بداية سريعة
يغطي هذا الدليل جميع ميزات FreshBooks:
- ابدء — Create your FreshBooks account and finish basic setup
- كيفية استخدام الفواتير المخصصة — Brand every invoice with your company logo and colors
- How to Use Easy Navigation — Find any report or client from one simple sidebar
- كيفية استخدام نظام إدارة المدفوعات — Accept card and PayPal payments directly on your invoices
- كيفية استخدام الدفعات المسبقة — Charge saved cards and bill retainer clients on schedule
- كيفية استخدام تكامل التطبيقات — Sync payroll, eCommerce, and project tools with your books
- كيفية استخدام نظام تتبع الوقت — Log billable hours and pull them onto invoices instantly
- كيفية استخدام تصنيف المصروفات — Sort spending into tax-ready expense categories automatically
- كيفية استخدام إدارة المشاريع — Run projects with budgets and client feedback in one place
- كيفية استخدام نظام تتبع الأميال — Log business drives automatically and claim every deductible mile
الوقت اللازم: خمس دقائق لكل فقرة
يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل
لماذا تثق بهذا الدليل؟
I have run my own invoices through FreshBooks for over two years and tested every feature below. This FreshBooks tutorial comes from real hands-on use, not vendor screenshots.
FreshBooks is cloud-based محاسبة software built for people who never trained as an accountant.
معظم عمل owners only ever touch invoices and stop there.
This comprehensive guide shows you how to use FreshBooks properly, feature by feature.
شرح برنامج FreshBooks
This How to Use FreshBooks tutorial walks through every feature in order, from your first login to the reports your accountant actually asks for.
FreshBooks
Stop losing evenings to مسك الدفاتر. FreshBooks handles invoices, expenses, and online payments in one place, and its customers get paid an average of five days faster. Try it free for 30 days — no credit card needed.
البدء باستخدام FreshBooks
Finish this one-time setup before you touch any feature.
It takes about three minutes on any computer.
Here is what the setup looked like when I ran it:
والآن دعونا نستعرض كل خطوة.
الخطوة الأولى: إنشاء حسابك
Go to the FreshBooks website and click Try It Free.
Enter your email, pick a password, then add your company name and industry.
✓ نقطة تفتيش: A confirmation email lands in your صندوق الوارد within a minute.
الخطوة الثانية: إعداد ملف تعريف شركتك
Open Settings, then Business Profile, and add your address and contact details.
Upload your company logo here so every invoice carries it. Click Save Changes when you are done.
Here is the dashboard you land on afterwards:
✓ نقطة تفتيش: The dashboard shows outstanding invoices, spending, and revenue cards.
Step 3: Connect Your Bank and Import Clients
Choose Connect Your Bank to pull balances and categorize transactions automatically.
Then import clients and vendors from CSV files, or add a new client by hand.
✅ تم: Your FreshBooks account is live and ready for every feature below.
كيفية استخدام الفواتير المخصصة في FreshBooks
الفواتير المخصصة lets you build branded invoices with your company logo, colors, and payment terms in minutes.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open the Invoices Tab
Click Invoices in the left sidebar, then hit New Invoice.
The blank invoice loads with your company profile already filled in.
Step 2: Add Your Client and Line Items
Pick a client, then add each service with a rate and quantity.
You can add late fees, discounts, and tax lines from the same screen.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: A live preview of the invoice appears on the right side.
Step 3: Apply Branding and Send
Upload your company logo, pick a color, then click Send.
Save the layout as one of your recurring templates for next month.
✅ النتيجة: Your first branded invoice is out the door and tracked.
💡 نصيحة احترافية: Turn on automatic payment reminders here so you never chase a late invoice by hand again.
How to Use FreshBooks Easy Navigator
Easy Navigation lets you reach every report, client, and expense from one sidebar without hunting through menus.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Scan the Left Sidebar
Every core area sits in one column: Clients, Invoices, Expenses, Reports.
Nothing is buried three menus deep like in other accounting software.
Step 2: Use the Dashboard Cards
The dashboard shows outstanding invoices, revenue, and spending at a glance.
Click any card to jump straight into the underlying data.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The dashboard loads with live totals instead of empty placeholders.
Step 3: Pin What You Use Daily
Open Settings and reorder the sidebar to match your routine.
معظم المستقلين keep Invoices and Expenses at the top.
✅ النتيجة: You can reach any screen in the FreshBooks platform in two clicks.
💡 نصيحة احترافية: Press the search icon and type a client name to jump to their full history فورا.
How to Use FreshBooks Payment Manager
إدارة المدفوعات lets you accept online payments by card or PayPal and watch invoices mark themselves paid.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: تفعيل الدفع الإلكتروني
Go to Settings, then Payments, and switch on card acceptance.
You can also connect PayPal and other payment processors from the same panel.
Step 2: Attach Payment to an Invoice
Open any invoice and tick Allow Online Payments before sending.
Clients then pay from the client portal without creating an account.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: A Pay Now button appears on the client preview of your invoice.
Step 3: Track What Landed
Open the Payments screen to see cleared, pending, and failed money.
Each payment links back to the invoice it settled.
✅ النتيجة: You get paid faster because clients pay in one click.
💡 نصيحة احترافية: Share a direct payment link on your website to collect money without issuing invoices at all.
كيفية استخدام خدمة الدفع المسبق من FreshBooks
الدفعات المقدمة lets you store card details, charge subscriptions, and bill retainers on a fixed schedule.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Turn On Advanced Payments
Open Settings, then Payments, and add the Advanced Payments add-on.
This unlocks saved cards and virtual terminal charges.
Step 2: Save a Client Card
Open a client record and store their card with written permission.
The card is tokenized, so raw contact details never sit on your computer.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The client record shows a saved card and an active schedule.
Step 3: Set the Recurring Schedule
Create a recurring profile with the amount, start date, and interval.
FreshBooks then charges the card and emails a receipt automatically.
✅ النتيجة: Retainer revenue arrives on the same day every month with zero chasing.
💡 نصيحة احترافية: Set retainers to charge two days before your own bill dates to smooth cash flow.
كيفية استخدام تكامل تطبيقات FreshBooks
تكامل التطبيقات lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: افتح متجر التطبيقات
Click your profile icon, then choose Integrations to تصفح the app store.
Categories cover payroll, inventory, eCommerce, and email marketing.
Step 2: Connect Your Stack
Pick an app, click Connect, then sign in to that service.
Connect FreshBooks to Gusto and you can run payroll without leaving your books.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The connected app shows a green status badge and a last-sync time.
Step 3: Check the Sync
Return to Integrations and confirm the status reads Connected.
Data flows both ways within a few minutes.
✅ النتيجة: Your other tools now push data into FreshBooks automatically.
💡 نصيحة احترافية: Connect your bank first, since automatic transaction feeds cut manual entry more than any other integration.
How to Use FreshBooks Time Tracker
تتبع الوقت lets you track time against clients and projects, then pull those hours straight onto an invoice.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Start a Timer
Open Time Tracking and click the timer, then pick a client and project.
You can also enter hours manually at the end of the day.
Step 2: Tag the Work
Add a service and a short note so the line item explains itself.
Mark the entry billable or internal before you save.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The weekly timesheet shows your hours grouped by client.
Step 3: Bill the Hours
Create an invoice and choose Add Unbilled Time.
Every logged hour drops in with the correct rate applied.
✅ النتيجة: Billable hours reach an invoice without a spreadsheet in between.
💡 نصيحة احترافية: The mobile apps run the same timer, so on-site work gets logged before you forget it.
How to Use FreshBooks Expense Categorizer
تصنيف المصروفات lets you sort every purchase into expense categories that map to your tax return.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Import Your Spending
Connect your bank so new expenses import overnight.
You can also upload CSV files or add purchases by hand.
Step 2: Assign Categories
Open each item and pick a category such as Meals or Software.
Attach receipts by dragging a photo onto the entry.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Uncategorized spending drops toward zero on the Expenses screen.
Step 3: Set Category Rules
Save a rule so the same vendor is coded the same way next time.
Rules apply to every future import automatically.
✅ النتيجة: Keeping track of spending stops being a March emergency.
💡 نصيحة احترافية: Snap receipts with the mobile app and OCR scanning reads the amount and vendor for you.
How to Use FreshBooks Project Manager
إدارة المشاريع lets you run projects with budgets, shared files, and client comments in one workspace.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Create the Project
Click Projects, then New Project, and set a flat fee or hourly budget.
Assign a new client or an existing one during setup.
Step 2: Invite the Team
Use Add Team Member to invite team members and set their basic information.
Contractors see only the projects you share with them.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The project page lists your team, files, and a live budget bar.
Step 3: Watch the Budget
The project header shows hours logged against hours budgeted.
Discuss changes in the built-in comment thread.
✅ النتيجة: Scope creep shows up on screen before it eats your margin.
💡 نصيحة احترافية: Set the budget alert at 80% so you can renegotiate before the project runs over.
How to Use FreshBooks Mileage Tracker
تتبع المسافة المقطوعة lets you log business trips automatically and claim every deductible mile at tax time.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Enable Mileage on Mobile
Open the app, tap Mileage, and allow location access.
The app then detects drives in the background.
Step 2: Swipe to Sort Trips
Swipe right for business trips and left for personal ones.
Each business drive gets the current deduction rate applied.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The Mileage tab shows a running deduction total for the year.
Step 3: Export for Your Accountant
Open the mileage report and export it as a file.
Send it to your accountant with the rest of your year-end reports.
✅ النتيجة: Deductible miles are captured instead of forgotten.
💡 نصيحة احترافية: Review trips every Friday, because the app cannot guess which drives were personal errands.
نصائح واختصارات احترافية لبرنامج FreshBooks
After two years inside the FreshBooks platform, these are the helpful tips I keep coming back to.
اختصارات لوحة المفاتيح
| فعل | اختصار |
|---|---|
| البحث العالمي المفتوح | / |
| Create a new invoice | Shift + I |
| Log new expenses | Shift + E |
| Start or stop the timer | Shift + T |
ميزات خفية يغفل عنها معظم الناس
- Recurring templates: Save any invoice as a template and FreshBooks bills that client on schedule forever.
- Journal entries: Plus plans let you create journal entries by hand for adjustments your bank feed cannot see.
- Client portal notes: Clients can reply on the invoice itself, which keeps approval history with the bill.
- Retainer reports: Track drawn-down hours against prepaid blocks so you know when to top clients up.
أخطاء شائعة يجب تجنبها في FreshBooks
الخطأ الأول: إهمال مطابقة الحسابات البنكية
❌ خطأ: Importing transactions and never matching them against your statement.
✅ يمين: Reconcile monthly so your financial reporting matches the money that actually moved.
Mistake #2: Sending Invoices Without Payment Terms
❌ خطأ: Emailing invoices with no due date, then wondering why nobody paid.
✅ يمين: Set net-14 terms, switch on automatic payment reminders, and add late fees.
Mistake #3: Leaving Expenses Uncategorized
❌ خطأ: Letting receipts pile up untagged until March, then guessing at expense categories.
✅ يمين: Code new expenses weekly so your profit and loss statements stay honest.
استكشاف أخطاء FreshBooks وإصلاحها
Problem: Bank Feed Stopped Importing
سبب: Your bank changed its login rules, so the connection expired.
يصلح: Open Banking, click the flagged account, and re-enter your password to reauthorize.
Problem: Client Says the Invoice Never Arrived
سبب: Invoice emails often land in spam or in an unmonitored billing inbox.
يصلح: Check the invoice status for Viewed, then resend or share the client portal link directly.
Problem: Reports Show the Wrong Income
سبب: Duplicate entries appear when a payment is recorded by hand and imported by the bank.
يصلح: Open the Expenses and Payments screens, filter by date, and delete the duplicate.
📌 ملحوظة: If none of these help, the FreshBooks support team answers by phone and email.
ما هو FreshBooks؟
FreshBooks is cloud-based accounting software that helps الشركات الصغيرة owners handle invoices, expenses, and online payments without hiring a bookkeeper.
Think of it as a billing مساعد that also keeps your books tidy.
شاهد هذه النظرة العامة السريعة:
يتضمن هذا المنتج الميزات الرئيسية التالية:
- إصدار الفواتير حسب الطلب: Design and send invoices that carry your own branding and terms.
- سهولة التصفح: A plain sidebar that keeps every tool one click away.
- إدارة المدفوعات: Collect online payments and reconcile them without manual entry.
- الدفعات المقدمة: Recurring billing and saved cards for retainer work.
- تكامل التطبيقات: Hundreds of connections to the other tools you already run.
- تتبع الوقت: A built-in timer that turns logged hours into billable lines.
- تصنيف المصروفات: Automatic categories that keep managing expenses painless.
- إدارة المشاريع: Project workspaces that keep scope, files, and billing together.
- تتبع المسافة المقطوعة: Automatic drive logging for anyone who bills windshield time.
FreshBooks customers get paid an average of five days faster than businesses that bill by hand.
للاطلاع على مراجعة كاملة، راجع مراجعة FreshBooks.
أسعار FreshBooks
Here is what FreshBooks costs in 2026:
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| لايت | 21 دولارًا شهريًا | Freelancers billing up to five clients |
| زائد | 38 دولارًا شهريًا | Owners needing a balance sheet and journal entries |
| غالي | 65 دولارًا شهريًا | Growing firms with unlimited clients and projects |
| يختار | مخصص | Larger teams wanting a dedicated account manager |
تجربة مجانية: Yes — 30 days, no card required.
ضمان استرداد الأموال: No formal guarantee, but you can cancel any month.
💰 أفضل قيمة: Plus at $38/month — it adds double-entry accounting, recurring templates, and the reports your accountant expects.
مقارنة FreshBooks بالبدائل
So how does FreshBooks compare against other accounting software?
| أداة | الأفضل لـ | سعر | تصنيف |
|---|---|---|---|
| FreshBooks | Client invoicing and time tracking | 21 دولارًا شهريًا | ⭐ 4.3 |
| لغز IO | Startups wanting automated books | 42.50 دولارًا شهريًا | ⭐ 3.5 |
| دكس | التقاط الإيصال | Loading... | ⭐ 4.3 |
| زيرو | الشركات النامية | 5.80 دولار شهرياً | ⭐ 4.5 |
| سنيدر | eCommerce sellers | 52 دولارًا شهريًا | ⭐ 4.1 |
| نهاية شهر سهلة | Close checklists | 45 دولارًا شهريًا | ⭐ 3.8 |
| دوسيت | Multi-location firms | 299 دولارًا شهريًا | ⭐ 4 |
| حكيم | المحاسبة التقليدية | 18 دولارًا شهريًا | ⭐ 4.2 |
اختيارات سريعة:
- الأفضل إجمالاً: FreshBooks — easiest way to send invoices and get paid on time.
- أفضل ميزانية: موجة — free invoicing for freelancers watching every dollar.
- الأفضل للمبتدئين: FreshBooks — nothing here assumes you know debits from credits.
- Best for deep accounting: برنامج QuickBooks — more accountants know it inside out.
🎯 بدائل FreshBooks
هل تبحث عن بدائل لبرنامج FreshBooks؟ إليك أفضل الخيارات:
- 🚀 لغز IO: Automated bookkeeping built for venture-backed startups that live inside their accounting data.
- 📊 نص: Receipt and document capture that feeds clean data into your existing books.
- 🌟 زيرو: Full double-entry accounting with unlimited users on every plan and deep bank feeds.
- 🛒 سنيدر: Syncs Shopify, Amazon, and Stripe sales into your books line by line.
- ✅ نهاية شهر سهلة: Month-end close checklists that keep bookkeeping teams on the same schedule.
- 🏢 Docyt: AI bookkeeping for مطعم groups and franchises with many locations to reconcile.
- 🔧 حكيم: Long-established accounting with inventory and payroll modules for established firms.
- 💼 Zoho Books: Affordable books that plug into the wider Zoho suite of business apps.
- 💰 موجة: Free invoicing and accounting for freelancers who only pay transaction fees.
- 🏠 سرع: Personal and light business finance tracking for landlords and sole traders.
- 📥 Hubdoc: Pulls bills and statements from vendors automatically, then files them for you.
- 🧾 إكسبنسيفاي: Expense reports and corporate cards for teams that reimburse staff often.
- ⭐ كويك بوكس: The most widely used accounting software, with the deepest accountant support network.
- ⚡ الإدخال التلقائي: Scans invoices and receipts, then publishes the data into your ledger.
- 🏛️ نت سويت: Enterprise resource planning with accounting, inventory, and reporting for large companies.
للاطلاع على القائمة الكاملة، راجع بدائل FreshBooks مرشد.
⚔️ مقارنة FreshBooks
Here is how FreshBooks stacks up against each competitor:
- FreshBooks مقابل Puzzle IO: FreshBooks wins on invoicing and client work. Puzzle IO suits startup finance teams better.
- FreshBooks مقابل Dext: Dext only captures paperwork. FreshBooks is the full accounting software around it.
- FreshBooks مقابل Xero: Xero costs less per seat. FreshBooks is easier for non-accountants to learn quickly.
- FreshBooks مقابل Synder: Synder handles high-volume eCommerce. FreshBooks handles service billing and client invoices.
- FreshBooks مقابل Easy Month End: Easy Month End manages the close. FreshBooks actually runs the daily books.
- FreshBooks مقابل Docyt: Docyt costs far more. FreshBooks fits solo operators and small teams.
- مقارنة بين FreshBooks و Sage: Sage offers deeper modules. FreshBooks offers a friendlier interface and faster setup.
- FreshBooks مقابل Zoho Books: Zoho Books is cheaper. FreshBooks has better invoicing and stronger client-facing features.
- FreshBooks مقابل Wave: Wave costs nothing to start. FreshBooks adds time tracking, projects, and real support.
- FreshBooks مقابل Quicken: Quicken leans personal. FreshBooks is built for client billing and business finances.
- مقارنة بين FreshBooks و Hubdoc: Hubdoc only collects documents. FreshBooks records, bills, and reports on them.
- FreshBooks مقابل Expensify: Expensify is built for reimbursements. FreshBooks covers invoicing and full accounting.
- FreshBooks مقابل QuickBooks: QuickBooks has more depth. FreshBooks is easier to learn and faster to invoice with.
- مقارنة بين FreshBooks و AutoEntry: AutoEntry is an add-on. FreshBooks is the accounting platform it would feed.
- مقارنة بين FreshBooks و NetSuite: NetSuite serves enterprises. FreshBooks serves freelancers and small business owners.
ابدأ باستخدام FreshBooks الآن
You now know how to use FreshBooks across every major feature:
- ✅ الفواتير المخصصة
- ✅ Easy Navigation
- ✅ إدارة المدفوعات
- ✅ الدفعات المقدمة
- ✅ تكامل التطبيقات
- ✅ تتبع الوقت
- ✅ تصنيف المصروفات
- ✅ إدارة المشاريع
- ✅ تتبع المسافة المقطوعة
الخطوة التالية: Pick one feature and try it today.
Most people start with Custom Invoicing, because that is where the money is.
It takes less than five minutes to send your first bill.
الأسئلة الشائعة
هل برنامج FreshBooks سهل التعلم؟
Yes. FreshBooks was designed for non-accountants, so most small business owners send their first invoice within 15 minutes of signing up.
ما هي سلبيات FreshBooks؟
Per-client pricing caps get expensive, extra users cost $11 each, and inventory tracking is limited compared with other accounting software.
كيف يعمل برنامج FreshBooks؟
You connect your bank, add clients, then bill them. FreshBooks records payments, sorts expenses, and builds your reports from that activity.
هل برنامج FreshBooks أسهل استخداماً من برنامج QuickBooks؟
For invoicing and time tracking, yes. QuickBooks offers deeper accounting features, but FreshBooks has the simpler learning curve for freelancers.
كم تبلغ تكلفة اشتراك FreshBooks شهرياً؟
Lite is $21/month, Plus is $38/month, and Premium is $65/month. The Select plan uses custom pricing for larger teams.
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