I created a direct contract, the customer paid for it, but the invoice generated has his name (cardholder name) and not the name of the company. Is there a way to generate an invoice with the name and address of the company?
I need to know how can the client download their invoice, I can not see that in my account and can´t find any way for them to find it. Help? They already made the payment and now are requesting the invoice, I´m using direct contracts for the first time.
We email your client to confirm that the payment was released. They can keep the attached invoice/project receipt for their records. To learn more about the Direct Contracts experience on the client's end, click here.
Is there an error message when you tried to reach out to support?
Regarding your question with Direct Contract invoices, using this feature makes it easy to get paid by your clients who don’t have a full account on Upwork and just need access to review your invoices and make payments. With Direct Contracts you also get the protection of escrow and if a dispute arises we will be happy to help. You may want to read this help article to learn more.
I don't see an option like "contact support", just a chatbot without the right answer.
I would like to add EU VAT and Address to the invoice generated to my client from the direct contracts.
There is no info in the link you shared.
As I read in the comments, the only way to achieve this is to contact support via ticket, but I haven't found a way to submit a support ticket.
Could you assist me with the issue?
Hi Jose Antonio,
You can initiate a Direct Contract from the main navigation bar. Click on the paper airplane icon (beside the bell) to go to Direct Contracts.
On the freelancer/agency side:
If terms of the contract need to be changed you must cancel and create a new contract with updated terms
On the client side:
Billing method must be PayPal or credit card
If terms of the contract need to be changed the freelancer must cancel and create a new contract with updated terms
Clients cannot initiate a contract -- the freelancer must
No ability/need to create an Upwork account with Direct Contracts. You can access the contract via the email you receive from Upwork. If a client decides to create an Upwork client account, new contracts with that freelancer will be subject to freelancer service fees and client payment processing fees.
Hi Jose Antonio,
Your client will receive an email informing them that you are requesting payment for the full amount of the fixed-price contract. From that email, they will land on a webpage that allows them to either approve or decline the payment request with a personalized note. You might want to share this with your client also.
Will that include Escrow's Tax ID since they're paying this 3rd party instead of me? As mentioned in this article https://support.upwork.com/hc/en-us/articles/211067918-Tax-Requirements.
When you pay your freelancer on Upwork, you actually pay Upwork Escrow Inc., which is our licensed escrow subsidiary. Upwork Escrow Inc. acts as a “third-party settlement organization” under Section 6050W. This means we (not you) are required to report the payments we remit to your freelancer to the Internal Revenue Service (IRS) on Form 1099-K, in accordance with IRS regulations.
Invoices that are generated for payments made via Direct Contracts are in the same format as invoices generated for regular contracts. The From section of the invoice will include your name and information and the Bill To section will include your client's information.
For more information, please see the help article here.
I have the same problen with the direct contract. I would like to modify the company's name (instead of personal name) and to add more information to the invoice. What should I do, may someone can support me?
If I use a direct contract with one of my client, will they be able to get an invoice about their payment with a remark of a Upwork brand? In other words, will you create the invoice with your logo and information of both me and my client? If you can send an example invoice, it would be great.
I have also an open support request about this topic with no #36068860. No one answered me for nearly 2 days.
Thanks in advance.
Thank you for your message. I am unable to share the sample invoice but the invoice looks similar to that of an invoice for a registered Upwork client. Just to give you an idea, the "from" section of the invoice includes a freelancer's full name and the "to" section includes the client's name. Then the invoice for the full amount charged to the client will be available in a table form. No other information is added aside from this. This will be emailed to your client directly. Feel free to message us if you need further assistance.
Thank you for reaching out to us. I shared your report with our team and one of our agents will reach out to you via a support ticket to assist you further. You can access your support tickets here.