Client
4 fieldsA client you bill.
- owner
- required
- name
- required, at most 120 characters
- required, an email address
- address
- optional, at most 400 characters
Only the freelancer who signed in sees their clients.
Freelancer invoices and reminders
Invoices get numbers that are never reused, go out by email, and a reminder follows when one is late.
For a freelancer who bills clients and chases late payments.
Start it with your agentStarting from a blueprint does not count against the action changes of your plan.
Start the freelancer invoices and reminders blueprint on Typestate
Asked you for the name on your invoices and the address your emails come from.
Started Freelancer invoices and reminders: 2 record types, 5 web endpoints.
6 actions are compiling.
Deployed to Sandbox. Try it at your Sandbox address.
What runs
Each step has 3 parts: who starts it, how it reaches your backend, and the action that answers.
- Youadd a clientWeb endpointPOST /clientsAdd a ClientKeeps the client for your invoices.saves a Client
- Youdraft an invoice, and it gets the next numberWeb endpointPOST /invoicesDraft an InvoiceNumbers the invoice and keeps it as a draft.saves an Invoice
- Yousend it, and the client gets it by emailWeb endpointPOST /invoices/sendSend an InvoiceEmails the invoice to the client.sends 1 emailchanges the Invoice
- Your backendsends a reminder 7 days late, and again after 14TimerEvery day at 09:00, Berlin timeChase Late InvoicesReminds the client twice, then marks the invoice overdue.sends emailschanges Invoices
- Youmark it paid when the money arrivesWeb endpointPOST /invoices/paidMark an Invoice PaidMarks the invoice paid.changes the Invoice
- Web endpoint: your website or app calls it
- Timer: it runs at a set time
The rule you will want to change first
A reminder goes 7 days after the due date, and a second one after 14. After that, the invoice is marked overdue and nobody is emailed again.
It lives in the action Chase Late Invoices. Tell your agent how you want it instead: one sentence changes, and you read the change before it goes Live.
What it is made of
The map shows the records it keeps, the actions it runs and the services it calls.
What it keeps
Clientowner, name, email, address
Invoiceowner, number, client, description, total, due on, state, reminders
What it does
Add a Clientweb endpoint
Draft an Invoiceweb endpoint
Send an Invoiceweb endpoint
Mark an Invoice Paidweb endpoint
List Invoicesweb endpoint
Chase Late InvoicesEvery day at 09:00, Berlin timeThe rule to change first
What it reaches
ResendSend email from your own address: sign-in links, receipts, reminders.
Your website5 web endpoints
What it keeps
Invoice
8 fieldsOne invoice, with its number and whether it is paid.
- owner
- required
- number
- required
- client
- required
- description
- required, at most 2000 characters
- total
- required, a whole number
- due on
- required, a date
- state
- required, one of draft, sent, paid, overdue
- reminders
- required, a whole number, 0 to 2
Only the freelancer who signed in sees their invoices.
What it does
Open an action to read its steps: each sentence, with the calls that do it under it.
Add a ClientYou add a client with their email address.
Who starts it
From the webPOST /clients
What it is given
Nametext, needed
EmailEmail, needed
Addresstext, optional
What it does
- input.addresswhat the caller gives
- clienta value it works out
- Clienta record type
- Clientan attribute of a record or an answer
- caller.idwhat it knows without being told
Create a Client with name, email and address set to the given name, email address and billing address, and owner_id set to the signed-in person.
Add a Client
set address to input.address
set email to input.email
set name to input.name
set owner_id to caller.id
Answer with that Client's id, name, email and address.
Answer
address is client.address
email is client.email
id is client.id
name is client.name
Draft an InvoiceYou write an invoice, and it gets the next number of the year.
Who starts it
From the webPOST /invoices
What it is given
Client IDtext, needed
Days to paya whole number, needed
Descriptiontext, needed
Totala whole number, needed
What it does
- input.client_idwhat the caller gives
- clienta value it works out
- Clienta record type
- Clientan attribute of a record or an answer
- 90a fixed text or number
- caller.idwhat it knows without being told
- refusewhere it says no
Find the Client whose id is the given client id.When none matches, refuse with "No such client".
client is
Find the first Client where
id is input.client_id
when none refuse "No such client"
When the given days to pay are less than 1 or more than 90, refuse with "Give between 1 and 90 days to pay".
When input.days_to_pay is less than 1
or input.days_to_pay is more than 90
Refuse "Give between 1 and 90 days to pay"
The number is this year, a dash, and the count of Invoices whose owner_id is the signed-in person and whose number starts with this year, plus one, written with 3 digits: 2026-001, 2026-002.
A number never repeats inside a year, because a tax office reads the numbers as one unbroken row.
year is the first item of today as the text of a date cut at each "-"
invoices_this_year is
Count Invoices where
number starts with year
owner_id is caller.id
next is invoices_this_year + 1
number is "year-"00{the value named next as the text of a number}" when the value named next is less than 10, otherwise "0{the value named next as the text of a number}" when the value named next is less than 100, otherwise the value named next as the text of a number"
Create an Invoice with number set to that number, client_id set to the given client id, description and total_cents set to the given description and total, due_on set to that many days from today, state set to draft, reminders set to 0, and owner_id set to the signed-in person.
Add an Invoice
set client_id to client.id
set description to input.description
set due_on to today plus the given days to pay days
set number to number
set owner_id to caller.id
set reminders to 0
set state to "draft"
set total_cents to input.total
Answer with that Invoice's id, number, description, total_cents, due_on and state.
Answer
description is invoice.description
due_on is invoice.due_on
id is invoice.id
number is invoice.number
state is invoice.state
total_cents is invoice.total_cents
Send an InvoiceThe invoice goes to the client by email.
Who starts it
From the webPOST /invoices/send
What it is given
Invoice IDtext, needed
What it does
- input.invoice_idwhat the caller gives
- invoicea value it works out
- Invoicea record type
- Invoicean attribute of a record or an answer
- "draft"a fixed text or number
- toa part of an email or a payment
- refusewhere it says no
Find the Invoice whose id is the given invoice id.When none matches, refuse with "No such invoice".
invoice is
Find the first Invoice where
id is input.invoice_id
when none refuse "No such invoice"
When that Invoice's state is not draft, refuse with "This invoice was already sent".
When invoice.state is not "draft"
Refuse "This invoice was already sent"
Find the Client whose id is that Invoice's client_id.
client is
Find the first Client where
id is invoice.client_id
when none carry on without one
Email that Client's email with the subject "Invoice" and that Invoice's number, from the name in the BUSINESS_NAME setting, with the description, the total in euros and the due date.
business_name is the setting BUSINESS_NAME
When client holds a value
Send an email
to client.email
template "Send an Invoice Email"
business_name business_name
description invoice.description
due_on date of invoice.due_on
number invoice.number
total_cents invoice.total_cents as money
Change that Invoice's state to sent.
Change the Invoice where
id is invoice.id
set state to "sent"
Answer with that Invoice's id, number, state and due_on.
Answer
due_on is sent.due_on
id is sent.id
number is sent.number
state is sent.state
Mark an Invoice PaidYou mark an invoice paid when the money arrives.
Who starts it
From the webPOST /invoices/paid
What it is given
Invoice IDtext, needed
What it does
- input.invoice_idwhat the caller gives
- invoicea value it works out
- Invoicea record type
- Invoicean attribute of a record or an answer
- "draft"a fixed text or number
- refusewhere it says no
Find the Invoice whose id is the given invoice id.When none matches, refuse with "No such invoice".
invoice is
Find the first Invoice where
id is input.invoice_id
when none refuse "No such invoice"
When that Invoice's state is draft, refuse with "Send the invoice first".
When invoice.state is "draft"
Refuse "Send the invoice first"
When that Invoice's state is paid, answer with its id, number and state, and change nothing.
When invoice.state is "paid"
Answer
id is invoice.id
number is invoice.number
state is invoice.state
Otherwise change that Invoice's state to paid, and answer with its id, number and state.
Change the Invoice where
id is invoice.id
set state to "paid"
Answer
id is paid.id
number is paid.number
state is paid.state
List InvoicesYou see every invoice, and what is owed.
Who starts it
From the webGET /invoices
What it is given
Stateone of draft, sent, paid, overdue, optional
What it does
- input.statewhat the caller gives
- all_invoicesa value it works out
- Invoicea record type
- Invoicean attribute of a record or an answer
- "sent"a fixed text or number
- caller.idwhat it knows without being told
List the Invoices whose owner_id is the signed-in person, newest first.When a state is given, list only the Invoices in that state.
all_invoices is
Find Invoices where
owner_id is caller.id
sorted by created_at, highest first
invoices is
each invoice of all_invoices where
input.state is not given
or invoice.state is input.state
For each Invoice, answer its number, its total_cents, its due_on and its state, and the name of the Client whose id is its client_id.
rows is
each invoice of invoices as
client_name is invoice.client.name
due_on is invoice.due_on
number is invoice.number
state is invoice.state
total_cents is invoice.total_cents
Also answer the total of total_cents over every Invoice whose owner_id is the signed-in person and whose state is sent or overdue.
owed is
Add up total_cents of Invoices where
owner_id is caller.id
state is one of "sent" or "overdue"
Answer
invoices is rows
owed_cents is owed
Chase Late InvoicesEvery morning, late invoices get a reminder: after 7 days, after 14, then they are marked overdue.
Who starts it
A timer, every day at 09:00, Berlin time
What it is given
Nothing. It needs no input.
What it does
- invoicesa value it works out
- Invoicea record type
- Invoicean attribute of a record or an answer
- "sent"a fixed text or number
- caller.idwhat it knows without being told
- toa part of an email or a payment
For the freelancer this run is for, list each of their Invoices whose state is sent.
invoices is
Find Invoices where
owner_id is caller.id
state is "sent"
For each of those Invoices, find the Client whose id is its client_id and who belongs to the freelancer this run is for.When none matches, go on to the next Invoice.
For each invoice in invoices, at most 50
client is
Find the first Client where
id is invoice.client_id
owner_id is caller.id
when none skip this one
When it is 7 or more days past its due_on and its reminders is 0, email that Client's email with the subject "Reminder: invoice" and the Invoice's number, with the total and the due date, and change its reminders to 1.
When days since invoice.due_on is at least 7
and invoice.reminders is 0
Send an email
to client.email
template "Chase Late Invoices Email"
due_on date of invoice.due_on
number invoice.number
total_cents invoice.total_cents as money
Change the Invoice where
id is invoice.id
set reminders to 1
When it is 14 or more days past its due_on and its reminders is 1, email that Client's email the same way, and change its reminders to 2.
When days since invoice.due_on is at least 14
and invoice.reminders is 1
Send an email
to client.email
template "Chase Late Invoices Email"
due_on date of invoice.due_on
number invoice.number
total_cents invoice.total_cents as money
Change the Invoice where
id is invoice.id
set reminders to 2
When it is more than 21 days past its due_on and its reminders is 2, change its state to overdue and email nobody.
After 2 reminders the owner takes it up by hand, so a third email would only annoy the client.
When days since invoice.due_on is more than 21
and invoice.reminders is 2
Change the Invoice where
id is invoice.id
set state to "overdue"
What it does by itself
- Every day at 09:00, Berlin time, late invoices are chased.
Who signs in and what they may read
People sign up and sign in with an email address and a password, or with a provider you add, such as Google.
- Client: Only the freelancer who signed in sees their clients.
- Invoice: Only the freelancer who signed in sees their invoices.
Web endpoints
| What it does | Who may call | Address |
|---|---|---|
| You add a client. | a signed-in person | POST /clients |
| You draft an invoice. | a signed-in person | POST /invoices |
| You send an invoice. | a signed-in person | POST /invoices/send |
| You mark an invoice paid. | a signed-in person | POST /invoices/paid |
| You read your invoices. | a signed-in person | GET /invoices |
What it cannot do yet
- It does not make a PDF. The email carries the invoice as text.
- It does not take card payments. The client pays by bank transfer and you mark it paid.
- It is not bookkeeping software. Your accountant still needs the invoices.
Build the pages with your tool
Typestate is the backend. Paste this brief into Lovable, v0, Claude Code or the tool that builds your pages.
Show the brief
Build the pages for "Freelancer invoices and reminders". The backend runs on Typestate and answers these web endpoints:
POST /clients: You add a client. Who may call: a signed-in person.
POST /invoices: You draft an invoice. Who may call: a signed-in person.
POST /invoices/send: You send an invoice. Who may call: a signed-in person.
POST /invoices/paid: You mark an invoice paid. Who may call: a signed-in person.
GET /invoices: You read your invoices. Who may call: a signed-in person.
People sign up at POST /auth/signup and sign in at POST /auth/login, which answers a token. Send it as Authorization: Bearer <token>.
A refused call answers a sentence that can be shown to the person as it is.
Start it
- Tell your agent the sentence on the right.
- It asks you for your name or your business's name, as it goes on each invoice.
- It asks you for the address emails come from, on a domain you verified at Resend, such as "Riverside Physio <hello@riverside.example>".
- It tells you what only you can do, such as pasting your Resend key in the cockpit. A key never goes through the agent.
- Open your Sandbox address and try it yourself.
Starting from this blueprint does not count against the action changes of your plan. The Free plan runs it on Sandbox. Live needs a paid plan.
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