A tutorial on how to use Freshbooks to create an invoice, record a payment and track expenses by Rose Harvey

1. © Rose Harvey 2017
HOW TO USE

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WHAT IS
FRESHBOOKS?

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Freshbooks is a cloud-
based accounting
software service.

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It is designed for small
client-service business
owners.

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You can securely access
Freshbooks from your
deskstop,phone and tablet
wherever you are.

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Freshbooks is simple and
intuitive.

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You will spend less time on
paperwork and wow your
clients with how professional
you look.

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LET’S LEARN HOW TO
USE FRESHBOOKS

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In this Tutorial, we will learn
How to make an Invoice,
Record a Payment and Track
Expenses.

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OPEN YOUR INTERNET
BROWSER

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Type in Freshbooks

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Click the second one

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This page will open

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Click Get Started for Free

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You will be directed to this page

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Try Freshbooks Free

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No credit card required and you
can cancel anytime

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Key in your Email address

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Key in your Password

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Click Get Started

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You will get this notification to
verify your email

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Email from Freshbooks.com

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Click Verify and Continue

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You will be directed to the
Freshbooks Dashboard

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Let’s take a quick tour

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Back to this page

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Click Set up my Business

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This page will open

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Here you will fill in your info

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Enter your First Name

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Enter your Last Name

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Enter your Company Name

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Type address details

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Do not tick My Business is a
Corporation/LLC

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If your business is a sole-
proprietorship

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Click Save and Continue

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You’ll reach this page

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Click I’m In A Different Industry if all four
Are Not Applicable

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Type services you offer

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You can add more services

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Click Save and Continue

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Select appropriate size
of your team

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Click Save and Continue

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Add your Team

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Add Employee Emails

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Add Contractor Emails

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Click Send Invites and Finish

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Type in the box how you heard
about Freshbooks

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Click Save and Finish

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Your dashboard

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Click the button next to your name
to get the drop-down menu

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Click My Profile

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You can upload your photo here

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Change your password

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Click Need Help?

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You will get this screen

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Click My Team

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My Team

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Click Company Profile

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Company Profile

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Click Apps and Integration

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Apps and Integrations

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Click Accept Credit Cards

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Accept Credit Cards and Get
Paid Faster

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Click Bank Connections

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Bank Connections

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Click Find Your Bank if you
don’t see your bank listed

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Click Billing and Upgrade

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Billing and Upgrade

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Features of Pro Plan

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Let’s explore the left bar menus of
the dashboard

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Click Invoices

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Click Estimates

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Click Clients

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Click Expenses

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Click Projects

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Click Time Tracking

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LET’S CREATE A NEW
INVOICE

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Click New Invoice

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You will get this screen

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Put your logo here by
dragging or selecting a file

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Choose select a file

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Choose a file

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Click open

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Logo will be added

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Click Add a Client

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Client added

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Invoice Created

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Click Save

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Click Send

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Send Via Email

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Back to the New Invoice, Click
More Actions

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You will get the pull-down menu

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Click Add a Payment

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Click Add Payment

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Payment is successfully
recorded

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LET’S NOW LEARN HOW
TO TRACK EXPENSES

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From your Dashboard,Click
Expenses

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Then click New Expense

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You can drag receipt image
or Select a File

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Choose a Category

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Choose from the pull-down list

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You can also Search

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Typing an Expense category
will give you a list

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Click Rent or Lease

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Add Text

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Add Vendor

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Type to Search Vendor

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Click +Create…

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You may add description

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Fill in the Amount

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Click Save

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Your Expenses dashboard

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Lower Part of the screen

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You can archive, delete or
duplicate the expense

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You can continue adding
Expense here

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That’s it…

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