How to Use Freshbooks

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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita1HOW TO USE FRESHBOOKS Overview of FreshbooksHow to Create AccountHow to Bill and Invoice ClientsReceiving PaymentsHow to Create Reports

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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita2

What is FreshBooks?

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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita3Freshbooks is a cloud-based accounting for Non-Accountants.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita4Benefits and Featuresof FRESHBOOKS Accounting

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita5Easy to UseSimple and intuitive, so accounting is not intimidating.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita6Work Anywhere

Your business is accessible from any device.


Work AnywhereYour data is always backed up and secure.


Get OrganizedBuilt for small business owners to get organized & get paid.


Youll be tracking time, logging expenses and invoicing your clients in no time.


Save Time BillingFreshBooks customers spend less time on paperwork.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita11Save Time BillingEasily invoice clients from your desk or on the go..

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita12Save Time BillingIn fact, customers are paid an average of 5 days faster.


On average, FreshBooks customers double their revenue in the first 24 months!

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita14How can I start using Freshbooks?

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita15Click internet browser and open Freshbooks website.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita16Register and create your account.


Fill in Sign up details



Receive email notification for successful sign up.


You have now a Freshbooks account.


For Company Logo, click Upload your Logo.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita22Click My Account to work on Company Profile.


I suggest Client shall try 30 days Free Trial.



This is your user account details.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita26Let us start working on People tab.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita27People tab is composed of the following:

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita28ClientsStaff and ContractorsAccountantsAssign ClientsEmails


Click Client tab to create Client details.


2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita31Fill-up Organization of new Client.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita322 options to send Invoices to Clients.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita33Email

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita34Snail Mail


Enter new Client information and Login Credentials.


Ensure that Password must be at least 5 Characters.


More client details to fill in.


Click Save once Client details is completed.


You get notified if Client has been created.


Created Client can viewed in the Clients list.


Create Client details before you start Invoicing..


Team members are added to People list.


Add Accountant to People list.


Assign your staff to specific Client.


Sent Email menu keeps copies of all sent e-mails.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita46Now lets work on Invoices tab.



Click Client name to be invoiced.


Fill in invoice details.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita50Note that Invoice Number and Date of Issue are compulsory.


For discount, CLICK Add Discount and input discount rate.


Discount amount automatically appears.


Click Request a Deposit if you require deposit from client.


You can set Default Invoice Terms & Late Payment Fees.


Freshbooks can link payment options with Stripe or Paypal.


You may add notes to Client when they view the invoice.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita57Now done with invoicing?

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita58This is how the invoice appears.


Save it to draft if you are not ready to send the invoice.


Click Send by Email or Snail Mail if Invoice is ready.


Invoice created can be viewed in the Invoice list.


Invoice notification appears once successfully sent.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita63WELL DONE!

You have successfully created your first Invoice!

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita64Now let us track payment from Clients.


Client is billed for 50% deposit, Click New Payment.


Billed Client appears in the New Payment list.


Click the Client.


Click Enter Payment.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita69Assuming 50% is paid by Client.


Enter amount and payment method


Click Save


Click OK to confirm.


You will be notified for successful payment.


2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita75Client pays his outstanding account.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita76Balance due is 1,211.25.


Click Enter Payment.


Paypal is used for method of payment.


1.Click payment

2.Click payment notification3. Click Save123


2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita81Let us track Companys Expenses.



Expenses has Archive to view all expenses entered.


We can also Delete, Copy or Edit Expenses.


Expenses has Convert to Invoice button.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita86If you import expenses, click the File Import .

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita87Or you can Create New Expenses.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita88CLICK New Expense button.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita89Enter New Expense details.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita90Amount is PhP200.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita91Write date when expenses is incurred.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita92Type Vendors name.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita93Freshbooks also requires Category of Expenses.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita94You can put notes on the transaction.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita95Click Recurring Button if Expenses is recurring.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita96If Expenses is for specific Client, CLICK button and input details.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita97Receipt can be attached to the transaction.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita98CLICK Attach Image Receipt and attach file.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita99CLICK Add Expense once finished with entry.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita100Expenses can be viewed in the Expenses list.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita101Now let us try to use Reports.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita102Reports has many Options to choose from.



For Invoice Reports, CLICK Invoice Details.


Report generates Invoice Details.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita106CLICK Expenses Reports under Accounting Reports.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita107Expense Report generated.


Payment Collected Report.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita109Profit & Loss Report.

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita110 REPORTS YOU NEED COME OUT JUST A CLICK AWAY WITH

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita111REFER YOUR ACCOUNTANT FOR THE PREPARATION OF

BALANCE SHEET

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita112CONGRATULATIONS!

You have successfully created your FRESHBOOKS Cloud Accounting!

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita113END

2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita114Find out more Virtual tutorials from Marketing Gem by visiting my website:

https://marketinggemblog.wordpress.com

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How to Use Freshbooks