Running your business

Invoicing & subscriptions

Create and send invoices, bill on a schedule, meter usage, and issue licenses — the full money lifecycle.

Freely handles the entire billing lifecycle — one-off invoices, recurring subscriptions, usage-based metering, and software licenses — and feeds it all to the Company Brain for recovery.

Invoices

Create and manage invoices at /sales/invoices (or just ask the AI):

  • Line items, tax per item, and discounts — with automatic invoice numbering.
  • Send by email — the invoice arrives as a link your client can view and pay.
  • PDF generation — a clean, branded PDF for any invoice.
  • Record payments — full or partial; status updates automatically.
  • Reminders — nudge overdue invoices (or let the Company Brain do it for you).
  • Aging report — see what’s outstanding and for how long.

Status flows automatically: draft → sent → viewed → overdue → paid (or partially paid). You always know where every invoice stands.

Invoice from your work

Two shortcuts that save real time:

  • Invoice from a project — rolls up tracked time and expenses into a ready invoice.
  • Invoice from a calendar event — turn a booked session into an invoice in one step.

Invoice Chat

Your clients can ask questions right on the invoice — the built-in Invoice Chat AI answers about the amount, due date, and payment options, and can help them pay. Fewer “quick question” emails for you.

Subscriptions

Bill on a schedule at /subscriptions/plans:

  • Any cadence — daily, weekly, monthly, yearly, or custom.
  • Trials — start free, convert automatically.
  • Pause, cancel, and retry — with smart retry logic for failed charges.

Usage-based billing

For products that bill by consumption (API calls, seats, minutes):

  • Usage meters — define what you measure.
  • Record events — Freely tallies usage and bills accordingly.

Find it under /billing/meters and /billing/usage.

Licenses

Selling software or digital access? Freely issues and manages licenses:

  • Seat, device, or unlimited models
  • Key generation and activation tracking
  • View any customer’s licenses from their profile

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