Getting Started

Set up your account and learn the basics.

Overview Create Account Create Workspace Invite Members Connect Freighter

Create and manage your team workspace.

Overview Create Workspace Invite Members Member Roles Workspace Settings

Manage client work, milestones, files, and payments.

Overview Creating Projects Timeline Files Client Portal Settings

Create, send, and track proposals with AI.

Overview AI Generator Edit Proposal Send Proposal Proposal Status Versions

Generate contracts and collect signatures.

Overview Generate Contract Contract Template Signatures Contract Status

Break projects into trackable milestones.

Overview Create Milestone Edit Milestone Approval Flow Release Payment

Secure payments with automated releases.

Overview Fund Escrow Release Funds Partial Release Refund Escrow Security

Track transactions and Stellar payments.

Overview Transaction History Stellar Payments Currency Conversion Failed Payments

Generate invoices and get paid faster.

Overview Create Invoice Invoice Status Payment Tracking Export Invoice

Manage clients and the client portal.

Overview Client Portal Invite Client Shared Files Communication

Connect your Stellar wallet with Freighter.

Overview Install Wallet Connect Wallet Sign Transaction Troubleshooting

Developer resources and API reference.

Overview Authentication Endpoints SDK Webhooks Examples

Encryption, permissions, and best practices.

Overview Encryption Wallet Security Permissions Best Practices

Frequently asked questions.

General Billing Escrow Payments Wallet

Release Payment

Release escrow funds when milestones are completed.

Release Payment

Release funds from escrow upon milestone completion.

Release Process

Milestone approved by client
Payment release initiated
Funds transferred to freelancer
Transaction recorded
Both parties notified

Payment Details

Automatic calculation of fees
Transaction history updated
Tax documentation generated
Receipt provided to both parties

Troubleshooting

Verify wallet connection
Check escrow balance
Contact support if issues arise

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Approval Flow

Next

Escrow

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Getting Started

Workspaces

Projects