Freshbooks Experiment (Invoicing)


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I've been doing a month-long experiment with Freshbooks. This is a demonstration of the ways to create an invoice.

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Freshbooks Experiment (Invoicing)

  1. 1. Freshbooks Experiment<br />Day 14 - Invoicing<br />
  2. 2. There are at least 5 different areas <br />where you can create a new invoice.<br />
  3. 3. #1 – Invoice Tab<br />From the invoice tab, simply click on the New Invoice button shown above.<br />
  4. 4. #2 – Expense Tab<br />Highlight the expenses to bill to a client, and click on the Convert to Invoice button.<br />
  5. 5. #3 – Time Tracking Tab<br />From the Time Tracking menu, click on the Generate Invoice heading. From there, you’ll be greeted with the following screen.<br />
  6. 6. #3 – Time Tracking Tab (pt.2)<br />
  7. 7. #3 – Time Tracking Tab (pt. 3)<br />There is a lot of customization on this screen. However, it’s very simple. <br />Choose the client, the project, and date range. (eg. ABC Corp., Web Design, May 2010)<br />You also get to check a box to include any expenses allocated to this project (which skips the need for option #2)<br />The last two sections give you control over how the details of these charges will be displayed on the upcoming invoice. <br />
  8. 8. #4 – Client Tab<br />From the Client tab, select the client you wish to invoice, and then click on the Invoice button shown above.<br />
  9. 9. #5 – Estimates Tab<br />From the Estimates tab, select an estimate you have created, and then click on the Convert to Invoice button. <br />
  10. 10. New Invoice<br />Here’s the invoice screen you will finally arrive at. Once again, a very simple interface. <br />
  11. 11. New Invoice – (pt. 2)<br />Below the invoice are the following 3 options. This is where your productivity gets a boost of caffeine. Instead of printing, stuffing, stamping, and mailing your invoice, you click one of 2 buttons, and let the Freshbooks staff do the rest. <br />
  12. 12. Now, sit back, relax, have a coffee, and wait for the payment to arrive. <br />Your bookkeeping is done for the day.<br />Ok, maybe not. You should probably go back to work, and crank out another 10 invoices, but at least take a few minutes and appreciate the time you just saved.<br />