How to Simplify Your Invoicing Process with FreshBooks

If you're feeling overwhelmed by the all of the mundane daily to-do's of running your business then you need to look into automation tools that can help you work smarter! One of my favorite tools is FreshBooks! Today I'm sharing how to simplify your invoicing process with FreshBooks so you can focus on what you do best.

*This post includes affiliate links which help support Far Beyond Love.

Ever since I launched my copywriting + coaching business 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, especially with support. I tried a few other things but nothing seemed to work for me. 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.

I struggled, 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. 

I’m 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.

Looking for a new accounting software to manage your expenses and invoices? Check out Freshbooks!

As it turns out, it was the best business decision ever. Here’s why I love them…

Easy Invoicing

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

Plus, it even includes late payment reminders so you don’t have to be the bad guy when a client doesn’t pay. 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.

Freshbooks Invoice Draft

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’ve had clients 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. 

They also don’t have a minimum threshold before releasing your funds to you. I cannot tell how many companies have frustrated me because they don’t release funds until you hit $50 or $100 in your “bank.” There was one affiliate 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!

As yet another 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

Free Trial of FreshBooks

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. 

 
Ashley LaMar
Ashley bounces between Atlanta, GA + Charleston, WV with her husband and two small dogs for life and work. If she’s not writing or blogging, she can usually be found cooking, reading, or watching baseball. Follow her on Twitter @ashleyfromfbl

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