The Invoice Blog
Master your freelance billing, scale your small business, and never worry about late payments again with our expert guides.
The Invoice Audit Trail: Every Event Logged Behind the Scenes
What actually gets recorded when an invoice is viewed, commented on, or changes status — and why the logging never blocks the action itself.
How the Tax Summary Report Calculates What You Owe
Why the tax summary report groups by invoice date instead of payment date, and how taxable revenue is derived rather than stored.
How the Accounts Receivable Aging Report Buckets Your Invoices
The exact day thresholds, currency grouping, and client-matching logic behind the aging report — and what it deliberately excludes.
How Discounts Are Applied Before Tax on Your Invoices
Tax is calculated on the discounted amount, not the original subtotal — a discount reduces your tax bill too, not just the price the client pays.
How Expense Rebilling Status Works
Every logged expense carries one of three rebill statuses — unbilled, rebilled, or non-rebillable — and that field is what stops the same expense from being billed twice.
The Complete Invoice Status Lifecycle, Explained
Five statuses are live and recalculated automatically from payments and dates. Five more are locked and never touched by automation. Knowing which is which explains almost everything.
How Two-Factor Authentication Protects Your Account
2FA generates a six-digit code that changes every 30 seconds using the TOTP standard — no live connection between your phone and the server is ever required.
How API Keys Are Stored (And What to Do If You Lose One)
The raw value of your API key is never stored anywhere after the moment you create it — only a one-way hash is kept, which is why a lost key can't be recovered.
How Time Entries Become Invoice Line Items
Logging time and billing for it are two separate actions connected by one field: which invoice a time entry is attached to. That relationship prevents double-billing.
How Invoice Share Links Actually Work
A share link points to a frozen snapshot taken the moment it was created, not your live invoice — which explains most of what surprises people about them.
How Automated Late Fees Are Calculated (And Why They Don't Compound)
A late fee applies exactly once per invoice, logged permanently so it can never be reapplied or stacked, no matter how many days pass afterward.
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