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Freelancer Invoices
This guide explains how to manage your invoices as a freelancer in the system. If you haven't already set up your company information, see Company Settings.
Creating a New Invoice
- Navigate to the "New Invoice" page
- Use the date picker to select the time range for your invoice (default is the current month)
- Here you can view all your logged hours and income per project in the selected time range
- Click the "+ New Invoice" button to create a new invoice
In the new invoice form:
- All information is pre-filled based on your company settings
- Check that all sender and receiver information is correct
- If your company information or payment information is missing or incorrect, go to "Settings" -> "My Company" to set correct values (see Company Settings)
- If receiver information is missing, contact your administrator
- You can add additional rows to the invoice using the "+" icon
- Review the total amounts before creating the invoice
- Click "Create" to finalize the invoice
- After the invoice is created, your administrator will review and approve it
Viewing Invoice History
- Navigate to the "Invoices" page to see all your created invoices
- On this page you can:
- View all invoices you have created
- Filter invoices by date
- Download invoice PDFs by clicking the PDF icon
- Delete invoices (only possible when status is "Created", see Invoice Status)
Invoice Status
- Created: Initial status, invoice can be deleted and recreated if needed
- Approved/Paid: Cannot be modified, contact administrator if changes are needed
- Denied: Invoice has been denied, contact administrator for more information
Important Notes
- After the invoice is created you cannot log new hours for the same time range
- Once an invoice is approved, it cannot be edited or deleted
- If you need to modify an approved/paid invoice, contact your administrator
- Make sure all your hours are correctly logged before creating an invoice