Cashflow
Track freelance cash flow and invoices
Record income and expenses, create freelance invoices, and track payment status with client context.
Instructions
- 1.Open Cashflow to review income, due invoices, and cash jars.
- 2.Create invoices in Cashflow’s Invoices panel. Older invoice tools redirect to Cashflow.
- 3.Attach invoices to the right client record.
- 4.Print or save an invoice as a PDF and share it through your own chosen channel. Client email sending is currently unavailable; ClientFive does not process payments.
- 5.Record payments you receive and update invoice status. Unpaid invoices are not received cash.
- 6.Use tax set-aside estimates as planning support, then confirm numbers with your accountant.
Keep money records accurate
- Keep one invoice record for each bill, and record income and expenses in Transactions.
- Review overdue invoices weekly.
- Match currencies and client names before using reports for decisions.