Troubleshooting Payments

Got a payment question holding up your records? This article covers the most common payment issues in Freelancer Dashboard and how to resolve them.

Important: Freelancer Dashboard tracks payments you record yourself — it does not automatically import or confirm incoming bank transfers, PayPal payments, or credit card charges. You control when and how payments are logged.

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Payment not showing as received #

If a client paid you but the invoice still shows as outstanding, you will need to manually mark it paid.

Steps:

1. In the sidebar, go to Invoices → Unpaid Invoices.
2. Find the invoice in question.
3. Click Mark Paid.

The invoice will move to your paid invoices list and the amount will reflect in your revenue reports.

Still showing as unpaid after saving? Try a hard refresh (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac). If the status still does not update, contact support.

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Invoice sent — but my client says they never received it #

Start here before resending:

1. Confirm the invoice was actually sent. Open the invoice and check that the status reads Sent, not Draft. If it is still a draft, you will need to send it first.
2. Check the client email address. Open the client record and verify the address is correct — a typo here is the most common cause.
3. Ask the client to check their spam folder. Invoice emails from new senders often get filtered.
4. Resend the invoice. From the invoice detail page, click Preview/Send, then click Resend to push a fresh copy.

Note: Automated invoice scheduling requires a Pro or Pro Plus plan. Free plan users can still send invoices manually through the app (up to 3 per month).

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Tracking a partial payment #

Freelancer Dashboard marks invoices as fully paid or unpaid — there is no partial payment entry at the invoice level.

If a client pays in installments, here is how to handle it:

• Leave the invoice as unpaid until the final payment arrives, then click Mark Paid.
• Add a note to the client record or the assignment to document what has been received so far.
• Track installments separately (a spreadsheet or notes app) until the balance is fully cleared.

Once the invoice is fully settled, mark it paid in the normal way.

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Duplicate invoice in your records #

If you accidentally created or sent two invoices for the same work:

1. Open the duplicate invoice (the one to remove).
2. Click Void Invoice on the invoice detail page to cancel it.
3. Confirm the correct invoice remains active.

The voided invoice will be removed from your active queue and will not affect your revenue totals.

Note: The Invoice History section on each invoice shows read-only lifecycle events (sent, viewed) — it is not a list of payment entries and cannot be edited.

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Currency or tax amount looks wrong #

Wrong currency:

Your account uses the currency set in Account Settings. To check:

• Go to Account → Account Settings in the sidebar and confirm your default currency.
• Check the individual invoice — currency can also be set at the invoice level for international clients.

Freelancer Dashboard does not convert currencies automatically. If a client pays in a different currency, record the amount in your home currency as received.

Wrong tax amount:

The tax rate is set per-invoice or per-client — not as a single global default. To fix it:

1. Open the invoice and update the tax rate field directly (available on unpaid invoices).
2. For a sent invoice you can no longer edit: create a new invoice for the client with the correct tax rate and resend. Then click Void Invoice on the original to remove it from your active queue.

To review your invoice-level configuration, go to Invoice Settings in the sidebar.

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When to contact support #

If you have worked through the steps above and still cannot resolve the issue, the Freelancer Dashboard support team is here to help.

Contact Support

When you reach out, it helps to include:

• Your account email address
• The invoice number or client name
• What you have already tried

The more detail you share, the faster we can resolve it.