SlideShare uma empresa Scribd logo
1 de 12
Freshbooks Experiment Day 14 - Invoicing
There are at least 5 different areas  where you can create a new invoice.
#1 – Invoice Tab From the invoice tab, simply click on the New Invoice button shown above.
#2 – Expense Tab Highlight the expenses to bill to a client, and click on the Convert to Invoice button.
   #3 – Time Tracking Tab From the Time Tracking menu, click on the Generate Invoice heading. From there, you’ll be greeted with the following screen.
            #3 – Time Tracking Tab (pt.2)
              #3 – Time Tracking Tab (pt. 3) There is a lot of customization on this screen. However, it’s very simple.  Choose the client, the project, and date range. (eg. ABC Corp., Web Design, May 2010) You also get to check a box to include any expenses allocated to this project (which skips the need for option #2) The last two sections give you control over how the details of these charges will be displayed on the upcoming invoice.
#4 – Client Tab From the Client tab, select the client you wish to invoice, and then click on the Invoice button shown above.
#5 – Estimates Tab From the Estimates tab, select an estimate you have created, and then click on the Convert to Invoice button.
New Invoice Here’s the invoice screen you will finally arrive at. Once again, a very simple interface.
  New Invoice – (pt. 2) Below the invoice are the following 3 options. This is where your productivity gets a boost of caffeine. Instead of printing, stuffing, stamping, and mailing your invoice, you click one of 2 buttons, and let the Freshbooks staff do the rest.
Now, sit back, relax, have a coffee, and wait for the payment to arrive.  Your bookkeeping is done for the day. Ok, maybe not. You should probably go back to work, and crank out another 10 invoices, but at least take a few minutes and appreciate the time you just saved.

Mais conteúdo relacionado

Destaque (18)

Software - Information gathering
Software - Information gatheringSoftware - Information gathering
Software - Information gathering
 
2012 Recreation Boat Accidents
2012 Recreation Boat Accidents2012 Recreation Boat Accidents
2012 Recreation Boat Accidents
 
Akretitasi tk
Akretitasi tkAkretitasi tk
Akretitasi tk
 
How to Sell Without Being a Salesperson
How to Sell Without Being a SalespersonHow to Sell Without Being a Salesperson
How to Sell Without Being a Salesperson
 
3 c commercial xway noida
3 c commercial xway noida3 c commercial xway noida
3 c commercial xway noida
 
How to make ideas happen webinar
How to make ideas happen webinarHow to make ideas happen webinar
How to make ideas happen webinar
 
Camtasia getting started guide
Camtasia getting started guideCamtasia getting started guide
Camtasia getting started guide
 
City centre apartment for Rent
City centre apartment for RentCity centre apartment for Rent
City centre apartment for Rent
 
Doctrina 14
Doctrina 14Doctrina 14
Doctrina 14
 
Code_for_Japan_2013_OSMとは
Code_for_Japan_2013_OSMとはCode_for_Japan_2013_OSMとは
Code_for_Japan_2013_OSMとは
 
About Rics Europe
About Rics EuropeAbout Rics Europe
About Rics Europe
 
World Jihad
World JihadWorld Jihad
World Jihad
 
Move in NOW - Beach Front Resort
Move in NOW - Beach Front ResortMove in NOW - Beach Front Resort
Move in NOW - Beach Front Resort
 
Empowered for service
Empowered for serviceEmpowered for service
Empowered for service
 
Business analysis-Software
Business analysis-SoftwareBusiness analysis-Software
Business analysis-Software
 
Spider Resources 2009 Annual Report
Spider Resources 2009 Annual ReportSpider Resources 2009 Annual Report
Spider Resources 2009 Annual Report
 
Rutina enfasis
Rutina enfasisRutina enfasis
Rutina enfasis
 
Bab a2 taubat
Bab a2  taubatBab a2  taubat
Bab a2 taubat
 

Semelhante a Freshbooks Experiment (Invoicing)

Peachtree complete instructions
Peachtree complete instructionsPeachtree complete instructions
Peachtree complete instructionsDreams Design
 
FAQ (Frequently Asked Question) about uLaw
FAQ (Frequently Asked Question) about uLawFAQ (Frequently Asked Question) about uLaw
FAQ (Frequently Asked Question) about uLawuLawPractice Jillian Lim
 
Quickbooks Documentation
Quickbooks DocumentationQuickbooks Documentation
Quickbooks Documentationedwash
 
BillQuick Billing Tips and Tricks
BillQuick Billing Tips and TricksBillQuick Billing Tips and Tricks
BillQuick Billing Tips and Tricksbqe
 
Quick books tutorials
Quick books tutorialsQuick books tutorials
Quick books tutorialsAwais Aftab
 
Peachtree complete instructions
Peachtree complete instructionsPeachtree complete instructions
Peachtree complete instructionsteferi kassa
 
Intuit Quickbooks vs Profitbooks Accounting Software
Intuit Quickbooks vs Profitbooks Accounting SoftwareIntuit Quickbooks vs Profitbooks Accounting Software
Intuit Quickbooks vs Profitbooks Accounting Softwaretechpillar
 
Qs2 um en_01b_invoice_to_cash
Qs2 um en_01b_invoice_to_cashQs2 um en_01b_invoice_to_cash
Qs2 um en_01b_invoice_to_cashkhayer
 
Unified Service Desk - Part 3
Unified Service Desk  - Part 3Unified Service Desk  - Part 3
Unified Service Desk - Part 3Naveen Kumar
 
Sage 300 ERP (Accpac) Year-End Closing
Sage 300 ERP (Accpac) Year-End ClosingSage 300 ERP (Accpac) Year-End Closing
Sage 300 ERP (Accpac) Year-End ClosingNet at Work
 
How to print QuickBooks\Quicken compatible blank check
How to print QuickBooks\Quicken compatible blank checkHow to print QuickBooks\Quicken compatible blank check
How to print QuickBooks\Quicken compatible blank checkCasey Yang
 
Quick books prototype
Quick books prototypeQuick books prototype
Quick books prototypestephys91
 
Quick books prototype
Quick books prototypeQuick books prototype
Quick books prototypestephys91
 
Batch payment processing in odoo 13
Batch payment processing in odoo 13Batch payment processing in odoo 13
Batch payment processing in odoo 13PlanetOdoo
 
Advanced accounting in Tally ERP 9
Advanced accounting in Tally ERP 9Advanced accounting in Tally ERP 9
Advanced accounting in Tally ERP 9Accounts Arabia
 
Sage Intacct Year-end Processing 2020
Sage Intacct Year-end Processing 2020Sage Intacct Year-end Processing 2020
Sage Intacct Year-end Processing 2020RKLeSolutions
 

Semelhante a Freshbooks Experiment (Invoicing) (20)

Peachtree complete instructions
Peachtree complete instructionsPeachtree complete instructions
Peachtree complete instructions
 
FAQ (Frequently Asked Question) about uLaw
FAQ (Frequently Asked Question) about uLawFAQ (Frequently Asked Question) about uLaw
FAQ (Frequently Asked Question) about uLaw
 
Quickbooks Documentation
Quickbooks DocumentationQuickbooks Documentation
Quickbooks Documentation
 
BillQuick Billing Tips and Tricks
BillQuick Billing Tips and TricksBillQuick Billing Tips and Tricks
BillQuick Billing Tips and Tricks
 
Invoice app
Invoice appInvoice app
Invoice app
 
Quick books tutorials
Quick books tutorialsQuick books tutorials
Quick books tutorials
 
Peachtree complete instructions
Peachtree complete instructionsPeachtree complete instructions
Peachtree complete instructions
 
Invoicing software
Invoicing softwareInvoicing software
Invoicing software
 
Invoice software
Invoice softwareInvoice software
Invoice software
 
Intuit Quickbooks vs Profitbooks Accounting Software
Intuit Quickbooks vs Profitbooks Accounting SoftwareIntuit Quickbooks vs Profitbooks Accounting Software
Intuit Quickbooks vs Profitbooks Accounting Software
 
Qs2 um en_01b_invoice_to_cash
Qs2 um en_01b_invoice_to_cashQs2 um en_01b_invoice_to_cash
Qs2 um en_01b_invoice_to_cash
 
Unified Service Desk - Part 3
Unified Service Desk  - Part 3Unified Service Desk  - Part 3
Unified Service Desk - Part 3
 
6 advanced accounting
6 advanced accounting6 advanced accounting
6 advanced accounting
 
Sage 300 ERP (Accpac) Year-End Closing
Sage 300 ERP (Accpac) Year-End ClosingSage 300 ERP (Accpac) Year-End Closing
Sage 300 ERP (Accpac) Year-End Closing
 
How to print QuickBooks\Quicken compatible blank check
How to print QuickBooks\Quicken compatible blank checkHow to print QuickBooks\Quicken compatible blank check
How to print QuickBooks\Quicken compatible blank check
 
Quick books prototype
Quick books prototypeQuick books prototype
Quick books prototype
 
Quick books prototype
Quick books prototypeQuick books prototype
Quick books prototype
 
Batch payment processing in odoo 13
Batch payment processing in odoo 13Batch payment processing in odoo 13
Batch payment processing in odoo 13
 
Advanced accounting in Tally ERP 9
Advanced accounting in Tally ERP 9Advanced accounting in Tally ERP 9
Advanced accounting in Tally ERP 9
 
Sage Intacct Year-end Processing 2020
Sage Intacct Year-end Processing 2020Sage Intacct Year-end Processing 2020
Sage Intacct Year-end Processing 2020
 

Último

Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03DallasHaselhorst
 
Buy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail AccountsBuy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail AccountsBuy Verified Accounts
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...lizamodels9
 
2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis Usage2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis UsageNeil Kimberley
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfJos Voskuil
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCRashishs7044
 
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607dollysharma2066
 
Innovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdfInnovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdfrichard876048
 
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckPitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckHajeJanKamps
 
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort ServiceCall US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Servicecallgirls2057
 
Organizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessOrganizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessSeta Wicaksana
 
Call Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any TimeCall Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any Timedelhimodelshub1
 
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,noida100girls
 
MAHA Global and IPR: Do Actions Speak Louder Than Words?
MAHA Global and IPR: Do Actions Speak Louder Than Words?MAHA Global and IPR: Do Actions Speak Louder Than Words?
MAHA Global and IPR: Do Actions Speak Louder Than Words?Olivia Kresic
 
Annual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesAnnual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesKeppelCorporation
 
The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024christinemoorman
 
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu MenzaYouth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menzaictsugar
 
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfIntro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfpollardmorgan
 
Islamabad Escorts | Call 03070433345 | Escort Service in Islamabad
Islamabad Escorts | Call 03070433345 | Escort Service in IslamabadIslamabad Escorts | Call 03070433345 | Escort Service in Islamabad
Islamabad Escorts | Call 03070433345 | Escort Service in IslamabadAyesha Khan
 

Último (20)

Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03Cybersecurity Awareness Training Presentation v2024.03
Cybersecurity Awareness Training Presentation v2024.03
 
Buy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail AccountsBuy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail Accounts
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
 
2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis Usage2024 Numerator Consumer Study of Cannabis Usage
2024 Numerator Consumer Study of Cannabis Usage
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdf
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
 
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607FULL ENJOY Call girls in Paharganj Delhi | 8377087607
FULL ENJOY Call girls in Paharganj Delhi | 8377087607
 
Innovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdfInnovation Conference 5th March 2024.pdf
Innovation Conference 5th March 2024.pdf
 
Corporate Profile 47Billion Information Technology
Corporate Profile 47Billion Information TechnologyCorporate Profile 47Billion Information Technology
Corporate Profile 47Billion Information Technology
 
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deckPitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
Pitch Deck Teardown: Geodesic.Life's $500k Pre-seed deck
 
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort ServiceCall US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
Call US-88OO1O2216 Call Girls In Mahipalpur Female Escort Service
 
Organizational Structure Running A Successful Business
Organizational Structure Running A Successful BusinessOrganizational Structure Running A Successful Business
Organizational Structure Running A Successful Business
 
Call Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any TimeCall Girls Miyapur 7001305949 all area service COD available Any Time
Call Girls Miyapur 7001305949 all area service COD available Any Time
 
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
 
MAHA Global and IPR: Do Actions Speak Louder Than Words?
MAHA Global and IPR: Do Actions Speak Louder Than Words?MAHA Global and IPR: Do Actions Speak Louder Than Words?
MAHA Global and IPR: Do Actions Speak Louder Than Words?
 
Annual General Meeting Presentation Slides
Annual General Meeting Presentation SlidesAnnual General Meeting Presentation Slides
Annual General Meeting Presentation Slides
 
The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024
 
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu MenzaYouth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
 
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdfIntro to BCG's Carbon Emissions Benchmark_vF.pdf
Intro to BCG's Carbon Emissions Benchmark_vF.pdf
 
Islamabad Escorts | Call 03070433345 | Escort Service in Islamabad
Islamabad Escorts | Call 03070433345 | Escort Service in IslamabadIslamabad Escorts | Call 03070433345 | Escort Service in Islamabad
Islamabad Escorts | Call 03070433345 | Escort Service in Islamabad
 

Freshbooks Experiment (Invoicing)

  • 1. Freshbooks Experiment Day 14 - Invoicing
  • 2. There are at least 5 different areas where you can create a new invoice.
  • 3. #1 – Invoice Tab From the invoice tab, simply click on the New Invoice button shown above.
  • 4. #2 – Expense Tab Highlight the expenses to bill to a client, and click on the Convert to Invoice button.
  • 5. #3 – Time Tracking Tab From the Time Tracking menu, click on the Generate Invoice heading. From there, you’ll be greeted with the following screen.
  • 6. #3 – Time Tracking Tab (pt.2)
  • 7. #3 – Time Tracking Tab (pt. 3) There is a lot of customization on this screen. However, it’s very simple. Choose the client, the project, and date range. (eg. ABC Corp., Web Design, May 2010) You also get to check a box to include any expenses allocated to this project (which skips the need for option #2) The last two sections give you control over how the details of these charges will be displayed on the upcoming invoice.
  • 8. #4 – Client Tab From the Client tab, select the client you wish to invoice, and then click on the Invoice button shown above.
  • 9. #5 – Estimates Tab From the Estimates tab, select an estimate you have created, and then click on the Convert to Invoice button.
  • 10. New Invoice Here’s the invoice screen you will finally arrive at. Once again, a very simple interface.
  • 11. New Invoice – (pt. 2) Below the invoice are the following 3 options. This is where your productivity gets a boost of caffeine. Instead of printing, stuffing, stamping, and mailing your invoice, you click one of 2 buttons, and let the Freshbooks staff do the rest.
  • 12. Now, sit back, relax, have a coffee, and wait for the payment to arrive. Your bookkeeping is done for the day. Ok, maybe not. You should probably go back to work, and crank out another 10 invoices, but at least take a few minutes and appreciate the time you just saved.