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Billing

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Manage Account Tier

Client Management

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Viewing Your Client List
Understanding Assignment Statuses
How Do I Manage Sub-Clients?
What Billing Cycles and Rate Types Are Supported?
Update Decimals for Rates
Editing an Assignment
Editing a Client
Adding an Assignment
Adding a Client

Invoicing

9

Troubleshooting Payments
How Do I Download an Invoice PDF?
How Do I Track Unpaid Invoices?
Marking an Invoice as Paid
Viewing and Sending Invoices
Update Decimals for Rates
Editing an Assignment
Editing a Client
Automated Invoice Settings

Profile

8

How Do I Log In Without a Password?
How Do I Invite a Team Member or Accountant?
How Do I Set Up Two-Factor Authentication (2FA)?
Manage Account Tier
Delete Account
Assignment Summary Email Settings
Automated Invoice Settings
Personal Details

Getting Started

2

How Do I Log In Without a Password?
Getting Started with Freelancer Dashboard

Accounting

5

Tracking Expenses
How Do I Categorize Bank Transactions?
How Do I Reconcile My Accounts?
Understanding Your Profit and Revenue Report
How Do I Set Up My Chart of Accounts?

Bank Sync

2

How Do I Categorize Bank Transactions?
Connecting Your Bank Account

Dashboard

1

Understanding the Dashboard

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Bank Sync

Bank Sync

Connecting your bank, syncing transactions, and managing accounts.

How Do I Categorize Bank Transactions?
Connecting Your Bank Account

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