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- Accounting + Invoicing for Freelancers
- Who it's for
- Creative freelancers
Creative freelancers
Designers, writers and other creative freelancers need to explain how a client document relates to delivered work. A changed brief can change the amount under review. Keep the supporting material attached to the client document and preserve the revision considered by Accounting Reviewer before an eligible invoicing or posting action proceeds.
How Accounting + Invoicing for Freelancers is set up for you
Evidence for the amount
Give the document a recognizable subject and attach the material the reviewer needs. If the client and freelancer disagree about scope, return the document for correction with a reason that can be checked against that evidence.
Reviewed revisions
A later change to the work needs the affected financial scope reviewed again. An earlier approval belongs to the amount and revision it considered. Keep the original decision available when explaining why the revised document took another pass.
Traceable receipts
Use verified cash evidence to explain money received against the client document. Keep partial applications and unresolved matches visible. A repeated payment confirmation must not create another application for the same event.
Designers, writers and other creative freelancers need to explain how a client document relates to delivered work. A changed brief can change the amount under review. Keep the supporting material attached to the client document and preserve the revision considered by Accounting Reviewer before an eligible invoicing or posting action proceeds.
Choose a completed creative assignment with an agreed amount and supporting documents. Rehearse a return because an attachment supports a different amount, then submit the correction for independent review. Carry the approved work into invoicing and balanced posting, keeping the operation evidence available.
Use a partial receipt to test the cash handoff and a later correction to test preservation of the original evidence. Ask the reviewer to explain the changed amount without relying on an email conversation that only the freelancer can see.
Agree where detailed project delivery and client communications will remain during setup. Connect them only through an explicit source and evidence handoff. Start the next assignment when the team can trace preparation, decision and cash application for the pilot case.
Follow [accounting documents](/accounting-invoicing-for-freelancers/modules/accounting-documents) and [reviewed corrections](/accounting-invoicing-for-freelancers/processes/corrections-and-completion).
Features to start with
Roles on the team
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
- Accounting Preparer
- Prepare assigned operational records and execute eligible reviewed actions. Own assigned organization and draft scope only; accepted, posted and recorded evidence is read-only; guarded workflows authorize every transition.
- Accounting Reviewer
- Review eligible document revisions independently and reconcile recorded evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Set up Accounting + Invoicing for Freelancers your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.