A freelancer membership connects a person to an organization for their own work. An organization partnership connects businesses that share work. Their participants and permissions differ.
Personal work and invoice overview
An independent account stays under the person’s control and can hold several memberships. A freelancer role alone does not make an account independent. The account guide explains ownership.
Open Profile → Organizations for invitations and recorded workload across projects and organizations. Workload means logged hours, not future availability.
Where available, the invoice graph counts issued and open bills. It does not sum money across currencies.
Use personal Timesheets for saved work across memberships and Bills for personal invoices. Expand months, filter records and export timesheet CSV. See the personal overview and timesheet instructions.
Personal invoices and rates
A personal invoice bills the organization for your own eligible work. The organization separately bills its client at its selling rates.
- In personal Settings, enter sender address, currency, tax and bank details, numbering, note and template.
- Ask the host for personal billing permission if unavailable. Freelancer membership alone does not grant it.
- Check assigned category and project rates. Editing your own rates needs separate permission.
- Open personal Profile → Bills, or the relevant organization’s Bills area where available. Choose the organization and inspect the period and eligible work before issuance.
A member rate values your work for the organization and personal billing. It is separate from the selling rate charged to the client.
Select your membership under personal Organizations to inspect assigned categories and permitted rate details. Own-rate access does not expose colleagues’ rates. Read inheritance and zero overrides before changing rates.
Personal bills contain only your own locally accepted work, even with accountant rights. Forwarding and host review do not delay that eligibility.
A VAT rate saved in your Profile is charged on your personal invoices.
Personal billing remains available from Profile when the organization disables client invoice creation or financial management, provided you have personal billing permission. Existing rates and billing settings still apply. The organization’s Bills menu may be absent when there is no authorized history.
The invoice guide covers preparation, templates and PDF export. Paid records the payer’s report; Received records the issuer’s confirmation. Treetops records these facts without making payments.
Host and guest organizations
The host owns shared projects and categories. The guest receives access through a guest-organization membership. A linked client in the guest represents the host for billing.
- Authorized administrators set up and accept the partnership. Review resources, negotiated rates, billability and name visibility.
- The host grants project and category access. The guest assigns workers within that grant.
- Workers record time. The guest reviews it and an authorized person forwards accepted work, or configured automation forwards it.
- The host reviews the forwarded work. Client invoices follow the applicable acceptance and forwarding conditions.
The guest’s invoice to its linked client and the host’s invoice to its customer are separate billing layers.
Local managers cannot broaden host task or ticket grants. Settings control individual-name transfer. An organization cannot receive a shared resource through a second path. Inspect reported conflicts before continuing.
See review and forwarding instructions and scoped access.
Move future work into a business
A practice transition moves approved future participation from personal freelancer memberships into a controlled organization. Past work stays on its source memberships. This does not convert the person to employee.
The person must be an independent freelancer with active project participation. The destination must be an organization where they are an active superuser, or a new business created through setup. A host cannot also be the destination.
- Open personal Organizations and the business-transition action when available.
- Choose a controlled organization or the new-business option.
- Select source projects under each host.
- Choose the earliest approval date, review changes and send requests.
Each host can approve selected projects and rates or decline independently. The cutover date is the earliest approval date. Approval performs the change; it does not schedule a later transfer.
Approval creates or reuses a partnership, shares approved projects and categories, applies rates and deactivates personal project access. Earlier work and invoices retain their source memberships.
If the destination owns a resource or would gain a second access path, approval fails and identifies it. Resolve the selection before approval can succeed.
End collaboration
Leaving a shared project ends access and retains applicable historical work. Revoking a partnership also removes shared memberships. It can copy or remap resources to preserve history and leave the former linked client as a local client. A guest’s project financial plan follows its retained project; it does not become the host’s plan.
Account release, membership archive and deletion are separate operations with different protections. Read the leaving guidance and each preview. Explore freelancer and partner features for an overview.