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- Structure invoice flows with multi-currency support, auto reminders, and saved items.
- Map expenses to project budgets and set vendor categories with attached receipts.
- Bill hourly or flat rate time tracked across clients, services, or internal operations.
- Define service tiers inside proposals and track acceptance through timeline markers.
- Label recurring payments, retainer cycles, and client deposits for ledger accuracy.
- Manage team roles with activity logs, restricted access, and shared project tracking.
- Sync payroll data, storefront revenue, and CRM activity into FreshBooks reports.
- Review insights on profitability by service line, billing cycle, and payment delays.