How to Use Freshbooks
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How to use Freshbooks is a detailed tutorial for entrepreneurs who are considering cloud based accounting system. A user friendly and likewise accessible using the smart phone. You can send invoice or track payment even if you are on the road. Try Freshbooks and enjoy learning with this tutorial.
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How to Use Freshbooks
- 1. 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. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 2 What is FreshBooks?
- 3. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 3 Freshbooks is a cloud-based accounting for Non-Accountants.
- 4. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 4 Benefits and Features of FRESHBOOKS Accounting
- 5. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 5 Easy to Use Simple and intuitive, so accounting is not intimidating.
- 6. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 6 Work Anywhere Your business is accessible from any device.
- 7. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 7 Work Anywhere Your data is always backed up and secure.
- 8. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 8 Get Organized Built for small business owners to get organized & get paid.
- 9. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 9 You’ll be tracking time, logging expenses and invoicing your clients in no time.
- 10. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 10 Save Time Billing FreshBooks customers spend less time on paperwork.
- 11. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 11 Save Time Billing Easily invoice clients from your desk or on the go..
- 12. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 12 Save Time Billing In fact, customers are paid an average of 5 days faster.
- 13. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 13 On average, FreshBooks customers double their revenue in the first 24 months!
- 14. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 14 How can I start using Freshbooks?
- 15. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 15 Click internet browser and open Freshbooks website.
- 16. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 16 Register and create your account.
- 17. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 17 Fill in Sign up details
- 18. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 18
- 19. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 19 Receive email notification for successful sign up.
- 20. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 20 You have now a Freshbooks account.
- 21. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 21 For Company Logo, click Upload your Logo.
- 22. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 22 Click My Account to work on Company Profile.
- 23. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 23 I suggest Client shall try 30 days Free Trial.
- 24. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 24
- 25. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 25 This is your user account details.
- 26. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 26 Let us start working on People tab.
- 27. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 27 People tab is composed of the following:
- 28. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 28 • Clients • Staff and Contractors • Accountants • Assign Clients • Emails
- 29. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 29 Click Client tab to create Client details.
- 30. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 30
- 31. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 31 Fill-up Organization of new Client.
- 32. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 32 2 options to send Invoices to Clients.
- 33. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 33 Email
- 34. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 34 Snail Mail
- 35. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 35 Enter new Client information and Login Credentials.
- 36. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 36 Ensure that Password must be at least 5 Characters.
- 37. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 37 More client details to fill in.
- 38. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 38 Click Save once Client details is completed.
- 39. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 39 You get notified if Client has been created.
- 40. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 40 Created Client can viewed in the Clients list.
- 41. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 41 Create Client details before you start Invoicing..
- 42. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 42 Team members are added to People list.
- 43. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 43 Add Accountant to People list.
- 44. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 44 Assign your staff to specific Client.
- 45. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 45 Sent Email menu keeps copies of all sent e-mails.
- 46. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 46 Now let’s work on Invoices tab.
- 47. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 47
- 48. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 48 Click Client name to be invoiced.
- 49. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 49 Fill in invoice details.
- 50. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 50 Note that Invoice Number and Date of Issue are compulsory.
- 51. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 51 For discount, CLICK Add Discount and input discount rate.
- 52. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 52 Discount amount automatically appears.
- 53. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 53 Click Request a Deposit if you require deposit from client.
- 54. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 54 You can set Default Invoice Terms & Late Payment Fees.
- 55. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 55 Freshbooks can link payment options with Stripe or Paypal.
- 56. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 56 You may add notes to Client when they view the invoice.
- 57. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 57 Now done with invoicing?
- 58. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 58 This is how the invoice appears.
- 59. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 59 Save it to draft if you are not ready to send the invoice.
- 60. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 60 Click Send by Email or Snail Mail if Invoice is ready.
- 61. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 61 Invoice created can be viewed in the Invoice list.
- 62. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 62 Invoice notification appears once successfully sent.
- 63. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 63 WELL DONE! You have successfully created your first Invoice!
- 64. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 64 Now let us track payment from Clients.
- 65. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 65 Client is billed for 50% deposit, Click New Payment.
- 66. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 66 Billed Client appears in the New Payment list.
- 67. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 67 Click the Client.
- 68. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 68 Click Enter Payment.
- 69. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 69 Assuming 50% is paid by Client.
- 70. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 70 Enter amount and payment method
- 71. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 71 Click Save
- 72. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 72 Click OK to confirm.
- 73. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 73 You will be notified for successful payment.
- 74. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 74
- 75. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 75 Client pays his outstanding account.
- 76. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 76 Balance due is 1,211.25.
- 77. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 77 Click Enter Payment.
- 78. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 78 Paypal is used for method of payment.
- 79. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 79 1.Click payment 2.Click payment notification 3. Click Save 1 2 3
- 80. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 80
- 81. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 81 Let us track Company’s Expenses.
- 82. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 82
- 83. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 83 Expenses has Archive to view all expenses entered.
- 84. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 84 We can also Delete, Copy or Edit Expenses.
- 85. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 85 Expenses has Convert to Invoice button.
- 86. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 86 If you import expenses, click the File Import .
- 87. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 87 Or you can Create New Expenses.
- 88. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 88 CLICK New Expense button.
- 89. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 89 Enter New Expense details.
- 90. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 90 Amount is PhP200.
- 91. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 91 Write date when expenses is incurred.
- 92. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 92 Type Vendor’s name.
- 93. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 93 Freshbooks also requires Category of Expenses.
- 94. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 94 You can put notes on the transaction.
- 95. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 95 Click Recurring Button if Expenses is recurring.
- 96. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 96 If Expenses is for specific Client, CLICK button and input details.
- 97. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 97 Receipt can be attached to the transaction.
- 98. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 98 CLICK Attach Image Receipt and attach file.
- 99. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 99 CLICK Add Expense once finished with entry.
- 100. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 100 Expenses can be viewed in the Expenses list.
- 101. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 101 Now let us try to use Reports.
- 102. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 102 Reports has many Options to choose from.
- 103. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 103
- 104. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 104 For Invoice Reports, CLICK Invoice Details.
- 105. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 105 Report generates Invoice Details.
- 106. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 106 CLICK Expenses Reports under Accounting Reports.
- 107. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 107 Expense Report generated.
- 108. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 108 Payment Collected Report.
- 109. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 109 Profit & Loss Report.
- 110. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 110 REPORTS YOU NEED COME OUT JUST A CLICK AWAY WITH
- 111. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 111 REFER YOUR ACCOUNTANT FOR THE PREPARATION OF BALANCE SHEET
- 112. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 112 CONGRATULATIONS! You have successfully created your FRESHBOOKS Cloud Accounting!
- 113. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 113
- 114. 2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita 114 Find out more Virtual tutorials from Marketing Gem by visiting my website: https://marketinggemblog.wordpress.com