Démarrage rapide
Ce guide couvre toutes les fonctionnalités de FreshBooks :
- Commencer — Create your FreshBooks account and finish basic setup
- Comment utiliser la facturation personnalisée — Brand every invoice with your company logo and colors
- How to Use Easy Navigation — Find any report or client from one simple sidebar
- Comment utiliser la gestion des paiements — Accept card and PayPal payments directly on your invoices
- Comment utiliser les paiements anticipés — Charge saved cards and bill retainer clients on schedule
- Comment utiliser l'intégration d'applications — Sync payroll, eCommerce, and project tools with your books
- Comment utiliser le suivi du temps — Log billable hours and pull them onto invoices instantly
- Comment utiliser la catégorisation des dépenses — Sort spending into tax-ready expense categories automatically
- Comment utiliser la gestion de projet — Run projects with budgets and client feedback in one place
- Comment utiliser le suivi kilométrique — Log business drives automatically and claim every deductible mile
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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 comptabilité software built for people who never trained as an accountant.
La plupart entreprise owners only ever touch invoices and stop there.
This comprehensive guide shows you how to use FreshBooks properly, feature by feature.
Tutoriel 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 comptabilité. 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.
Premiers pas avec FreshBooks
Finish this one-time setup before you touch any feature.
Cela prend environ trois minutes sur n'importe quel ordinateur.
Here is what the setup looked like when I ran it:
Passons maintenant en revue chaque étape.
Étape 1 : Créez votre compte
Go to the FreshBooks website and click Try It Free.
Enter your email, pick a password, then add your company name and industry.
✓ Point de contrôle: A confirmation email lands in your boîte de réception within a minute.
Étape 2 : Configurez le profil de votre entreprise
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:
✓ Point de contrôle: 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.
✅ Terminé : Your FreshBooks account is live and ready for every feature below.
Comment utiliser la facturation personnalisée de FreshBooks
Facturation personnalisée lets you build branded invoices with your company logo, colors, and payment terms in minutes.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Your first branded invoice is out the door and tracked.
💡 Conseil de pro : 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.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
La plupart travailleurs indépendants keep Invoices and Expenses at the top.
✅ Résultat : You can reach any screen in the FreshBooks platform in two clicks.
💡 Conseil de pro : Press the search icon and type a client name to jump to their full history immédiatement.
How to Use FreshBooks Payment Manager
Gestion des paiements lets you accept online payments by card or PayPal and watch invoices mark themselves paid.
Voici comment l'utiliser étape par étape.
Étape 1 : Activer les paiements en ligne
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : You get paid faster because clients pay in one click.
💡 Conseil de pro : Share a direct payment link on your website to collect money without issuing invoices at all.
Comment utiliser les paiements avancés de FreshBooks
Paiements anticipés lets you store card details, charge subscriptions, and bill retainers on a fixed schedule.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Retainer revenue arrives on the same day every month with zero chasing.
💡 Conseil de pro : Set retainers to charge two days before your own bill dates to smooth cash flow.
Comment utiliser l'intégration des applications FreshBooks
Intégration d'applications lets you connect payroll, eCommerce, and project tools so your financial information stays in sync.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l'App Store
Click your profile icon, then choose Integrations to parcourir 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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Your other tools now push data into FreshBooks automatically.
💡 Conseil de pro : Connect your bank first, since automatic transaction feeds cut manual entry more than any other integration.
How to Use FreshBooks Time Tracker
Suivi du temps lets you track time against clients and projects, then pull those hours straight onto an invoice.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Billable hours reach an invoice without a spreadsheet in between.
💡 Conseil de pro : The mobile apps run the same timer, so on-site work gets logged before you forget it.
How to Use FreshBooks Expense Categorizer
Catégorisation des dépenses lets you sort every purchase into expense categories that map to your tax return.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Keeping track of spending stops being a March emergency.
💡 Conseil de pro : Snap receipts with the mobile app and OCR scanning reads the amount and vendor for you.
How to Use FreshBooks Project Manager
Gestion de projet lets you run projects with budgets, shared files, and client comments in one workspace.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Scope creep shows up on screen before it eats your margin.
💡 Conseil de pro : Set the budget alert at 80% so you can renegotiate before the project runs over.
How to Use FreshBooks Mileage Tracker
Suivi du kilométrage lets you log business trips automatically and claim every deductible mile at tax time.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Deductible miles are captured instead of forgotten.
💡 Conseil de pro : Review trips every Friday, because the app cannot guess which drives were personal errands.
Conseils et astuces pro de FreshBooks
After two years inside the FreshBooks platform, these are the helpful tips I keep coming back to.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Ouvrir la recherche globale | / |
| Create a new invoice | Maj + I |
| Log new expenses | Shift + E |
| Start or stop the timer | Maj + T |
Fonctionnalités cachées que la plupart des gens ignorent
- 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.
Erreurs courantes à éviter avec FreshBooks
Erreur n° 1 : Négliger le rapprochement bancaire
❌ Faux : Importing transactions and never matching them against your statement.
✅ À droite : Reconcile monthly so your financial reporting matches the money that actually moved.
Mistake #2: Sending Invoices Without Payment Terms
❌ Faux : Emailing invoices with no due date, then wondering why nobody paid.
✅ À droite : Set net-14 terms, switch on automatic payment reminders, and add late fees.
Mistake #3: Leaving Expenses Uncategorized
❌ Faux : Letting receipts pile up untagged until March, then guessing at expense categories.
✅ À droite : Code new expenses weekly so your profit and loss statements stay honest.
Dépannage de FreshBooks
Problem: Bank Feed Stopped Importing
Cause: Your bank changed its login rules, so the connection expired.
Réparer: Open Banking, click the flagged account, and re-enter your password to reauthorize.
Problem: Client Says the Invoice Never Arrived
Cause: Invoice emails often land in spam or in an unmonitored billing inbox.
Réparer: Check the invoice status for Viewed, then resend or share the client portal link directly.
Problem: Reports Show the Wrong Income
Cause: Duplicate entries appear when a payment is recorded by hand and imported by the bank.
Réparer: Open the Expenses and Payments screens, filter by date, and delete the duplicate.
📌 Note: If none of these help, the FreshBooks support team answers by phone and email.
Qu'est-ce que FreshBooks ?
FreshBooks is cloud-based accounting software that helps petite entreprise owners handle invoices, expenses, and online payments without hiring a bookkeeper.
Think of it as a billing assistant that also keeps your books tidy.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Facturation personnalisée : Design and send invoices that carry your own branding and terms.
- Navigation facile : A plain sidebar that keeps every tool one click away.
- Gestion des paiements : Collect online payments and reconcile them without manual entry.
- Paiements anticipés : Recurring billing and saved cards for retainer work.
- Intégration des applications : Hundreds of connections to the other tools you already run.
- Suivi du temps : A built-in timer that turns logged hours into billable lines.
- Catégorisation des dépenses : Automatic categories that keep managing expenses painless.
- Gestion de projet : Project workspaces that keep scope, files, and billing together.
- Suivi du kilométrage : 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.
Pour une analyse complète, consultez notre Avis sur FreshBooks.
Tarification de FreshBooks
Here is what FreshBooks costs in 2026:
| Plan | Prix | Idéal pour |
|---|---|---|
| Lite | 21 $/mois | Freelancers billing up to five clients |
| Plus | 38 $/mois | Owners needing a balance sheet and journal entries |
| Prime | 65 $/mois | Growing firms with unlimited clients and projects |
| Sélectionner | Coutume | Larger teams wanting a dedicated account manager |
Essai gratuit : Yes — 30 days, no card required.
Garantie de remboursement : No formal guarantee, but you can cancel any month.
💰 Meilleur rapport qualité-prix : Plus at $38/month — it adds double-entry accounting, recurring templates, and the reports your accountant expects.
FreshBooks contre les alternatives
So how does FreshBooks compare against other accounting software?
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| FreshBooks | Client invoicing and time tracking | 21 $/mois | ⭐ 4,3 |
| Puzzle IO | Startups wanting automated books | 42,50 $/mois | ⭐ 3,5 |
| Dext | Capture de reçu | 25,21 $/mois | ⭐ 4,3 |
| Xero | entreprises en croissance | 5,80 $/mois | ⭐ 4,5 |
| Synder | eCommerce sellers | 52 $/mois | ⭐ 4.1 |
| Fin de mois facile | Close checklists | 45 $/mois | ⭐ 3,8 |
| Docyt | Entreprises multi-sites | 299 $/mois | ⭐ 4 |
| Sage | Comptabilité traditionnelle | 18 $/mois | ⭐ 4.2 |
Sélection rapide :
- Meilleur résultat global : FreshBooks — easiest way to send invoices and get paid on time.
- Meilleur budget : Vague — free invoicing for freelancers watching every dollar.
- Idéal pour les débutants : FreshBooks — nothing here assumes you know debits from credits.
- Best for deep accounting: QuickBooks — more accountants know it inside out.
🎯 Alternatives à FreshBooks
Vous cherchez des alternatives à FreshBooks ? Voici les meilleures options :
- 🚀 Puzzle IO : Automated bookkeeping built for venture-backed startups that live inside their accounting data.
- 📊 Dext : Receipt and document capture that feeds clean data into your existing books.
- 🌟 Xero : Full double-entry accounting with unlimited users on every plan and deep bank feeds.
- 🛒 Synder : Syncs Shopify, Amazon, and Stripe sales into your books line by line.
- ✅ Fin de mois facile : Month-end close checklists that keep bookkeeping teams on the same schedule.
- 🏢 Docyt : AI bookkeeping for restaurant groups and franchises with many locations to reconcile.
- 🔧 Sage: Long-established accounting with inventory and payroll modules for established firms.
- 💼 Livres Zoho: Affordable books that plug into the wider Zoho suite of business apps.
- 💰 Vague: Free invoicing and accounting for freelancers who only pay transaction fees.
- 🏠 Accélérer: Personal and light business finance tracking for landlords and sole traders.
- 📥 Hubdoc: Pulls bills and statements from vendors automatically, then files them for you.
- 🧾 Expensify: Expense reports and corporate cards for teams that reimburse staff often.
- ⭐ QuickBooks : The most widely used accounting software, with the deepest accountant support network.
- ⚡ Saisie automatique: Scans invoices and receipts, then publishes the data into your ledger.
- 🏛️ NetSuite: Enterprise resource planning with accounting, inventory, and reporting for large companies.
Pour la liste complète, consultez notre Alternatives à FreshBooks guide.
⚔️ Comparaison avec FreshBooks
Here is how FreshBooks stacks up against each competitor:
- FreshBooks contre Puzzle IO: FreshBooks wins on invoicing and client work. Puzzle IO suits startup finance teams better.
- FreshBooks contre Dext: Dext only captures paperwork. FreshBooks is the full accounting software around it.
- FreshBooks contre Xero: Xero costs less per seat. FreshBooks is easier for non-accountants to learn quickly.
- FreshBooks contre Snyder: Synder handles high-volume eCommerce. FreshBooks handles service billing and client invoices.
- FreshBooks vs Easy Month End: Easy Month End manages the close. FreshBooks actually runs the daily books.
- FreshBooks contre Docyt: Docyt costs far more. FreshBooks fits solo operators and small teams.
- FreshBooks contre Sage: Sage offers deeper modules. FreshBooks offers a friendlier interface and faster setup.
- FreshBooks contre Zoho Books: Zoho Books is cheaper. FreshBooks has better invoicing and stronger client-facing features.
- FreshBooks contre Wave: Wave costs nothing to start. FreshBooks adds time tracking, projects, and real support.
- FreshBooks contre Quicken: Quicken leans personal. FreshBooks is built for client billing and business finances.
- FreshBooks vs Hubdoc: Hubdoc only collects documents. FreshBooks records, bills, and reports on them.
- FreshBooks contre Expensify: Expensify is built for reimbursements. FreshBooks covers invoicing and full accounting.
- FreshBooks contre QuickBooks: QuickBooks has more depth. FreshBooks is easier to learn and faster to invoice with.
- FreshBooks vs AutoEntry: AutoEntry is an add-on. FreshBooks is the accounting platform it would feed.
- FreshBooks contre NetSuite: NetSuite serves enterprises. FreshBooks serves freelancers and small business owners.
Commencez à utiliser FreshBooks dès maintenant
You now know how to use FreshBooks across every major feature:
- ✅ Facturation personnalisée
- ✅ Easy Navigation
- ✅ Gestion des paiements
- ✅ Paiements anticipés
- ✅ Intégration d'applications
- ✅ Suivi du temps
- ✅ Catégorisation des dépenses
- ✅ Gestion de projet
- ✅ Suivi du kilométrage
Étape suivante : 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.
Foire aux questions
FreshBooks est-il facile à apprendre ?
Yes. FreshBooks was designed for non-accountants, so most small business owners send their first invoice within 15 minutes of signing up.
Quels sont les inconvénients de FreshBooks ?
Per-client pricing caps get expensive, extra users cost $11 each, and inventory tracking is limited compared with other accounting software.
Comment fonctionne FreshBooks ?
You connect your bank, add clients, then bill them. FreshBooks records payments, sorts expenses, and builds your reports from that activity.
FreshBooks est-il plus facile à utiliser que QuickBooks ?
For invoicing and time tracking, yes. QuickBooks offers deeper accounting features, but FreshBooks has the simpler learning curve for freelancers.
Combien coûte FreshBooks par mois ?
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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