Categories / Invoicing/
Interior design firm: FreshBooks cuts invoicing from 2 days to half a day
Invoicing that took two days shrinks to half a day — Shannon Eddings Interiors (team of 4) runs estimates, invoices and client bill-backs in FreshBooks.
- Task
- estimates, invoicing and client bill-backs for product purchases
- Result
- invoicing "2 full days" → "~half a day" (~24 hours/month saved); credit-card expense import to client bill-backs
- Tools
- FreshBooks (estimates→invoices, expense import, bank transfers)
- Setup
- link cards to import expenses and bill clients
- convert estimates to invoices
- email on payment
- bank transfers
Step-by-step setup guide
Honest note: there is no generative AI here. FreshBooks' estimate→invoice and expense tools are rule-based product features. That's fine — it still saves real hours.
Prerequisites
- A FreshBooks account.
- Your rate card and expense categories.
- Time: 1–2 hours to set templates.
Step-by-step setup
Step 1. FreshBooks → Favorites / Templates → create a branded estimate template with your services.
Step 2. When a project is approved, open the estimate → Convert to invoice (FreshBooks keeps line items).
Step 3. Turn on expense import from your bank/credit card; tag expenses to projects for client bill-backs.
Step 4. Enable online payments / bank transfers so clients pay without mailing checks.
Step 5. Weekly: filter unpaid invoices and send FreshBooks' built-in reminder (still human-triggered at first).
What success looks like
Estimates become invoices in clicks; expenses land on the right project; you bill weekly instead of in a weekend panic.
Sources
Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.