Every small business owner cares deeply about how they’re perceived by their clients. You have marketed your services a certain way and want to make sure you are consistently professional each time you and your clients interact. Being confident in every communication you have with your clients, from phone calls to invoices, is vital to your success. Now FreshBooks has introduced an easier way to make sure that your invoices look exactly the way you need them to before you send them to your clients.
Starting today you will be able to preview your invoices before you send them.
Why should I care?
Sending an invoice to your client can be anxiety inducing, especially when it is a brand new client relationship – Are all of my charges clear? Did I miss anything? Did I remember to include my payment terms? Is everything spelled correctly?
Before in FreshBooks, you had to save the invoice as a draft, navigate to another page to view it, make any edits and then send it to your client. Now the act of previewing is built right into the regular invoicing flow, allowing you to see the invoice from the client’s perspective in a single screen before you send, so you can have confidence that your invoice is exactly how you intended it to be.
How does it work?
The ability to preview your invoice has been added right to the invoicing workflow, which means there are no extra steps you need to take.
Create or edit an invoice as you normally would. When you’re ready to preview and send the invoice, click the green Send by Email… button.
In this window you’re still able to edit the email you’re sending to your client, but now you can also see the invoice from the client’s perspective – before you even send it. You can click on the magnifying glass and zoom in so you can get a full sized view of the invoice to verify that all details are exactly how you’d like them.
If you’re happy with your invoice, you can click the green Send by Email button as you normally would, or close this window to make adjustments to your invoice so it reads just the way you want it to.
Check it out today
Next time you send an invoice you can rest assured that it will look exactly as you envisioned– no more anxiety before hitting send anymore.
Need a hand with the new way to preview your invoice, or anything else FreshBooks related? Don’t hesitate to give us a call at 1-866-303-6061 or shoot us an email.