Freshbooks

Disclaimer: This is a promoted post by the advertiser / we are affiliated with the software

More and more people are deciding to quit jobs that do not meet their needs and decide to start a business to create the business they have dreamed of and give them the support they need in their family. It is for them that so many tools and sites have been created on the internet that gives them the help they need to run their business more efficiently. Freshbooks is one of them, so if you haven’t heard of it, now you will know why you should make it your ally.

What is Freshbooks and how does it benefit me?

Freshbooks is nothing more and nothing less than the tool that will help you in the invoicing and billing activities of small and growing businesses. It does all this in such a simple way that the user will be surprised how much more time he will have to concentrate on doing what he likes to do and how much faster he will be able to receive payments. Would you have ever imagined before that an invoicing software would be able to do that? You can try it for free for the first 30 days. And to the advantage of many, no credit card is required.

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Who is Freshbooks for?

Freshbooks is cloud accounting specially designed for freelancers so they can manage their accounting without needing to be financial experts. It offers freelance entrepreneurs the perfect solution to spend less time on frustrating paperwork tasks and more time on paid work.

Freshbooks features

Freshbooks has a very clean and clear design, an interface that is optimized, and a lot of functionalities and features specially designed to make accounting tasks as easy as possible for both entrepreneurs and freelancers.

It covers stuff like:

  • Accounting: Balance Sheet, General Ledger, Accounts Payable, Accountant Access, Trial Balance, Cost of Goods Sold, Chart of Accounts and Journal Entries
  • Clients: Client Account Statement, Revenue by Client Report, Time Entry Details Report, Invoice details report, Retainer Summary report, client portal, payments collected report, collaborative tools, credit tracking…
  • Estimates: track estimates, turn estimates into invoices, accept estimates online, add discounts, customize estimates with your brand…
  • Expenses: multi currency, auto categorization, tax friendly, recurring expenses…
  • Integrations: Shopify, Squarespace, Zoom, Outlook, Google Suite, Stripe, Gusto, Bench, Keypay, Income reporter… lots of integrations tested by the Freshbooks team
  • Invoicing: add invoice due dates, invoice from anywhere using the smartphone app, offer discounts, add your branding…
  • Mileage Tracking: edit trip details, local rates in app…
  • Mobile: a complete app for your smartphone so you can manage everything from your phone
  • Payments: Collect payments using Freshbook Payments, Stripe, Paypal and other payment options
  • Projects: create projects, chat, collaborate, invite staff, invite clients or contractors, tracking progress…
  • Proposals: notifications, attachments, eSignatures, reuse proposals, track proposals, multiple languages…
  • Reports: breakdowns, sales tax summary, profit and loss, payments collected, expenses report, invoice details report…
  • Time Tracking: detaile time entry nodes, bill tracked hours, daily breakdowns for projects…

freshbooks settings

Let’s break down some of the main features

Invoicing to international clients

This option is a real gem for companies that outsource their services and for international freelancers. Freshbooks offers the ease of managing clients regardless of their location, language, currency, or local tax rate because it manages a wide variety of currencies.

Speed and time savings for its users

One of the main reasons why Freshbooks was created is to save time for business owners and streamline heavy tasks. That is why this feature will help you save time on invoicing so that you can dedicate it to formulating strategies and increasing the success of your business.

In addition, it includes auto-fill features and drop-down menus, and when creating customer accounts the platform automatically saves customers with their default currency and language. In this way, every time an invoice is created, Freshbooks will automatically use the data stored for each customer, calculate taxes and discounts and offer the possibility to save it in PDF format, send it by email or print it.

Agility in the collection

Freshbooks comprehensively tracks the collection process by controlling when the customer accesses the invoice and records time, expenses, and timesheets.

Easy-to-do invoices

Do you find the part of making invoices the most tiresome and time-consuming? FreshBooks allows you to create very professional-looking invoices complete with your company or professional’s logo in a matter of a few minutes, that’s how you can turn an estimate into an invoice in two clicks.

Compatible with several payment options

Another advantage of this tool is that it allows you to invoice in any currency, and it is also compatible with a wide variety of payment processors, accepts credit cards such as Visa or Mastercard, and allows payment and charging with Paypal. As well as accepting other tools such as Basecamp, Autotask, and ClientSpot.

Access from remote and mobile devices

Are you a very active person who doesn’t usually spend many hours sitting in an office? Freshbooks also thought about the needs of people like you. With its mobile version, you will be able to control the time to create invoices while away from your desk and just using your cell phone. It is available for iOS and Android so you can easily access it from anywhere, whether you have a smartphone or tablet, generating invoices and managing receipts.

This way you will have the power to continue working even if you are not in the office and manage your finances.

freshbooks invoices

Control your money

Freshbooks also keeps track of incoming and outgoing money, calculates costs, lets you know instantly how much you are earning, manages the receipt of invoices, and calculates taxes among many other functions.

Freshbooks is an “all-in-one” finance system for everyone

More and more entrepreneurs from small and large companies are looking for a friend in Freshbooks, as well as finance freelancers who rely on this app that has already won several awards for its excellent customer service.

Prices offered by Freshbooks

Now that you know most of its features and the benefits it offers to companies that have already joined this software, you should know the prices it offers so you can make your calculations and get the most out of it.

Although Freshbooks does not have a free version, it does offer a free trial. The paid version of FreshBooks is available for US$6.00/month. And the other versions break down as follows:

Lite plan: $12,00/month

Track / organize clients

  • Billable Clients: 5
  • Client profiles and account statements
  • Clients can store credit card info
  • Client self-service portal
  • Client Credits
  • Automated Recurring Invoices

Billing

  • Unlimited Estimates
  • Unlimited + Customised Invoices
  • Scheduled Late Fees
  • Automated Late Payment Reminders
  • Accept Deposits
  • Manage budget and billing for projects

Client payments

  • Online Credit Card Payments
  • Direct Debit Payments (BACS and SEPA)
  • Checkout Links

Business management

  • Unlimited Time-Tracking
  • Unlimited Expenses
  • Automated Bank Import
  • Tax time reports
  • VAT return filing for MTD for all plans
  • Business health reports
  • At-a-glance performance dashboards

Plus plan: $22,00/month

Track / organize clients

  • Billable Clients: 50
  • Client profiles and account statements
  • Clients can store credit card info
  • Client self-service portal
  • Client Credits
  • Automated Recurring Invoices

Billing

  • Unlimited Estimates
  • Accept e-Signatures
  • Unlimited + Customised Invoices
  • Scheduled Late Fees
  • Automated Late Payment Reminders
  • Accept Deposits
  • Manage budget and billing for projects
  • Unlimited Proposals
  • Client Retainers

Client payments

  • Online Credit Card Payments
  • Direct Debit Payments (BACS and SEPA)
  • Checkout Links

Business management

  • Unlimited Time-Tracking
  • Unlimited Expenses
  • Automated Bank Import
  • Tax time reports
  • VAT return filing for MTD for all plans
  • Business health reports
  • At-a-glance performance dashboards
  • Double-entry accounting reports
  • Bank Reconciliation
  • Accountant Access

Premium plan: $45,00/month

Track / organize clients

  • Billable Clients: unlimited
  • Client profiles and account statements
  • Clients can store credit card info
  • Client self-service portal
  • Client Credits
  • Automated Recurring Invoices
  • Customised email templates & signatures
  • Automated client emails with dynamic fields

Billing

  • Unlimited Estimates
  • Accept e-Signatures
  • Unlimited + Customised Invoices
  • Scheduled Late Fees
  • Automated Late Payment Reminders
  • Accept Deposits
  • Manage budget and billing for projects
  • Unlimited Proposals
  • Client Retainers

Client payments

  • Online Credit Card Payments
  • Direct Debit Payments (BACS and SEPA)
  • Checkout Links

Business management

  • Unlimited Time-Tracking
  • Unlimited Expenses
  • Automated Bank Import
  • Tax time reports
  • VAT return filing for MTD for all plans
  • Business health reports
  • At-a-glance performance dashboards
  • Double-entry accounting reports
  • Bank Reconciliation
  • Accountant Access
  • Project Profitability
  • Accounts Payable

Custom plan: ask for a price

Track / organize clients

  • Billable Clients: unlimited
  • Client profiles and account statements
  • Clients can store credit card info
  • Client self-service portal
  • Client Credits
  • Automated Recurring Invoices
  • Customised email templates & signatures
  • Automated client emails with dynamic fields
  • Remove FreshBooks branding from client emails

Billing

  • Unlimited Estimates
  • Accept e-Signatures
  • Unlimited + Customised Invoices
  • Scheduled Late Fees
  • Automated Late Payment Reminders
  • Accept Deposits
  • Manage budget and billing for projects
  • Unlimited Proposals
  • Client Retainers

Client payments

  • Online Credit Card Payments
  • Direct Debit Payments (BACS and SEPA)
  • Checkout Links
  • Subscription-based payments
  • Securely accept credit cards over the phone
  • Secure Card Storage
  • Users can charge client credit cards

Business management

  • Unlimited Time-Tracking
  • Unlimited Expenses
  • Automated Bank Import
  • Tax time reports
  • VAT return filing for MTD for all plans
  • Business health reports
  • At-a-glance performance dashboards
  • Double-entry accounting reports
  • Bank Reconciliation
  • Accountant Access
  • Project Profitability
  • Accounts Payable
  • 2 team member accounts included
  • Dedicated account manager
  • Customised onboarding services
  • Data migration services

Customized pricing is available for unlimited customers and specialized features. You can choose the option that is most comfortable for you, suits your needs and the number of clients, and features your company needs as it grows.

Freshbooks review

Overall Freshbooks offers advantages that every business owner needs to make their work easier and faster, which makes it quite modern and complete. It has a very professional look and very complete accounting reports, which allows you to maintain an excellent organization in the administration of the business.

It has excellent customer service. And what is more comfortable for entrepreneurs is that it has a mobile application and a very striking interface design. The “Proposal” section will surely leave you fascinated as it allows you to show the workspace and writing and attach your custom images.  So it is software you should not miss if you want to grow your business.

Honestly, if you take a look at the MASSIVE AMOUNT of features and integrations on Freshbooks, 9 out of 10 times it should be the software you are looking for to keep your bookkeeping easy and safe.

Our score

  • Number of features
  • Pricing
  • Learning curve
  • User friendly
5

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About the author

Amazon and ecommerce Consultant at Jordiob.com | Website

I work as an independent eCommerce and Amazon consultant.

I work for: Estrella Damm, Intersport, Bella Aurora, Lladró, Textura Interiors, Nice Things Palomas, Castañer, Due-Home and many other clients.

I teach and have been a speaker at: Meet Magento, Prestashop, Prestashop Day, SEMRush, Cambra de Comerç Barcelona, ​​ClinicSEO, Ecommbeers, Ecommbrunch, Ecommercetour.com, Ecommfest, EOI, ESIC-ICEMD, Foxize, Generalitat de Catalunya, Inesdi, Quondos and The Valley.

In addition, I have done in-company trainings for brands such as Orange and Adidas.

Finally, I collaborate writing articles for Shopify, SEMRush, Prestashop´s official blog, Brainsins, La Vanguardia, eCommerce-news.es, Marketing4ecommerce and other blogs and media.