Optimize Your Workflow with the FreshBooks Invoice Generator for Customer Support

Freshbooks invoice generator for Customer Support

fresh books walk through how to use fresh books accounting for beginners hey guys welcome in this video I'm going to show you how to use fresh books for accounting invoices payments reporting and much more so let's get into it first of all what you guys need to do is you're going to actually go to freshbooks.com in you land right here this is the website right here freshbooks is a software for accounting and bookkeeping here we have different features we will be getting invoicing then we have expenses Time Track in projects payments reporting accounting and mobile app as well so you can actually get started for free on Fresh books so you're going to hit try for free and you will create your own account creating an account is really easy you can use your email address and you can sign up with your Apple ID or Google account I'm going to log into to my freshbooks so after the initial sign up or signning to your freshbooks this is where you will get you can see this is my dashboard on Fresh books on Fresh books you will have your own account and then we have our main dashboard this is the Outlook of the dashboard you can see uh we have our overview for our invoices and profits and we have some of the streams here then we have our clients so this is where I will create different clients on my accounting software I will be able to add different customers then we have invoices payments expenses estimates we also have time tracking projects in my team so here I'll be able to see my plan that I have selected and at the bottom here we have reports and accounting again so the first thing that I'm going to do is I'm going to go to the client section here and add a client so we can add a new client with a list or we can add it manually so in order to add a new client on freshbooks you have to enter their first name last name company name enter their email address and phone number so I'm going to quickly uh you know enter everything here so once this information is added we can also add a business phone number we can add a mobile phone number and a address as well then we have some of the client settings that we can do we can send reminders we have charge leate fee then we have currency and language and then we have invoice attachment so I will be able to add different attachments to my uh client right here add different reminders and also change their currency and language so that I can keep track of different things that we have so I'm going to click on Save and my new client will be added right here in my client section so now we can see we have a new client profile and here I'll be able to see everything about this contact so once the client is created we can now create invoices perent some more so let's go to the invoice option using fresh books is actually really easy you can see once you go to invoices now you will get the new invoice option right here at the top click on new invoice so let's create a new invoice uh first drag your logo here and select a file so if you want to go for a logo you can actually do that and enter it right here and then we have build to so here I will add a client I'm going to click on add a client and it will open up my client list for me this is the client that we we just created so I'm going to enter this client here now we have date of issue and due date so I'm going to change the due date right here the date of issue is going to be similar so add a number of days what I'm going to do is I'm going to add like three days here and click on enter or we can also add a specific date let's say I want them to pay this by 27th or 28th so I'm just going to enter the date here so the due date will be added this is going to be the invoice number and then we have the amount so first amount we actually have to go to description here and enter an item first so to enter an item you're going to enter the name for instance I have some online sessions so this is my you know item so I'm going to enter here and then the rate is going to be for instance for each uh session we charge let's say $60 then we can add a text here as well or we can leave it and then we have to enter the quantity they actually bought two of these so I'm going to enter the amount here which is going to be to so we have like $120 uh for them or I can actually add more and more into it for instance I can add another line and this time I'm going to add another item which is going to be another session they had so I'm going to click on enter and it will be added the rate for this one is actually 100 and they bought three of these so this is going to be their total uh invoice for for $20 that they have to pay so now what will happen is it's actually the other currency here but I'm just giving you an example so here here we have again uh the different reminders that we can send them so I can actually send them a reminder here automatically send payment reminders for this client's inv so we can actually do this so that we don't have to you know remind them manually uh an automatic reminder will be sent to them and then we have accept online payments so this is actually really good that with fresh books I can accept online payments by connecting stripe I can also then I will be able to accept credit cards Visa card then we have Apple pay and more we can also get a direct debit card so this is how we can connect these payment methods and then we have make recing so if you want to create recing invoices then you can get the option right here within your invoice option uh and then we have invoice attachments if you want to attach any file then you can add right here add the option to attach a file so you can just enable this option and then upload the file that you want to add this is how it looks like you can see we have a new invoice I'm going to click on Save and the invoice will be saved on my freshbook and I can click on send to and it will be sent to the client after which I created and now if I scroll down you can see we have a new invoice here then we have our payments so in our payments again I can connect different payments here you can see all invoice payments click on this plus button add an invoice here and add the payment so here you will be able to keep track of all of the different payments that you're doing uh check your different invoices and different payment methods too then we have expenses so here I will be able to track my budget of my business that I I have so click on new expense so here let's create a new expense now first we need to create a category for instance we have repairs we have uh contracts we have employee benefits meals and entertainment and um office expenses and more so what I'm doing is my main expense is the shipping and carriers so that's what I'm going to do I'm going to enter it right here and then we're going to add a merchant because I selected shipping and carers then I will have to add a merchant here and add a description then we can also drag a receipt image here the look of freshbook is actually really cool and uh very vintage because we get these you know pin and we have these cards so that it gives us the look of that we're doing work on paper so here we have grand total it'll show me the grand total for my expenses and again I can assign this to a client or a team member and then we have make recing and currency So within freshbook we can actually add currency for each expenses separately and for each client SE it's not like just if you have USD and then you will have to deal in USD for all the clients you can change currency for each client so now I'm just going to click on Save and my new expense will be created right here so now you can see we have an expense in expense we also have bills and vendors here then we have estimates so estimate is the estimates and proposal here professional estimates and proposals of the Streamline your invoices so let's create uh a estimate or a proposal so we're going to click on create new we can create an estimate list the services you'll provide and their cast and proposal so let's go with estimates this is where we can actually create different items and then add them to our invoices uh so for instance I can add a client I'm going to add the same client here and I will create different uh types of uh you know so I will create different types of estimates here uh I will add different items and I will have an idea that this client the estimate price and cost for this client is going to be this and this is how it will work so that's how we can add a estimate just click on Save and it will be added and then we have time tracking now it's really important when it comes to an accounting software we actually have bable RS so if you deal in such business where you have to generate invoices ing to billable RS then what you will do is you will track your time here for instance I'm going to add a new entry uh we have a project going on so we have a project for this one right here and then we can add a service for instance there's a person doing something for me let's say there are actually a freelancer working from home and now what I will do is I will track their time here uh in hours for instance for they're going to work for 2 hours and I'm going to click on done and then this is going to be a billable r that will be created with for them and this way I will be able to generate different invoices ing to billable hours and I will be able to then send them and pay them so then we have projects so if you want to create more projects and and divide them manage them better then you can create a different projects divide different clients into different projects and work on them uh to collaborate better and then we at the end we have my team invite a team member on freshbook by clicking invite team here you can invite a an admin manager employee contractor or accountant and just enter their email address for instance I want to invite a manager enter their first name email address send an invitation to them and they will join you on your fresh books so yeah guys this is how you use fresh books it was a walkthrough for you guys uh I showed you all of the different features and tools we are getting I hope that I was a big help to you guys don't forget to give this video a big thumbs up leave a comment down below turn on Bell notification And subscribe to YouTube channel