FreshBooks

Know Where You Stand With Each Client

• Accurate Billing Starts by Tracking Client Work - Keep clients informed and engaged with Projects, so you’re always on the same page. And log every billable minute with Time Tracking to record all work and send more accurate invoices.
• Build Client Trust by Staying Connected - Communication and transparency are great ways to keep clients interested in their project. With Client Portal, Comments, Project Collaboration, File Sharing and more, relationships blossom.
• Use Client Info to Grow Your Business - Client reports (Client Account Statement, Revenue by Client, Time Entry Details, Invoice Details, Payments Collected, Retainer Summary) tell you which clients help and hinder your business.
• Foster Loyalty With Client Credits - Track loyalty discounts, refund prior work, or take prepayments through Credits so you know where you stand with each client. Then, auto-apply credits to invoices to keep your books accurate.
• Speak Your Client’s Language - Communicate with and bill your clients in the language and currency they prefer. Send invoices and estimates in English, French, and 14 other languages – and bill clients in CAD, USD, and 129 other currencies.

• Track Your Business Expenses Without Lifting a Finger - Connect your bank account or credit card to FreshBooks and say goodbye to manual entry. Every day your FreshBooks account will be updated with your most recent spending so your business is always automatically up-to-date.
• Automatic Mobile Receipt Scanning - The fastest way to log and categorize expenses in your account.
• Never Lose Another Receipt - Stop worrying about having to remember every last detail yourself. Snap a picture of a receipt, log it, and let FreshBooks keep things organized for you in the cloud.
• Make Tax Time a Breeze - Expense categorization and sales tax tracking is made with tax time in mind. So, it’s easy for you (or your accountant) to file with the CRA.
• Easily Bill Your Client For Expenses - Forget about leaving money on the table. With FreshBooks you can quickly mark your business expenses as billable, add a markup and then automatically pull them onto an invoice for your client.
• Keep Project Spending On Track - Tracking expenses in FreshBooks means that your team can keep tabs on what they’re spending on projects. It also means you can keep a close eye on how things are tracking to budget.

Set Clear Expectations

• Get Your Invoices Out the Door Faster - With FreshBooks, you can transform your custom estimates into ready-to-pay invoices in a flash. You’ll save time billing and pocket your money sooner.
• Easily Create Proposals That Win New Projects - Showcase your unique value with customizable Proposals. Without leaving FreshBooks, you can clearly outline a project’s scope, timeline and deliverables. Clients can’t help but be impressed and you’ll save time switching between other apps or emails.
• Kickoff Projects without Confusion - Stop wasting time wondering when work can begin. Instead, use Estimates and your client can approve a project with one click. You’ll be off to the races with confidence.

Create Professional Looking Invoices in Seconds

• Bill for Exactly What You’re Worth - You’ll always charge for all the work you did and any expenses you incurred. With the FreshBooks invoice generator you can easily add your tracked time and expenses to your invoices so you’ll never leave money on the table again.
• Establish a Stable Cashflow With Retainers - Negotiate fixed pricing with your clients upfront. Whether it’s for a specific timeline or project, establish a stable cash flow and make it easier to forecast upcoming workload and income.
• Accept Credit Cards and Get Paid Faster - No more chasing clients for checks or waiting in the line at the bank. Let your clients pay their preferred way, online, and get paid up to 11 days faster.
• Put Your Business on Auto‑Pilot - From sending reminders to securely charging your client’s credit card, you can automate as much (or as little) of your business with FreshBooks. Let FreshBooks follow-up with clients so you can focus your time on what matters most.
• Get Paid Upfront With Deposits - No more paying expenses out of pocket or waiting until the end of a project to get paid. Request a deposit on your invoice and you’ll sleep peacefully knowing you’ll get the money you need at the start.