Join Josh Zweig for an in-depth discussion in this video Setting up a new invoice, part of FreshBooks Essential Training.
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- While we learned how to issue…an estimate to a client in the last movie,…some people will want to get straight to issuing an invoice.…FreshBooks allows you to issue invoices…in a few different ways.…One is straight from the estimate,…another is from items in time log…to a client or project,…or through setting up the invoices manually.…We'll get into setting up an invoice…from an estimate or a project in the next movies…so let's setup our invoice straight…from the invoicing screen.…We're now in the invoice screen.…You can get here by clicking on the invoices button…from the main menu bar…then the invoices sub tab.…
To get started creating an invoice,…click on that big green New Invoice button…on the right hand side of the screen.…The first thing we'll do is choose the client…for whom the invoice is for…from the drop down menu next to client.…We setup our clients before…but you can always add a new client…by clicking on this new client button…from the drop down menu.…In our example, let's select Vandelay Inc.,…one of the clients that we setup previously.…
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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