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Stay connected to clients with better client management
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Know Where You Stand
With Each Client
With all client estimates, invoices, payments, credits, and other financial info
in one place, it’s easy to keep track of clients. And, a better grasp of clients helps you serve them better.
Accurate Billing Starts by Tracking Client Work
Keep clients informed and engaged with Projects, so you’re always on the same page. And log every billable minute with Time Tracking to record all work and send more accurate invoices..
Learn MoreBuild Client Trust by Staying Connected
Communication and transparency are great ways to keep clients interested in their project. With Client Portal, Comments, Project Collaboration, File Sharing and more, relationships blossom.
Try It FreeUse Client Info to Grow Your Business
Client reports (Client Account Statement, Revenue by Client, Time Entry Details, Invoice Details, Payments Collected, Retainer Summary) tell you which clients help and hinder your business.
Try It FreeFoster Loyalty With Client Credits
Track loyalty discounts, refund prior work, or take prepayments through Credits so you know where you stand with each client. Then, auto-apply credits to invoices to keep your books accurate.
Try It FreeAccurate Billing Starts by Tracking Client Work
Keep clients informed and engaged with Projects, so you’re always on the same page. And log every billable minute with Time Tracking to record all work and send more accurate invoices..
Learn MoreBuild Client Trust by Staying Connected
Communication and transparency are great ways to keep clients interested in their project. With Client Portal, Comments, Project Collaboration, File Sharing and more, relationships blossom.
Try It FreeUse Client Info to Grow Your Business
Client reports (Client Account Statement, Revenue by Client, Time Entry Details, Invoice Details, Payments Collected, Retainer Summary) tell you which clients help and hinder your business.
Try It FreeFoster Loyalty With Client Credits
Track loyalty discounts, refund prior work, or take prepayments through Credits so you know where you stand with each client. Then, auto-apply credits to invoices to keep your books accurate.
Try It Free
More Ways to Connect to and Track Clients
Get Your Team on Board
Specify team member access to client info
Client Account Statement
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 Client over a specified time period
Time Entry Details Report
Review how much time you and your team have logged 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
Client Portal
Review all of a client’s info in one convenient place
Payments Collected Report
A breakdown of received payments, including which invoice a payment was for, the date, and the client
Easy Collaboration
Invite clients to collaborate on Projects
Credit Tracking
Easily keep track of all client credits
Frequently Asked Questions
All FreshBooks features
