to manage your guests' access.