📝 How to Add a New Client or Customer on Freshbooks
Are you looking for a simple and efficient way to add a new client or customer on Freshbooks? Look no further! In this article, we will guide you through the process step by step.
📋 Table of Contents
- Introduction
- Create a New Client
- Adding Basic Details
- Client Settings
- Payment Reminders
- Late Fees
- Currency
- Invoice Attachments
- Adding a Limited Company
- Conclusion
📝 Create a New Client
There are two ways to create a new client on Freshbooks. You can either click on "Create New" and select "Client," or you can go to the left-hand sidebar and click on "Clients." From there, click on the "New Client" button.
📝 Adding Basic Details
Once you have accessed the new client page, you will see that the client card is split into two parts. The first part is where you can add basic details about the client, such as their first and last name, company, and contact details.
📝 Client Settings
On the right-hand side of the client card, you will find the client settings. Here, you can set reminders, add late fees, change currency, and attach any necessary files.
📝 Payment Reminders
If you have a client with a VAT number, you can automatically send payment reminders to them by enabling this feature in the client settings. You can also choose when these reminders will be sent.
📝 Late Fees
If you want to charge late fees, you can do so by selecting "Charge Late Fees" in the client settings. You can add a percentage of the invoice value or outstanding balance, or a flat fee. You can also choose when these late fees will apply.
📝 Currency
Freshbooks supports a variety of different currencies. You can select your country's currency or the currency of the customer you will be invoicing.
📝 Invoice Attachments
If you want to attach a PDF copy of the invoice when you send it to the customer, you can do so in the invoice attachments section of the client settings.
📝 Adding a Limited Company
If you are adding a limited company, you will need to provide additional information in the company section. This includes the company name and VAT number, if applicable. You can also change the settings as they apply to this particular customer.
📝 Conclusion
Adding a new client or customer on Freshbooks is a simple and straightforward process. By following the steps outlined in this article, you can quickly and easily add new clients to your account.
🎉 Highlights
- Two ways to create a new client: "Create New" and "Clients"
- Basic details include first and last name, company, and contact details
- Client settings include reminders, late fees, currency, and invoice attachments
- Payment reminders can be automatically sent to clients with VAT numbers
- Late fees can be charged as a percentage or flat fee
- Freshbooks supports a variety of currencies
- Limited companies require additional information in the company section
❓ FAQ
Q: Can I add multiple clients at once?
A: Unfortunately, Freshbooks does not currently offer a way to add multiple clients at once.
Q: Can I customize the payment reminder message?
A: Yes, you can customize the payment reminder message in the client settings.
Q: Can I add a client without a company name?
A: Yes, you can add a client without a company name by leaving that field blank.
Resources:
- Freshbooks: https://www.freshbooks.com/
- AI Chatbot: https://www.voc.ai/product/ai-chatbot
