Select Page

In my previous blog post, I promised to write about where to get Freshbooks training. Now let’s cut to the chase and get the ball rolling.

I have researched a few key features of Freshbooks that most of us wanted to have help with and here’s what I’ve found out. I’ve also put a short definition of each feature that are not self-explanatory.




For Online Invoicing


Customize your invoice – invoice format can be customized according to your business needs

Track Invoice Views – you can see who viewed your invoice, that way, you can do follow-ups

Estimates – estimates of projects for clients

Online Payments – mode of payments your business accepts

Late Payment Fees

Recurring Invoices & Auto Payment – invoices sent regularly and payments deducted through credit card (you should have a credit card authorization to deduct to do this)

Multi Currency & Multi Language – you can change currency depending on your country

Client Portal – is a website where you and the client can share a collection of digital files, services, and information

Sales Taxes

Late Payment Reminders

Client Credit

Track Offline Payments – you can also track offline payments by scanning the receipt and upload it in the Freshbooks systems

Send Emails or Snail Mail

Time Tracking & Projects


Team timesheets – a record of your time spent working

Project Managers – you can create a manager that will manage tasks and projects

Track Unbilled Time – you can track time that are not billed

Different Rates for each Project – you can set up different rates per project

Generate Invoices – create and send invoices or billing

Automatic expense import – you can import (or upload files from your computer) expense files from your spreadsheet

Attach receipts (PDF or Image) – printed receipts of your expenses can be scanned and uploaded as PDF or image file for easy and paperless filing and tracking of expenses

Expense Report Filters – a detailed report produced on a monthly, quarterly, or yearly basis that

accounts for all the expenses a business incurs.

Recurring Expenses – expenses business pays on a regular basis (example: electricity, etc.)

File import – you can import any file from your computer

Assign & Rebill Expenses –

Key Features

Balance Sheet – the accounting process of combining all books of accounts

Profit & Loss – a record that provides information that shows the ability of a company to generate profit by increasing revenue and reducing costs.

Accounts Aging – counting delinquency days or stages of a certain account for easy collection

Expense Reports – report of all expenses incurred by the business

Sales Tax

Item Sales-

Export to CSV or Excel – download the reports from Freshbooks to your computer in spreadsheet format


Freshbooks also have other services that you may add for an additional fee. You have the option to get them or not depending on your needs.


Here are some Add Ons

Mobile – for accessing Freshbooks on mobile devices (ipad, phones and tablets)

Payroll – payroll system

Project Management


Customer Support

CRM – Customer Relationship Management

Time Tracking

Generating Leads

Marketing – marketing tools used to increase awareness of your business

Payment Gateway



Connector Tools

Electronic Signatures – instead of having a document physically signed, you send it through email, recipient will type his name on the space provided and the system creates an electronic signature. This is legal and being used widely.

Workforce Management

eCommerce and POS – Point of Sale systems and website’s checkout feature if you want to process the sale right from your website through credit card and other payment options


I would not go much on each feature as all of them are in the links provided so you can help yourself in learning the first feature you want and get started in automating your business.


More in depth explanation of each feature are in Freshbooks website as well. There are also webinars or video presentation to help users learn how to do it. If you need more help, they also have a customer service representative ready to help you anytime, toll free.


Now, to get into the webinars of each Freshbooks feature, I have found this site that offers most if not all of them.Grovo Freshbook Fundamentals


You have to create an account first to be able to access those trainings or you can simply log in using your facebook account, type “Freshbooks Training” on the search bar on the upper right corner of the site and it will take you to this page :

A video transcript is also shown right below each video for your convenience. No more taking down notes for you. I wish it’s also like this while I was in school. To bad it wasn’t. (sigh..)


Anyway, that’s one way of making the business work for us, not us working for our business. But we have to start somewhere. Organize and automize. Start your training and tell us where you are!