Frequently Asked Questions

No. When you send an invoice, your client receives a link to a secure client portal where they can view and download the invoice as a PDF — no account or login needed. The link is unique to that invoice.

You can do either. Click "Send Invoice" and PlanEsti emails the client directly with a link to view it online. Or click "Export PDF" to download it and attach it to your own email if you prefer.

Open the invoice and click "Mark as Paid". Enter the payment date and method (bank transfer, cash, cheque, etc.) and confirm. The invoice status changes to Paid and moves to your paid invoices list.

Yes. You can set a tax rate (VAT, GST, or any local tax) on each invoice. The tax amount is calculated automatically and shown as a separate line in the invoice summary. You can also set a default tax rate in Settings → Invoice Settings so you do not have to enter it every time.

Yes. When creating an invoice you can select specific line items from a BOQ rather than billing everything at once. This lets you issue progress claims or milestone invoices for the same project across multiple billing cycles.