So I’ve just started looking at Freshbooks to see if it would help me manage my invoicing better. You see, every month I have to find the time to create timesheet reports for each client, then all of the timesheets from my associates, and then combine all of the info into invoices. After that I send out all the emails with everything attached, and follow up with anyone who is late in sending their payment.
And lately with the new HST and my change of address, I’ve been updating all of my invoice templates quite often. How annoying!
Seems like I should be able to shorten the process somehow so that I can make better use of my time, doesn’t it?
So I decided to look into Freshbooks. One of my associates uses it and I liked the look of the invoices I got from her, and how easy they were to pay. I’ve set myself up a free account while I scope it all out, and I have to say that so far it seems to be pretty slick. I can track my time and expenses, as well as that of my “contractors” that are connected with me.
But here’s the thing, I’m only allowed to have 3 clients with the free version. That’s fine, I would possibly be willing to pay for the next version up, but what about my associates? I don’t want to create extra work for them to have to get set up with a new system.
So, I’ve decided to use one of them as my guinea pig so that we can develop a process on how to get it set up fast and easy, and then we’ll all be happy! In fact, I’m going to use one of the members of my team that is a process guru, and then we’ll definitely get it all down pat before I launch the whole shebang. I get some of the legwork done for me and they get to explore a new system that will save them time in the long run – sounds like a win-win situation to me!
I’ll keep you posted on how the whole Freshbook experiment goes, and if anyone has any insights or suggestions to share that would be great. Wish me luck!