Join Josh Zweig for an in-depth discussion in this video Creating and editing customers, part of FreshBooks Essential Training.
- FreshBooks can be used to manage your customer contact list. Before you send out your first invoices, you'll want to make sure that your customer details are correct and entered into the system. To set up a new customer or client, click on the People option in the main menu bar, then the Clients sub-tab. We're here right now, so let's get started by adding a new client. Click on the New Client button on the right-hand side of the screen. Let's begin by entering a name for our new client. Under the name of your client, you can add some default settings as well.
Click on the drop-down menus, and here you can customize what the default currency will be for that client, the default language for the client, if you want to send out late reminders for that client, which we'll cover a bit later, and if you want to charge any late payment fees to a client as well. Under Send Invoices By, you can tell FreshBooks how you want to send out invoices to that client. Most people will probably want to send out invoices by email, but you've got the option of sending out snail mail as well. If you buy FreshBook stamps, FreshBooks can print and send out those invoices for you by snail mail as well.
Now you can enter the details of that client. Let's start by adding an email for the client. Just under Email, let's add the contact name, first name and last name for your customer. Add a phone number for them by clicking on the home phone text box, and if they have a mobile number, you can enter that in as well. FreshBooks also gives you information of assigning your client a username and password. Don't worry if you don't want to come up with a personalized customer login now, your customer can still set themselves up with an account much later.
I'd probably recommend leaving this checkbox blank, and letting your customer or client decide it on their own. If you have multiple contacts for a particular client or customer, click on the Add another contact link. Here you can enter additional customer contact details for more contacts. You can always remove that contact by clicking on the Remove this contact link as well. In the Details section, enter the address for your customer or client. Since our customer is in the U.S., we'll choose U.S., and enter a U.S. address.
If you customer or client has multiple locations, you can click on the Show secondary address link, and enter another address here. If you only have one location, click back on hide secondary address, and you can leave just the one address. Continue to fill out the details below for that client. You can choose the industry and company size. Don't worry if you don't enter those details, not a big deal. You can also add a business phone number, fax number, and any internal notes you want to add for that particular customer or client.
Once you've entered and reviewed all the details, just click on Save to lock them in. Going back to the Clients screen, you can edit a client by going to the client line item and clicking on Edit beside the client name. Change the details, and click on Save. Going back to the Clients screen, if you want to archive a client, click the checkbox beside the client you want to archive. Then click the Archive button. To restore archived clients, click on the Archived link in the bottom right-hand corner of the screen, check the box next to the client, then click on Unarchive.
Same thing goes to delete a client. Go to the client you want to delete, click the checkbox, then click the Delete button. To see your deleted clients, click on the Deleted link in the bottom right-hand corner of the screen. To restore a deleted client, click on the client you want to restore, then click on Undelete. And thu's your client appear back in the Clients screen.
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses