How to create a client invoice or report from a payment
When the client is ready to pay an advance or close a phase, you need an invoice with the studio's details. After payment, you need a report showing where the money went. ArchiBoard creates these documents from the recorded payments and fills in the details from your profile.
- 1
Open the project finances
Open the project, then «Project Finances». You will see all client payments and supplier payments, grouped by supplier.
- 2
Find the payment
Choose the client payment you want an invoice or report for. Supplier payments are also available if you need to invoice a supplier for a commission.
- 3
Create the PDF
From the selected payment you can create a PDF: a client invoice, a commission invoice to a supplier or a report for the client. The studio's details are filled in from your profile settings.
Good to know
- Before your first invoice, check the studio's details in your profile settings — they go into the PDF.
- In the project finance settings, set the studio's role, the payment flow («Client → Supplier» or Client → Studio → Supplier) and the currency — this affects the calculations.
- If the estimate exceeds the approved budget, ArchiBoard shows a warning.
- Supplier commission is tracked separately: accrued → requested → received. ArchiBoard creates a task to request the commission from the supplier.
- A common «Finances» section for all projects is coming soon. For now, see the totals on the home page.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.