FAQ & Troubleshooting
I deleted something by accident. Can I get it back?
Yes. Go to Deleted Items from the sidebar, find the item, and click Restore. You have 30 days from deletion.
How do I apply a deposit or credit to an invoice?
Add a line item with a negative unit price. Example: ‘Deposit received’ with quantity 1 and unit price -500
Can my client pay invoices online?
Yes. Connect your Stripe or Paypal account in Settings > Payments. Invoices will include a ‘Pay Now’ button.
How do I track time I forgot to start a timer for?
Click Start Timer and use the manual time entry option. Enter hours worked, select the task, and choose the date.
Can I use hrglass for multiple businesses?
Yes. Create a separate Workspace for each business. Each has its own clients, projects, and settings.
What’s the difference between a Primary Contact and a Primary Billing Contact?
The Primary Contact is your main communication point. The Primary Billing Contact receives invoice emails. They can be the same or different people.
How do I change my invoice numbering?
Go to Settings > Invoice Settings and update the Invoice Start Number.
Can I restrict team members from seeing project budgets and rates?
Yes. On a Team plan, go to Settings > Owner Settings > Role Permissions and toggle off View Financial Data for Member or Viewer roles.
How do I send an estimate with a contract?
Create the contract in Contracts, then attach it to your estimate. The client sees both on the same shareable link.
What happens when a client accepts my estimate?
The estimate status changes to Accepted and you receive a notification. You can then create a project based on the accepted scope.
Can I customize what my invoices look like?
Yes. Go to Template Maker to design your invoice layout — drag sections, adjust fonts and colors, upload your logo, and save multiple templates.
Can I upgrade or downgrade my account after purchase?
Yes, you can upgrade from Pro to Team or downgrade from Team to Pro anytime during your subscription. Billing will be prorated and applied to the next billing cycle.
FAQ: Invoicing Clients as a New Freelancer
How do I invoice a client for the first time?
Include your business info, the client’s info, an itemized breakdown of the work, a due date, payment terms, and a clear way to pay. Send it the day the work is finished or the milestone is hit.
What’s the fastest way to get clients to pay online?
Give them a direct Pay Now option on the invoice itself, credit card or ACH, instead of asking them to send money through a separate app. The fewer steps between reading the invoice and paying it, the faster it gets paid.
Do I need invoicing software when I’m just starting out?
Not for your first invoice or two. Once you’re managing more than one or two clients, a tool that connects your projects and tasks directly to invoicing saves hours and prevents billing mistakes.
Can I combine multiple projects into a single invoice?
In hrglass, yes. Tasks across different projects can be pulled into one combined, branded invoice, something most invoicing and project management tools don’t support.
Can I use my own Stripe or PayPal account to get paid?
Yes. hrglass connects to your own Stripe and PayPal accounts, so payments go straight to you. You’re not routed through a third-party gateway your clients don’t recognize, and you keep full control of your own payment processor relationship.
Can I have more than one invoice layout or design?
Yes. hrglass includes multiple invoice templates you can pick from and customize with your own branding and colors, so you’re not stuck with one generic layout no matter how different your clients or project types are.