For freelancers
Turn freelance jobs into organised receipts, invoices, and payment follow-up
A focused finance workspace for freelancers who need to capture job expenses, reuse a quote, invoice the client, track what is still unpaid, and prepare cleaner records without changing between five different tools.
The everyday bottleneck
The work is simple. Keeping it together is not.
The problem is rarely one missing document. It is the time spent rebuilding the story after work is done, a payment is late, or your bookkeeper needs answers.
A paid project is tracked in one app while its job receipts sit in email and phone photos
Recurring quotes are rewritten instead of reused
A partial client payment is noted somewhere but the outstanding balance is not obvious
Tax or bookkeeper handover requires rebuilding income and expense context after the fact
What changes
One workspace, fewer loose ends
- Capture receipts and supplier invoices from the same job alongside their source files
- Clone a proven quote or start a new one, then convert accepted work into an invoice
- Use Receivables to see client balances and record full or partial payments
- Export evidence and sales summaries when your accountant needs a clean handover
A practical walkthrough
- 1Capture the supplier receipt or service expense while the client job is active.
- 2Clone the last suitable quote, adjust it, and turn an accepted quote into an invoice.
- 3Check customer balances in Receivables and record the payment as it arrives.
- 4Export receipt evidence and sales summaries for your tax or bookkeeping review.
- Tax Evidence & Expenses
- Quotes, Invoices & Receivables
Which modules should a freelancer start with?
Start with Tax Evidence & Expenses when the immediate problem is job-cost receipts. Add Sales Invoice when you need quotes, invoices, customer balances, and receivables. Many freelancers use both.
Can I reuse a quote for similar client work?
Yes. Sales Invoice supports quote cloning so you can create a new draft from a similar prior quote, update the specifics, and keep the new billing workflow separate.
Can I record a partial client payment?
Yes. Sales Invoice supports full, manual, and partial payment tracking, so the remaining customer balance stays visible in Receivables.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.