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Overview

Set up your NuMetric account, manage clients, and start invoicing with essential steps tailored for freelancers.

Updated over 2 weeks ago

This sub-collection is designed for freelancers and self-employed professionals using NuMetric’s Freelance Plan. It walks you through the essential first steps to set up your account, issue compliant invoices, and manage clients and services efficiently.
Freelance Plan Includes:

  • 1,000 Transactions

  • 1 User

  • Built-in Timesheet

  • 5 GB Document Storage


Sign up using your email and basic business details to access the freelancer dashboard.

Ensure invoices, estimates, and communications are sent from your professional email address.

Link your NuMetric account with Jordan’s e-invoicing system (JoFotara) using your ISTD credentials.

Activate the right subscription plan to unlock all freelance features.

Input your client’s name, email, and tax number if applicable.

Define what you offer—add services or products with name, price, and applicable tax.

Generate and send a compliant QR-coded invoice directly to ISTD in real time.

💡 Next Step:
Once you’ve completed the essentials, explore the NuMetric How-To Hub for deeper guidance—especially on managing your business expenses, such as how to:

  • Record and categorize bills and receipts

  • Track out-of-pocket spending

  • Allocate tax-deductible expenses

  • Review expense reports to monitor profitability

Mastering your expense tracking is key to staying organized, tax-ready, and financially informed.

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