Client Invoice Creation Guide | Remotify

Client Guide

Creating an invoice as a client on Remotify

This guide walks you through adding your freelancers and creating a compliant invoice on the Remotify platform, from setup to sending.

22Steps

5Sections

ClientAccount type

Add Your Freelancers

Select Freelancers in the tab

From your dashboard sidebar, click "Freelancers" under the Manage section.

Click Add Freelancer

On the Freelancers page, click the "Add Freelancer" button.

Enter their name and email

Input the first and last name of your freelancer and their email address, to which they'll receive the invitation. If the freelancer already has an account, make sure to put their registered email address.

Submit and notify them

Once done, click the "Submit" button and inform your freelancer to check their inbox.

Check the invitation status

If the button says "Create Invoice," the freelancer already accepted the invitation and is ready to be invoiced. If it says "Resend," they haven't accepted yet — click the button to resend the invitation.

Start an Invoice

Select Invoices in the tab

From your dashboard sidebar, click "Invoices" under the Manage section.

Click Create Invoice

On the Invoices page, click the "Create Invoice" button.

$Click Create Invoice$

Fill out Invoice Details

Add an Invoice Title

Define your invoice by adding an Invoice Title.

Select the invoice currency

Select your preferred currency. The amount received by freelancers in other currencies is calculated using the exchange rate on the day funds are sent.

Select the Due Date

Select the Due Date of your invoice — 10 days, 15 days, 30 days, 60 days after issue, or a Custom Date.

Pick a custom date if needed

If you selected Custom, here's how to select a custom date using the date picker.

Fill out the Project Description

Fill out the Project Description, a minimum of 100 characters. Providing a clear description helps ensure legal and financial compliance.

Upload supporting files (optional)

Optional only, but you can upload files related to your project.

Select the Commission Side

Decide who will pay the invoice fees — Business or Freelancer.

Fill out Invoice Items

Fill out the Description field

Feel free to put any information you want to add for a specific freelancer.

Select the freelancer for the item

Select the freelancer this line item is for. You can add multiple invoice items across multiple freelancers.

Fill out Quantity and Amount

If hourly, put the number of hours rendered for the specific period in the "Quantity" field and the rate per hour in the "Amount" field.

Add more items if needed

Click "Add Item" to add more invoice items for the same or another freelancer.

Select the Category and Sub Category

Lastly, select the "Category" and "Sub Category" of the products or services offered.

Finalize the Invoice

Check the totals

Check the amounts entered and the total amount after the fee.

Apply a coupon code (optional)

Use the one-time code "FIRSTFREE" to get 0% fee on your first invoice (on the first €2,000). To use it, put FIRSTFREE in the Coupon Code field, hit "Apply", and click "Use Coupon".

Create the invoice

Finally, if everything's good, click "Create Invoice." A notification will be sent to you and your freelancers via email, together with a copy of the proforma.

You're all set

Once your invoice is created, a notification will be sent to you and your freelancers via email together with a copy of the proforma. If your rate looks off, don't worry — we'll review and adjust it after payment.

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