How to Build Your Own FreshBooks

Send automatic payment reminders to clients before and after invoice due dates.

Configure automatic sequential invoice numbering with custom prefixes.

Perform bulk operations on multiple invoices like sending, duplicating, or deleting.

Create and send estimates to clients with approval workflow and conversion to invoices.

Track invoice payment status with payment receipts and transaction records.

Mark expenses as billable and automatically include them in client invoices.

Automatically categorize and match expenses using machine learning algorithms.

Organize expenses with customizable categories for better financial analysis.

Capture and digitize receipts using mobile camera for automatic categorization.

Track and categorize business expenses automatically with receipt scanning.

Create custom financial reports filtered by date range, client, or project.

Generate profit and loss statements, balance sheets, and cash flow reports.

View real-time financial health and key metrics on an interactive dashboard.

Generate estimated tax reports and quarterly tax summaries for planning.

Set project budgets and track spending against allocated amounts in real-time.

Organize projects, set budgets, and track progress against milestones.

Set budgets per project and track spending with real-time budget utilization.

Allow clients to view invoices, make payments, and track project progress in real-time.

Enable clients to view and pay invoices, submit expenses, and communicate directly.

Automatic cloud backup of all financial data with disaster recovery protection.

Export financial data to CSV, PDF, or Excel for external analysis and archiving.

Define custom roles with granular permissions for team members and accountants.

Enable two-factor authentication for enhanced account security and data protection.

Track overtime hours separately and apply different billing rates automatically.

Log billable hours and track time spent on different projects and clients.