New: A More Rewarding Way to Recommend FreshBooks

November 2, 2015


You probably know someone — a fellow small business owner, client or contractor that could benefit from discovering a better way to manage their business – a way that saves them time, gets them paid faster and grows their business.  You know these people, and now telling them about FreshBooks is more rewarding than ever.

Starting today, when you recommend FreshBooks to others, you’ll get a free month of service and you’ll gift a free month of service to those you invite. Want to know how this more rewarding way to recommend FreshBooks works? Keep reading for details:

Why Should I Use This?

Recommending FreshBooks to others using your unique recommendation link will earn you one free month of service for every person you invite that decides FreshBooks is right for them and upgrades to a paid plan. On top of that, when the person you invite is ready to upgrade, they’ll have a free month of service waiting for them (on top of their already free 30 day trial).  That’s a win-win.

How Do I Find My Recommendation Link?

This new program is already available in your account.  To check it out, log into your FreshBooks account. Notice that there’s now a sub-tab button that says “Recommend FreshBooks” as well as a button in the top right menu of your account, as shown below:

Recommend FreshBooks

Click on either link, and you’ll see a page with all the tools you need to invite others to try FreshBooks – including your unique recommendation link.:

Recommend FreshBooks

When you want to recommend FreshBooks, choose a method that works best for you.  You can send invites through email, Facebook, LinkedIn or Twitter. You can also copy your unique link and give it to others when you see them; how you recommend is up to you. Just remember, if you don’t use your unique link, you won’t be able to pass on a free month of FreshBooks to those you invite, and you won’t receive a free month when someone you invite upgrades.

What Happens When I Recommend?

Let’s say you click to Recommend FreshBooks by Email.   When you do, you’ll be prompted to compose your invite. Enter the email addresses of those you think could benefit from using FreshBooks – you’ll find that there’s already a subject line and an email body copy to get your started, but if it’s not your cup of tea, feel free to customize the message — make it your own.:

Recommend FreshBooks

When you’re ready, hit Send Email. You’ll see a confirmation that your invite is on its way (and that you’re both on your way to earning free months of FreshBooks).

Email Confirmation

The next time you access the Recommend FreshBooks page you’ll be able to track your progress. You can see those you’ve invited:

See Your Progress

What Will The Person I Invite See?

The invitation you send by email will arrive in your friend’s inbox. If you use one of our social links, it will post straight to your network feed. Here’s what the email looks like:

This is what those you invite will receive

When people you invite click “Tell me more…”, they’ll see a customized landing page with your name on it that provides more information on how FreshBooks can help cure their accounting headache.

This is where your friend will go to sign up for FreshBooks

How Will Free Months Get Applied?

The free months you earn will automatically be applied to your account.  Free months will be credited when the friend you’ve invited to try FreshBooks upgrades. When free months are applied you’ll see a credit on your My Account page. You’ll still be charged regularly for your month of service, but for each free month you’ve earned a refund will be automatically processed for the same amount. You’ll also receive an email confirmation when your free month has been applied.

Months earned and redeemed are also tracked on the Recommend FreshBooks page.

Recommend FreshBooks

There’s no limit to the number of people you can invite to try FreshBooks, but there is a maximum limit of $39.95/month that can be credited to your account. The current cap on the number of free months that can be earned is six.

For the person you invite – when they decide to upgrade to a paid FreshBooks account – they’ll automatically be reimbursed for their first paid month as well.

I’m A Free User. How Does This Help Me?

If you’re on a free plan you can still earn free months of FreshBooks by recommending it to others. The free months you earn will be banked so that when you outgrow your free account and choose to upgrade to one of the paid plans, they’ll be automatically applied.

By recommending FreshBooks to a friend in need, you can enjoy all the benefits of a paid plan, without having to pay for it.  You’ll also be giving a gift of a free month of FreshBooks to those you recommend.

What happens to any Referrals I’ve made using the old FreshBooks Referral Program?

If you’ve sent invitations using FreshBooks’ previous Referral Program that your friends haven’t accepted yet, these referrals will automatically qualify for the new, free month, program.  So when your friend decides to take up your invite to try FreshBooks, you’ll now both receive a free month of service when they decide to upgrade – there’s nothing you’ll need to tell them or do.

Rescue Someone Today!

So, if you know someone who could be rescued from accounting the old-fashioned way, login to your FreshBooks account and use recommend FreshBooks today.

Or, if you want to read even more details regarding this more rewarding way to recommend FreshBooks take a look at the full program terms and conditions

As always, if you need a hand along the way or have a question, give us a ring at 1-866-303-6061 or send an email to support@freshbooks.com – FreshBooks Support Rockstars are always eager to help!


about the author

FreshBooks is the #1 accounting software in the cloud designed to make billing painless for small businesses and their teams. Today, over 10 million small businesses use FreshBooks to effortlessly send professional looking invoices, organize expenses and track their billable time.