In 2020, we've added more new features and improvements to FreshBooks so you can focus on running your business successfully. Release notes, also known as a changelog, are below for 2020.
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January | February | March | April | May | June | July | August | September | October | November | December
December
| Category | Changes and Updates | Details |
| Invoices | Links in Item Descriptions | HTML links in the item description are automatically selectable. |
| Clients | Client Address Street 2 Line | Client addresses now have a Street 1 and Street 2 line to accommodate longer addresses. |
| Team Members | Client Access | Client access is available for Select plan users to choose which clients you want your managers and employees to have access to. |
| Accounting | 🎉 Accounts Payable | Track your accounts payable with bills, vendors, and bill payment reconciliation. |
| Invoices, Estimates, and Proposals | Remember Preferred Contacts | When sending invoices, estimates or proposals, contacts are remembered and selected for you based off the last selection on any recently sent invoice/estimate/proposal. |
| Reports | 🎉 Cash Flow Report | Track how much cash you have on hand with the new Cash Flow report. |
| Clients | Recurring Templates Tab | View all active recurring templates for your clients inside the client profile. |
| Mobile | Accept Bank Transfers (ACH) on iOS | When creating Invoices, you can now accept bank transfers along with credit card payments on the FreshBooks Mobile App for iOS. |
| Projects, Time Tracking, and Expenses | 🎉 Project Profitability | Track your projects' performance to view how profitable they are with team costs, time entries and expenses associated to the project. |
November
| Category | Changes and Updates | Details |
| Payments and Invoices | Manual Payment Notifications to Clients | When adding a payment to an invoice, you can choose whether you'd like to also send an email notification to your client. |
| My Team, Projects, and Time Tracking | Project Manager | Assign a team member to be project manager on a specific project so they can generate invoices and manage time for that project. |
| Clients | Mobile and Business Phone Number | Two additional phone number fields have been added to client profiles so you can easily keep track of multiple phone numbers for your clients. |
October
| Category | Changes and Updates | Details |
| Invoices and Proposals | Attachments Included in PDF Download | Downloading an invoice or proposal as a PDF will now include all file attachments in the PDF. |
| Invoices | Search for Deleted Invoices | You can now search for deleted invoices with the new search bar. |
| Clients | Search for Deleted Clients | You can now search for deleted clients with the new search bar. |
| Invoices, Estimates, and Proposals | 🎉 Croatian Language | You can now select Croatian as an option for invoices, estimates and proposals. |
| Invoices, Estimates, and Proposals | Search for Deleted Content | You can now search for deleted recurring templates, estimates and proposals with the new search bar. |
| Payments | PayPal on Checkout Links | PayPal can now be used as a payment option for Checkout Links. |
| Invoices | Attachments | Share key files with your clients by uploading them as attachments on your invoices. |
September
| Category | Changes and Updates | Details |
| Invoices, and Settings | Inventory | Track your stock with the track inventory checkbox in any item. |
| Clients | Per Page List View | View up to 150 clients per page now. |
| Invoices, Estimates, Proposals | Send To Button | The Send... button is now the Send To button to reflect choosing contacts first before sending your invoice, estimate or proposal. |
| Payments | Refunds | You can now process refunds for FreshBooks Payments (WePay) and Stripe payments from within your account. |
| Invoices | Per Page List View | View up to 150 invoices per page now. |
| Payments | 🎉 PayPal | Accept PayPal and debit/credit card payments through PayPal from your clients. |
| Invoices, Estimates, and Proposals | Link Between Estimates/Proposals and Invoices | Invoices now display the link to the original estimate or proposal it was converted from in the history bar at the top of the invoice. |
August
| Category | Changes and Updates | Details |
| Invoices and Payments | 🎉 BACS Direct Debit | Businesses in the UK can now accept online payments through BACS Direct Debit. |
| Time Tracking | Monthly View | Along with daily and weekly view, you can now track your time in the monthly view sub-tab. |
| Invoices | Include Unbilled Expenses on Invoices and Recurring Templates | When generating an invoice, you can quickly add unbilled expenses along with unbilled time, and also add future unbilled expenses to your recurring template. |
| Invoices and Payments | Automatically Apply Credits to Recurring Templates | You can now automatically apply any existing credit to all recurring templates with a toggle in your payments settings. |
| Clients | Secondary Contacts Tab and Send... Experience | Secondary contacts can now be easily managed from the contacts tab inside a client's profile. Choose which contacts to send your invoice, estimate or proposal to with the new list. |
July
| Category | Changes and Updates | Details |
| Payments | 🎉 Checkout Links | Accept payment without needing to make an invoice through Checkout Links that can be shared online. |
| Invoices, Estimates, and Proposals | 🎉 Russian Language | You can now select Russian as an option for invoices, estimates and proposals. |
| Invoices | Outstanding Banner | Clients now have a total outstanding balance of X.XX with a link to all their unpaid invoices at the top while viewing any invoice or inside their client account. |
| Time Tracking | Enhanced Timer | Launch your timer easily, and any time entry you've logged can now be restarted with the timer, picking up where you left off. |
| Reports | Profit and Loss Drill Down | Select totals in your Profit and Loss report to drill down and view the specific invoices, payments, other income and expenses that make up your totals. |
| Mobile | 🎉 Mileage Tracking on iOS App | Track your mileage on the FreshBooks Mobile App for iOS. |
| Invoices and Payments | Credit Notes | Along with prepayment and overpayment credits, you can now use credit notes to offer items or services at a future date without receiving payment. |
June
| Category | Changes and Updates | Details |
| Settings and Reports | 🎉 Fiscal Year End | Choose your fiscal year end for your reports to automatically filter by. If not set to the default of Dec 31, your reports will also display extra date range options. |
| Payments and Invoices | 🎉 Recurring Payments with Bank Transfer | Automatically charge your clients on recurring templates with bank transfers. |
| Reports | Select Multiple Team Members on Time Entry Details Report | Select one or multiple team members when filtering on the Time Entry Details report. |
| Reports | Billable Amount on Time Entry Details Report | View how much your time tracked is worth with the amount column added on the Time Entry Details report. |
| Invoices and Payments | Prepayment Credits | Create prepayment credits to collect payment ahead of time as well as overpayment credits from your clients. |
May
| Category | Changes and Updates | Details |
| My Team, and Apps and Integrations | Admin Access to Apps and Integrations | Admins can now add and manage their own apps and integrations. |
| Payments | 🎉 Partial Payments | Clients can now pay invoices partially, even with payment schedules and/or deposits using with WePay or Stripe. |
| Projects | View Associated Invoices in a Project | All invoices that contain time entries associated to a specific project will will now be listed inside the specific project's Review tab. |
| Projects and Expenses | Assign Expenses to Projects and view Assigned Expenses in a Project | Expenses can now be assigned to a client or a client's project, as well as listed inside the specific project's Review tab. |
April
| Category | Changes and Updates | Details |
| Reports | Redesigned Report Filters | Filters for reports have been moved to the right side of the report under Settings for easier access and improved visibility. |
| Accounting, Reports, and Expenses | Expense Refunds on Expense Report | Transactions marked as expense refunds in bank rec will also appear in your Expense report and your Profit and Loss report. |
| Expenses | 🎉 Manage Duplicate Expenses | Manage your duplicate expenses by selecting a banner above your list of expenses or the potential duplicate link inside any expense. |
| Estimates and Proposals | Estimates and Proposal List View | Proposal links are now added to your list of estimates and proposals for easy differentiation. |
March
| Category | Changes and Updates | Details |
| Expenses and Invoices | 🎉 Convert Received Invoices into Expenses | Invoices you've received in your To Me section can now be converted into expenses. |
| Expenses | Sort after Search | Sort your expense search results by date, amount and status as needed. |
| Payments | 🎉 Payments Section | View all of your online and offline payments in one place with the Payments section, under Invoices in the navigation. |
| Projects, and Settings | Service Management | Mark services as defaults for all new projects and easily add or delete services on projects. |
| Payments | 🎉 Save Bank Account on File | Clients can now save their bank transfer (ACH) details to their client accounts, making it faster to pay invoices. |
| Bank Connections and Expenses | 🎉 Bank Import Notifications | If your bank connections have been disrupted, notifications will display in your notifications, dashboard and in your expenses. |
| Reports | Links on Accounts Aging Report | When running the Accounts Aging report in present day (not in the past or future), select any blue link to view the invoices that represent the amounts on the reports. |
| Emails and Invoices | Customizable Email for Invoices | You can customize the subject and body of your emails for invoices. |
| Expenses | Advanced Search for Expenses | Now you can use advanced search to narrow down your search with specific filters like category, merchant, bank account and more. |
February
| Category | Changes and Updates | Details |
| Invoices | Advanced Search for Invoices | Now you can use advanced search to narrow down your search with specific filters like invoice status, keyword search and currency. |
| Projects | Updated Project List View | Your list of projects now displays more useful insights at a glance, with new column headers including unbilled hours and unbilled amount, and last invoiced. |
| Invoices | Calendar Picker for Due Date | Custom due dates now give you the option to pick the date from the calendar instead of typing in the number of days. |
| Invoices | Sort After Search | Sort your invoice search results by client, invoice number, issue Date, due date, amount and status as needed. |
January
| Category | Changes and Updates | Details |
| Time Tracking | Timer Rounding | All time tracked with the timer will now round down if under 30 seconds, or round up if over 30 seconds, to the nearest minute. |
| Expenses | Improved Search on Expenses | Searching for your expenses have been improved to return more accurate results. |
| Payments | ACH-Only Option | US Businesses can now choose to accept only ACH payments on invoices on both Freshbooks Payments (WePay) and Stripe. |
| Projects | Improved Search on Projects | Searching for your projects have been improved to return more accurate results. |
| Team Members | Undelete Team Members | Team members can be undeleted from the My Team section. |
| Payments | Advanced Payments for Stripe | Advanced Payments can now be purchased for Stripe users. |
| Expenses | Improved Search on Recurring Expenses | Searching for your recurring expenses have been improved to return more accurate results. |
| Time Tracking | Time Tracking Search | Searching for your time entries in the Review section have been improved to return more accurate results. |