Stay Connected With A Better Client Management System
Accurate Billing Starts By Tracking Client Work
Keep clients informed and engaged with the Projects feature in our CRM software, so you’re always on the same page. Log every billable minute with Time Tracking to record all work and send more accurate invoices to customers.
Build Client Trust By Staying Connected
Communication and transparency are great ways to keep clients interested in their projects. With client management features such as Client Portal, Comments, Project Collaboration, and File Sharing, relationships blossom in the Freshbooks client management software.
Use Client Info to Grow Your Business
The client reports (Client Account Statement, Revenue by Client, Time Entry Details, Invoice Details, Payments Collected, Retainer Summary) in our CRM software tell you which of your existing customers help or hinder your small business.
Foster Loyalty With Client Credits
Track loyalty discounts, refund prior work, or take prepayments through the Credits client management tool, so you know where you stand with your customers. Then, auto-apply Credits to Invoices to keep your books accurate.
More Ways To Connect With and Track Clients
Get Your Team on Board
Specify team member access to client data
Client Account Statement
Leverage client records to know where you stand with each client (outstanding balances, invoices, payment history, and Credits)
Revenue by Client Report
Understand billed, collected, and outstanding revenue by each client over a specified time period
Time Entry Details Report
Review how much time you and your team have logged for customers over a particular time period
Invoice Details Report
An overview of invoices created in a specified time period (filter by client, issue date, paid date, currency, and status)
Retainer Summary Report
The details of tracked time against a particular Client and Retainer
Get full visibility on clients and store unique client information in one convenient place
Payments Collected Report
A breakdown of received payments, including which invoice a payment was for, the date, and the client
Invite clients to collaborate on Projects
Easily keep track of all client credits
Have Lots of Clients and Want to Save on Billing?
Our FreshBooks Select Plan could be the solution for you, saving you time and money during the client management process.
The Select Plan includes:
- A dedicated account manager to train your team on major features and migrate your books from other platforms
- Access to lower credit card fees and transaction rates
- 2 free team member accounts
Client Management Resources to Support Your Business
Why Your Firm’s Accounting Tech Stack May Be Hurting Your Client Experience
[eBook] Crack the Client Code
How to Use Cloud Accounting to Help You Identify High-Value Clients
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Frequently Asked Questions
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 client management software platform. You and your sales team will have a birds-eye view of client activity, making it easy to follow up and support clients at every stage of your customer lifecycle.
A Client Account lets clients take action on our user-friendly interface by commenting on Invoices, Estimates and Proposals, as well as collaborating on any Projects and tasks they’re invited to. Client Accounts also let clients save their payment information safely in your client database, so it’s easy for them to pay future Invoices.
You can prompt new customers to create a free account in our CRM software 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 provide you with all the information you need before being taken to their account.
Can Clients Save Their Payment Details?
The FreshBooks client management system makes every process easy for clients, resulting in a better client relationship for you. Client Accounts can be used to save credit card details for re-use on any new Invoice. A client must log into a Client Account 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.
How Do I Work With Clients on a Project?
A Client Account lets customers collaborate with you on any project they’re invited to in your client management system. This collaboration includes commenting on tasks, sharing files (images, gifs, PDFs, documents, and spreadsheets), and posting links.
A Client can click on the Project section of their FreshBooks account anytime. From here, they can share any comments, files, or links in the “Discuss” area.
A great way to foster client relationships in the FreshBooks client management software is by collaborating on tasks by sharing files, attachments, or comments with your Client and Team Members. Everything, including your customer communications and other client details, are stored inside the project for easy reference anytime you need it.
Project Management: Can I Assign Project Managers to Projects in FreshBooks?
In the FreshBooks client management software system, Project Managers are an extra level of access that can be assigned to any existing Team Member (except Contractors) on projects and tasks. Once designated as Project Manager to a specific Project, your client manager can:
- 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