At FreshBooks, we’re always listening to customer feedback in order to improve and build new features to help you pursue your passion.
In 2018, we’ve done you proud, shipping many new landmark features, as well as ongoing improvements. Let’s take a peek at some of the new and improved features we added to FreshBooks this year to help make accounting and invoicing a little bit easier.
With a few weeks left in 2018, the busy elves in the FreshBooks workshop might have a few last-minute things up their sleeves. Stay posted to see what else we magic up!
Feeling like you’re starting to think beyond the day-to-day of running your business? We’re proud to announce a new option for FreshBooks customers: Industry standard double-entry accounting to help grow your business. [Learn More]
Since November, FreshBooks’ double-entry accounting functions have seven new features that are part of the industry standard system. You can find more detailed information on each of them here. It includes:
Imagine getting paid instantly. It’s now possible with the Advanced Payments add-on that includes Virtual Terminal and more. As of August, it’s now available to all new FreshBooks users. For $20 / month (plus 3.5% + $0.3 per transaction), you’ll get a Virtual Terminal to securely store credit card information and charge clients instantly over the phone, in-person or on-the-go.
Using the Virtual Terminal, you can process payments on the spot. Without leaving FreshBooks, simply enter your client’s credit card information to process a one-time payment or save for future, recurring use.
Most importantly, this is a PCI-compliant way of keeping your client’s data sage and ready to use when you need to. [Learn More]
While it might seem like a strange concept, marking time as unbilled can be helpful to either fix a time-tracking admin error or have the option to rebill a client for logged time again. This small enhancement helps you spend less time keeping your records organized, for tax season and beyond. [Learn More]
Since April, expenses can now be imported in bulk with the CSV file import option. Now you can easily stay on top of your expenses that don’t already sync automatically into FreshBooks. [Learn More]
Naturally, in May, we also made it possible to import clients in bulk with any CSV file. Now it’s a cinch to keep your client records up-to-date. [Learn More]
With the addition of Other Income, we also added the ability to see your total profitability on a simple, color-coded graph on your dashboard: Enter Revenue Streams.
Now you’ll be able to know exactly where your invoice and non-invoice revenue is coming from, so you can easily spot trends and make more informed decisions on how to grow. Strategic decision-making just got a little bit easier. [Learn More]
The navigation bar in your FreshBooks account just got a mini makeover. This is all in an effort to give you, the small business owner, a more organized way to find the reports you need as we continue to add more key features in the future. [Learn More]
We’re always adding to our list of partners to enable self-employed professionals, like you, automate more of your workflow.
To help you save time organizing your expenses, you can now use the search box to filter by Uncategorized expenses. No more headaches trying to track down those rogue receipts. [Learn More]
Want to keep you invoicing quick and accurate? As of late September, you can now edit your client’s credit card on auto-bills.
In just a few clicks, you can create an invoice that will get automatically sent to your client. Plus, you’ll now have the option to include an automatic payment so your client doesn’t have to enter their credit card info every single time. [Learn More]
Bonus: These saved credit cards are also now visible in the Client Profile, which you can add and remove as needed.
Invoicing in FreshBooks just got a whole lot speedier. These new bulk actions mean you can spend less time on manual work, and who wouldn’t love that? As of July, you can perform the following bulk actions: Print, Send by Email, Mark as Sent and Download. [Learn More]
You already use the FreshBooks mobile apps to send invoices, capture expenses and check-in on your business from anywhere. But with these new features, your pocket-sized secret weapon just got an upgrade. Whether you’re an iOS or Android user, we’ve added a few updates to the FreshBooks mobile apps.
As of August, you now complete invoice bulk actions from your phone, such as Delete, Archive and Mark as Paid. No need to move to your desktop. [Learn More]
If you usually invoice from your iPhone, this automation update will save you tons of time. Since August, you can simply rebill a client instead of creating a new invoice. Be sure to change the reference number though to stay organized. [Learn More]
As of June, you can now add late fees and reminders to any invoice from the iOS app. This new update means you can enjoy more freedom to work anywhere and even avoid awkward client conversations. [Learn More]
You can now view the Reference Number (PO Number) associated with the Invoice and even add one during Invoice creation. [Learn More]
Now you can simply rebill a client so you don’t have to create a brand-new invoice. Don’t forget to change the reference number to keep you records organized. [Learn More]
To help make project management less painful, in May we refined team invites so it only takes a few clicks to add a single person to multiple projects.
Plus, FreshBooks will even pre-populate an email so you can get started on billable work right away. [Learn More]
With FreshBooks used in over 120 countries, we wanted to make sure we improve the user experience for people working in all languages. That’s why FreshBooks now supports 12 languages, including:
And, of course, we will work on growing this list in 2019, so more people around the globe can use FreshBooks with ease. [Learn More]
We’re always innovating FreshBooks and always want to hear from you, our customer, on how we can continue improving into 2019.
If you have questions about the FreshBooks or anything else, our award-winning Support Team can give you a hand at: email@example.com or 1.866.303.6061.