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FRESH BOOK WEB

STEP 1 : OPEN WEB BROWSER OF YOUR CHOICE

STEP 2: GO TO : www.freshbooks.com
STEP 4: TYPE GMAIL

STEP 5: TYPE THE PASSWORD


STEP 6: CHECK ‘’I CONFIRM THAT I HAVE READ AND AGREE TO FRESHBOOKS TERMS
OF SERVICE AND PRIVACY POLICY. SECURITY SAFEGUARDS. ‘’

STEP 7: CLICK ON TRY IT FREE


STEP 8: GO TO my.freshbooks.com

STEP 9: FILL UP THE INFORMATIONS NEED:


STEP 10: CLICK ‘’SAVE AND FINISH’’
STEP 11: YOU WILL BE ABLE TO SEE THE DASHBOARD PAGE

STEP 12: EXPLORE DASHBOARD


STEP 13: EXPLORE OUTSTANDING INVOICE
STEP 14: EXPLORE OUTSTANDING INVOICE SETTINGS
STEP 15: EXPLORE TOTAL PROFIT:
STEP 16: EXPLORE REVENUE STREAM
STEP 17: EXPLORE SPENDING
STEP 18: EXPLORE UNBILLED TIME
STEP 19: EXPLORE CLIENT
STEP 20: EXPLORE RECENT ACTIVE ON CLIENT
STEP 20: CLICK NEW CLIENT AND EXPLORE ITS SETTINGS
STEP 21: EXPLORE ALL CLIENTS AND IT’S ADVANCE RESEARCH
STEP 21: EXPLORE MORE ACTION FUNCTION OF CLIENT
STEP 22: EXPLORE INVOICE AND THE FROM ME SECTION
STEP 23: EXPLORE INVOICE SETTINGS
STEP 24: EXPLORE THE ALL RECURRING TEMPLATES AND ITS FILTERS
STEP 25: EXPLORE THE TO ME SECTION
STEP 26: EXPLORE RETRAINERS
STEP 27: EXPLORE AND TRY TO CREATE NEW RETAINER
STEP 28: EXPLORE PAYMENTS
STEP 29: EXPLORE MORE ACTION

STEP 30: EXPLORE VIEW PAYMENTS REPORTS


STEP 31: EXPLORE INVOICE % EXPENSE REPORTS
STEP 32: EXPLORE PAYMENT REPORTS
STEP 33: EXPLORE ACCOUNTING REPORTS
STEP 34: EXPLORE THE TIME TRACKING AND PROJECT REPORTS
STEP 35: EXPLORE ACCEPT ONLINE PAYMENTS ON MORE ACTIONS
STEP 36: EXPLORE PAYMENTS SETTINGS ON MORE OPTION
STEP 37: EXPLORE CHECKOUT LINKS
STEP 38: EXPLORE EXPENSES
STEP 39: EXPLORE EXPENSES MORE ACTION
STEP 39: EXPLORE THE BILLS
STEP 40: EXPLORE VENDORS SECTION
STEP 41: EXPLORE ESTIMATES AND PROPOSAL
STEP 42: EXPLORE TIME TRACKING
STEP 43: EXPLORE PROJECTS
STEP 44: TAKE NOTE THAT ACCOUNTING, CHART OF ACCOUNTS IS UNDER THE
CATEGORY OF REPORTS THAT IS ALSO SHOWN ON THE PAYMENT SECTION, ASIDE
FROM THE CHART OF ACCOUNTS MORE ACTION WHICH IS THE GENERAL LEDGER
STEP 45: EXPLORE MY TEAMS
STEP 46: EXPLORE ADD-ONS AND SETTINGS

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