2017 04 06 Getting Started with FreshBooks: Invoices & Getting Paid

 

looks webinar for new users it's probably a good reason you showed up today maybe you're ready to take the next step towards more organized and professional business finances or it could be that you're frustrated with software that was not designed for small business invoicing or perhaps you're just curious as to what the freshbooks buzz is all about either way for joining us today it shows you're interested in getting your books

organized being paid faster and saving time so you can focus on what you love to do years ago when our CEO Mike saved over an invoice he had been working on for a nap for hours he decided there had to be an easier less frustrating way for small business owners to invoice clients and get paid and so with the slip of a mouse FreshBooks was born and easy invoicing became a reality since then

we've run a lot millions of small business owners just like you now use fresh books today's webinars being presented by Rachel she's going to give you an introduction to the fresh books fundamentals how to invoice and get paid along with how to record expenses and track time you may have questions during the webinar that's why I'm here please use the GoToWebinar control panel to ping me with your questions during the presentation and I'll

be happy to help you out in today's webinar we're going to cover all things invoicing what invoices look like from your clients perspective other invoicing options like manual payments and recurring invoices and everything you need to know about online payments we're also going to cover how to record an expense or a building to your clients how to create a project and track times towards it sorry track time towards it and some bonus Pro tips

like late fees payment reminders and everything on the dashboard and one last thing if your logon screen and dashboard do not look like what we were going through today you're likely on the classic version of freshbooks if this is the case please give us a call or email and we can give you a personal demo if you do need to call us or email the phone number is eight six six three zero

three six zero six one and the email or support at Busch books com if you need to contact us that's the best way to get a rush hour right on the line you can help you out one-on-one and without further ado here's Rachel hello my name is Rachel and thank you so much for joining us today so I'm going to be taking you through my fresh books account where I've been doing some

work already and take you along as I send out some invoices work on some projects I'm doing for clients and show you how to pay an invoice as well kinds of stuff so let's get started first off Ciara mentioned that we're going to be covering one version of fresh books so if you see a dashboard here that's a good sign you're on the correct version if you see across the top of the

account says home people invoices chances are you're on our other version of fresh books that we're not covering today so we won't be able to answer questions on that version give us a call and our support team will be able to help you out one eight six six three oh three six oh six one so without further ado welcome to my fresh books account I am a photographer and I need to do

some invoicing today I had a busy weekend where I did a wedding and I made a deal to do some photo shoots for a colleague of mine so lots of work to do we're here on my dashboard and this is kind of the starting point I like to begin my begin when I log into my FreshBooks account so here we can see our outstanding revenue profit spendings or expenses and you can also

run reports out of this section...

See more here: https://www.youtube.com/watch?v=g-lutaQzelI

 looks webinar for new users it's probably a good reason you showed up today maybe you're ready to take the next step towards more organized and professional business finances or it could be that you're frustrated with software that was not designed for small business invoicing or perhaps you're just curious as to what the freshbooks buzz is all about either way for joining us today it shows you're interested in getting your booksorganized being paid faster and saving time so you can focus on what you love to do years ago when our CEO Mike saved over an invoice he had been working...