| Date post: | 15-Apr-2017 |
| Category: |
Business |
| Upload: | marketinggem |
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Diapositiva 1
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita1HOW TO USE FRESHBOOKS Overview of FreshbooksHow to Create AccountHow to Bill and Invoice ClientsReceiving PaymentsHow to Create Reports
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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita2
What is FreshBooks?
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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita3Freshbooks is a cloud-based accounting for Non-Accountants.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita4Benefits and Featuresof FRESHBOOKS Accounting
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita5Easy to UseSimple and intuitive, so accounting is not intimidating.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita6Work Anywhere
Your business is accessible from any device.
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Work AnywhereYour data is always backed up and secure.
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Get OrganizedBuilt for small business owners to get organized & get paid.
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Youll be tracking time, logging expenses and invoicing your clients in no time.
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Save Time BillingFreshBooks customers spend less time on paperwork.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita11Save Time BillingEasily invoice clients from your desk or on the go..
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita12Save Time BillingIn fact, customers are paid an average of 5 days faster.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita13
On average, FreshBooks customers double their revenue in the first 24 months!
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita14How can I start using Freshbooks?
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita15Click internet browser and open Freshbooks website.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita16Register and create your account.
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Fill in Sign up details
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Receive email notification for successful sign up.
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You have now a Freshbooks account.
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For Company Logo, click Upload your Logo.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita22Click My Account to work on Company Profile.
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I suggest Client shall try 30 days Free Trial.
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This is your user account details.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita26Let us start working on People tab.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita27People tab is composed of the following:
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita28ClientsStaff and ContractorsAccountantsAssign ClientsEmails
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Click Client tab to create Client details.
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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita31Fill-up Organization of new Client.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita322 options to send Invoices to Clients.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita33Email
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita34Snail Mail
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Enter new Client information and Login Credentials.
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Ensure that Password must be at least 5 Characters.
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More client details to fill in.
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Click Save once Client details is completed.
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You get notified if Client has been created.
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Created Client can viewed in the Clients list.
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Create Client details before you start Invoicing..
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Team members are added to People list.
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Add Accountant to People list.
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Assign your staff to specific Client.
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Sent Email menu keeps copies of all sent e-mails.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita46Now lets work on Invoices tab.
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Click Client name to be invoiced.
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Fill in invoice details.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita50Note that Invoice Number and Date of Issue are compulsory.
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For discount, CLICK Add Discount and input discount rate.
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Discount amount automatically appears.
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Click Request a Deposit if you require deposit from client.
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You can set Default Invoice Terms & Late Payment Fees.
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Freshbooks can link payment options with Stripe or Paypal.
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You may add notes to Client when they view the invoice.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita57Now done with invoicing?
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita58This is how the invoice appears.
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Save it to draft if you are not ready to send the invoice.
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Click Send by Email or Snail Mail if Invoice is ready.
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Invoice created can be viewed in the Invoice list.
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Invoice notification appears once successfully sent.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita63WELL DONE!
You have successfully created your first Invoice!
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita64Now let us track payment from Clients.
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Client is billed for 50% deposit, Click New Payment.
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Billed Client appears in the New Payment list.
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Click the Client.
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Click Enter Payment.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita69Assuming 50% is paid by Client.
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Enter amount and payment method
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Click Save
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Click OK to confirm.
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You will be notified for successful payment.
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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita75Client pays his outstanding account.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita76Balance due is 1,211.25.
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Click Enter Payment.
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Paypal is used for method of payment.
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1.Click payment
2.Click payment notification3. Click Save123
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2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita81Let us track Companys Expenses.
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Expenses has Archive to view all expenses entered.
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We can also Delete, Copy or Edit Expenses.
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Expenses has Convert to Invoice button.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita86If you import expenses, click the File Import .
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita87Or you can Create New Expenses.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita88CLICK New Expense button.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita89Enter New Expense details.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita90Amount is PhP200.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita91Write date when expenses is incurred.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita92Type Vendors name.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita93Freshbooks also requires Category of Expenses.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita94You can put notes on the transaction.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita95Click Recurring Button if Expenses is recurring.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita96If Expenses is for specific Client, CLICK button and input details.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita97Receipt can be attached to the transaction.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita98CLICK Attach Image Receipt and attach file.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita99CLICK Add Expense once finished with entry.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita100Expenses can be viewed in the Expenses list.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita101Now let us try to use Reports.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita102Reports has many Options to choose from.
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For Invoice Reports, CLICK Invoice Details.
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Report generates Invoice Details.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita106CLICK Expenses Reports under Accounting Reports.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita107Expense Report generated.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita108
Payment Collected Report.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita109Profit & Loss Report.
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita110 REPORTS YOU NEED COME OUT JUST A CLICK AWAY WITH
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita111REFER YOUR ACCOUNTANT FOR THE PREPARATION OF
BALANCE SHEET
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita112CONGRATULATIONS!
You have successfully created your FRESHBOOKS Cloud Accounting!
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita113END
2016 How to Use Freshbooks by Marketing Gem-Arlene Jovita114Find out more Virtual tutorials from Marketing Gem by visiting my website:
https://marketinggemblog.wordpress.com
