Our Accounting Workflow for Interior Designers

Here is our accounting workflow for interior designers in order to keep proposals, payments, and orders in sync and stay on top of your game.

  1. Designers create items on proposals, which their clients approve or send a payment for.
  2. One client payment has been received, payment should be applied to a proposal.
  3. Immediately after client payment is applied, the designer should create an invoice.
  4. Once the payment is received and the invoice is created, the designer should create purchase orders directly from the paid invoice.
  5. The purchase orders created should be open for reference during the ordering process and matched to vendor invoice/receipt backup for accuracy while ordering.
  6. Purchase orders should match the vendor invoice EXACTLY. If the purchase order is less than the vendor originally quoted and you need to bill the client more, simply create a new proposal with the additional costs. Although possible, NEVER alter the invoices once created. If everything is done in sequence, and correctly, all financial reports should be accurate in real-time.
  7. Immediately after an item is ordered, the designer should post vendor payment details to a purchase order.

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