Fees and payments
Fees in stages, paid on time
Fee stages, payments and receipts beside the work, private to the studio owner.
- Private to the owner
- Receipts as PDFs
At a glance
The money side, kept simple
Due at a sign-off
A fee can fall due when your client signs off a step, or on a date.
Payments and the balance
Record each payment and the balance updates itself.
Receipts and a statement
A receipt PDF for each payment, and one fee statement.
Reminders on WhatsApp
A polite reminder opens ready to go. You press send.
Every project at once
To collect, overdue and coming due in the next two weeks.
Private unless you share
Fees show on the client link only if you switch them on.
How it works
Set up fees once
Add fee stages
Concept design, working drawings, site supervision, each with its amount.
Pick when each is due
On a date, or when a stage of the plan is signed off or done.
Record what comes in
The amount, the date and a note, such as bank transfer.
Share and remind
Send a receipt or the fee statement, and remind when overdue.
FAQ
Fees questions
Who can see the fees?
Only the studio owner. Team members and interns never see fees, on Overview or anywhere else. Your client sees them only if you switch on Show fees on client link for that project.
Can a fee fall due when a stage is signed off?
Yes. Under When is it due?, pick When a stage is signed off or When a stage is done, then the stage. It falls due the moment that happens, Overview counts it, and the owner gets an alert.
What if I record a payment by mistake?
Reverse it with a reason. It stays in the record, marked as reversed, instead of being deleted.
Which plan has fees?
Fees, payments and receipts start on the Solo plan. A new studio gets 7 days of the full Firm plan to try them first.
Get paid in stages
Fees start on the Solo plan. Try everything free for 7 days.
More about fees and payments
Fee tracking for architects and interior designers
Design fees are usually paid in stages, such as concept design, working drawings and site supervision. The Fees tab keeps those fee stages next to the project they belong to, with what has been paid and what is still to collect. It is private to the studio owner, and amounts show in the currency you pick once in Settings.
Each fee stage has an amount and a rule for when it is due: on a date, or when a stage of the plan is signed off or done. A fee tied to a stage falls due on its own the moment your client signs off that step, with no date to keep track of.
Payments, receipts and the fee statement
Record each payment with the amount, the date and a note, such as bank transfer or cheque. The balance and anything overdue update themselves. Each payment has a receipt PDF, and the fee statement puts every stage, every payment and the balance in one PDF for your client.
When a balance is outstanding, Remind on WhatsApp opens WhatsApp with a polite reminder to your client, ready to send. A payment entered by mistake is reversed with a reason rather than deleted, so the record stays straight.
Why not a spreadsheet
A fee spreadsheet knows the amounts, but not that the concept was signed off yesterday and the next stage is now due. In Blueprint the fee sits beside the work. Overview shows the owner what is to collect, what is overdue and which fee stages fall due in the next two weeks, and Fees in the menu lists every stage on every project.
Approved extra work can be added to the fees by the owner, and a saving taken off them, so the final account matches what the client approved.
What your client sees
Nothing, until you decide. Switch on Show fees on client link for a project and your client sees the fee status on their link, including fees due at a step, such as Fee due when you approve this step.
Fees start on the Solo plan. See pricing for what each plan includes.