Top FreshBooks Features

What are the Best FreshBooks Features?

Accounting Features

General Ledgers
Invoicing & Billing
Estimates & Quotations
Receivables & Collections
Reconciliations

Cash Flow Management

Payment Processing
Continuous Accounting
Billing Model Management

Tax Management

Tax Calculation & Filing

Supported Tax Forms

W-9
W-2
W-4
1094
1095
1096
1099
8974
940
I-9

Project Management Features

Workflow Management

Expense Management

Expense Allocation
Scan & Upload Receipts

Inventory Management

Item Tracking & Traceability
Item Expiration Tracking
Vendor/Supplier Management
Warranty Management
Product Recall Management
Inventory Transfer

Asset Management

Asset Profiling
Asset Registry
Asset Tracking
Asset Discovery
Asset Rotation
Asset Transfer
Asset Valuations
Facilities Management

Resource Management

Resource Planning

Reporting & Analytics

Online Analytical Processing (OLAP)
Incident Tracking
Time Tracking
Expense Tracking
Mileage Tracking
Dashboard
Inventory Reports
Budget Reports
Tax Reports
Payments Reports
Billing Reports
Cost-Benefit Analysis

Payment Options

Credit Cards
Debit Cards
Direct Deposit
Direct Payment
Checks

Payment Partners

Visa
Mastercard
American Express
PayPal

Workflow Automation

Billing Automation
Email Automation
Automated Onboarding
Recurring Payments

Portal Types

Customer/Client Portal
Accountant Portal

File Management

File Sharing
File Transfers
File Attachments

Signature Management

Digital Signatures

Customizable Items

Custom Invoices
Custom Fields
Custom Templates
Custom Forms
Custom Branding

Appointments/Scheduling

Payment Scheduling

Reminders/Alerts

Payment Reminders

Data Migration

Data Import
Data Export

Systems/Administrative

Centralized Console

Third-Party Integrations

Gusto
Stripe

After-Sales Service

Phone Support
Email Support
Chat Support
Forum
Product Guide/Manual
Dedicated Account Manager
Customer Onboarding

Limits

Client Limit

Customer Management

Brand Management

Workforce Optimization

Performance Management

Conferencing Capabilities

Webinars

FreshBooks Top Features Related Review

Michelle

Reviewed on 6 November 2023

FreshBooks: Invoicing made easy.

The intuitive invoice creation and management interface of FreshBooks is a standout feature. It's easy to find previous invoices, and keeping track of payments keeps everything organized. Additionally, the mobile app makes it easier to stay organized even on the road. The intricacy of the site, meanwhile, may scare new users. It can be challenging to integrate with CRM software like Salesforce, and the cost is more than for alternative invoicing solutions.

Pros