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Freshbooks

Table of Contents
Introduction

Freshbooks is a web-based accounting software that can be accessed on iOS and Android. The software can used by businesses with employees or those that work with contractors, as well as freelancers and self-employed professionals. 

They offer four different plans with the following features – unlimited invoices, expense tracking, creation of estimates, reporting tools, the setting up of client profiles and account statements, a client self-service portal and the ability to get paid with credit cards and checkout links. 

The number of clients you are able to bill depends on the plan, ranging from five, 50 and unlimited number of clients. 

They offer a free 30-day trial. 

Customer service

You can call them on their landline or ask a question online on their website.

Main Features

Lite

  • Send unlimited invoices to up to five clients
  • Track unlimited expenses
  • Send unlimited estimates
  • Get paid with credit cards
  • Track sales tax & see reports
  • Access on both iOS and Android

Plus

  • Send unlimited invoices to up to 50 clients
  • Automatically track expenses
  • Send unlimited estimates and proposals
  • Get paid with credit cards
  • Set up recurring billing and client retainers
  • Run business health reports
  • Double-entry accounting reports
  • Accountant access
  • Access on both iOS and Android

Premium

  • Send unlimited invoices to an unlimited amount of clients
  • Track Bills, Bill Payments & Vendors with Accounts Payable
  • Track project profitability
  • Customize email templates with dynamic fields
  • Customize email signatures
  • Automatically track expenses
  • Automatically send late payment reminders and bill late fees
  • Send unlimited estimates and proposals
  • Get paid with credit cards
  • Get paid with checkout links
  • Set up recurring billing and client retainers
  • Run business health reports
  • Run financial and accounting reports
  • Accountant access
  • Access on both iOS and Android

Select

  • Send unlimited invoices to an unlimited amount of clients
  • Two team member accounts
  • Dedicated account manager
  • Get help migrating from other software
  • Set up includes custom onboarding services
  • Customise branding (can remove FreshBooks branding from client emails)
  • Dedicated support
  • Get paid with credit cards and checkout links
  • Set up recurring billing, subscriptions and client retainers
  • Securely accept credit cards over the phone
  • Automatically track expenses
  • Automatically send late payment reminders and bill late fees
  • Invite your accountant
  • Run business health reports
  • Run financial and accounting reports
  • Access on both iOS and Android

Each package’s full plan details are available online.

Pricing
  • Lite – R68 p/m (can bill up to five clients).
  • Plus – R120 p/m (can bill up to 50 clients).
  • Premium – R280 p/m (unlimited billing).
  • Select – custom pricing for businesses with more complex needs (unlimited billing)

For an additional R130 per month you may team members to any of the plans.

Note: If you delete clients to make space for another (on Lite or Plus plans), the deleted clients’ invoices and information will still remain accessible to you, and you can always undelete clients.

Pros and Cons

Pros

Company and clients information is secure as they provide industry-standard SSL and encryption for all accounts.

Cons

There’s no mention whether one can make use of third-party apps to integrate additional features.
FAQs
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