Freshbooks 101

Tools: Freshbooks
Price: $197
Length of training: 1 hour
Implementation time: 1 hour
How difficult is this?Workflow Difficulty Level 1


You’re a creative… you didn’t start your business because you wanted to talk about money.

But whether you like it or not money still makes the biz world go round — so if you’re in business, there’s no avoiding it.

And getting a handle on your money sitch is the only way to know how well your business is doing.

But that doesn’t mean it has to be a soul-destroyingly-mundane task (that you keep putting off… until you find yourself sobbing over a pile of receipts while wishing it would all just balance itself already)

Freshbooks was designed for creatives like you, to make managing your money so simple that you’ll almost(-but-would-never-really-admit-it) enjoy it.

And this workflow will take you from Freshbooks newbie to seasoned bean counter in no time!

Inside this workflow training, you’ll learn:

  • The exact way to set up and personalize your account (so you can start sending invoices A$AP)
  • How to create invoices and add your terms (because it’s time to get PAID!)
  • The low down on taking care of your expenses (including how to bill them to clients when needed)
  • Getting your Stripe and bank accounts hooked up (because “data entry is fun!” — said no one)
  • And how to set up automatic invoice reminders (so you never have to write an awkward “heeeey, about that money you owe me…” email again)

Know your worth, add tax and get paid for it!


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We have a strict 5 day refund policy. If you don’t like the training or decided to go with a different tool, we will give you a 100% refund within 5 days. On the 6th day, we do not accept any refunds. We want you to take action on our trainings!

Meet the Instructor

Ellie McBride
Ellie McBride
Calibrated Concepts
Favorite Place to Travel| The Pacific Northwest (home) and Italy