Jobs
Deposits, invoices and payments
Each job has a payment plan: the deposit you ask up front and when bills are due. It comes from the customer if they pay differently, otherwise from your usual. An invoice starts as a draft you can check and change, and once you issue it, it's locked. Nothing is ever sent to the customer by Plana: print it, or put it in your Outlook drafts and send it yourself. Only owners and admins do invoices and payments, unless you switch it on for another role.
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Good to know
- What is still owed, across every job, is under Reports, Owed to us.
- Printing an invoice from a job that has none prints a PRO FORMA INVOICE, to ask for money before you bill it properly.
- To let another role do invoices and payments, switch on Invoices and payments for it in Settings, Roles.
Plana is job management for signage, print and events.
Every job, email, proof and invoice in one place.