Docs » For freelancers
For freelancers
If you're a freelance designer, developer, writer, photographer — here's how to set up Invoicely in the way that fits your workflow.
Recommended setup
- Logo: Upload your personal/brand logo. Crucial for trust.
- Numbering:
{YEAR}-{SEQ:3}for clean year-based numbering (2026-001, 2026-002…) - Currency: Whatever you bill in most. You can override per-invoice.
- Default payment terms: Net 14 (or Net 7 for new clients you don't trust yet).
- Catalog: Save your common services. Hourly rate, project rates, common deliverables.
- Stripe: Set it up. Freelancers who accept cards get paid 2x faster on average.
A typical freelancer's workflow
1
New project: send a quote
Sidebar → Quotes → New. Add line items for each phase. Send it. Client signs/replies "Yes."
2
Convert to invoice
Quote page → Convert to Invoice → adjust if needed → Save & Send.
3
Send a friendly reminder 3 days before due
Invoice list → ⏰ → Friendly Nudge.
4
Get paid via Stripe
Client clicks Pay Now in the email. Money in your account in 2 days.
Tax considerations
If you're VAT-registered or charging sales tax, set the rate per line item. Invoicely calculates correctly. Make sure your tax number is in Settings.
Tip: Deposit invoicing
Freelancers often want 50% upfront. Create the invoice for 50% of the project, marked clearly: "Deposit — Project Phase 1." After delivery, send the second invoice for the remaining 50%.