Join Josh Zweig for an in-depth discussion in this video Tracking receivables, part of FreshBooks Essential Training.
- So now that you've sent out a few invoices,…let's take a look at how we can track our receivables…and follow up with our customers and then get paid faster.…Let's start at the Invoices screen.…Click on Invoices on the main tab…and then the Invoices sub-tab.…Here you'll see a list of all the invoices…that you created and check their status.…So let's suppose we just received payment…for one of those invoices we sent out.…We need to update the status of the invoice to paid…by applying the payment we received to the invoice.…
Choose the invoice for which the payment has been…received then the Enter Payment button from the command bar.…In the Payments text box, enter the amount…that you received.…If you received the full amount of the invoice,…you can click off the Pay in full check box…just under the text box over there.…On the other hand, if you only got a bit…of the payment, so a partial payment, you can…enter the partial payment amount in the text box…above the check box.…Where you see the word Method in the right-hand…
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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