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Frequently Asked Questions

What is Cloudlance?
Cloudlance is a series of integrated tools developed and designed specially for freelancers and independent professionals.
What do you mean by integrated tools?
It means that they interact between them, feeding of each other’s information. In this way, freelancers avoid having to manually export and import data between different tools.
What can I do with Cloudlance?
You can record clients and projects information, create invoices, follow payments received and expenses, both personal and professional, so can better understand your business.
In which languages is Cloudlance available?
It is currently available in English and Spanish. Soon we will be adding Portuguese.
Can I use Cloudlance if I’m not a freelancer?
Yes! You can use it to record your personal expenses in a simple and organized way, helping you optimize your finances.
In which devices can I use it?
Cloudlance works on smartphones, tablets and desktops. The system is optimize to work better on iPhone 4S, 5, 5C, 5S, 6 and 6 Plus with iOS8 or superior, Android and desktops with the latest versions of Safari, Chrome and Firefox.
How can I login from my smartphone or tablet?
As we are still in beta, for logging in you need to go to beta.cloudlance.co on your browser and type in your username and password. If you want to avoid typing these again, we recommend you to select the option Keep logged in. Our final version will have a native app for each mobile OS and you will be able to download it from each platform’s app store.
How do I change my password?
To change your password you need to click the button at the top right angle of your screen, and then select Change password. After you clicked on that option, it will ask you for your old password once, and twice for the new one.
How do I change the language?
To change your language you need to click the button at the top right angle of your screen, and then select Edit your profile, and then Other information where you will find the site language option. To change it you must click on the green notepad icon that is located on top to the right.
What’s the dashboard for?
The dashboard gives you a general vision of your operation. If you want to access more detailed information, you can visit your Clients, Projects, Invoices and Expenses sections, or go to Reports, where you can find consolidates information and analysis about your business.
Where do I provide my personal and business information?
To load your information you need to click the button at the top right angle of your screen, and then select Edit your profile. You will find 3 tabs: Contact information, Business information and Other information. There you can provide your information, which will later be used for creating invoices and reports.
How do I set up the currency that the system will use?
To select the currency you need to click the button at the top right angle of your screen, and then select Edit your profile and then select Business information where you will find the currency. To change it you must click on the green notepad icon that is located on top to the right. It’s very important to select your currency preference, as it will be used in your invoices and reports.
How do I set up a new client?
To create a new client you need to click on New and then select Client from that menu. After you select that option, all you need to do is load your client’s information and save it.
How do I set up a new project?
To create a new project you need to click on New and then select Project from that menu. After you select that option, all you need to do is load your project’s information and save it. Remember that before creating a new project, you need to create the client that will be associated to the project.
How do I create an invoice?
To create a new invoice you need to click on New and then select Invoice from that menu. After you select that option, all you need to do is load your invoice information and save it. Then it will ask you to add the items that you want to invoice, that could be your fee (items) or expenses associated to the project (expense items). You should check that your client’s information is correct, and then click on Generate Invoice. The invoice will be created and downloaded as a PDF file. Remember that for generating an invoice associated to a project, you must first create the client and the project.
Can I use my logo on the invoices?
Yes, you can. You need to click the button at the top right angle of your screen, and then select Edit your profile and then go to the Other information tab where you will find your logo. To change it you must click on the green notepad icon that is located on top to the right and upload the file with your logo.
How do I load a personal or business related expense?
To create a new expense you need to click on New and then select Expense from that menu. After you select that option, all you need to do is load your expense information and save it. You can select if the expense is billable or not, and if it is, you can assign it to a project; just remember that the project needs to be previously created.
How do reports work?
In the Reports section you can select a variety of reports with information of your personal expenses, projects and client expenses. You can see these information by year or year-to-date. You can currently view and download the reports on PDF, and we will be adding other options in the future.
Can I see my reports on different currencies?
Currently you can only see the reports on the currency that you selected as your main currency in your profile, which you use to create projects and expenses. We will soon be launching the option that will let you select different currencies.