The latest update brings two highly requested features to help freelancers create more professional and customizable invoices, making billing more efficient and adaptable to diverse client requirements.
Complete Client Addresses
You can now add comprehensive client addresses to your invoices. Previously, invoices displayed only the client’s name and email address. The new address fields include:
- Street address
- Suite/apartment numbers
- City
- State/province
- Postal code
- Country
This enhancement makes invoices more professional and suitable for businesses requiring formal billing documentation. The address appears prominently in the “Bill To” section of your invoice, with improvements to the invoice preview and PDF invoice sent to clients. You can add your client address on the page where you can edit your client details.
Flexible Custom Field Feature
The second major addition is a versatile custom field that appears below the payment terms on your invoices. My friend and epic freelancer Miranda Marquit told me this was a must-have for her business. This customizable field accommodates various business requirements, including:
- Purchase Order (PO) numbers
- Project codes or reference numbers
- Account references
- Department codes
- Contract numbers
- Cost center IDs
- Client-specific tracking numbers
- Project phase identifiers
The custom field consists of two components:
- A label you define (e.g., “PO Number,” “Project Code”)
- The corresponding value for that specific invoice
Implementation and Usage
Both features are entirely optional and seamlessly integrate into the existing invoice workflow. Invoices function perfectly without addresses or custom fields if you don’t need them. When clients require specific billing information or formal documentation, these additions ensure your invoices meet their requirements without additional manual editing.
Setting Up Client Addresses
Add client addresses through the client profile under the “Address Information” section. Once entered, addresses automatically appear on all future invoices for that client. You can update or modify the address at any time, and changes reflect immediately in new invoices.
Configuring Custom Fields
When creating or editing a client profile, locate the “Custom Invoice Field” section. Set your preferred label and enter the corresponding value. This information appears consistently on all invoices for that client until modified.
Key Benefits
These enhancements offer several advantages for freelancers:
- Enhanced professional presentation of invoices
- Improved compatibility with formal accounting systems
- Simplified tracking and reference for both parties
- Adaptable custom field for various business requirements
- Automated inclusion in PDF generation
- Reduced need for manual invoice editing
- Better compliance with client billing requirements
Real-World Applications
These updates particularly benefit freelancers working with larger organizations, government agencies, or clients with specific invoicing requirements. The features eliminate the need for manual invoice editing or maintaining separate documentation for billing references.
For example, a freelance writer working with multiple departments within a large corporation can now include cost centers for each project. Web developers can reference specific project phases or sprint numbers. Consultants can include client-specific purchase order numbers required for payment processing.
Getting Started
Review your existing client profiles and identify which ones would benefit from complete addresses or custom reference fields. This small investment in updating client information can significantly improve your invoicing process and professional presentation. If you’re not already using Freelancer Dashboard, you can start here with just a few clicks.
The platform will continue evolving with more invoice customization features in future updates, further enhancing your ability to maintain professional and efficient billing processes.
