Invoice drafting and numbering

Fakturoid drafts invoices with the sequential numbering a small business or freelancer needs to stay organized without a full accounting setup. A Beam agent can start a draft once a job is marked finished elsewhere, reading the client and amount already on file and writing them into a new Fakturoid invoice rather than asking the freelancer to fill it in from scratch. Drafts with an amount that looks off, a client not already on file, or terms outside what has been approved are left unsent for the freelancer to check before issuing.

Payment status views

Fakturoid keeps a record of whether each invoice has been paid, which is what a freelancer checks before following up with a client who is late. A Beam agent reads that status on a schedule, applying the reminder rule the freelancer has set, such as a note once an invoice passes its due date by a few days, and records that the reminder went out. Invoices disputed by a client, or clients who have gone quiet after more than one reminder, are left for the freelancer to follow up with directly rather than reminded again.

Client contact records

Fakturoid stores the client details tied to each invoice, covering the contact information a freelancer needs to bill the right person and address. A Beam agent reads those records when drafting a new invoice, matching a job to an existing client rather than asking the freelancer to re enter details that are already on file. Where a job does not match any stored client, or the details on file look outdated, the agent leaves the client field blank and flags it for the freelancer to fill in before the invoice goes out.