How to Use FreshBooks

Getting started with FreshBooks

After reading this guide, you'll be able to set up your FreshBooks account, create your first invoice, and manage your clients—all in under five minutes. This will help you streamline your invoicing and accounting processes.

Step 1: Sign up and set up

1. Go to FreshBooks.
2. Click on the “Sign Up” button located on the top right of the homepage.
3. Enter your email address, create a password, and click “Create Account.”
4. Follow the prompts to enter your business details, including your business name and type.
5. Choose a pricing plan. You can start with the Lite plan at $8.50/month, and a free trial may be available.

Step 2: Your first invoice

1. Once logged in, click on the “Invoices” tab in the left sidebar.
2. Click the “Create Invoice” button.
3. Select the client you want to bill from the dropdown list or click “Add a Client” to create a new one.
4. Fill in the invoice details: add line items, descriptions, and amounts.
5. Customise the invoice by clicking on “Design” to add your logo and change colours.
6. Click “Save Invoice” and then “Send” to email it directly to your client.

Step 3: Get better results

1. Use the “Recurring Invoices” feature by clicking on “Invoices” and then “Recurring” to automate regular billing.
2. Set up “Expense Tracking” by clicking on the “Expenses” tab and then “Add Expense” to keep track of your costs.
3. Use the “Time Tracking” feature to log hours worked by clicking on the “Time Tracking” tab, which can be linked to specific invoices.

Pro tip

Set up automated payment reminders in the invoice settings. This saves you time chasing payments and helps improve cash flow.

Common mistake to avoid

Many users forget to customise their invoice templates. Always add your branding elements like logos and colours to ensure your invoices look professional and reflect your business identity.