For interior design firms managing long, item-heavy projects

Know what was ordered, delivered, invoiced and paid at every stage of the project.

Ledgez helps interior designers manage hundreds of project items across furniture, flooring, wallpaper, upholstery, window treatments, labor and other categories, then deliver and invoice completed portions without losing track of what remains open.

Built for projects that may run for months and require continuous purchasing, delivery, billing and payment activity.

Interior design team reviewing project plans, material samples and item selections
100+
Item-heavy projectsFurniture, finishes, labor and more
SO
One sales orderClear item-level project record
INV
Progress invoicingBill completed portions as work advances
CR
Client creditAllocate payments now or later

One commercial record for the full project

Organize a large design project without flattening it into one vague room total.

Some firms price by room. Others need every sofa, rug, wallcovering, window treatment, installation charge and allowance listed separately. Ledgez supports detailed item-level projects while keeping each item connected to its client, property, room and category.

  • Organize clients, properties, rooms and item categories
  • Track hundreds of furniture, finish, fabric, labor and custom-product lines
  • Preserve quantities, descriptions, prices, taxes and customer terms
  • See which items are ordered, received, delivered, invoiced or still open
  • Maintain one project history instead of separate tracking sheets
Ledgez dashboard showing project items, open orders and financial status
The sales order becomes the project’s source of truth

Order, fulfill and bill each item without rebuilding the project.

Once the client approves the proposal, the sales order holds the commercial commitment. Purchasing, receiving, delivery and invoicing can then reference the same item record throughout the life of the project.

1
Create the approved sales order

Keep the client, room, description, quantity, selling price and expected scope together.

2
Order from the appropriate vendor

Create purchase activity for furniture, wallpaper, fabric, flooring, hardware or other required products.

3
Deliver only what is complete

Select the installed flooring, delivered furniture or completed room while unfinished items remain open.

4
Invoice from the delivered items

Bill the client for completed work without manually recreating the item list.

Ledgez quote and sales order screen for a detailed interior design project

Progress billing for projects that take months

Invoice the flooring now. Invoice the furniture, wallpaper and drapery as they are completed.

Ledgez separates ordered, delivered and invoiced quantities at the item level, allowing a firm to recover revenue as the project moves forward rather than waiting for the final installation.

Project itemOrderedDeliveredInvoiced
Hardwood FlooringCompleteInstalledInvoiced
Dining FurnitureOrderedPartialPartial
Library WallpaperReceivedScheduledOpen
Primary DraperyIn productionOpenOpen
Custom SofaBackorderedOpenOpen
Ledgez accounting dashboard showing client receivables, payments and project profitability

Deposits, retainers, payments and client credits

Receive money when it arrives, then decide how it should be applied.

A client may pay a deposit before an invoice exists, make a large project payment or pay several invoices together. Ledgez allows the payment to be allocated against a specific invoice or retained as available credit on the client account.

  • Record deposits and advance project payments
  • Allocate a payment to one or more client invoices
  • Leave unapplied funds as client credit for future invoices
  • See invoice balances and available credit separately
  • Maintain a clear client account history throughout the project

Practical benefit: progress billing and client credits improve cash-flow visibility without forcing the firm to close the entire project.

Purchasing and vendor coordination

Connect the client sale to the vendor order and the actual cost.

Interior design projects often involve dozens of vendors and long lead times. Ledgez keeps purchase orders, receiving, vendor bills and customer delivery connected to the items originally sold.

  • Create purchase orders by vendor from project requirements
  • Record complete, partial and backordered receiving
  • Track vendor bills and payment obligations
  • Keep expected and actual cost connected to the project item
  • Identify products waiting on vendors before installation or delivery
Interior designer reviewing project paperwork, material samples and vendor documents

Financial visibility across the project

See revenue, vendor costs, open balances and profitability as the project progresses.

Because the order, purchasing, delivery, invoicing and accounting activity share one system, management can review more than the original proposal total.

01

Contracted value

See the approved selling value across all project items.

02

Delivered value

Understand which products and services have reached the client.

03

Open receivables

Review invoices, payments, client credit and remaining balances.

04

Project margin

Compare client revenue with vendor, material and operating costs.

Works alongside the creative design stack

Use your design tools for the vision. Use Ledgez to run the commercial project.

Ledgez is not a CAD, rendering, floor-planning or mood-board platform. It manages the operational and financial process once selections must be sold, ordered, received, delivered, invoiced and paid.

  • Continue using preferred CAD and presentation software
  • Use Ledgez for item-level commercial project management
  • Keep client approvals and financial activity separate from visual design files
  • Reduce reliance on spreadsheets for project status and billing
Interior design team collaborating around project drawings, fabric samples and a laptop
Interior designer and customer reviewing fabric and window treatment selections

Optional industry-specific capabilities

Use the window treatment and workroom tools only when they are relevant to your firm.

Some designers calculate and sell custom window treatments directly. Others send the technical work to an outside workroom. Ledgez can support either model without making the calculator the center of the interior design workflow.

  • Use configured window treatment pricing and yardage when needed
  • Send detailed specifications to an internal or outside workroom
  • Manage upholstery, custom fabrication and decorative hardware items
  • Keep generic furniture, flooring, wallpaper and service items in the same project

Questions from interior design firms

How Ledgez supports a broader design business.

Can a project contain furniture, flooring, wallpaper and services, not only window treatments?

Yes. The sales-order, purchasing, delivery, invoicing and accounting workflow can manage detailed product and service items across a broader interior design project.

Can we invoice only the products or rooms that are complete?

Yes. Selected delivered items can be invoiced while unfinished and undelivered items remain open on the original sales order.

Can a client pay before an invoice is created?

Yes. An advance payment can be recorded and retained as credit on the client account, then allocated to an invoice later.

Can one payment cover multiple invoices?

Yes. A payment can be allocated across multiple open invoices, subject to the accounting process configured for the firm.

Does Ledgez replace interior design rendering or specification software?

No. Ledgez focuses on order, purchasing, fulfillment, invoicing, payment and accounting workflows rather than CAD, rendering or mood-board creation.

Can the firm continue using its current accounting software?

The complete Ledgez platform includes accounting, but implementation should be discussed based on the firm's current process and transition requirements.

Bring a real multi-item design project

See how Ledgez separates ordered, delivered, invoiced and paid items over time.

A personalized demonstration can follow furniture, flooring, wallcovering, custom fabrication and services through purchasing, progress delivery, invoicing and client payment allocation.

See Ledgez in your workflowSchedule a demo