FreshBooks Reviews

About Freshbooks

Let’s start talking about Fresh books and what benefits they can bring to your business. To cover all that in the following  Freshbooks review, we will be going through the following aspects:

Now that we know Freshbooks let’s look at how to use Freshbooks.

How to use Freshbooks?

Easy peasy! Start by creating an account with them and configure all about your company. Then, once you are on the Fresh books dashboard, start the configuration process by linking it to your e-commerce store, your bank, and payment gateways. Last, automate your invoicing process and save yourself some time with features such as recurring invoices.

Details of Freshbooks Features

Invoicing

Above all, remember that invoices help you bill a client for products or services and help you keep track of your income. Fresh books invoice makes creating personalized invoices fun and easy. Furthermore, you can make all the tedious manual work disappear by automating a major part of the invoicing process. For example, you can automate payment reminders and charge penalties for past-due invoices. Finally, end your clients’ coverage using an interesting feature offered by Freshbooks that allows you to set a percentage for upfront payments on an invoice.

Moreover, remember that you can always opt for the Freshbooks recurring invoice if you have a client who works with you regularly. You can automate the process and make Freshbooks invoice customers for you regularly.

How do I create a Freshbooks invoice?

Creating an invoice is difficult if you do it for the first time, but no worries, it gets easier. Here is how you create an invoice in Freshbooks:

• Log in
• Go to the Create new section on the Dashboard
• Select Invoice
• You will get to the New Invoice Screen
• Customize your Invoice Style
• Fill out your invoice

Furthermore, you can also reach the same process by going to the invoice section and selecting New Invoice.

Expenses

Moving on with the Freshbooks review to the expenses feature. First, the feature will automate most of the things you do manually, like inserting your expenses. What would be the right question to ask right now? Yes, you! We know you are asking yourself that. Good! Now, let’s take it to step by step.

First, by connecting your bank account to Fresh books, all your expenses will be pulled from your bank account and added to the software without you lifting a finger every day you make a transaction.

Second, say goodbye to losing receipts. To keep a tidy and organized working space, snap a picture of every receipt you have for your business using the Freshbooks mobile app every time you purchase.

Third, make filling in your taxes easy for you or your accountant by categorizing your expenses right from the start instead of going back and forth every time you have to do it.

Fourth, we must make purchases on their behalf when working on complex projects. To make the process of recovering your money and billing your client for that purchase, Freshbook created a feature that allows you to mark an expense as billable, automatically drag it into an invoice, and send it to the desired client.

Last, split your expenses on projects. You can allocate each expense you or your team does to a project to better overview the expenses.

Estimates

Create unique proposals by clearly outlining the scope, timeline, and deliverables of projects for your clients. Moreover, have a clear outline and a sharp answer for all your clients by looking into the calendars and the running projects. This means delivering a clear answer when you can start a project in seconds without wasting time researching your next opening. Finally,  deliver Freshbooks invoices quickly by transforming your estimates into them without effort. Now, isn’t that something you have always dreamed of? We sure are impressed by this and are thinking of how much time we could have saved using this software.

Payments

Let’s move on with this Freshbooks review to how you bring the cash home. Well, let us review the Freshbooks way, which is pretty awesome, to be honest. So, optimize the process of paying your Fresh books invoice by providing your customers with several payment options, such as card payments available straight from the invoice. The benefits of having such an option are that you make it extremely easy for them to pay you and avoid getting your invoice tossed around the office. Even cooler is the transparency of the whole process. Freshbooks payments, Stripe, and Paypal, will provide all the transaction fee information.

Reports

Due to the expense and income approach, Fresh books will always have a clear overview of how your business is doing at all times. Moreover, this approach will save you tons of time in the tax season as you will be ready to send your taxes. Also, don’t forget that your account can access all your activity.

Mobile

Keep on track with your projects, payments, and reports on the go through the Freshbooks mobile apps. First, get instant updates on the projects that are going on in your team. For example, be aware of every file a client shares with you. Second, keep track of all your receipts by taking pictures of them and adding them directly to Fresh books on the go.

Third, create Fresh books invoices from anywhere. And the coolest part is yet to come! So forth, automatically track the mileage as you drive by swiping that you are on a business trip and be aware of all the potential tax deductions.

Integrations

Now that we have gone through all the Freshbooks features let us look at the Freshbooks integrations. Above all, we have to mention that they have an exciting and distinctive approach to integrations. They split them into two: Freshbooks and Freshbooks classic.

Now that we clarified this let’s look at what each of them has in store for the user and the difference. Before we get to the integration available for each of them, let’s look at the difference between these two versions.

So essentially, the difference is that Freshbooks Classic was developed for small businesses, and Freshbooks focuses on business owners. To be more specific, the classic version is simplified, while the Freshbooks for owners is the version with all the features we’ve been discussing so far.

However, let’s see further in this Freshbooks review what the software integrates.

Above all, remember that Freshbooks classic integrates with only seven tools: Bench, Gusto, Fundbox, Google, Zapier, Stripe, and Hubspot.

FreshBooks Review Conclusion

To wrap things up, we have to say that we are quite impressed by the Freshbooks platform. The tool is easy to use, flexible, saves time, and brings a lot of value for money. However, we must admit that it will probably be a tool we will switch to for its expenses approach and P&L outlook.

Moreover, we would say that it has just enough features to solve all your problems and not too many to overwhelm you.