Are you a small business owner looking for an easy way to create invoices for your customers? FreshBooks is a popular online accounting software that allows you to quickly and easily create professional-looking invoices. In this article, we’ll walk you through the steps of creating an invoice in FreshBooks so you can get paid faster and keep your clients happy.
Create An Invoice
Creating an invoice in FreshBooks is easy and straightforward. To get started, click on the “Create” button in the top right of your screen. This will bring up a window with several options for creating an invoice.
First, you will need to enter information about your company, such as its name, address, contact information, and logo. You can also choose to add additional details about yourself or your business if desired.
Next, you will need to enter details about the client for whom you are creating the invoice. This includes their name and contact information. You can also add terms and conditions here if necessary.
Then, you will be able to enter items or services that are being invoiced for as well as any applicable taxes that may apply to them. Depending on what type of item or service is being invoiced for, you may have additional fields available such as quantity or hours worked. After entering all of this information, make sure to double-check it as not doing so could result in inaccurate billing later on down the line.
Once all of the above information is entered correctly, it’s time to move onto the subtotal and total area of the invoice. Here you will be able to see a breakdown of all charges associated with this particular invoice including tax amounts and discounts if applicable. Once everything looks correct here, click “Save” at the bottom of the page to finalize your work thus far!
Finally, it’s important not to forget certain details such as notes and terms which can be added within each individual invoice before sending it off; this ensures that clients understand exactly what they are being charged for and why they are being charged only those amounts listed on their invoice.
Additionally, it is possible to attach documents related to the services provided by clicking on either “File Cabinet” or “Attachments”. These two features provide extra security when sending out sensitive documents related to invoices while also ensuring that no one receives an incorrect file by accident due to human error or malicious intent!
Once all steps have been completed successfully with regards to creating an invoice in FreshBooks, simply click “Send” at the bottom of your screen in order to send off this particular document!
Company, Client and Invoice Details
When creating an invoice in FreshBooks, the first step is to add your company details and the information of your client. This includes entering the Client’s Name, Email Address, Street Address, City, State/Province and Zip/Postal Code. You can also select a Currency for your invoice from the drop-down list.
You can then add line items to your invoice. These can be products or services that you are billing your client for. For each line item you should include a description, quantity, rate and total amount of the product or service you are providing. If applicable you may also need to add taxes or discounts to the line items provided on the invoice.
Once all line items have been added, FreshBooks will automatically calculate and display both the subtotal and total amounts due for payment within the subtotal and total area of the invoice. This amount should be checked for accuracy before sending out an invoice to a client.
In addition to adding company details and line items to your invoice it is important to include a notes section where any relevant information such as payment terms or other conditions can be stated clearly so as not to cause confusion with clients when they receive their invoices. You may also attach any relevant documents such as contracts or delivery receipts that pertain to their purchase or services being rendered in this section too.
Finally you will have some Invoice Settings which allow you to choose what type of notification (i.e: email) that you want sent out when an invoice is sent out; whether or not you want FreshBooks to collect payments online; how long until payment is due;and if late fees are applicable after this date has passed.
When all settings have been configured correctly click ‘Save & Send’ at the bottom of the page which will save all changes made on this page and send it off directly via email or other chosen notification method selected in settings priorly mentioned previously in this text body composition segmentation situation .
Subtotal and Total Area
The Subtotal and Total Area of an invoice created in FreshBooks is where you enter the total cost for all items and services listed on the invoice. You can also add additional charges such as taxes, shipping costs, discounts, and other charges here.
To calculate the subtotal, start by entering each item or service into its own line item. Then enter the cost of each item or service in its corresponding field. FreshBooks will automatically calculate your subtotal when you’re finished entering all of the information.
Once your subtotal has been calculated, you can add any additional costs to your invoice such as taxes, shipping costs, discounts, and other charges. Simply use the appropriate fields to enter these additional costs onto your invoice. FreshBooks will then automatically calculate your total amount due at the bottom of your invoice.
Notes, Terms, and Invoice Attachments
Once you have added all of the items and services that you want to include in your invoice, it’s time to add any notes, terms, or attachments. This is an important step as it allows you to provide additional information about the invoice and the goods/services provided.
When adding notes, be sure to include any relevant details such as payment terms, discounts offered, warranties, return policies and other relevant information. Doing so will help ensure that both your company and your customer are on the same page with regards to expectations.
If necessary, you can also add terms & conditions to your invoice. This is especially helpful for businesses dealing with large or complex orders. By including these conditions in the invoice itself, there is added transparency and accountability between both parties.
Finally, you may want to attach a document or two (e.g., a contract) directly onto your invoice. Attaching documents helps provide additional context for the customer in order to understand what they are being billed for or how their purchase impacts other aspects of their business. It also serves as a reference for both parties moving forward in case of disputes or misunderstandings down the line.
Invoice Settings
Once you’ve added all the details and items to your invoice, it’s time to set up some of the options in FreshBooks. This includes setting a due date for payment, select a currency if you are dealing with international clients, and setting any discounts or credits that need to be applied.
You can also choose whether taxes should be included on the invoice line items or not, as well as what tax rate will be applied if taxes are enabled. You may also want to add a payment link so that your client can easily pay you online using credit card or Paypal.
If you have an account with FreshBooks Payments, you can also enable automatic payment reminders for late payments. You can customize these messages and set when they are sent before overdue payments become too late.
In addition to this, you will also be able to indicate whether this is a one-time invoice or part of an ongoing subscription plan. Lastly, you can add your signature as the business owner at the bottom of the invoice so that it is clear who authorized it.
Save or Send the Invoice
Once you have finished creating and customizing your invoice, you’ll need to save or send it to your client. FreshBooks makes this process easy with either the “Save & Send” button in the top right corner or the “Send” button in the bottom right corner of the invoice page.
Clicking on “Save & Send” will allow you to save a copy of your invoice as a PDF file for your own records, as well as send it to your client via email. You can also customize the message that will be sent along with the invoice and add any attachments you’d like. Once you’ve saved and/or sent your invoice, you can view its status at any time from within FreshBooks.
The “Send” button in the bottom right corner will simply allow you to send an email with the invoice attached. This is great if you don’t need a copy of it yourself or if you just want to quickly send out an invoice without having to go through the “Save & Send” process.
You can also use FreshBooks’ payment processing system to collect payment from clients who view their invoices online. Clients can easily pay using their credit card, PayPal account, or even e-check directly from within FreshBooks. This eliminates the need for them to manually enter their payment details each time they want to make a payment.
Conclusion
In conclusion, creating an invoice in FreshBooks is a straightforward process that helps make billing easy. Once the company, client and invoice details are provided, it’s possible to add items, services and taxes before calculating the subtotal and total amounts.
Additionally, notes, terms and attachments can be included as part of the invoice settings before sending or saving it. With its intuitive interface and helpful FAQs section, FreshBooks makes it simple to create invoices for your business needs.