Today, I will share a tip on how to categorize anything from estimates to support tickets in your FreshBooks account. The benefit to categorizing various objects inside your account is to allow you to quickly display information that is useful to your specific business.
Here’s an example. Let’s categorize clients by importance. You can add categories to your clients or other FreshBooks objects when you create or edit them. Let’s edit an existing client and add some notes.
In the above image, I have added the words “Very Important” somewhere inside the Notes fields for two clients. Now that I have categorized these two clients, I can look up these two specific clients at any time in the future by doing a quick search on that category phrase.
This concept can be applied to invoices, estimates as well as other FreshBooks objects that have the search function available.
For example, you can add your staff’s name to your invoice notes such as “Assisted by: Daniel”. Next, you can bring up all invoices that the staff member Daniel worked on by searching on “Assisted by: Daniel” with your invoice search tool.
I hope this helps. Please leave me a comment if you have any questions.