It used to be that small businesses and new operations could run into trouble finding a suitable small business software platform that didn’t break the bank. No longer. Today’s software landscape offers a host of great solutions delivered through the cloud and aimed at everyone from smaller companies on up to enterprise accounting platforms. Even among this large vendor landscape however, a few platforms stand out, and for small business, one such is Freshbooks.
There’s a lot to like about FreshBooks, from its top-notch expense and time-tracking features to its deep financial reporting and long list of add-ons and integrations. But the platform also holds many hidden features and options to improve both the business and client experience. The following are six of the most useful tips and tricks to simplify invoicing, improve client care, process payments, and track expenses so that you can make the most of your business’s FreshBooks investment.
1. Painless Payments
For sole proprietors and owners of small to midsize businesses (SMBs), particularly in the service industry, setting up online payments and integrating it with billing software can be a hair-pulling endeavor. One thing many SMBs aren’t aware of is that FreshBooks offers a redesigned payments experience specifically designed for SMBs.
FreshBooks accepts payments via credit card as well as online payment gateways such as PayPal and point-of-sale (POS) software, including Stripe. The FreshBooks payments experience allows businesses to accept credit card payments and clients to pay invoices right away, automatically imports payment transaction…