Use case
Clients next to the work, when you need that
The problem
What gets in the way
The delivery board does not know who has been billed. The invoicing tab does not know what is left to do. You answer “are we paid?” and “are we done?” from two places.
What changes
After you start using it
- 01
A customer record for people you bill
- 02
Invoices with line items, taxes, and a public pay page
- 03
Payment collection through that workspace’s Stripe, PayPal, Wise, or bank details
Workflow
From work to invoice
- 01
Do the work on a project board as usual.
- 02
Add or open the customer when you are ready to bill—not as a mandatory first step.
- 03
Create the invoice, send the public pay link if you use Stripe or PayPal, or record a manual payment.
Invoices
Create, finalize, and collect payment on customer invoices
CRM · Invoices
All invoices
Draft, pending, paid, and overdue invoices
What you use
Capabilities in this job
- 01
Customers and invoices
Create customers, issue invoices, and collect payment through that workspace’s Stripe, PayPal, Wise, or bank details. Those connections belong to the workspace. They are not a Planeward subscription.
- 02
Workspaces, projects, and boards
A workspace is the boundary for members and projects. A project holds statuses and tasks. The board is the live kanban view: columns are statuses, cards are tasks. Opening a task uses the inspector so you stay on the board.
Questions