System Updates
Page 4 of 4We recently added a couple of new features. Enquiries When a potential client completes your enquiry form, they can now upload a file that will be attached to the enquiry. Notifications A new staff notification…
Read articleCollect invoice payments through PlanMan’s GoCardless integration. This update explains the option and links to setup guidance.
Read articleWe are pleased to announce that you can now accept credit card payments from your clients for their invoices. Clients can pay their invoices via card using their portal login, or, the link in the…
Read articleAn introduction to PlanMan, with project, client, document, quote and invoice management for architects and town planners.
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