FreshBooks was founded in 2003 and is headquartered in Toronto, Canada. It primarily serves freelancers, consultants, creative agencies, and small business teams. The platform is available on web browsers and also offers mobile apps for iOS and Android, making it easy to manage finances on the go.

📝 Sign Up

1.Go to https://www.freshbooks.com
2.Click Start Free Trial
3.Enter your business name, email, and password
4.Choose your profession (e.g., Freelancer, Consultant, Agency)

🧩 Customize Your Profile

· Upload your logo
· Set your default currency and language
· Add business contact information

🧾 Create Your First Invoice

1.Create New → Invoice
2.Add your client (or create a new one)
3.Enter services/products, quantity, rate
4.Set due date and taxes (if applicable)

✉️ Send It

· Click Send to email directly · Or click More Actions → Download PDF

💡 Pro Tip: Enable automatic reminders for overdue invoices.

💳 Enable Online Payments

1.Go to Settings → Accept Online Payments 2.Connect to Stripe or PayPal 3.Customers can now pay directly via invoice

📊 Track Payments

· Navigate to Invoices → Payments Collected · See real-time payment statuses

💰 Track Expenses

1.Go to Expenses → New Expense 2.Upload receipts, categorize transactions 3.Mark billable expenses to charge clients

⏱️ Track Time

· Use Time Tracking → Log Time · Assign to projects/clients · Easily convert time entries into invoices

· Freelance designer billing clients on a per-project basis

· Consulting firm sending monthly retainer invoices to clients

· Marketing agency team tracking time for different clients and team members

· Coach or trainer selling service packages and accepting online payments

Q: Is FreshBooks free?

A: It offers a 30-day free trial. After that, plans start from around $17/month.

Q: Can I manage multiple businesses?

A: Yes, but each business requires its own FreshBooks account.

Q: Does FreshBooks handle taxes?

A: Yes—FreshBooks supports sales tax setup, tax reports, and expense categorization.