How can we help you?

Learn how to create and customize professional invoices

• How to create your first invoice
• Customizing invoice templates
• Adding your logo and branding

Automate invoice generation for retainer clients

• Setting up recurring invoices
• Choosing the right frequency
• Auto-sending invoices to clients

Automated reminders for you and your clients

• Creating payment reminders
• Setting up recurrence schedules
• Email vs in-app notifications

Share a professional dashboard with your clients

• What is the Client Portal?
• Sending portal links to clients
• What clients can see

Organize and track your client information

• Adding new clients
• Editing client information
• Viewing client invoice history

Manage multiple brands from one account

• What are Business Profiles?
• Creating and managing profiles
• Linking clients to profiles

Organize work with milestones and track progress

• Creating a new project
• Using project templates
• Setting up milestones

Master all 10 exclusive Champion Tools for your freelance business

• QR Code Generator - Create scannable codes
• Rate Calculator - Find your ideal rate
• Contract Templates - Legal agreements

Track payments and manage invoice status

• Recording full payments
• Recording partial payments
• Understanding invoice statuses

Email invoices and reminders to your clients

• How invoice emails work
• Automatic payment reminders
• Customizing email content

Manage your Freelance Trackr subscription

• Free vs Supporter vs Champion plans
• Upgrading your account
• Managing your subscription

Customize your account and preferences

• Updating profile information
• Changing your password
• Setting up branding