Programa

Gail Esterhuyse

Mariana Moraes

Create invoices, take payments, issue purchase orders, manage tax, and sync with QuickBooks or Xero.

Financial Management

Share an issued invoice with your client so they can view and pay it on their project dashboard, or send a view-only public link.

How to share your invoice online

For projects that use legacy Schedules: send an invoice, publish it to your client's Client Dashboard, resend the link or remove access.

How to share your Invoice online (legacy projects)

Guides for our new invoicing and Tax update

Invoicing and Payments

Connect your Programa account to QuickBooks to automatically sync invoices, payments, and financial data.

How to integrate Programa with QuickBooks

Common questions and troubleshooting for the QuickBooks integration.

QuickBooks integration FAQs

Understand what syncs, how it works, and what to expect when using the QuickBooks integration.

How Programa syncs with QuickBooks

Understand what syncs, how it works, and what to expect when using the Xero integration

How Programa syncs with Xero

Connect your Programa account to Xero to sync your financial data with your accounting software.

How to integrate Programa with Xero

Connect Programa Invoices to your account software.

 Accounting Integrations

Orders in Programa are purchase orders, also called POs. Find the guides for setting up, creating, sending, finding and tracking orders sent to suppliers.

Orders in Programa: Overview and getting started

Customise Orders (purchase orders or POs) in Settings: logo, footer, default email subject and message, timezone, order numbering and item descriptions.

How to customise your Orders

Create an Order (purchase order or PO) from schedule products. Add supplier contacts, delivery details and attachments, save a draft, then preview and send.

How to create and send an Order

Edit an existing Order (purchase order or PO) and send the revised version to your supplier, resend an unchanged order email, or download the order as a PDF.

How to edit, resend or download an Order

Find Orders (purchase orders or POs) across your studio. Search by order number, filter and sort the Orders list, or open a related order from a schedule product.

How to find your Orders

Track an Order (purchase order or PO), check supplier confirmation and activity, view supplier invoices, record status updates and add a shipment reference.

How to track an Order and update its status

Learn how to create, issue and edit Orders in Programa

Orders

Send quote requests to suppliers directly from your Schedule. Request pricing for multiple products at once

How to request supplier quotes from your Schedules

What a supplier sees and can access when you request a quote, which product details are sent to them, and how their quote comes back to you for review.

What a supplier sees when you request a quote

Pricing & Quoting FAQs

Lexie Gillies

Talia Wachtel

Quoting

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Programa Dashboard

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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