Simplify Your Invoicing Process with FreshBooks
*This post includes affiliate links for FreshBooks.
Ever since I launched my professional organizing business (a few months ago but it’s been on the down-low) I’ve struggled to find accounting software that has really worked for me. I tried 17hats but I didn’t love it. I tried Mosaic but found it even worse than 17hats, especially when it came to support. I tried Quickbooks and a few other things but nothing seemed to really work. I’ve defaulted to invoicing through PayPal and keeping a lot of spreadsheets but it’s not a very good system. As a person who prides herself on developing organizational systems this didn’t work for me.
How could I possibly work with businesses and help them develop processes and systems to maximize their time management if I couldn’t even find accounting software that worked for me?
I struggled with it for a while, then I discovered FreshBooks. It was perfect from the get-go because it was able to handle things I really needed like time tracking, custom invoices, and credit card acceptance. Oh, and it has an app too so I can handle my business on the go which is really important when I’m spending a lot of time in other people’s homes and offices.
Since I’m always hesitant to jump on anything too quickly (which is why it took me 4 years to buy a new cell phone and a full year before I agreed to sign up with LeadPages) it took me a long while to join FreshBooks too. Eventually I did because they offer a 30-day free trial and I figured I didn’t have much to lose. If I gave 17hats and Mosaic 10 – 15 days I could give Freshbooks a chance too.
As it turns out, it was the best business decision ever. Here’s why I love them…
I love the way FreshBooks invoices look when I send them out to clients. They include my logo and have a very clean professional look. There isn’t any clutter, crazy fonts, or weird colors and I need that in my work life. I can create invoices in less than 5 minutes then I can send it to my clients either via email or snail mail. Naturally, I email the invoices. Who snail mails invoices any more? Pshhhhh! No more paper clutter!
You can also…
- Create Estimates and Quotes
- Know When Your Invoice is Viewed
- Accept Credit Cards on Your Invoices
- Send Recurring Invoices to Clients
Awesome. Plus, it even includes late payment reminders so you don’t have to be the bad guy when a client doesn’t pay. Frankly, that alone made me do a little happy dance because there is nothing I hate more than having to email a client over a late payment. 🙁 It’s awkward, no matter how you slice it.
Credit Card and Recurring Payments
When you generate an invoice you have the option to accept credit card payments so your client can pay you with their Visa, MasterCard, or American Express cards. I love that because I can’t tell you how many times I’ve had a client tell me they don’t use Paypal (odd, I know). FreshBooks charges the credit card processing fee right away and transfers the money in to your checking account within 2 business days.
Did I mention they don’t have a minimum threshold for releasing your funds to you? I cannot tell how many companies have annoyed the hell outta me because they don’t release funds until you hit $50 or $100 in your “bank.” There was one network that had a $50 minimum threshold before they would release my funds to me and I sat at $46 for about 3 months. That was annoying!
Even more of a bonus?
You can set it up to auto-charge a client’s credit card for recurring expenses. I have one client that pays me a monthly retainer each month to be on-demand for questions related to their business blog. I auto-charge them on the first of every month and it’s such a painless way to do business. Definitely a perk!
Ready to give it a chance? I have a sneaking suspicion you’ll love it!
Go ahead, give it a shot.
You get 30 days FREE to check it out and I promise that you’ll see a major difference in how you handle your business invoices and income.
Don’t use Freshbooks? I’d love to know what you do use, and why you’re sticking with them.