Changes and updates in 2017

It's now easy to pause a recurring template to stop generating invoices, or restart a paused template, with the click of a button.

If you have multiple businesses and you need one of them deleted, just ensure it's been cancelled first and then reach out to our Support to get it removed.

When running a search for expenses inside the Expenses section, a grand total is displayed at the bottom of the list so you can quickly view the total.

Proposals are now available for all trial users.

When selecting a country in basic information settings or for a client's profile, a tax number field will now appear if applicable to that country (e.g., VAT or ABN).

Tracking time is easier with an extension that lives in your Chrome browser. You can go across the web with the timer running in the background, and minimize or pop-out the timer.

Now you can add supporting documentation to your proposals by adding attachments like PDFs, images and more.

Getting multiple and partial payments on an invoice is now easier with Payment Schedules. Create a plan of when each payment is due without having to create multiple invoices or continually editing an existing invoice.

When accessing your account on the web browser, there's now a prompt to help you quickly download the FreshBooks Mobile App for iOS or Android if you haven't already.

You're now able to return back to your filtered list from a search, even after selecting a search result. Just select the appropriate link (e.g, < Invoices) or the browser's return button and your filtered search list will still be there.

Now you can create proposals, which are detailed estimates with rich text content, images, customizable sections and more to showcase the value you bring to prospective clients.

Credits can now be deleted from within the available credit area inside a client's profile.

When creating recurring templates, you can now add future unbilled time entries to it. This automatically pulls all available time entries whenever the recurring template generates an invoice for you.

You can now delete a subcategory that you've created. Expenses assigned to a deleted subcategory will automatically be reassigned to the parent category instead.

When scrolling up on any page inside FreshBooks, the headers will shrink and stick at the top, making it easier to know right away which page or columns you're looking at.

Now you can create and share PDFs while using the FreshBooks Mobile App for Android.

While viewing an invoice on the FreshBooks Mobile App, the full description of every line item will now be visible.

Whenever you want to share an invoice without sending it by email, you can use Share via Link instead. This automatically marks an invoice as sent and generates a link that you can then share with your client or team member outside of FreshBooks.

The search bar is now available in the Projects section so you can find specific projects quickly.

Receipt attachments are now visible on the FreshBooks Mobile App for iOS when viewing invoices.

When generating an invoice from tracked time, time entries will be sorted chronologically on the invoice for you automatically.

You can now view more details on your client in their client profile.

Notifications are now in the top left corner in the FreshBooks Mobile App for iOS to make it easier to manage your notifications.

Employees can now log in on the FreshBooks Mobile App for iOS, making it easier to manage businesses while on the go.

Search for multiple terms in any search field. For example, enter in your client's name and the word draft to view all draft invoices for that particular client.

The number of rows per list has been increased from 15 to 30, making it easier to view more content on a single page.

When using the FreshBooks Mobile App for Android, a detailed loading screen is now available, along with the ability to view your notifications and correspond with your clients on estimates.

In your dashboard, select any of the tiles at the top to help you make the most of your FreshBooks account.

Improvements have been made to easily ensure your recurring templates are activated with recurring payments during creation. You're also able to view the transaction fee information during set up as well.

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

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 can now be added on recurring templates, making it easier to reward prompt clients or encourage loyalty for using your services.

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.

Corresponding with your clients on estimates is now available on the FreshBooks Mobile App for iOS. 

Right-clicking is now supported so you can open invoices, estimates, expenses and projects in new browser tabs to easily multi-task.

You can now archive invoices, clients and expenses to keep your lists organized. To view archived data, select the View Archived button at the bottom of the list.

Easily switch between FreshBooks accounts for your different businesses using the FreshBooks Mobile App for Android. Just tap your avatar in the top-left to switch.

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.

Get approval before work begins. You can now create and send estimates to your clients on the FreshBooks Mobile App for Android.

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.

Estimates can now be accepted by both owners and clients so you can begin your work knowing you're both on the same page.

Save even more time by converting your estimate into an invoice. You no longer need to re-enter details from the estimate onto an invoice - just convert, send and get paid.

Tax Numbers are now added to invoices with breakdowns of taxes included in the bottom of the invoice.

Improvements have been made to make it easier to search for estimates.

The Time Entry report can now be sent by email, exported as a CSV, and includes filters to customize the data.

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.

Select the icon next to any line item to drag and change the order of them on an invoice.

From the Project page, you can now generate an invoice for the time tracked towards that project to create project-specific invoices. 

Expense Subcategories and Costs of Goods Sold on 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.

The Expense report now breaks out expenses by subcategory. 

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.

All of your business reports are now easily accessible from the bottom of your dashboard, without any extra clicks.

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.

From the FreshBooks Mobile App on your Android device, you can now add discounts, deposits, view a list of all the payments made towards your invoices and edit them if required. Invoice terms are now remembered.

You can now assign your projects to specific clients or mark them as an internal project.

Log or edit your hours from your Android device using the FreshBooks Mobile App.