A fresh review of Freshbooks!
Soneeka Arora | TrustRadius Reviewer
Updated November 12, 2018

A fresh review of Freshbooks!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with FreshBooks

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.
  • 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.
  • Easy to use by even not so savvy tech and accounting savvy team members
  • The pricing of the software is appropriate.
We used Freshbooks as an alternate source of invoicing (we use Stripe for recurring billing) and it works well in this setup. It is not meant for invoicing for Software-as-a-Service products.

FreshBooks Feature Ratings

Accounts payable
Not Rated
Accounts receivable
9
Expense management
7
Time tracking
Not Rated
Credit card processing
8
Dashboards
8
Standard reports
8
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
8

FreshBooks Support

I give 8, I just take out 2 points because they do not have chat support and secondly turnaround time is about 24hrs.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Kept well informed
No escalation required
Support understands my problem
Quick Initial Response
None
Yes - Yes, it was resolved in time.

Using FreshBooks

It is simple and very intuitive.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Convenient
Feel confident using
Familiar
None
  • Reports
  • Invoices