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‍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.