Switching from FreshBooks
Bring your clients over in a few minutes. Keep FreshBooks open until your last invoices there are paid, and send new ones from PaidFinch.
Why people switch
More than one business, one sign in
Each business keeps its own clients, branding, numbering, and Stripe account. Switch in one click instead of signing out and in.
Invoicing is free
Unlimited invoices and clients at no charge. The optional Pro plan adds retainers, time tracking, automatic charges, and more than one business.
Retainers that actually draw down
Clients prepay, your time draws the balance down, and they see every draw on their own statement.
How to move your clients
-
1
Export your clients from FreshBooks
In FreshBooks, open Clients, choose More Actions, then Export Clients, and pick CSV. FreshBooks sometimes moves its menus; if yours look different, search their help center for “export clients”.
-
2
Create your free PaidFinch account
Add your business details and logo. If you used your own Stripe account with FreshBooks, connect that same account.
-
3
Upload the file
Go to Clients, then Import, and upload the FreshBooks file as it is. We recognize its columns, show you a preview, and skip anyone already added.
-
4
Continue your numbering
In Invoice defaults, set the next invoice number to follow on from your last FreshBooks invoice.
Invoice and payment history from FreshBooks is not imported. Keep your FreshBooks exports for your records.
Sign up opens soon. Want a note when it does? Email support@paidfinch.com.