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December 26, 2020
We implemented FreshBooks for a couple of marketing and manufacturing customers--most of our customers were using different accounting softwares for finance and invoice management across all their departments They reported issues like not able to track invoices properly, lack of cloud compatibility, etc. After FreshBooks implementation/migration, customers are able to better track invoices and they see 20-30% increased productivity and around 20% cost savings.
- Reporting
- Real time invoice tracking
- Easy implementation
- Cloud support
- Onboarding process
- API SDK support for latest programming languages like Node.js, Go
- Direct integration with other CRMs
November 26, 2019
I use Freshbooks for my invoicing, estimates and lite accounting work. I am a freelance photographer and have recommended Freshbooks to any of my colleagues. It is easy to use and for myself as well as my clients. It does a good job of showing when clients are late to pay, which is often in the freelance world.
- Invoicing - Creating invoices is easy. This helps me to get the invoices out faster. It automatically keeps items so that I can re-use them later. as an example, if I want to charge the client for a digital transfer fee, I can pick that item form a drop-down menu and it will even fill in the rate that I used in the past.
- Templates- The template allows me to keep my branding cohesive and professional. You can add your logo and pick a theme color so that it matches your brand. There are two different template layouts to choose from.
- Automatic Expense Importing - I use two separate credit cards for my business. One card for non-billable items and another for items that I bill my clients for. The auto importing makes adding those billable items to invoices easy.
- Templates- One of my biggest gripes about Freshbooks is that if you change the Terms section on an invoice, it will change it for every future invoice across the board. I often need to change my terms depending on the client and job. This makes it's very hard to keep everything organized.
- Price- If you do not use all of the Freshbook features, it is a bit expensive for what you get unless you only have a few clients.
- Importing of expenses - When automatically importing expenses, Freshbooks often miscategorized items and often does not fill out the vendor section when I use my Chase accounts.
October 21, 2019
It is currently being used to manage and track expenses, log hours and invoice companies for our family small business. I have also written a few automations using their API to allow easy entry of payments and tracking what is owed. In addition to these business actions, Freshbooks is linked through their partner network into our payroll system so that the expenses of payroll and costs associated with running the business can be easily computed for tax time.
- Super intuitive interface and ease of actions.
- Integrations with other web services like Gusto help the handoff of tracking of payroll.
- Being a hosted platform, it is simple to share links for reference to my tax service people for access to any numbers.
- Reporting is great as it can break down the P&L and compiling deductions during tax time.
- They recently updated their interface which was one area that needed an update. But overall the areas that were lacking a few years ago (Old XML API, Older interface, poor mobile apps) Have all been address so I really don't have many complaints. If you are someone like me who does not want to become a accounting wizard and simply want to run your business, this was a great solution.
October 10, 2019
Freshbooks has been our main invoicing software for the past 6 years. We use it for invoicing one-time projects as well as monthly recurring clients. We chose Freshbooks because it was offered an easy way to invoice clients and was one of the few invoicing platforms that offered recurring payments. The user interface is fantastic and makes it easy to use by multiple people on our team.
- The user interface is beautiful and very easy to navigate and use.
- Super reliable. Have sent out thousands of invoices and have never had an issue or misplaced email.
- The accounts aging feature is great, gives you a quick snapshot of what invoices are getting old and allows you to manually or automatically send followup notices.
- The accounting side of the software is not as developed as the invoicing and time tracking side.
- If you have a lot of clients or want some of their add-on options, it gets expensive fast.
- The mobile app is good but does not work well for some features
We use FreshBooks as our accounting system for invoice creation, tracking, and payment. FreshBooks centralizes all invoicing aspects into one platform.
- Ease of invoice creation.
- Ease of invoice status tracking.
- Frequent crashes.
- With large volumes of information it can be slow to load.
October 09, 2019
My company is performing all accounting functions for different companies. One of our clients uses FreshBooks as main accounting software to keep track of billing and expenses.
- N/a
- N/a
- N/a
- Ease of navigating throughout the menu
- Chart of accounts (report format and ability to edit accounts)
- Lists (invoices, expenses, etc) sorting and exporting
- Still down into accounts/amounts from a report
- Reader-friendly reporting
May 17, 2019
Our company is currently using Freshbooks to manage its finances in an easy and secure manner. This software is currently being used in the Finance department. Its adoption has made the process of sending professional invoices, organizing expenses and tracking billable time easier than before.
- Offers several features such as online payment gateway and cloud-based invoicing.
- It has robust reporting functionalities that enable users to make informed decisions.
- Allows users to transfer their timesheet data to invoice and receive payments quickly.
- The reporting feature of this software is highly demanding because none of its data lines in the report is hyperlinked.
- The software should be more flexible and have more options for the application of late fees.
- It would be better if the process of adding projects was made more smooth to clients.
April 23, 2019
FreshBooks is used primarily by our CEO and by me to manage our day to day invoicing and expenses. With around 80-100 clients at any given time, it helps us both manage and streamline our invoicing, and helps us gauge month to month outgoing and incoming costs.
- By far the number one strength of FreshBooks is customer service - they always immediately pick up (no wait time) and can answer any question within minutes. They are easy to understand, friendly, and always willing to go the extra mile to help out. This is one of those rare situations where it is actually easier to pick up the phone then trying to search through FAQs for the answer.
- In general, the interface is easy to use. Everything is fairly easy to find and straightforward.
- The Recent Activity feed on the left side of your browser window is great- at any given time you can see a snapshot of any activity within your account, whether that may be changes you made yourself, another team member made, or even if a client logged in to view their invoice.
- While I love the Recent Activity feed on the left, you can only view a certain number of activities. It would be great if there were a view more button to see all recent activity, especially if it's a busy day and a lot is going on.
- While the interface is very easy to use, sometimes you have to click multiple times in order to get to a view you want. It would be great if you could more easily toggle between options within a client (if buttons for recurring, all invoices, the client's profile, etc. were all available for a specific client instead of across the board.)
February 13, 2019
Due to currency limitations within FreshBooks, we run two accounts. One bills our Canadian customers in CAD, and the other bills USA and International clients in USD.
FreshBooks is our primary invoicing system. As a SaaS and consulting company the majority of our billing is based on recurring contracts, so we looked to FreshBooks as a replacement for manual processing of credit cards. FreshBooks automatically generates invoices according to the client's billing profile, and securely stores the card on file. The late fee/interest system is rudimentary, but does a solid job for what we need.
Invoices, payment notifications, and invoice reminders are emailed automatically.
The Time Tracking feature allows us to log time to projects and have that automatically added to invoices when they recur.
For the first several years we were very happy with FreshBooks, especially as their customer service team was really efficient and friendly. Unfortunately, that's changed a lot over the past few years as FreshBooks has tried to evolve from an invoicing tool into a full accounting system. They have increased prices, limited options, and service has degraded. We're now one competitive feature away from canceling both accounts.
FreshBooks is our primary invoicing system. As a SaaS and consulting company the majority of our billing is based on recurring contracts, so we looked to FreshBooks as a replacement for manual processing of credit cards. FreshBooks automatically generates invoices according to the client's billing profile, and securely stores the card on file. The late fee/interest system is rudimentary, but does a solid job for what we need.
Invoices, payment notifications, and invoice reminders are emailed automatically.
The Time Tracking feature allows us to log time to projects and have that automatically added to invoices when they recur.
For the first several years we were very happy with FreshBooks, especially as their customer service team was really efficient and friendly. Unfortunately, that's changed a lot over the past few years as FreshBooks has tried to evolve from an invoicing tool into a full accounting system. They have increased prices, limited options, and service has degraded. We're now one competitive feature away from canceling both accounts.
- Recurring invoicing, with a credit card on file.
- Time tracking added to invoices automatically.
- Access to a record of emails sent to the customer.
- The new version does not allow 3rd party payment processors -- only FreshBooks billing via Stripe.
- The new version has higher costs, with some features removed, and no new features that we need.
- FreshBooks seems to have lost their identity and their sense of who their customer is.
- No ability to customize interest/late fees per client or per invoice. Only one structure and a yes/no toggle per client.
November 12, 2018
We have been using Freshbooks for invoicing our customers since last three years. It is pretty seamless with capabilities to send estimates to our customers. Creating a duplicate invoice from an invoice is a nice feature for recurring invoices. It also allows users to set automatic reminders for overdue invoices. Since there is no notification if and when the reminders are sent, we prefer sending manual reminders over automatic reminders. It allows the clients/customers to pay the invoices via the credit card and in return, it charges a fee for each transaction.
One limitation is that it does not allow multiple accounts for one client so in case we have to send multiple invoices to different cost units within the same client, we have to create separate clients.
But overall, it is simple and easy software to handle.
They do not have chat support rather a call-in support or email support which is great and very responsive.
One limitation is that it does not allow multiple accounts for one client so in case we have to send multiple invoices to different cost units within the same client, we have to create separate clients.
But overall, it is simple and easy software to handle.
They do not have chat support rather a call-in support or email support which is great and very responsive.
- It is easy to create the clients and invoices.
- It is easy to see the status of each invoice, along with the aging on each invoice.
- It creates easy to use reports that can be shared if required.
- They must establish One client many departments concept.
- They do not allow fixed amount discounts. The only allow percentage discounts.
- There should be notifications when the reminders are sent.
December 12, 2018
FreshBooks handles all of our invoicing needs. It makes invoice creation quick and easy and allows clients to pay online.
- Creates Invoices. Invoice creation is easy and fast.
- Manages Client Info. It's like a mini CRM that stores client contact data and invoice history.
- Accepts payments online. Integrates seamlessly with our payment provider to accept credit cards online.
- There are two version of FreshBooks. The newer ones do some things well that the classic version doesn't, for example, allow individual payment terms rather than global payment terms. But the newer version does not do everything that the classic version does.
November 05, 2018
FreshBooks is being used for us as technical department of our organization, in order to get related with the administrative department of our organization, where the match of an hour of work and invoice relations are made. The whole process began with a really very comprehensive diagram of our business, geographical data and business support, where all the cost in the administrative and office area are involved in our hourly rate in every project we do. It is being used in the whole organization because we use the software in order to know our hourly rate, but also our business daily costs, so all the departments in our business are tied in with the software, because we have the same goal, going forward.
- Have a hourly rate for our business.
- Have focus on our customers and our projects, not the administrative department.
- Get our business cost on control, because we already work on a budget.
- Take our invoices out as fast as our products are done.
- Maybe, manual entry should be easier
- Editing different rates for services on continuous invoices is very complicated.
- The system doesn't keep an automatic numeration for the invoices, so it is necessary to keep it manually.
October 29, 2018
We use it to invoice our clients, collect payments, and get accounts receivable reports. Billing is super simple, and our clients really like how easy it is to pay us, which is why we won't switch our billing to QuickBooks Online. Our whole organization uses this software currently and has for a while now.
- Invoicing
- Collecting Payments
- Reporting
- Accounting
- Expenses
- Cashflow reports
- Accounting Automation
October 29, 2018
FreshBooks is how I invoice all of my clients for DemandMaven. DemandMaven is a small consulting firm that caters to early-stage startups and SaaS companies. The main business problem it addresses is very simple: provide beautiful, user-friendly invoices to my clients and allow them to easily pay for the services I provide them! Typical invoicing software can be extremely clunky and archaic-looking. I wanted something beautiful that would represent my brand in a way I could be proud of.
- Provides user-friendly, beautiful invoices
- Built-in features like invoice reminders, recurring invoices, deposits, and automatic late fees applied
- Multiple payment options — including Stripe (which is a must-have for my industry)
- You can't schedule invoices to be sent out at specific times which is something I really wish it did. Not quite the same as a recurring invoice.
- I wish I could attach the agreement that dictates the payment terms. An integration with DocuSign, for example, would be awesome.
October 22, 2018
Our entire organization, although small (5 people) uses FreshBooks for our estimates, invoicing, time tracking and payment processing. FreshBooks has been an integral part of our company for the past 5 years - when QuickBooks didn't want to accept our new business to use it's platform we began looking into other options. Ever since that moment we have been a fan and used FreshBooks every day since.
- Invoicing - easy to create, customize, and manage. A great feature is the auto-pay for recurring payments with clients.
- Estimates - these professional looking estimates with prompts has helped us take our estimates and timelines with clients to a new level and also being able to keep track of them and have the client sign them.
- Time Tracking - this feature has helped keep track of countless hours working on projects and then easily adding that time to current or new invoices with Freshbooks recognizing what client it may be for and to add the time to the invoice easily.
- The only area I have noticed that FB needs improvement is how it links up with bank accounts and keeps track of spending. It seems to be flawed in a few ways where it will double outgoing transactions sometimes and also when we move money from one account to another it shows it as spending and not just moving money and that is something we have to account for with Taxes each year.
We use FreshBooks in our marketing agency to invoice clients and to track accounts receivable. We've also used it a bit for some small project bids.
- VERY easy to set up and manage.
- Provides great info in an easy-to-read and navigate manner.
- Multiple credit card processing options (as well as other payment options).
- Customer support is outstanding.
- The bid/estimate area is pretty light. It would be nice to be able to do more editing (including adding images etc) to help make it look better.
- We don't really use it but I think the time tracking function is also pretty basic.
August 02, 2018
I have been very pleased with FreshBooks. It is a simple and robust solution. I admit I don't use all of the features, but I have it integrated through Zapier to my proposal software (Proposify) so that I can generate quick invoices upon approval. I also like that it keeps notifications going when bills are late.
- Notification of late bills.
- Quick invoicing.
- Easy to use.
- Has more features than what I need, but I just don't worry about it.
- I did not like the new version. Once I upgraded, I went back to the classic version...it was easier and had a few features I didn't like.
- Would like to be able to export users out of FreshBooks. I don't think you can do that right now.
June 25, 2018
I use FreshBooks for all my billing. Being a small business, it helps to have automated invoicing and reminders for some of our clients. FreshBooks also provides auto payments if our clients prefer.
One main reason I went with FreshBooks is the fact that it links up with Fundbox. Our clients are good about paying (usually), but not knowing exactly when checks arrive can be strenuous on small business. By linking up w/Fundbox, we can use that service to keep cash flow going in case of a tardy payment.
One main reason I went with FreshBooks is the fact that it links up with Fundbox. Our clients are good about paying (usually), but not knowing exactly when checks arrive can be strenuous on small business. By linking up w/Fundbox, we can use that service to keep cash flow going in case of a tardy payment.
- FreshBooks is great for creating, sending and/or auto charging for invoices you set up in advance. Several of my clients are on monthly service packages, and it's great to save time by having the invoices ready to go. Most of our clients pay via check, so we only have FreshBooks create the invoices. Plus, we can double check that there are no additional charges that need to be added before the invoice goes out.
- FreshBooks has a pretty robust auto email section. New invoice emails, payment reminders, and notifications of late fees are all part of this feature. Plus, if you learn the shortcodes, you can customize these emails.
- FreshBooks interfaces with Fundbox, an important tool for a small business of our size.
- One big area for improvement is being able to automatically carry over a past due balance to a new invoice. If a client is late with their payment, you have to either add the previous balance to the new invoice or have two invoices sitting out there, which can be confusing for the client. If the new invoice has the previous balance included with it, you must zero out the previous month invoice, or your FreshBooks will indicate you have more money owed than you actually do. (This is an accounting issue).
- It would be nice if FreshBooks would interface with Quicken and or QuickBooks. (I'm not certain that it doesn't, but don't believe it does.
June 18, 2018
I used FreshBooks to track my time, invoice clients, and track payments. FreshBooks makes it very easy for me to set up new projects and track the amount of time I spent working on them. As a freelancer, I don't want to send a lot of time doing non-billable work. FreshBooks almost makes all of the project tracking stuff happen "in the background" with very little effort.
- It makes sending invoices for billable time super easy. You can generate an invoice with a detailed description of each time entry in just a few seconds.
- The user interface is great. It makes the normally tedious tasks associated with time tracking and invoicing seem easy.
- Reporting is easy. It's great to be able to see quickly which clients are slow to pay, what clients have I spent the most time this month/quarter/year working with, etc.
- Sometimes I wish there was more flexibility with the options: applying late payments, the details that show up in the reports. I suppose being able to customize things adds to complexity... so it's a trade-off.
- There aren't enough accounting reports to use this as a stand-alone accounting solution. I paired it with QuickBooks Online.
- It's not a problem for me, but they don't support many currencies.
October 01, 2018
I used to receive and give invoices using Excel and Word. It required a lot of time for me to do this. I wound up procrastinating a couple of times in getting invoices out, which led me to get paid more slowly. Utilizing FreshBooks has facilitated this process for me, so I am ready to make and send invoices significantly faster. Likewise, the invoices I send now are extremely professional looking, and being able to track my customer's progress on the invoices spares me from doing as much follow up with them to get paid.
- FreshBooks gives independent businesses a very thoughtful and instinctive UI that can be used for a wide range of functions, most outstandingly charging, and invoicing. User are offered a variety of templates to browse while making invoices, taking into consideration snappy, yet proficient looking records.
- FreshBooks also gives you tools for group collaboration, monitoring, and operations, which can all be effortlessly explored and set up to build your business's capacity to increase communication, send regular updates, submit recommendations, and secure jobs without hardly lifting a finger.
- As a bookkeeping bundle, FreshBooks offers some crucial accounting and bookkeeping functions, and has some banking functions. It lets you see online credit card charges, and alerts you via their fully-functional app.
- FreshBooks gives amazing support from the beginning. Users can get started with a detailed and easy-to-follow startup guide, while their well-prepared staff is always available to give clients answers to any questions or issues they may experience. FreshBooks is extremely proud of their client support and their consumer loyalty rating, and you can really see that when you talk with one of their agents.
- Its estimates, goal setting, and detailing highlights can be better. One user also discovered bugs in FreshBooks' email click-throughs and computerized costs which he did not like. Aside from these minor glitches, however, FreshBooks is a first class bookkeeping software.
- Rather than representatives focusing on one complete ticket, FreshBooks adds an additional task where you need to utilize a clock and ensure that they get the job done. The representatives are generally paid less every day regardless of whether they were available or online inside their given planned hours. Pay isn't credited right away and will be on pending for 3 days regardless of whether it was at that point affirmed by the Manager.
June 03, 2018
I am a freelancer and I have used FreshBooks for more than 4 years. Before that I was creating invoices manually and sending them to clients through my personal email. Well... I really got the burden off my head when I started using FreshBooks. I can create invoices, maintain clients' profile, perform billing easily on it and send them to the client I want. Moreover it keeps all history and reports at one place which is very useful for me.
- Very good looking user interface. Clean and clear. It really looks like a fresh accounting book in the real world.
- Easy to use interface, easy to find all features at a same place. I can create invoices in seconds and send to the clients.
- It is really a great application for small business owners or freelancers like me. I can concentrate on other things while FreshBooks do all accounting for me, easing that burden off my shoulders.
- It should have a free version which can be used for unlimited time not just 30 days. Although the company can limit the number of clients in them but the free version should always be free.
- Need more integration features and should be able to integrate with other third party apps and payroll tools for enhancing the functionality. But I look forward to the next updates in FreshBooks.
- Need an essential feature which is Time Tracking. Hope to get it soon!
January 18, 2018
We use Freshbooks as our go-to book-keeping tool in our branch of my organization. We basically use this tool for invoicing our clients and customers alike, calculating project estimates, tracking amount of time spent on projects, and also as a platform to accept payments from selected customers and clients.
- Invoicing - FreshBooks basically ensures our accountants spend less time on invoices via its automated invoicing system, which sends invoices to our customers and clients alike and also send them regular reminders for them to pay up their bills.
- Collecting business insights - FreshBooks enable our company analysts measure our business performances via data reports provided by FreshBooks' intuitive dashboard. Allowing us do a comparative analysis of key business metrics of a current month against past months and determine if the business is growing.
- Expense tracker - We have recently embraced FreshBooks as an expense tracker for teams at our company branch. Thusfar, FreshBooks has performed very well, making our expense management a perfect operation; ensuring teams do not exceed their planned budget and also eliminating the need for tracking expenses on excel spreadsheets.
- Multi currency support - FreshBooks currently doesn't enable us enter our financial transactions in our local currency. Thus to use FreshBooks, we enter our financials in basic digits which can sometime be very confusing.
- Templates - FreshBooks invoice templates are currently limited to what is provided in the tool by default. It would be nice to have the ability to customize our own invoice to meet our demands.
April 13, 2018
The software is being used for my whole organization as a base to set up all the products and address every clients needs. We focus our products on the needs of our clients, and we are looking for international business, so this app allows us to keep on the market and expose ourselves on other markets. The main business problems we address are daily project appearance, proposals, configuration, leads, tracking, invoice and collect by any means. The most important thing is the control of expenses and the
ability to make fixed payments, which allows us to focus on our work.
ability to make fixed payments, which allows us to focus on our work.
- Time tracking
- Quick invoicing
- Easy navigation
- Accepts all payment methods
- Invoice is manual entry, and has to be automaticly numbered
- Manual entries are a little time consuming
- I would like my logo on invoices
January 08, 2018
We use Freshbooks to integrate our accounting and bookkeeping activities across my organization. From invoicing clients to tracking expenditure, tracking projects, setting proposal cost etc., thereby making our day to day activity at work fast, easy and secure.
- Estimates and proposals: Freshbooks enables us to make a concise estimate on new projects. With just a few clicks we and our client get on the same page, start a project and streamline billing. From the beginning of new projects to the end, Freshbooks gets us covered.
- Mobility: Freshbooks enables us to keep tabs on our finances even while on the move - courtesy of its mobile app.
- With the FreshBooks mobile apps, we stay connected with our clients, while also taking care of our accounting from anywhere and everywhere.
- Financial-report: FreshBooks enable us to measure our business performance. Via its dashboard and reports, we are able to stay in touch with our business performance and growth. Making the job of the accounting department, much more easier.
- Currency support: Freshbooks doesn't support all currencies. That has been a major hindrance to our using this tool for some of our bookkeeping activity.
- Credit card payment: As of the moment, Freshbooks doesn't support all credit card providers. They seem to have credit card payments providers, whose cards they accept.
December 19, 2017
We use Freshbooks to manage our startup's finances from day to day basic book-keeping to ticketing, setting reminders and invoicing customers, alongside responding to customer query regarding the invoice we send them.
- Integration with a third-party application.
- Time-tracking and invoice booking.
- Payments.
- Payments; Freshbooks sometimes doesn't accept certain credit cards.
- Poor chat and phone support.
- Subscription can be better.Probably a pay as you use model, as against the monthly, yearly model.
FreshBooks Scorecard Summary
Feature Scorecard Summary
What is FreshBooks?
FreshBooks is an accounting service for small businesses. The solution enables users to send and manage invoices, track billable time and collect online payments. The vendor’s value proposition this that their solution provides a straightforward service that simplifies the billing process.
Categories: Accounts Payable / Accounts Receivable, Accounting
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FreshBooks Integrations
Shopify, Gusto, Citrix RightSignature, Mailchimp, Google App Engine, Zendesk, Basecamp, Wufoo, Freshservice, Skyvia, Stripe, Agile CRM, Authorize.Net, Acuity Scheduling, a Squarespace company, Fundbox, PayPal, Hours
FreshBooks Competitors
FreshBooks Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| Lite | $4.50 | per month |
| Plus | $7.50 | per month |
| Premium | $15 | per month |
| Select | Custom Pricing |
FreshBooks Customer Size Distribution
| Consumers | 0% | |
| Small Businesses (1-50 employees) | 95% | |
| Mid-Size Companies (51-500 employees) | 5% | |
| Enterprises (> 500 employees) | 0% |
FreshBooks Support Options
| Free Version | |
|---|---|
| Phone | |
| FAQ/Knowledgebase | |
| Social Media | |
| Video Tutorials / Webinar |
FreshBooks Technical Details
| Deployment Types: | On-premise, SaaS |
|---|---|
| Operating Systems: | Windows, Mac |
| Mobile Application: | Apple iOS, Android |
| Supported Languages: | English |