Join Josh Zweig for an in-depth discussion in this video Creating and editing tasks, part of FreshBooks Essential Training.
- Now that you've invited your key members…and subcontractors into FreshBooks,…we can begin to set up time tracking.…We're now in the tasks screen, and you can get here…by clicking on the time tracking button…from the main menu bar and the tasks subtab.…In FreshBooks, time has to be assigned to a specific task.…You can have billable and nonbillable tasks,…and each billable task can have its own hourly rate.…So, an example of a nonbillable task…might be having a staff meeting.…A billable task, on the other hand,…might be an initial consultation with a client,…doing some design for them,…really any task that you want to send out on an invoice.…
Let's start by creating a new task.…Click on the new task button…on the right-hand side of the screen.…Let's begin by entering the name of the task.…Since we're a flower design business,…we'll call our first task flower consultation.…You can then enter a description of the task.…You then have the option to decide…if that task is billable or not.…If the check box next to bill to client is checked,…
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
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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