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Navigating the process of deleting your FreshBooks subscription doesn't have to be complicated. Whether you're switching to different accounting software or simply need to make changes to your current plan, understanding the proper steps can save you time and potential headaches. This comprehensive guide walks you through everything you need to know about managing, downgrading, or completely canceling your FreshBooks subscription.

Managing your business finances requires accuracy and attention to detail, especially when it comes to payment records. FreshBooks, a cloud-based accounting solution, helps small businesses track invoices, expenses, and payments with ease. However, mistakes happen – perhaps you marked an invoice as paid by accident or entered the wrong payment amount. Knowing how to delete a payment in FreshBooks is an essential skill for maintaining clean financial records.

Product management involves facing and learning from mistakes along the journey. At FreshBooks—a platform designed to simplify accounting for small, service-based businesses—we've experienced our share of tough decisions. This article shares a true story of a product decision gone wrong, unpacking the challenges and drawing lessons that can help both new and seasoned product managers tackle similar situations.

‍FreshBooks makes it easy to manage client credits and adjust their accounts as needed. ‍Whether you need to issue a credit note, record a prepayment credit, or convert an overpayment into a credit for future invoices, FreshBooks provides a straightforward system that helps you stay organized and maintain accurate financial records. In this blog post, we’ll explain what credits are in FreshBooks, the types of credits available, how to create and manage them, and best practices for applying credits to client invoices.

Accurate sales projections serve as the backbone of any successful business planning strategy. They provide crucial insights into future financial performance, enhance decision-making processes, attract potential investors, and guide daily operations. This comprehensive guide breaks down the process of creating reliable sales projections using FreshBooks, offering practical steps and valuable insights to help your business forecast with confidence.

Creating retainers in FreshBooks offers freelancers and service-based businesses a powerful way to secure consistent cash flow. This comprehensive guide walks you through everything you need to know about setting up and managing retainers effectively. You'll discover how retainers can transform your business operations, streamline your invoicing process, and establish clearer client expectations.

Running a service-based business or freelancing career demands efficient systems for managing repetitive work. Creating recurring estimate templates in FreshBooks offers a powerful solution that saves time and reduces manual errors. This comprehensive guide walks you through everything you need to know about setting up and optimizing recurring estimate templates, helping you streamline your workflow and focus on what truly matters—growing your business.

Managing business expenses and tracking receipts can feel overwhelming when you're juggling multiple responsibilities. FreshBooks offers a streamlined solution designed specifically for small businesses looking to simplify their accounting processes. This comprehensive guide walks you through creating receipts in FreshBooks, covering both manual methods and automated approaches that save valuable time.

Small business owners know that organization is key to success. When shipping products to customers, having proper documentation ensures smooth operations and happy clients. FreshBooks, widely recognized for its invoicing and accounting capabilities, offers a lesser-known feature: the ability to create packing slips. This comprehensive guide walks you through everything you need to know about packing slips and how to leverage FreshBooks to streamline your shipping process.

A profit and loss statement (or P&L) is a simple way to understand your company’s financial health. In this guide, we will walk you through what a P&L statement is, why it matters, and how you can create one using FreshBooks.

Creating an annual report may seem overwhelming at first, but with a clear plan and the right tools—like FreshBooks—you can produce a document that not only meets regulatory requirements but also tells your company’s story in a compelling way.

Creating professional invoices quickly and efficiently can transform your business operations. FreshBooks offers a user-friendly platform that streamlines the invoicing process for small businesses, freelancers, and entrepreneurs. This comprehensive guide walks you through every step of creating invoices in FreshBooks, from selecting clients to customizing templates and tracking payments.