What are “Your Invoices”?
Your Invoices let you connect your Planpage client invoices directly to the budget.
Planpage includes a full invoicing system for billing your clients. When you attach one of those invoices to the budget, your fees automatically flow into the Actual Spend column (without needing to re-enter numbers manually).
This allows your services to appear in the budget while keeping invoicing and payments as a single source of truth.
Linking YOUR invoices to the budget is optional. Your Planpage invoices and payments work whether or not they’re connected to the budget. This feature simply lets you include your fees in the budget without duplicating work.
How to Add Your Invoice to the Budget
Important: Your Planpage invoices can only be added to a Budget Item that is linked to your company.
Look for the Star Icon next to your company name. This lets you know this budget item has been linked to your company.
From the project Budget page, click the Actual box on a Budget Item row that's been linked to your company. In the dropdown, select Attach Your Invoice. You'll only see the Attach Your Invoice option if the Budget Item has been linked to your company.
Select an Invoice
Planpage will then show you all of your Invoices for the project you're in. Select the Invoice you'd like to apply to the budget.
Apply Invoice Total to the Budget
Similar to the Vendor Invoice system, you get to apply your invoice total to one (or many) Budget Items as needed.
Payments Sync to the Budget Automatically
As clients make online payments, or you manually add payments to an invoice, the budget updates automatically to reflect accurate numbers for amount paid, outstanding, and next payment.
