Project Quick Links and Payment in Pulse

Projects in Pulse can carry payment links and quick reference links so clients have everything they need in one place — project progress, files, and payment — without navigating between multiple areas.

Payment links on a project

When a payment is connected to a project, a Pay Now banner appears at the top of the project detail page above the tabs. The client can click it to go directly to the payment — whether that is a PayFast link or a manually generated payment URL.

The payment side of a project lives in the Invoices and Payments modules. Admins create an invoice and link it to the project — this keeps the billing record traceable to the work. The invoice then appears in the Payments page for collection tracking.

Payment due calendar events

When a payment request linked to a project has a due date, Pulse automatically creates a calendar event of type "Payment due" showing the project name. This event is deleted automatically if the payment request is cancelled or removed.

Quick Links tab

The Quick Links tab lets you attach important URLs or references directly to the project. This is useful for linking to third-party tools, shared drives, design briefs, external review tools, or client portals that the project team and client should access during the job.

Quick links are visible to everyone with project access — admins, team members, and the project client.

Tickets tab

If your organisation uses the Tickets module, a Tickets tab appears on the project. This shows support or task tickets linked to the project, so delivery work and support work stay connected without jumping between modules.

Amount paid in the project header

The project header shows an Amount Paid figure. This reflects what has been recorded as paid against invoices and payment requests linked to the project. It updates when payments are recorded in the Payments module, so the project record always shows current billing status at a glance.