THIS is what I actually was going to put up on my blog today, but I’ve been meaning to write something about Freshbooks for a LONG time. Read the Freshbooks Review – Freshbooks is extremely friendly as far as being able to do the things that you WANT to do quickly. However, there are a few, “How do I…” things. This one is how to invoice a client annually for something like webhosting. I want to send out an invoice to a customer a few weeks ahead of their annual hosting due date. So if I send out an invoice for hosting that begins NEXT month, I want it to read for the next month through the same month of the following year. With Freshbooks simple variables, it’s a snap.
Setup Recurring Invoicing that Customers Can Understand
Click on Invoices. Go to the sub bar under Invoices -> Recurring. New recurring profile. Select your start date, your client, your invoice sending method (normal stuff for an invoice) and add this code to automatically let the customer know what they are paying for. This IS based on me invoicing for a year, sending out the invoice the month prior to the due date (well around 3 weeks prior to the due date).
Annual Webhosting ::month+1:: ::year:: through ::month+1:: ::year+1::
And then save it. Boom. You are now invoicing annually. Or whatever you decided to set it up as. “+1”, “-1”, “+6” – whatever this makes it simple and easy to be clear about what your customer invoice is all about!
Quick List of Variables for Freshbooks
I think there’s more, but these are great for what *I* need…
::month:: (month when invoice is generated)
::year:: (year when invoice is generated)
::quarter:: (quarter when invoice is generated)
Doesn’t it just make GOOD sense??? Simple and easy. Now THAT is how I need my business to be.
