Clearmargin Documentation
Guides, API reference, and integrations for the financial stack built for freelancers, independent professionals, and small teams.
Everything you need to get the most out of Clearmargin — from sending your first proposal to connecting with your favorite tools.
Getting Started
Jump into the essentials. These guides walk you through the core workflows.
Create a Proposal
Build and send a proposal to a client with line items, milestones, and payment terms.
Track Time
Log hours with the quick-entry strip, live timer, or manual entry. Supports rate types and multipliers.
Create an Invoice
Generate an invoice from unbilled time and expenses, or create one manually from scratch.
Manage Expenses
Track project costs, shared costs, and overhead. Categorize with catalog items and tax categories.
View Profitability
See real per-client profitability by comparing revenue against all costs — labor, expenses, and overhead.
Browse by Category
Explore all guides organized by feature area.
Proposals
Create, send, duplicate, and convert proposals to projects.
Invoicing
Manual invoices, generated invoices, payment schedules, billing waivers, and more.
Time Tracking
Log time, manage rates, configure rate types and multipliers.
Expenses
Track expenses and charges, create recipes, manage material categories.
Clients
Manage contacts, view profitability, and archive clients.
Schedule
Calendar, pipeline, milestones, templates, and Google Calendar sync.
Settings
Organization settings, Stripe payments, API keys, webhooks, imports, and exports.
Quick Links
All Guides
Browse every how-to guide in the documentation.
API Reference
REST API endpoints, authentication, query syntax, and webhook event reference.
Integrations
Connect Clearmargin with Zapier, n8n, Make, Slack, and other tools.
FAQ
Answers to common questions about plans, billing, time tracking, invoicing, and more.