How to Automate Your Freelance Invoicing Using Fanurio Invoicing is often the least favorite part of freelancing. Between tracking hours, calculating taxes, and chasing late payments, it can feel like a part-time job in itself. Fanurio is a specialized time tracking and billing application designed to remove this manual burden.
By leveraging its automation features—from automatic invoice numbering to recurring billing—you can shift your focus from administration back to your creative work. 1. Enable Automatic Invoice Numbering
Manual numbering is a recipe for errors and duplicates. Fanurio eliminates this by automatically generating unique invoice numbers for every new bill you create.
How to set it up: Navigate to Business » My Business Details and enable auto-numbering in the Billing section.
Why it matters: Consistent numbering ensures your records stay organized and professional, which is critical for tax compliance. 2. Streamline Billing with Recurring Invoices
For clients on a retainer or fixed monthly fee, creating the same invoice every month is a waste of time. Fanurio uses “recurring invoices” as blueprints for future billing.
Create a Template: Go to the Recurring Invoices view to set up a blueprint that includes the client details, services, and price.
Set the Schedule: Define the frequency (e.g., monthly) and a stop condition (e.g., after 12 occurrences).
Manual Control: Unlike some tools that send invoices without your final look, Fanurio marks scheduled invoices as Pending. You simply right-click the pending item and select Generate New Invoice to finalize and send it. 3. Convert Tracked Time to Invoices Instantly
The strongest “automation” in Fanurio is the seamless bridge between time tracking and billing.
Automatic Itemization: When you create a new invoice, Fanurio can automatically pull in all billable tasks, expenses, and trips associated with a specific project or client.
Time Entry Control: You can mark specific time entries as billable or non-billable, and even adjust the billable quantity at the entry level before it ever hits the invoice. 4. Automate Client Communication
Once an invoice is ready, you don’t need to manually attach it to an email in a separate application. How to invoice as a freelancer | Stripe
Leave a Reply