The Invoice Blog
Master your freelance billing, scale your small business, and never worry about late payments again with our expert guides.
Matched, Unmatched, Reconciled: How Payment Status Actually Works
Every recorded payment carries a status that determines whether it counts toward an invoice's paid amount at all — and deleting an invoice doesn't delete its payments, it unmatches them.
How the CSV Payment Importer Matches Payments to Invoices
Bulk-importing a bank or payment-processor CSV runs every row through a matching heuristic that looks for an invoice number or a client name plus a near-exact amount — anything it can't match stays unmatched rather than getting guessed.
Why You Get Logged Out After an Hour
Every session token expires in exactly one hour, and there's no refresh mechanism behind the scenes extending it quietly — plus the one deliberate exception carved out for two-factor logins.
How Client Portal Links Expire
A portal link defaults to 30 days, checks expiry on every request rather than up front, and matches a client's documents by an exact, case-sensitive-safe comparison — not a database foreign key.
How Invoice View Tracking Actually Works
Two separate mechanisms record when a client opens your invoice — a running counter and a detailed event log — and a password-protected share link doesn't count as viewed until the password is entered.
How the Comment Notification Digest Batches Client Activity Into One Email
Why a burst of client comments produces exactly one email, not five — and how the rolling delay resets on every new comment.
Client Statement vs. Accountant Report: What's the Difference
Two reports pull from the same data but serve opposite purposes — one is safe to hand to a client, the other very much isn't.
Why Your Reports Show Separate Totals Per Currency
There's no exchange-rate conversion anywhere in the reporting layer — here's why that's a deliberate design choice, not a missing feature.
How In-App Notifications Fan Out to Your Team
Why every workspace member gets their own independent notification row, and why you don't get notified about your own actions.
How Workspace Invitations Actually Work
Why the person you invite has to already have an account, and exactly what happens at each step of the invite and role-assignment flow.
How the Reusable Service Catalog Speeds Up Invoicing
Why editing a rate in your service catalog never rewrites invoices you've already sent, and how the save-or-update logic actually works.
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