FreshBooks is a popular accounting tool designed to simplify financial management for freelancers, small businesses, and entrepreneurs. One of its most user-friendly features is the ability to create and send invoices in just a few steps. This guide will walk you through how to create an invoice with FreshBooks.

Step 1: Log into Your FreshBooks Account

To begin, you’ll need to log into your FreshBooks account. If you don’t have an account, you can sign up for a free trial on the FreshBooks website. After logging in, you’ll be taken to your dashboard, where you can manage your clients, projects, and invoices.

Step 2: Navigate to the Invoices Section

Once you're in your dashboard, click on the “Invoices” tab located on the left sidebar. This will take you to the Invoices section where you can view all your past invoices, unpaid ones, and any recurring invoices you’ve set up.

Step 3: Create a New Invoice

Click the “+ New Invoice” button, usually located at the top-right corner of the Invoices page. This will open up a blank invoice template, which you can customize to suit your needs.

Step 4: Add Client Information

Start by adding the necessary client details. If your client is already in your contact list, you can select them from the dropdown menu. If not, you’ll need to manually input their name, email address, and billing information. FreshBooks saves this information, so you won't have to re-enter it for future invoices.

Step 5: Enter Invoice Details

Invoice Number: FreshBooks auto-generates invoice numbers, but you can customize them if needed.

Date of Issue: The date the invoice is sent.

Due Date: You can specify a payment deadline (e.g., “Net 30 days”).

Step 6: Add Items or Services

This is where you list the products or services you’re billing for. Each item line allows you to enter:

Description: A brief explanation of the product or service.

Rate: The price per unit (hourly rate, fixed cost, etc.).

Quantity: The number of units (hours, items, etc.).

Total: FreshBooks will calculate the total cost for each line item automatically.

Step 7: Apply Taxes and Discounts

If applicable, you can add taxes to your invoice by selecting the tax rate from a dropdown. You can also apply discounts if you’re offering one. FreshBooks calculates these automatically, saving you the trouble of doing manual math.

Step 8: Customize and Preview the Invoice

FreshBooks allows you to customize the look of your invoice with your company logo and colors. Before sending, click the “Preview” button to see how the invoice will appear to your client. Make sure everything looks professional and accurate.

Step 9: Send the Invoice

Once you’re satisfied with the invoice, click “Send.” FreshBooks will prompt you to confirm the client’s email address and add a personalized message if you wish. Your client will receive the invoice directly in their inbox, and they can pay online through FreshBooks if you’ve enabled online payment options like credit card or PayPal.

Step 10: Track the Invoice Status

After sending the invoice, you can monitor its status under the “Invoices” section. You’ll see whether it’s been viewed, paid, or overdue. FreshBooks also allows you to send reminders for unpaid invoices, streamlining the follow-up process.

Conclusion

Creating an invoice in FreshBooks is a straightforward process that saves time and effort. With a few clicks, you can issue professional invoices, track payments, and get paid faster. The platform’s user-friendly interface and automation tools make it easy for small business owners to manage their invoicing needs without any hassle.