8/19/2023 0 Comments Fresh books invoice creatorAfter running reports, you can email or print them, or export them to Excel. ReportsįreshBooks can generate a variety of reports, including profit and loss statements, sales tax summaries, accounts aging and expense reports, invoice details, payment collected, and time-entry details. You can also monitor how many hours your team members spend on each project, as well as share files and discuss the project. A time budget shows how much time remains on a project, how much of your tracked time is unbilled, and how many days are left until the project’s due date. We were impressed by FreshBooks’ project management tools, which allow you to manage projects and base your billing on an hourly or flat rate. You can handle all of your accounting needs right from the FreshBooks dashboard. The Premium and Select plans use double-entry accounting and allow you to create a chart of accounts and run new reports, such as a general ledger, a balance sheet, and a trial balance. Like other popular accounting software, FreshBooks connects to your business bank and credit card accounts and automatically imports your expenses each day. You can also use the app to capture receipts, chat with customers and check the status of an invoice. Using FreshBooks’ mobile app, which is available for iOS and Android, you can create invoices immediately after meeting with a client. We were impressed with FreshBooks’ mobile app, which assists with time tracking and on-the-spot invoicing. You can also set up the software to automatically apply late fees to past-due invoices, as either a percentage or a flat fee. You can send automatic payment reminders before or after the due date to encourage customers to pay their bills promptly. Recurring InvoicesįreshBooks conveniently allows you to schedule recurring invoices to go out weekly, monthly, annually, or as frequently as you choose. Your customers can click a button on the invoice to pay it, thus eliminating the time it would take for paper invoices to arrive in the mail and helping you get paid faster. You can email invoices and receive updates when your clients view and pay them. PaymentsįreshBooks Payments can sync to a Stripe or PayPal account, allowing users of those platforms to track payments through FreshBooks. To us, this tool solidifies FreshBooks’ superior invoicing capabilities. Additionally, you can easily add billable expenses to invoices, rather than using clunky manual methods, such as tracking time on a separate sheet of paper or a spreadsheet. You can add billable time to an invoice on the spot, thus enabling you to bill a customer onsite. In our opinion, one of FreshBooks’ coolest features is the time-tracking tool on the mobile app. The FreshBooks dashboard is clean and easy to navigate. Each feature’s individual screen is well designed for simplicity and ease of use, with color-coded buttons and text that help direct the user’s attention. On the left side of the screen, you will find a menu of FreshBooks’ main features. Unlike some alternatives we reviewed, the main dashboard widgets are fixed, although the information displayed within them can be customized. The main dashboard displays vital business information and statistics, including unpaid invoices, profit, revenue, and expenses. The user interface is attractive, easy to navigate, and clearly labeled. In our judgment, business owners won’t have any trouble learning to use the software. There are no batch-invoicing shortcuts.Įase of use is one of FreshBooks’ benefits.FreshBooks offers a few inventory management features.The mobile app can’t generate reports on the go.FreshBooks offers customized, branded invoices that can be sent at specified intervals.FreshBooks’ robust project management features are ideal for service-based businesses.It is easy to track time and send invoices via the mobile app.This capability makes FreshBooks a terrific option for freelancers and self-employed professionals, as well as agencies and firms that provide professional services. It tracks billable time and expenses, allowing you to add them to invoices. We also like that FreshBooks monitors the status of invoices after you send them, showing you when customers receive and view them. With FreshBooks, you can set up recurring invoices, schedule automatic payment reminders, and accept credit and debit card payments online. When testing the software, we found it extremely easy to create and send professional invoices. Why We Chose FreshBooks as the Best for InvoicingĬompared with the other top accounting software we reviewed, we were particularly impressed by FreshBooks’ invoicing capabilities. FreshBooks Editor’s Score: 9.1/10 Payments
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