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FreshBooks automates daily accounting activities namely invoice creation, payment acceptance, expenses tracking, billable time tracking and financial reporting. Try it free for 30 days, no credit card required.
I appreciate the ability to assign projects to clients and track time for each client. I also like the ability to auto-send invoices to clients and accept auto-payments.
There are two things that I dislike about Freshbooks - 1. If Freshbooks sends reminders to clients to pay an invoice, it assigns new invoice numbers to them. It looks like I'm billing the same project multiple times. If they pay one of the invoices, the other ones are still marked as outstanding. 2. Sharing projects to contractors is not super seamless. The contractor will see the project name, but not necessarily the client name. If you name your projects based on dates and have several clients, the projects that are shared with the contractors can be confusing. Also, if I pay for a contractor to be on the plan, I should be able to access projects that they create without the contractor manually going in and adding the permission.
As a long-time user (9 years), I've developed a workflow around Freshbooks so that I can track time, send invoices, draft estimates, and get paid pretty fluidly. It's integrated into my business, and I appreciate that it also integrates with other apps I may need to use. I find it's easy to use and does what I need it to.
In their newer version, they've taken away the Paypal integration, which turned off a bunch of my clients who prefer to pay that way. A few other things are a bit buggy, but seems to be due to my migrating from their "Classic" platform to the one they have now. For someone starting fresh with New Freshbooks, I doubt they would have these types of issues.
What I liked most about this application is that it allows me to be more effective in managing my bills, saving me money in hiring personnel for this task. Handling my bills well increases the effectiveness of my collections by growing my business. For a small business, it is excellent and it works very well, but for large companies the application works slow. I like how easy it is to learn how to use it. It is designed to be used by people with little or no experience in the financial management of the company. The application tracks the expenses of the company and sends invoices to customers to charge for your work, it's like having a very competent private secretary. I recommend it for entrepreneurs with little experience in the business world.
Among the things I do not like about this tool is that you can not make tax estimates to pay. In this case, the tax payment estimates must be calculated manually. This causes delays in the preparation of reports and increases the possibility of error margins. To perform this task and many others you need an internet connection. This limitation slows the workflow when there is no internet service. The system does not have a variety of graphic models for reports
Probably the main motivations we picked FreshBooks over other programming: *Incredibly smooth and simple to utilize interface *Ability to mark your own in hues just as include your logo *Each client can be doled out their own charging gateway login and you can have various customers under one organization however each have diverse username *Utilizes Braintree instalments (our essential vendor processor)
*Reporting could be improved *Needs better compromise as far as parities. You can do day by day monetary records, yet I would prefer to have it ascertain how my business is getting along dependent on capital in our present record, at that point factor in what we earned and our costs. *Not useful for organizations that have stock, need stock administration (this I wouldn't really rate as a con nonetheless, on the grounds that Freshbooks was constructed and intended for SERVICE style organizations - for that it works incredible) *Reporting can't be opened in the portable application, you have to get to it through the program *To my insight, you can't maintain different organizations out of one record. We as of now have two organizations and are choosing on the off chance that we are going to open up a different Freshbooks account or if there is another choice that is more qualified for the second business.
I like how easy it is to use. It didn't take long to get up and running with it. I love all the reporting options.
I don't like how you pay based on how many clients you have (this is ultimately why I left them for another program). For freelancers, this is awful since we can rack up lots of clients that we may only work with once or twice. I mean, who has time to "make sure I don't go over 50 active clients"??? Also, a BIG miss was not having integrated e-sign contracts available. Most other competing products have this option already built-in at a similar or cheaper price point.
I started my freelance business nearly 3 years ago, and after initial struggles with Quickbooks (I even had a 2-hour training session with a Quickbooks instructor who just further confused me), I put off dealing with the financial side of my business for over a year (until my CPA was hounding me for tax stuff). Upon the recommendation of another freelancing friend, I decided to give FreshBooks a try. I finally got FreshBooks up and running, and I was amazed at how much it relieved my stress, rather than adding to it. The basic setup is simple and straight-forward, but as my business has grown, I've been impressed with little tricks built into FreshBooks that helps me save time and get a better overall view of my business.
There are even more integrations and advancements that I think FreshBooks could offer to be even better. Here are a few examples:
It was a great beginners accounting software with an invoicing option that I made good use of. It was pretty intuitive and user friendly.
The price kept on going up. As a non-profit we wanted more donors obviously but every time we added more contacts we were switching to higher pricing points, and it became too expensive for our organization to stay with the software.
I have saved so much time since switching over to Freshbooks both with the ease of use and automation of certain requirements for my business.
I haven't been able to find a way to denote certain invoices who have deposits paid not to apply the system's late-fee penalty after a certain date, so I have to manually remove that line when it's added to an invoice.
Easy billing, easy to add customer information and track history, integrates nicely with Paypal and Stripe. You can call them, they are real, awesome people! Rare and special in this day and age.
The balance sheet function isn't very good, and the Freshbooks staff doesn't understand the balance sheet for the most part, it's just not a focus of the platform. Not necessarily a bad thing, just make sure you've got a good balance sheet elsewhere! I would like for it to integrate better with Strikingly, my website platform, and with online shops in general.
Unfortunately, I'm kind of stuck with it because I've used it for so long that it would be very difficult to get out. Why would I want to get out? The only reason is because of the pricing. It's a bit expensive. The pricing have gone up since I've used it many years ago. They don't grandfather you in like a lot of other solutions if they make changes and it makes me a bit frustrated.
It is easy to figure out and use and if you can't figure it out, their support line is the best, by phone or email!!! It does everything I need to invoice clients and has a number of accounting report functions that are extremely useful. It has many more features than I actually use.
It could not keep track of two timers/clients at once, but I understand that they have added that feature.
Very easy to invoice.
Time tracking methods/tool are totally lacking. by FreshBooks on 03/05/2017 Hi Kent!Tim from FreshBooks here, thanks for taking the time to leave us a detailed review. I'm happy to hear that you're enjoying using the auto-bill, recurring invoicing aspect of the software!I definitely hear you when it comes to the lacking experience for time tracking. I'm not too sure if you've tried the new FreshBooks yet, but we did improve upon time tracking section so that you'll only need to enter in your client to track time (no more entering all sorts of information!), we also display the last five timer you've used on the page so that you can switch between them quickly.That said, the new FreshBooks' time tracker isn't as smart as Chronomate, but we hope we'll continue to build on it to make it work for you, as well as including more add-ons that will work with it.Thanks again, Kent! If you have any additional questions or comments, feel free to reach out to our support team at 1-866-303-6061 between 8am - 8pm eastern time.Best,- Tim
FreshBooks delivers flawless functionality matched only by customer support that is second to none. I have no interest in book-keeping or accounting and love the simplicity of the invoicing tool with easy online payment options. I’m thrilled that the product has evolved into a full-blown accounting platform over the years; and that’s the icing on the cake.
While I am completely satisfied with FreshBooks, the ability to customize my Invoice and/or Estimate template(s) would make it even better.
It's like Quickbooks made for online! In my opinion, its similar to paypal (which i also love!). For as little as bucks a month, you can bill up to 5 clients - but since we are a little bit of a larger firm, we opt in for a month plan which lets us bill up to 500 clients!! It makes invoicing easier and is much better to keep track of payments! I also enjoy that once you first open up the program, you get a quick overview of the company's financial status. This is the 1st thing I enjoy seeing when opening up to see how our accounts are looking.
The only thing I dislike is the 30 day trial. Although we love the program at our office, I feel that 30 days isn't enough to provide a successful understanding of how the program works for other people who are interested.
It was easy to follow and use - nothing complicated. Perfect for someone that isn't good at bookkeeping but has their own business with low overhead.
I really didn't dislike anything about it.
super easy to use and got me up and running stright away any issues i had i called them right up and boom sombody on the other side of the phone no robo call deal a real knolagable human telling me how to fix it , there marketing and custmoer service blew me away so much i used them as a exsample of how it sholuld be done to my clients
few little things with the old software like quirks in exspences that we found work arounds , but then moving to the new software i am still getting used to is but no paypal payment now not a big deal also harder to find old invoices and clients its just very diffrent but still seems to work ok and the customer service is still great so im sticking with it for now , i can see how it looks better and wants to be better but it just feels less intuative and simple , yet i know thats what they are going for just my poinion , oh and the serch is now super tough for me as a dyslexic as you have to spell out 3 to four letters befour it give me options making it very frustrating almost usless
* Ease of Use
* Reporting - though great it could be more robust
Not everything in an application that facilitates the processes of accounting is bad, that's why FreshBooks presents many positive functions, in my individual perception this software I like because it is clearly a solution for billing and accounting of companies and freelancers and entrepreneurs of small businesses based on a model of Web Hosting (cloud), as well as offering a free version that helps in some way to save those people who are starting and working only for a single client as they grow, Clear in particular, my person helped me to favor some calculations while I was trying to start an accounting business but by my own decision I decided to abandon it for dedicating myself to my telecommunications engineering responsibilities. A part of it is very easy to use and at a certain point if you have any inconvenience customer service apart from being free helps you without any inconvenience only works as well as any service desk. Finally, I really like its interface and its multi-currency transactions.
The application has many positive things but what I like the least is that the limits to the number of clients that can be invoiced with the free version generate problems in terms of the personal growth processes of my personal businesses and lack many functions of Accounting, such as inventory management and payroll, which are essential for companies with multiple employees so I can not recommend it, These are often offered in competing packages
I like strong billing features, unique time tracking and customer management tools, and some accounting functions. Is the cloud accounting solution n.1 designed for small business owners. With powerful billing and billing features that are market leaders. Additionally it has a cleaner aesthetics, and greater availability of features such as those mentioned above. Finally, there are price options to suit most companies. Payments are made monthly, and a contract is not necessary, you can cancel the service at any time. There is also a free 30-day trial and no bank or credit card information is required.
This version may be a bit more difficult to navigate than the new version of FreshBooks.
FreshBooks is very easy to use and it is the best business software for finances, sales and marketing. The one thing that we most like about this software is that it can better manage our finance in a more efficient way. The another thing that I most like about this software is that FreshBooks is the best accounting software. It can easily manage our accounts in a efficient way. FreshBooks contain superb features such as it can easily track all of our incomes and expenses. Hence it is the best business software for finance, sales and marketing.
The most obvious difficulty that you faced while using this software is that when we deposit our payments in the bank accounts then sometime our payments cannot easily deposited in the bank accounts without any reason. But otherwise it is the best accounting software in the world. The another thing that I don't like about this software is that sometime it cannot easily track large amount of expenses. But to conclude that FreshBooks can help us in running our business in a easiest and in the fastest way.
fácil de usar
Sometimes I forget how to do things that I don't do very often.
businesses get to manage invoices and recurring subscriptions in less than no time, and collect online payments within the same system. In fact, FreshBooks enables Google Checkout, PayPal, and credit card payments, and integrates with a long list of business systems and applications that can streamline this process. With it, odds are good that you will unite financial control in a single system, and stop paying for the maintenance of complex software infrastructure.
Despite a wide range of excellent features users have pointed out a few minor things that can be improved in FreshBooks: its metrics, goal setting, and reporting features can be better. One user also found bugs in FreshBooks email click-throughs and automated expenses which did not function to his liking. Apart from these insignificant glitches, hoever, there is no doubt that FreshBooks is a top notch accounting product that can bring a lot to your accounting deparatament.
Freshbook is fast and reliable suite for accounting.It's award wining software at many accasion.FreshBooks is an award-winning finance & accounting software and one of the best cloud solutions for small business owners. It is the current holder of FinancesOnline's Best Accounting Software Award for 2016 as well as the Supreme Software Award for 2016, and has the highest customer satisfaction rates of all similar apps in this category. As you will find out in this review, there is a long list of reasons why our experts considered FreshBooks for these prestigious acknowledgments.
Most of things are too good but some drawbacks like not store credit card infomation. Customer interface is excellent and ability to not store credit card information locally is key to PCI compliance. We love the recurring profile concept for recurring billing and find the web portal very intuitive. We also appreciate the branding we can do for our clients so they feel this billing platform is an extension of our service and that they are in the right place. This also gives our customers the peace of mind of knowing their transactions and billing information is secure.
API, customer service, recurring billing & autopay functionality
No bank reconcilation
It does what is expected of it at a good monthly price. Invoices looks good and options to receive payments are good enough.
Navigation isn't good, hard to find things and reporting also a bit messy. Search fields do not take broad searches.
FreshBooks do not have many important features. For example, it is impossible to plan payments and receipts of money, it is impossible to keep records of several accounts. The application does not take into account cash expenses and income.
- Very modern and navigable interface. - Lots of flexibility for different project types and client types. - Regular updates to the feature set. - Good reporting and integrations with other tools. - Excellent timetracking through invoicing through payment life cycle. - Excellent expense tracking and pass-through tracking to invoices.
- Doesn't generate a Schedule C. - Doesn't keep time entries linked to invoice line items. I would like to be able to generate a report that pulls the number of hours worked linked directly to the $'s generated. Time entries are converted into invoice line items at the time an invoice is generated, but the linkage back to the original time entry is not preserved.
Reports & data download faster due to the FreshBooks server setup. The user interface is not very different from other entry-level accounting software, the data download speeds are much higher.
Quickbooks customer service is truly superb. Not only do they understand accounting, but also software and tech. We had that service level expectation when we came to Freshbooks, and we were let down.
does a good job at automating reminders and processing credit card payments
too many features removed on updates and makes UI more complicated, not elss
Since I bill by the hour, I can start the time and it tracks my time for me then let's me generate an invoice in seconds based on unbilled time. It's been a time-saver for me since I don't have to manually build a complex invoice that indicates the day, time and details the service provided. It's been a money-saver because I rarely forget to log billable hours (which would be money left on the table). It also let's me manage payments off-line by checks and on-line using credit card integration. Customer service has been great when I needed it but rarely have.
Some of the reports I have needed were not available but they were insignificant enough that I have forgotten the details.
Very clean and smooth billing system the invoices and estimates are really nice.
Missing some needed features for reports and features for selling items not just services. Also, they keep adding on integrations that you must pay for instead of just adding it into the system. For the new price, I think they could build a few things into it instead of adding an integration.
Reports features are great. I can get an in-depth and clear picture of what I'm making! I also love the time tracking tool and how it integrates totally when I generate invoices.
I'm not versed well in the expenses section. Wish it was a little easier to manage.
Tracking and customer portal that is fully labeled as your own... this is a feature most competitors do not have. Know when your customers have viewed your invoices and even printed them! Slick mobile app
Pricing has gone up vis a vis other comparable competitors. Ticketing is very basic. One issue that could have been done better is that this is more of a quoting system and not proposal based. So making fancier proposals you are best off using another platform.
We've been using Freshbooks for the past 10 years, and I was one of the people at our company who helped set up its automated billing functions. It's easy to learn -- even from a "non-accounting" person's perspective -- and the customer service team is great. Every interaction we've had with them over the years has been pleasant and productive. We primarily use Freshbooks to invoice our clients via credit card on recurring profiles, although we are able to quickly create and send one-time invoices to customers, as well. It's also very easy to update and add billing contacts / company information; that's important because a lot of account changes can happen in a month, including new sales. Also, I'd like to add that customers conveniently get automated alerts about their invoices (when they are paid, if a credit card needs to be updated, etc.), providing a self-service option. We've recommended Freshbooks to other businesses because of our exceptional experience, and we hope they continue to grow.
There really isn't anything I don't particularly like about the software, but I think it suites the size of our business. Time will tell if we outgrow it, but for now, it meets our needs. There are some upgrades and modules we don't use, so we'll explore it when the time comes. But I'm confident if we call Freshbooks, the friendly customer service team will be more than happy to help us.
It helps you get paid faster with easy to issue invoices
Waiting eagerly for the Android update. Also would love to see some forecasting tools - looking ahead is just as critical as proper accounting!
The problems aren't many, but they're problems. The entire credit system, when to give one and what it may affect, is less than clear and I've had to train new hires on the system myself because everyone is still unclear about what "not to touch". The percentages seem a bit off as well. you should easily be able to fold one invoice into another for clients with ongoing work added to in new agreements. If they want a payment plan, it has to be applied to each dated invoice manually. At least that's what we've been told by every person we could find. Needless to say, it can be tedious to have to do this manually when using software. It'd be faster in an old ledger.
Hands-down the most impressive aspect of fresh books is the customer support. Monotonous tasks or more complicated requirements are approached by a customer support team that answers the phone instantly and works to help you get your work done. The advances that have been made especially in the payment handling utilizing the Advanced payment feature, which is an additional cost, has revolutionize the way our business is able to store and process payments using their PCI compliant service
The willingness for FreshBooks to hold onto it it’s more humble roots and allow long time small business or individuals to use their legacy accounts has declined quite significantly and it is not a good cultural shift. I have a harder time recommending freshbooks if for a small start up there is a cost on top of a learning curve. There needs to be a free tear if they are going to maintain the businesses that haven’t got off the ground yet
A professional colleagues introduced me to FreshBooks about 4 years ago. Since then I've had four different part-time assistants (they leave for full-time work!) and each has mastered FBs in a few days, not weeks as was the case with a competing product that I used previously. It is very comprehensive and also customizable for tasks, clients, projects, and expense categories. It interfaces cleanly with a payment system, so that my clients who prefer to pay by credit card can do so with no hassles. I also like the APIs that pull expense info from my bank account transactions and business credit card charges.
I am based in the US, so there are a few things I would like to help complete our tax returns more easily: 1) a way to track the actual miles driven on the expense side. I do it now in a note but it is cumbersome. 2) a way to track expenses associated with a project but not billable to that project. I do it now by setting up two project titles, but I can only link those manually (actually, offline completely). An example would be some of my assistant's time that I can't bill the client for but that I would like to track so I can better estimate future project expenses, because it fits into "cost of goods sold" (when the "good" is our service).
The thing that I really enjoied about this software is how simple it is to startup. The platform of this accounting software is an easy read. Because it is cloud base software it takes a lot of the guess work out of that program. It had a worthy price as well when your first starting out you need to keep supply cost low and this softer dose that for me.I will keep telling other about FreshBooks because it works with little to no work involved.
I can't think of one thing that I didn't enjoy about freshbooks. It has a great layout quick response, easy to find tips. and a great price.
Time tracking is well done, invoicing is super simple once set up properly and I like that it allows you to do hourly billing, retainer billing, or a combination for each client. Also, adding your tracked time to an invoice and creating a professional-looking bill for a client is so much faster and easier than doing so manually.
There's a bit of a learning curve and you need to invest some time initially to get clients and projects set up correctly. So be prepared to make that investment, but it will pay off in time saved later. Also, this may not be for everyone, especially when you first starting out. I'd say you want at least a half dozen clients whom you invoice regularly before you bother paying for a service like this.
Ease of use, especially since the redesign, integrations with PayPal, etc. does save some time, integrated time tracker (although I still primarily use Toggl), makes book keeping - dare I say - fun? (Ok, as fun as it can be!). Great support - I've had timely replies every day of the week and after hours. Impressive!
I've had some integration issue (transactions not coming in, duplicates, etc.) but Support has always been helpful. They've offered to manually import transactions for me on more than one occasion. I'm on a paid tier but I'd have to pay more for some of the features I wouldn't mind trying out. Not in love with the subscription model, especially when many of the new features require higher tiers. Doesn't really make sense to be hooked up to an eCommerce platform given their tier limitations.
What I like most about this software is that it's great for small businesses. It also comes with a mobile app so you are really able to control what you're doing at any point in time. Lastly, there are many different templates to use for making invoices that can suit your needs.
What I like least about this software is that there aren't a lot of user that can be using it at once. Also, it could be costly if you are operating a very small business.
I have used Freshbooks for years now and only need it for a select number of clients. But it's interface and app are simple to use for billing. Ease of use is a big factor in using this software
The limits on the number of clients you can add on a free account. It used to be 5 but this changed to just one a few years ago. This forced me into purchasing a subscription with them.
Ease of use, mobile app, ability to have a ticketing system for customers, ability to have subs long hours in the system, ability to create professional looking quotes and invoices on the fly, integration to credit card and bank accounts to track and attach expenses to jobs.
Not perfect. May need a supplemental software to handle certain accounting functions, but that need has been decreasing as new features are introduced.
Freshbooks is the way to go if you're putting out estimates and invoices. Streamlined my books with all customers in one place as well as easily estimating and invoicing. The app is amazing and with it's updates easy to send a quick estimate or invoice to a client. The reports are very helpful as well.
Price went up with the last update as I have many more than 20 customers which I need to save in the program. Still a pretty good deal though when I consider the headaches I had without it.
Freshbooks has from the very beginning been easy to use, reliable and affordable. When I did the invoicing out of a spreadsheet I had to keep tracking of recurring invoices, and was almost always late. With Freshbooks I was never late sending them again. Time is easy to track, it's easy to organize projects and send estimates and collaborate with others as well. Plus they give good reporting and summaries.
I would love to see more payment gateway integrations and more third party integrations for tracking time/expenses.
I have had this software since it was a free program. I use it for time tracking and invoicing my real estate clients. It works seamlessly with Stripe which moves my credit card payments to my bank for a small fee. The cost is very reasonable and if I had a staff of any kind I could give them some access to be able to bill for their hours etc. I now use the extension on chrome to login and track my hours which is incredibly handy and I dont have to have a window open just for that, it works in the background of all the open tabs. Overall I very much like it.
As I mentioned I have had the program since it started as a free account and I now pay for the lowest paid account as it is just me. I would love to be able to have some of the other accounting features and add my other business to it but that costs more. My biggest wish would be that they might include a few of them into the cheaper account as I am sure most people need the ones like account balancing etc. Also, it would be helpful if you did not also have to pay for another system like Stripe to get the money from your account to your bank.
It was so easy to add and remove third party apps if and when they were needed.Plus, there were lots of options for third party apps that I could plug in or switch out as needed.
It never once made me a cup of coffee. I know that sounds like a weird joke but that's pretty much the only thing that it couldn't do for me.
Facturação
Two majors issues that are making me look elsewhere.
This program is easy to set up, use and should you have any questions at all, the FreshBooks Rock Stars are always ready to get you back on track, fast!
Only problem I've had is getting it work and sync with my Ipad, but I'm sure the FreshBooks team is all over it.
Freshbooks is fairly intuitive, even if you do not have an accounting degree you can find the information you're looking for. Creating and publishing invoices is simple enough for anyone to do. I like that there is a default description line for the product/service, but you can customize the content on an ad hoc basis when needed.
When updating the name of a product / service, it would be nice if all existing line items on an invoice could be updated as well, instead of updating each item for each customer invoice manually.
In the previous version of FreshBooks you could start multiple timers, with the new version you cannot. It was nice being able to have a couple of timers open as I switched between projects during the day without having to stop and submit the times in fragments. The updated version of FreshBooks also seems a little more difficult with the importing of expenses. Not actually doing it, but getting to them. In the old version they were prominent and reminded me to update and check, now you have to go hunting a bit.
Over the years, FreshBooks has made efforts to improve its service and update the levels of programs. The latest change they made to the interface has improved some things but other parts have been left behind and I've personally not seen any updates or changes in the past few years. What I like MOST is what they started with years ago -- the ability to remind clients at the 30, 60, 90 day marks to pay their bills. However, the interface to set that feature up changed a few years ago with their major update and it's not as intuitive now.
I do NOT like the timer starting off before you even choose what project you are working on. This is a SIMPLE FIX. I asked about it years ago and was told that -- yah, basically you launch the timer and then click the pause button while you work out what project you are on -- then start the timer again. Not a good design.
Not only is the design pleasing, but it's super easy to use and integrate with just about any other platform you use. My favorite features are the automations. I have the ability to integrate this with my email list so that new clients added to my email list automatically. I also love how easy the reports are to use. Creating recurring invoices it's the bomb and I love that some of my clients have saved they're credit cards and their invoices get paid automatically!! I spend less time entering payments and managing expenses and more time doing the stuff I want to do.
I would like a simpler way to manage tasks. This feature still feels clunky to me. It's also like to back to search within deleted clients and projects. Overall I'm just being picky because I can't think of anything else I need this to do.
FreshBooks it’s the best software to control all the billing aspects on any company, fully customization task, automatic invoices and easy to follow payments, also the reports become a dream to work with it, the pro and subscription options worth every penny, don’t forget that all your data is on the cloud so can be easy access from any place in the world, the mobile app become useful on travels.
Even if freshbooks allow us to register all our work and make a very professional invoice, the payment option not can be easy integrated, some banks accounts don’t accept JON export or have web integration options, also if the client made a payment using other methods, all the information need to be added by hand and take time.
We use FreshBooks as side or QuickBooks, since we are having clients from India and abroad. For our abroad clients we use FreshBooks to invoice them. The tool is really great if you have a huge customer base and needs to manage or send invoice in a daily manner. FreshBooks helps us by tracking our each payments and tracking of our customer payments thereby tracking our revenue monthly. The tool has a cool feature on which we can workload the monthly balance sheet with the customer we have on FreshBooks. This helps us greatly to create our monthly complete balance sheet as we can add our Indian customers easily. Good tool ! also the features are good and easily manageable.
We came into a situation in which our tool crashed several times a couple of weeks before, we contacted the support team there responses was limited, although the issue is fixed some how we are some what disappointed with the support they give.
Instead of employees concentrating on finishing tasks, freshbooks process is also an added task on their part where you have to use a timer and make sure that the tasks done are noted. The employees are usually paid less per day even if they were present or online within their given scheduled hours. Pay is not credited instantly and will be on pending for 3 days even if it was already approved by the Manager.
I recommended Freshbooks to a friend of mine who started using it right away. Then he had trouble with a really difficult client he'd billed using Freshbooks. This client (I subcontracted with the friend so am aware of what all happened) contested all of my friend's work and refused payment after paying the Freshbooks invoice. And Freshbooks allowed the chargeback to happen. I think other software does not allow this --- for example, my friend now uses Quickbooks as a result. I have also experienced some quirks when it came to adding new jobs to repeat clients. This is likely my own error but it's not something I've cared to reach out to the support team to question. I also have not downloaded a year's incoming and outgoing details to give to an accountant. So I don't know how well that all works. Again, my own thing, and not necessarily on them.
I love being able to pull reports (P & L) very quickly to see my numbers. Clients can log into their invoices at any time and pay or download (which saves me from having to send it to them). Creating an invoice is very simple. The per month plan allows for up to 50 clients, which is plenty for the time being. Customer support is fantastic!
I'd like to be able to integrate with my website instead of manually having to enter the revenue. The old system used to show in the Dashboard what money was in transit. Now you have to login to WePay. No biggie, just an extra step. Clients cannot select the amount to pay if paying a partial amount of the invoice. This is a hassle when a client asks to pay a different amount as what was set up in the Payment Schedule. You have to go in and change it. Also, with Payment Schedules, if you don't enter them in date order, you have to reenter them. Let's say you get several payments entered and forgot one, you have to go and change all the dates in order for the system to accept it. It's a pain!
I wish there was a little more customization on controls and privileges for the user. The salesmen in the company was able to adjust pricing and I did not want them to be able to do this. There was not much customization on the presentation of the quotes and invoices either. You can have your company logo and small adjustments but very limited on the appearance.
FreshBooks gives small businesses a well-designed and intuitive user interface that can easily be used for a variety of different functions, most notably billing, and invoicing. Users are given a wide array of attractive template designs to choose from when creating invoices, allowing for catchy, yet professional looking documents.
One limitation in FreshBooks as an accounting package is the fact that they utilize single-entry accounting. While this may not be an obvious flaw to a new small business owner, it will become apparent as more accounts are created, employees are hired, and payment options are implemented. Single-entry accounting is quick and simple, but it certainly leaves something to be desired.
To access the service you need an Internet connection to use the software. On the other hand the price in relation to subscriptions linked to the number of customers that can be stored or saved is a high price because for example in the basic subscription limits the user to save only 5 clients and if it is a software designed for small companies or medium-sized expansion path should provide more storage as well as a basic package. However, it does not allow estimates of quarterly or annual tax payments, so you will have to calculate them by hand or use a different program that is complementary, which is an additional limitation
Freshbooks is a simple and straight-forward accounting solution. It's delivered with relatively small amount of standard accounting categories so you're not overwhelmed placing expenses into their proper buckets and adding new categories is quite easy.
The only con we've experienced with Freshbooks is their limited subscription levels. We've exceed their standard top level package but we're not quite big enough to financially justify a custom/enterprise package. It seems Freshbooks is ideal for customers with a lot of recurring transactions - which, we have more individual transactions than recurring so this is part of our problem. Regardless, Freshbooks staff has always been quite helpful in offering up solutions to help us make the most of our subscription limits (500 active clients).
Nothing like not having to waste time with the collection to customers, be aware of the expenses when you work on your own and you are starting your small business, there are currently several applications that help you with this, but of which I have tried freshbooks is among of the first three, it has vital tools such as charging your customers, generating invoices, the tool for monitoring expenses is great, helping you to keep up-to-date the payments of services and not exceed your expenses according to your earnings, really a helping hand at the start of your business.
There are two main disadvantages for me, the first is that you must be connected to the internet whenever you want to use it, I know that this should not be considered a disadvantage today, but there are faults and not being able to enter your accounting for this its delicate, the second is that it does not allow the quarterly calculation of taxes, which forces you to do it yourself and takes a lot of time.
As a freelancer with a small load of projects, I didn't need anything too fancy; it helps me manage efficiently what otherwise kept bugging me; mainly helps with keeping an organised track of expenses/receipts, time management, invoicing
As a freelancer it suits ad hoc projects with unique entries. However, if I were working on projects with rather similar outputs, I'd be a bit irritated that it doesn't have more intuitive automated fill-in entries.
I like how easy it is to track billables, how easy it is to create estimates and turn them into invoices, how wonderfully the app tracks invoices, expenses, and payments. I always know when my client has viewed the invoice. Freshbooks makes bookkeeping and accounting easy, and this is a plus for us with non-traditionally-logical creative brains. It is wonderful that I can use Freshbooks on my laptop and on the go with my cell-phone or tablet. The functionality is great for most users. I do need to track time (sometimes, just for myself to ensure I am on top of the project projections). I love that I can input receipt images - on the go - directly from my phone's camera or can upload them through files on the laptop/desktop app. I have used Quickbooks in the past, and it was far more robust than I needed. I am a one-person creative company and just needed time-tracking / estimate generation / invoicing / payment tracking / and expense tracking. And, of course, the lovely printable reports for my accountant. Freshbooks far surpasses my expectations.
It would be nice if I could set up invoicing once or twice a week and have it go out automatically on the date specified without having to create a recurring item. I like to do my desk work one day a week and if I knew I was invoicing someone at the end of the week for an already known amount, then I would like it to automatically send the invoice that day rather than me remember to go into Freshbooks and hit the send button on the draft. (I have a client that only wants to be invoiced every other Tuesday, but Tuesdays are busy for me so I do up her invoice for the work completed two weeks behind. I do my desk work after work hours on Fridays as that is the day my hubby is out and it does not interfere with the work day. Every other Tuesday I have a calendar reminder ping me to send her the invoice. It works for me. But, I would really love to schedule it and forget it.
I love the tracking. I can instantly check to see if clients have viewed their invoice or not. Also love sending invoices via email. It is so easy to whip up an invoice and email it to a client in a snap. My customers can pay their invoice online through their special link or mail me a check. The home dashboard shows me instantly how much I have invoiced for each month and how much I have and have not collected.
They made a new software interface that I have not adjusted to yet. Other than that, I like everything else.
I like how simple FreshBooks is to use. We are able to generate and deliver invoices very rapidly to our customers. It is intuitive and works well for simple invoice sending and tracking. It's great that we don't need to change our existing payment gateways that we use and that it supports multiple gateways.
Probably the lack of integration capability so that we can send dynamic line items. We were looking for a way to move all of our dynamic invoicing to FreshBooks but haven't been able to add dynamic line items based on usage that is computed on the fly. For example, we wanted to charge our customers a certain amount every month, but that amount would change depending on their usage in our software. We were looking for a way for a callback to be triggered right before a charge to see how much a customer should be charged.
Easy, reliable, it did solve a ton of problems for me.
As I mostly issue invoices to Italian clients, the setup was somewhat more complex: the application was not conceived to handle Italian taxation intricacies when preparing estimates, invoices. But I did manage around the difficulties, and it did reorder my administrative life.
Extremely easy to use and to train new employees.
None that we can think of.. We have never even called in for help.....never.!!.
It's user-friendly and makes it really easy to monitor and collect payments. You can create and estimate, get the client to approve online, roll to an invoice, set up recurring invoices for each client, log your hours, have them automatically roll to the corresponding monthly invoice, send via email or mail, and track when it's paid.
While it's great for estimates, invoicing, discounting, setting terms and collections, you cannot do anything more sophisticated such as creating a proposal. On the expense tracking side, it doesn't allow you to track expenses of different currencies with respective exchange rates.
Invoices need to be created with ease while onsite with a client. FreshBooks does this using their iPhone app. The client is instantly emailed an online invoice, allowing them to pay the invoice immediately. Being an Apple Consultant, design astetic is important, and I wanted my invoices and payment portal to reflect that. The received FreshBook invoices, statements, website/ portal and other client contact are easily customizable with very little effort.
I wish that FreshBooks would allow for time tracking separate from time-billing. [Updated 11/2016: the new version of FreshBooks does allow this.]
It helps you get paid faster with easy to issue invoices
Waiting eagerly for the Android update. Also would love to see some forecasting tools, and expense reports
Ability to see all the jobs for each client.
Clients names are always listed by the business name - in my case, by departments or offices. I would prefer that I actually see the person's name. I wish it would give the option of which you'd like to see.
Some of the biggest reasons we chose Freshbooks over other software:
*Reporting could be improved