Frequently Asked Questions

2017: New Updates to FreshBooks

FreshBooks is constantly being updated and improved to make running your business even easier and give you more time to focus on what you love. Here are some of the new features and improvements that have recently been released.

Last Updated: July 20, 2017

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New Features

  • Keyboard Shortcut for Support Key
    • Whenever you call our Support team, press CTRL + ALT + K on your keyboard while accessing your account to quickly find your Support Key.

Updates to Existing Features 

  • Recurring Templates & Recurring Payments 
    • Improvements have been made to easily ensure your Recurring Templates are enabled for Recurring Payments during creation. You're also able to see the transaction fee information during set up as well.
  • Service Rates & Assign Services to Projects
  • Invoices Viewable in Multiple Tabs
    • From the Invoices section, you can now open any invoice in a new browser tab on your browser window for those who like to work across several invoices simultaneously.

  • Discounts on Recurring Templates
    • You can now add discounts to your Recurring Templates, making it easier to reward prompt clients or encourage loyalty for using your services.

  • Recurring Template View
    • Viewing Recurring Templates will now show the Client's Company Name by default instead of the Client's First and Last Name, making it consistent with the view in the Invoices section.

  • Estimate Conversations on iOS & Notifications
    • Corresponding with your Clients on Estimates is now possible on the FreshBooks Mobile App for iOS. You'll also be alerted via our Notifications on the web whenever a Client accepts or sends in a message on any Estimate. 

  • Live Links in Reports
    • Now you can dig deeper in certain reports by clicking on any link in it, like Clients and Projects on the Time Entry Details report.

  • Opening Links as Tabs
    • Right-clicking is now supported so you can open Invoices, Estimates, Expenses and Projects in new browser tabs to easily multi-task.

  • New Statuses for Recurring Templates & Recurring Payments


New Features

  • Create and Send Estimates on your iPhone or iPad
  • Secondary Contacts
    • Now you're able to send Invoices to multiple people in an organization or company by adding them as secondary contacts. These contacts' emails will automatically be added along with the primary Client's email every time you send out an Invoice.
  • Create and Send Estimates on Android

Updates to Existing Features 

  • Comments on Estimates
    • Improvements have been made so you can easily chat with your clients on the Estimate itself to make sure you're both aligned on the work, before it's begun.
  • Easier Searching in Recurring Templates
    • Now you can quickly search for certain Recurring Templates and filter the list of Recurring Templates by a specific column header.
  • Duplicate Estimates
    • Estimates can now be duplicated easily. Just check the box off, click on the Actions button and select Duplicate.
  • Live Links on Invoices and Estimates
    • Sharing websites and links with your Clients is now possible. Live links (URLs) are supported in the Notes and Terms sections on both Invoices and Estimates.
  • Mark as Complete for Projects
    • Any completed Projects can now be marked as Complete to keep your list of Projects organized. To view completed Projects, click on the View Completed button at the bottom of the list.


New Features

  • Download PDF for Invoices & Estimates
    • It's now easy to save your Invoices and Estimates as PDF files. Just click on the More Actions button and choose the Download PDF option.

  • Change Date Format
    • For international users or those who go by a different date format, you can now choose one of three options.
  • Payments Collected Report
    • It's easier than ever to get a detailed overview of your client's payments on Invoices thanks to the Payments Collected report. You can filter by time period, clients, payment method and currency to generate the exact report you need.

Updates to Existing Features 

  • Single Hourly Rate & Team Member Rate
    • Rates have been updated so you can assign a billing rate to each Team Member or to each Project.
  • Create Recurring Expenses
    • Now you can create Recurring Expenses for payments that you make on a frequent basis. Just set up the Recurring Expense with the start date, frequency and number of generated Expenses, and watch them generate automatically.


Updates to Existing Features 

  • Easier Searching in Estimates
    • Improvements have been made to make it easier to search for Estimates. Now it's simple to find that one specific estimate you're looking for.
  • Convert Your Estimate Into an Invoice
  • Your Clients Can Accept Your Estimates
    • Now your client can accept the Estimates you send them. Once they click the Accept button you can begin your work confidently, knowing you and your client are on the same page.
  • Start a Timer from Your iPhone or iPad
    • Never miss another billable minute. Now you can start a timer directly from the FreshBooks Mobile App for iOS so you always have an accurate log of the time you worked.


New Features

  • Create and Send Estimates
    • With Estimates you can make sure you’re on the same page as your client before work begins. It’s easy to create an overview of your work with the expected price and send it to your client.

Updates to Existing Features 

  • Start a Timer from Your Android
    • Never miss another billable minute. Now you can start a timer directly from the FreshBooks Mobile App for Android so you always have an accurate log of the time you worked.
  • Set Default Rates for Your Tracked Time
    • Now, you can set a general default rate for tracked time. What’s more, you can set specific default rates on a project-by-project basis. When you’re ready to bill for your time, the correct rate is automatically pulled onto the Invoice, making billing for your time faster than ever.
  • Select Which Projects and Date to Use When Generating an Invoice From Your Tracked Time
    • When generating an Invoice, you can now pick exactly which projects you want to bill for as well specify the time frame. So now it’s even easier to format your Invoice exactly the way you’d like.
  • Add Unbilled Time to Existing Invoices
  • Edit the Timer’s Start Time
    • When using the timer to keep track of your hours, you can now edit the start time. Perfect for those times you forgot to start the timer as you began working. You can even set the start time to the future to start a countdown.
  • Send Invoices to Multiple Recipients on Android
    • You can rest assured that the right people are receiving your Invoices when you’re using the FreshBooks Mobile App on your Android device. Now you can send your Invoices to multiple recipients from the app.
  • Generate an Invoice for a Project
    • From the Project page, you can now generate an Invoice for the time tracked towards that project. So, if you bill differently for different projects, it’s now simpler to create project-specific Invoices.
  • Expense Subcategories and Costs of Goods Sold Appear on the Profit and Loss Report
    • The Profit and Loss report now separates expenses by subcategory, so you can get a detailed breakdown of your spending. Plus you can specify certain subcategories as costs of goods sold, so they are deducted from your profit.
  • Select a Start Date for Automatic Expense Import
    • When you connect a bank account or credit card to automatically import expenses, you can now select a specific start date for the initial import. This makes it easier to avoid duplicate expenses.
  • Create Time Budgets for Projects
    • Help keep your team on track by setting a time budget. From the Projects page, it’s now easy to see exactly who has been logging hours towards a specific project, how many hours have been logged and how close to budget you are.


New Features

  • Recurring Invoice Payments
    • Recurring Payments are the fastest way to get paid. Now, when you set up a recurring Invoice with online payments enabled, your client can save their credit card details to be automatically charged every time an Invoice is generated.
  • Time Entry Details Report
    • It’s easier than ever to get a detailed overview of the time you and your team have logged thanks to the Time Entry Details report. You can filter by time period, team member, client and status to generate the exact report you need.

 Updates to Existing Features

  • View and Edit Payments on Android
    • From the FreshBooks Mobile App on your Android device, you can now view a list of all the payments made towards your Invoices and edit them if required.
  • Mark Time Entries as Billed
    • Time entries logged by you or your employees can now be manually marked as billed. This will prevent them being pulled onto any future Invoices you create.
  • Weekly View in Time Tracking
    • Now, you can get a weekly view of your logged hours and log new hours from that view, making it even easier to add a week’s worth of hours at once.
  • Reports are Now Easier to Access
    • All of your business reports are now easily accessible from the bottom of your dashboard, without any extra clicks.


New Features

 Updates to Existing Features

  • Easily Switch Between Businesses on iOS
    • Easily switch between FreshBooks accounts for your different businesses from your iPhone or iPad using the FreshBooks Mobile App. Just tap your avatar in the top-left to switch or read more here.
  • Assign Clients to Projects
    • Assign your projects to specific clients or mark them as an Internal project.
  • Easier Searching in Time Tracking
    • Now you can easily search for time entries from either the Track or Review sections.
  • More Customization When Creating Invoices from Tracked Time
  • Updated Profit Chart on the Dashboard
    • The total profit chart on the dashboard has been updated to more clearly represent your business’ profit. It no longer includes sales tax in the total.
  • View Contractor Time
    • You can now see the time your contractors are logging from within your account. Just head to the Review section within Time Tracking.