Every day, I work closely with design firms and digital marketing agencies to help them find more clients through outreach and strategy—a skill I’ve become fluent in. But while I’m passionate about consulting, my accounting chops lacked finesse.
When I first went solo, I’ll admit—I didn’t put much thought into the work required behind the scenes. After all, I was a fresh-faced business owner who was too caught up with imagining ways to grow my clientele. However, I quickly learned that invoicing and logging payments would occupy a lot of my time—at least with the tools I used.
To get my business off the ground and running, I managed my accounting through free invoice templates I found online, and makeshift report documents on Excel. The result were two things: An unglamourous process and a not-so-attractive invoice.
To add to that, what I thought would be a simple process, actually took a lot of time. Each invoice turned into a 30-minute task and, at times, I would embarrassingly miss important details—like changing a client’s name or address.
Then, as my business started to grow, getting paid became a popular theme of discussion. More and more clients wished they could pay me using methods other than check or PayPal, which were the only methods I accepted at the time. With these factors stacked against me, the freedom I always aimed to have, started to slip away.
“Why aren’t you using FreshBooks for invoicing?” one of my clients asked. Having no idea what FreshBooks was, I looked into it. I mean, if my client was suggesting this as a way for me to run my business better, why wouldn’t I take her word for it?
That same day, I signed up for FreshBooks. And, from that day forward, I was hooked.
FreshBooks has been my go-to solution for a year and a half. I’ve officially closed the books on Excel and now, I manage my business and my accounting all in the cloud. Invoicing used to be a 30-minute task, but now I can log in, create an invoice and send to my clients in minutes. Getting paid is so much simpler.
Before FreshBooks, I had to tailor each invoice according to my client’s preferred payment method. Now, I’m able to send one invoice with a number of options for my client.
While some of my clients still prefer to pay with check, others can now pay with their credit card by simply entering their information. All I have to do is log in, send the invoice and it gets paid. It’s a refreshing feeling.
Previously, I always had to hound my clients for payments. Amidst all of our conversations about work, I had the awkward honor of ending our meeting with a reminder to pay their invoice.
For me, Late Payment Reminders in Freshbooks are a complete game changer. All I do is switch on the feature, and I never have to think about the uncomfortable conversation again. Since then, I haven’t had to follow up with a client about a single invoice.
Prior, I didn’t have a system to track my receivables and accounts paid. In some cases, I completely lost track of the number of times I invoiced a client. When that happened, I’d have to dive through archived email records and old bank statements.
With Freshbooks, there’s always a clear history of sent, paid and outstanding invoices. If I have a question about the status of a client’s invoice, I can get it answered in seconds. Whereas before, I relied on scattered spreadsheets and my memory to figure things out.
Seriously, since I started using Freshbooks, every part of my business runs smoother. The invoicing feature makes me look and feel more professional, and I spend far less time juggling administrative work.
With the flexibility FreshBooks offers through online payments, automated payment reminders and detailed reporting, I’ve been able to dedicate more time to my clients and grow my business into everything I want it to be.
Want to be featured in FreshBooks Customer Stories or Case Studies? Fill out this submission form.