How to Use Freshbooks

2016 How to Use Freshbooks by
Marketing Gem-Arlene Jovita
1
*HOW TO USE
FRESHBOOKS
Overview of Freshbooks
How to Create Account
How to Bill and Invoice Clients
Receiving Payments
How to Create Reports

2
What is FreshBooks?

3
Freshbooks is a
cloud-based
accounting for
Non-Accountants.

4
Benefits and
Features
of FRESHBOOKS
Accounting

5
Easy to Use
Simple and
intuitive, so
accounting is not
intimidating.

6
Work Anywhere
Your business is
accessible from
any device.

7
Work Anywhere
Your data is always
backed up and
secure.

8
Get Organized
Built for small
business owners to
get organized & get
paid.

9
You’ll be tracking
time, logging
expenses and
invoicing your clients
in no time.

10
Save Time Billing
FreshBooks
customers spend
less time on
paperwork.

11
Save Time Billing
Easily invoice
clients from your
desk or on the go..

12
Save Time Billing
In fact, customers
are paid an average
of 5 days faster.

13
On average,
FreshBooks
customers double
their revenue in the
first 24 months!

14
How can I
start using
Freshbooks?

15
Click internet
browser and open
Freshbooks website.

16
Register and
create your
account.

17
Fill in
Sign
up
details

18

19
Receive email
notification for
successful sign up.

20
You have now a
Freshbooks account.

21
For Company Logo,
click Upload your
Logo.

22
Click My Account
to work on
Company Profile.

23
I suggest Client shall
try 30 days Free Trial.

24

25
This is
your
user
account
details.

26
Let us start working
on People tab.

27
People tab is
composed of
the following:

28
• Clients
• Staff and Contractors
• Accountants
• Assign Clients
• Emails

29
Click Client tab to
create Client details.

30

31
Fill-up Organization
of new Client.

32
2 options to
send Invoices to
Clients.

33
Email

34
Snail Mail

35
Enter new Client
information and Login
Credentials.

36
Ensure that
Password must be
at least 5
Characters.

37
More client details to
fill in.

38
Click Save once Client
details is completed.

39
You get notified if Client
has been created.

40
Created Client can
viewed in the Clients
list.

41
Create Client
details before you
start Invoicing..

42
Team members are
added to People list.

43
Add Accountant to
People list.

44
Assign your staff to
specific Client.

45
Sent Email menu keeps
copies of all sent e-mails.

46
Now let’s work on
Invoices tab.

47

48
Click Client name to
be invoiced.

49
Fill in invoice details.

50
Note that Invoice Number
and Date of Issue are
compulsory.

51
For discount, CLICK Add
Discount and input
discount rate.

52
Discount amount
automatically appears.

53
Click Request a Deposit
if you require deposit
from client.

54
You can set Default Invoice
Terms & Late Payment
Fees.

55
Freshbooks can link
payment options with
Stripe or Paypal.

56
You may add notes to
Client when they view
the invoice.

57
Now done with
invoicing?

58
This is how the
invoice appears.

59
Save it to draft if you
are not ready to send
the invoice.

60
Click Send by Email
or Snail Mail if
Invoice is ready.

61
Invoice created can be
viewed in the Invoice
list.

62
Invoice notification
appears once
successfully sent.

63
WELL DONE!
You have
successfully
created your first
Invoice!

64
Now let us
track payment
from Clients.

65
Client is billed for 50%
deposit, Click New
Payment.

66
Billed Client appears in
the New Payment list.

67
Click the Client.

68
Click Enter Payment.

69
Assuming 50% is
paid by Client.

70
Enter
amount
and
payment
method

71
Click
Save

72
Click OK to
confirm.

73
You will be notified
for successful
payment.

74

75
Client pays his
outstanding
account.

76
Balance due is
1,211.25.

77
Click Enter Payment.

78
Paypal is
used for
method
of
payment.

79
1.Click
payment
2.Click
payment
notification
3. Click
Save
1
2
3

80

81
Let us track
Company’s
Expenses.

82

83
Expenses has
Archive to view all
expenses entered.

84
We can also Delete,
Copy or Edit Expenses.

85
Expenses has
Convert to Invoice
button.

86
If you import expenses,
click the File Import .

87
Or you can Create
New Expenses.

88
CLICK New Expense
button.

89
Enter New Expense
details.

90
Amount is
PhP200.

91
Write date when
expenses is incurred.

92
Type Vendor’s name.

93
Freshbooks also
requires Category of
Expenses.

94
You can put notes
on the transaction.

95
Click Recurring Button if
Expenses is recurring.

96
If Expenses is for
specific Client, CLICK
button and input details.

97
Receipt can be attached
to the transaction.

98
CLICK Attach Image
Receipt and attach file.

99
CLICK Add Expense
once finished with
entry.

100
Expenses can be
viewed in the
Expenses list.

101
Now let us try
to use Reports.

102
Reports has
many Options to
choose from.

103

104
For Invoice Reports,
CLICK Invoice
Details.

105
Report generates
Invoice Details.

106
CLICK Expenses Reports
under Accounting Reports.

107
Expense Report
generated.

108
Payment Collected
Report.

109
Profit & Loss Report.

110
REPORTS YOU NEED
COME OUT JUST A
CLICK AWAY WITH

111
REFER YOUR
ACCOUNTANT FOR
THE PREPARATION OF
BALANCE SHEET

112
CONGRATULATIONS!
You have successfully
created your
FRESHBOOKS Cloud
Accounting!

113

114
Find out more Virtual tutorials
from Marketing Gem
by visiting my website:
https://marketinggemblog.wordpress.com

How to Use Freshbooks

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