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Matching invoices to credit card payments

286ad285
Active Member
Rohan J Member Since: Jan 16, 2021
1 of 3

I've recently increased the number of freelances I hire on Upwork, and I am really struggling to make sense of the invoices now they are coming in in bulk and involving different jobs, contracts and freelances.

 

What I need is a single invoice that matches the credit card payments - i.e. one that tells me which costs (per payment ID) have been added up to reach the total that I have been charged for. 

 

Another person on this community spot asked the same question and was told to put it all on a spreadsheet. I've done that, but all that will help me do is link the fee, bonus and transaction fee for each separate contract together. It's a start, but it doesn't help me link the invoices to the debits on my credit card statement. I'm also being billed in dollars but charged in UK pounds.

 

Why is it not possible for UpWork to raise an invoice per contract?

 

  1. Contract number
  2. Freelance name
  3. Opening escrow amount (opening balance)
  4. Amount or hours invoiced by freelancer
  5. Upwork Processing Fee
  6. Total balance remaining from Escrow deposit
  7. Amount due (or to be refunded) in US $
  8. Amount charged or repaid to hirer's credit card in US $ (and local currency if appropriate)

One one statement or invoice?

Thank you.

egaruth
Moderator
Nikola S Moderator Member Since: Jul 2, 2020
2 of 3

Hi Rohan,

 

Thank you for reaching out to us and sharing your feedback. I will share it with our team. 

 

Please know that invoices include your company name, company owner's name, and company contact address. If you have a VAT number, that will be included, too. Your freelancer's verified name will always be included. Some freelancers also provide an invoicing address (this is optional).

 

You can find more information in this help article

 

~ Nikola

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286ad285
Active Member
Rohan J Member Since: Jan 16, 2021
3 of 3
Hello

I read all that and with a spreadsheet worked it out to the standard expected - we are a charity - but what I and I suspect others need is a) an option for a statement of invoicable items linked to a specific contract and b) a statement of items linked to a specific credit card charge.

Not difficult, surely?

Thanks for your time, interest and quick reply.

Rohan
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