FreshBooks

Accept credit cards and ACH 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.

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.

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.
• Scan and save paper and digital receipts.
• Auto-capture the merchant, totals, and taxes.
• Email receipts directly to your account to capture transactions.

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

• Categorization of expenses in FreshBooks is made with tax time in mind, so it’s easy for you (or your accountant) to file. At tax time you have all the information you need without any of the complexity.

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 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.

More payment options and no hidden fees

• Providing your clients with multiple ways to pay means you get paid faster. You’ll always know exactly how much money you’re taking in because pricing is transparent.

Set up online payments in a single click

• One click is all that’s needed to accept credit and debit card payments right on invoices. Then it’s just a few more steps, so FreshBooks deposits your money into the right account. Fast and easy, just like you’d expect.

Checkout links: accept payments fast

• Post Checkout Links on your website, social, or anywhere else online to simply let customers click and pay.
• Skip creating and sending invoices.
• Accept credit cards and bank transfers.
• Automatically send receipts to customers.

Advanced payments: a better virtual terminal

• FreshBooks Advanced Payments lets you accept credit card payments online, in person and over the phone.
• Save credit card info for easy billing later.
• Setup recurring billing profiles for specific clients.
• Add automation and create subscription-based client profile.

Managing your books is simple with advanced accounting

• Grow your business by tracking loans, new assets, and unique income and expense categories. Create insightful reports to see where your business stands and plan for the future.

Know the metrics that matter

• See where you stand without having to loop in your accountant. With FreshBooks, you can confidently stay on top of the health of your business, make choices based on insights, and understand the costs of running your business—all at a glance. Create accounting reports and use the accounting tools in FreshBooks so you always know the costs of running your business.

Everything your accountant needs

• nvite your accountant and their team of up to 10 accountant team members to your FreshBooks account with just a few clicks. Your accountant will be able to update your Journal Entries and Chart of Accounts. Plus, they can run reports, file taxes, and help you make smart business decisions. All for no extra cost.

Reconcile your books–fast–with automated bank reconciliation

• Waiting for a bank statement and comparing it to your books takes too much time, which is why you are going to love automated bank reconciliation. Approve, change, and import transactions directly from your bank account. Create a summary report and export it to Excel with the click of a button.

Paying bills is a breeze with accounts payable

• Keep bills organized so you know where you stand with vendors. Upload an image of your bills, email bills to your account, and import expenses directly from your bank account. Then, run reports like Profit & Loss, Cash Flow Statement, and Accounts Payable Aging to see what’s coming in, outstanding bills, and how much sales tax you’ve paid.

Track every type of transaction with credits

• Have you ever needed to refund a client for a transaction? Or wanted to reward a loyal customer with a discount? With the Credits feature, you can track prepayments, overpayments, and credit notes, and easily apply them to future invoices–all without making a mental note to add them!