Frequently Asked Questions

2017: Recent Updates to FreshBooks

In 2017, we've added some new features and improvements to FreshBooks to help make running your business even easier. 

Looking for 2018? Click here instead.

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Updates to Existing Features

  • Pause and Restart Recurring Templates
    • It's now easy to pause a Recurring Template to stop generating Invoices, or restart a paused template, with the click of a button.

  • Delete Businesses
    • 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.


New Features

  • Proposals
    • Now you can create Proposals, which are detailed Estimates with rich text content, images, customizable sections and more. It's now easier to showcase the value you bring to prospective Clients.

  • Chrome Timer Extension
    • 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. Quick start timer buttons have also been added to your favourite project management apps: Asana, Basecamp, Teamwork and Trello. 

  • Payment Schedules 
    • 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.

Updates to Existing Features

  • Editable Invoice/Estimate Numbers & Line Item Decimal Support on Android 
    • The FreshBooks Mobile App for Android now supports the ability to edit Invoice and Estimate numbers, as well as adding line items with rates up to 4 decimal places. 

  • Due Dates Remembered
    • Due Dates settings are now automatically remembered from the last Invoice you created, including custom Due Dates.

  • Expense Section Search Shows Grand Total
    • When running a search for expenses inside the Expenses tab, a Grand Total is displayed at the bottom of the list so you can quickly see the total. 

  • Tax Numbers Fields
    • When selecting a country for your Company Profile or for a Client's profile, a Tax Number field will now appear if applicable to that country (e.g., VAT or ABN). 

  • Add Attachments to Proposals
    • Now you can add supporting documentation to your Proposals by adding attachments like contracts, agreements, floor plans and more. This makes it easier to highlight your value to prospective Clients.



Updates to Existing Features

  • Quick Mobile App Download
    • 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.

  • Preserved Search States
    • You're now able to return back to your filtered list from a search, even after clicking into a search result. Just click on the appropriate link (e.g, < Invoices) or the browser's return button and your filtered search list will still be there
  • Delete Credits
    • Credits can now be deleted from within the Available Credit area inside a Client's profile.
  • Add Unbilled Time to Recurring Templates
    • 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.
  • Delete Custom Subcategories
    • 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.


New Features

  • Sticky Headers
    • 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.

  • Invoice Share Links
    • Whenever you want to share an Invoice without sending it by email, you can Create a Shareable 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.

Updates to Existing Features

  • Create and Share PDFs on Android
  • View Line Item Descriptions on Mobile
    • While viewing an Invoice on mobile, the full description of every line item will now be visible. 

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


New Features

  • Help Widget
    • FAQ articles are now just a click away with the new Help Widget. Just tap on the blue question mark ? icon in the bottom right to start searching.

Updates to Existing Features

  • Receipt Attachments Visible on iOS
    • Receipt attachments are now visible on the iOS app when viewing Invoices. 

  • Chronological Time Entries on Invoice
  • Employee Login on iOS 
    • Employees can now log in on the FreshBooks Mobile App for iOS, making it easier to manage businesses while on the go.
  • Multi Term Search
    • Now you can search for multiple terms in any search field. For example, type in your Client's name and the word Draft to view all Draft Invoices for that particular Client.

  • Sorting in Projects
    • Finding a particular Project is easier now that you can sort by Project Name or End Date. Click on either of these headers to organize the list.

  • Items Per List
    • We've now increased the number of items per list from 15 to 30, making it easier to view more content on a single page. 

  • Sync Loading Screen, Notifications and Estimate Conversations on Android 
    • 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.


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 & Estimate Notifications
  • 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
  • Recurring Template + Invoices
    • Click on any blue date next to any Recurring Template to see all Invoices generated by that Template.

  • Archiving Status
    • You can now archive Invoices, Clients and Expenses to keep your lists organized. To view archived data, click on the View Archived button at the bottom of the list. 

  • Easily Switch Between Businesses on Android
    • Easily switch between FreshBooks accounts for your different businesses from your Android using the FreshBooks Mobile App for Android. Just tap your avatar in the top-left to switch or read more here.


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.

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.
  • Archive Projects
    • Any completed Projects can now be marked as Archived to keep your list of Projects organized. To view Archived Projects, click on the View Archived Projects 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 Rates for Your Tracked Time
    • Now, you can set a general default rate or a flat 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.


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