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You Should Be Aware Of Your Position With Each Client
It's simple to keep track of clients when you have all of their estimates, invoices, payments, credits, and other financial information in one location. Furthermore, having a better understanding of your clientele allows you to provide better service to them.
Tracking client work is the first step toward accurate billing.
Keep clients up to date and involved in Projects so that everyone is on the same page. And use Time Tracking to capture all work and send more accurate invoices by logging every billable minute.
Staying in touch with clients will help you earn their trust.
Clients will be more interested in your project if you communicate with them and keep them informed. Relationships develop because to features like the Client Portal, Comments, Project Collaboration, File Sharing, and more.
Make the most of client information to expand your business.
Client reports (Client Account Statement, Revenue by Client, Time Entry Details, Invoice Details, Payments Collected, Retainer Summary) show you which clients benefit and which clients hurt your company.
Client Credits Encourage Loyalty
Credits allows you to track loyalty discounts, refund earlier work, and accept prepayments so you always know where you are with each client. Then, to keep your books in order, apply credits to invoices automatically.
FREQUENTLY ASKED QUESTIONS
How Do Client Accounts Work?
How Do Client Accounts Work?
Clients can view, print, and pay Invoices, Estimates and Proposals with the link you send them, without having to sign up for an account in the FreshBooks platform. You’ll have a birds-eye-view of client activity making it easy to follow up and support clients.
A Client Account lets clients take action by commenting on Invoices, Estimates and Proposals, as well as collaborating on any Projects they’re invited to. Client Accounts also let clients save payment information safely, making it easy to pay future Invoices.
You can prompt Clients to create an account by sending them an Invoice, Estimate, or Proposal. Your Client can then click the “Save this Invoice/Estimate/Proposal” button or the “Log in to view all Invoices/Estimates/Proposals” link. From here, they can create a password, and then they can view their new account.
If you invite your Client to a Project instead, they can click the button in the email inviting them to the Project. They can then create a password and fill out some information before being taken to their account.
https://support.freshbooks.com/hc/en-us/articles/115011425548-How-do-Client-accounts-work-
Can Clients Save Their Payment Details?
Can Clients Save Their Payment Details?
FreshBooks client management system makes every process easy for clients. Client Accounts can be used to save any credit card and Bank Transfer (ACH) details for re-use on any new Invoice. A client must log into a Client Account in order to use the saved information to pay an Invoice. Saved payment information can then be used with payment automation to create recurring payments on invoices and subscriptions.
https://support.freshbooks.com/hc/en-us/articles/115011425548-How-do-Client-accounts-work-#savecard
How Do I Work With Clients on a Project?
How Do I Work With Clients on a Project?
A Client Account lets clients collaborate on any Project they’re been invited to. This collaboration includes commenting, sharing files (images, gifs, PDFs, documents, spreadsheets) and posting links.
A Client can click on the Project section of their account anytime. From here, they can share any comments, files, or links in the “discuss” area.
A great way to foster client relationships in FreshBooks is by collaborating on Projects by sharing files, attachments or comments with your Client and Team Members. Everything is stored inside the project for easy reference anytime you need it.
Learn more about client management and project collaboration here: https://support.freshbooks.com/hc/en-us/articles/115011425548-How-do-Client-accounts-work-#projects
Project Management: Can I Assign Project Managers to Projects in FreshBooks?
Project Management: Can I Assign Project Managers to Projects in FreshBooks?
Project Managers are an extra level of access that can be assigned to any existing Team Member (except Contractors) on any project. Once assigned as Project Manager to a specific Project, they’ll be able to:
Manage the Project by editing it as needed (file sharing, commenting, etc)
View Invoices and Expenses associated with a Project
Generate Invoices for the Project including rebilling all associated Expenses created by the team
View all time entries for the Project – both theirs and the team’s
Learn more about project managers here: https://support.freshbooks.com/hc/en-us/articles/115002261367-What-permissions-can-I-assign-to-my-team-member-#projectmanager
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