概览

freelancer-invoicing

freelancer-invoicing的财务仪表板。查看账户余额、净资产趋势和收入/支出摘要。

财务状况

净资产及其组成账户

净值
过去 12 个月的资产与负债之和
30,950 USD
0 USD较上月
账户
当前资产和负债账户余额

资金流动

按账户类别显示每月收入和支出

July 2026
资金流入
July 2026
主要来源
此期间没有资金流动。
前 3 个月平均值
+1,597.47 USD
查看全部
资金流出
July 2026
主要支出
此期间没有资金流动。
前 3 个月平均值
-5,014.13 USD
查看全部

近期活动

考虑分录的账本活动

交易记录
符合当前筛选条件的最新交易

收入与支出

收入与支出
在选定时期内每个区间的总收入和支出对比的柱状图。

资产负债表

资产分布
freelancer-invoicing资产构成的可视化表示
负债分布
freelancer-invoicing负债构成的可视化表示
Chart is empty.

现金流

现金流
资金从收入来源流向支出和投资
README.md

Freelancer Invoicing Example — beancount.io

A Beancount ledger for running a freelance practice: invoicing on accrual, chasing what is owed, sales tax you collect on someone else's behalf, expenses rebilled to clients, and quarterly estimated tax.

The organising idea is that invoicing and getting paid are two different events. An invoice recognises the revenue and creates a receivable; the payment only settles it. Recording revenue when cash lands instead makes your income statement a description of your clients' payment habits rather than of your work.

Quick Start

bash
make install   # Install beancount + fava via uv
make check     # Verify the ledger has zero errors
make serve     # Open Fava at http://localhost:4739

File Guide

FileWhat it demonstrates
main.beanEntry point — options and include directives
accounts.beanPer-client receivables, the sales-tax liability, and the cost chart
transactions/invoicing.beanIssuing invoices with invoice: and due: metadata
transactions/payments.beanOn-time, partial, late, and never — including a bad-debt write-off
transactions/sales-tax.beanTax you collect is a liability, not revenue
transactions/rebilled-expenses.beanPassing project costs to a client, gross vs net
transactions/estimated-taxes.beanReserving cash (not an expense) vs paying it (an expense)

The one thing to copy

Put the invoice number on both the invoice and its payment:

beancount
2026-01-09 * "Northwind Traders" "January retainer"
  invoice: "2026-001"
  due: 2026-02-08
  Assets:Receivable:Northwind   6,000.00 USD
  Income:Consulting            -6,000.00 USD

A per-client receivable account plus due: turns "what is overdue, and by how long" into a balance report instead of a memory exercise.