How to split the design fee across project stages
The design fee is often paid in parts: an advance at the start and a share after each stage. In ArchiBoard these invoices are created automatically from the design stages. The client sees them in the portal, and you see how much has already been paid.
- 1
Open client invoices
Open the project → «Project finances» → the «Studio bills to the client» block. Click «Fee by stage».
- 2
Enter the fee and advance
Enter the «Design fee» and «Advance, %». The advance is invoiced at the project start.
- 3
Split the shares across stages
Set the share of each design stage. The total must be 100%. A stage's share is invoiced on its end date.
- 4
Create the invoices
Click «Create bills». The list shows «Design project, advance» and «Design project: stage, %» invoices with due dates.
Good to know
- If the project has no design stages, the whole fee is invoiced as an advance.
- Client payments are taken from «From client» transactions and settle invoices in order of due date. Each invoice shows «Paid X of Y».
- Procurement and supervision are calculated separately; their invoices don't change.
- Creating them again replaces the current «Design project» invoices.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.