How to Create Professional Invoices Using InvoiceSimple and FreshBooks

Invoicing is at the heart of running any business. Whether you are a freelancer, consultant, or small business owner, sending professional invoices not only ensures you get paid but also reflects your brand’s credibility. In 2025, invoicing is no longer just about sending a bill—it’s about automating payments, offering multiple payment options, integrating with accounting tools, and tracking financial health in real-time.

Two platforms that stand out for professional invoicing are InvoiceSimple and FreshBooks. InvoiceSimple is designed for speed and simplicity, enabling freelancers and small businesses to generate invoices quickly from desktop or mobile. FreshBooks, on the other hand, is a full-fledged cloud-based accounting software that includes invoicing, expense tracking, time management, and client collaboration tools.

This complete guide will show you how to create professional invoices using InvoiceSimple and FreshBooks. We’ll dive into features, pricing, use cases, AI-driven updates in 2025, case studies, and even compare HubSpot and Salesforce CRMs for additional context. By the end, you’ll know which invoicing tool works best for your needs and how to create invoices that improve cash flow and client relationships.

Why Professional Invoices Matter in 2025

Enhancing brand credibility

A polished invoice communicates professionalism and builds trust with clients. Templates with branding, consistent formatting, and accurate details leave a lasting impression.

Reducing payment delays

Clear terms, automated reminders, and integrated payment options lead to faster payments. Freelancers and SMBs benefit greatly from these features.

Improving financial tracking

Invoices tied to accounting systems allow businesses to analyze revenue, taxes, and cash flow trends more efficiently.

Automation and AI integration

In 2025, invoicing platforms use AI for predictive cash flow, expense categorization, and payment reminders, minimizing manual errors.

What is InvoiceSimple?

Overview of InvoiceSimple

InvoiceSimple is an invoicing platform designed for freelancers, contractors, and small businesses who need a quick and intuitive solution for billing. Its mobile-first design makes it popular among professionals who work on the go.

Key features of InvoiceSimple

  • Ready-to-use invoice templates
  • Branding customization with logos and colors
  • Automatic tax calculation
  • Payment links with credit card and PayPal options
  • Mobile invoicing from iOS and Android apps
  • Expense tracking for freelancers

Best use cases for InvoiceSimple

  • Freelancers sending one-off invoices
  • Contractors who need mobile invoicing at job sites
  • Small businesses needing fast, professional templates without full accounting complexity

What is FreshBooks?

Overview of FreshBooks

FreshBooks is a cloud-based accounting and invoicing software used by millions of freelancers, consultants, and small businesses. Unlike InvoiceSimple, FreshBooks offers a complete accounting suite with project management, client collaboration, and financial reporting.

Key features of FreshBooks

  • Professional invoices with branding options
  • Automated recurring invoices for retainers
  • Expense tracking and receipt management
  • Time tracking for billable hours
  • Online payments in multiple currencies
  • Project collaboration with clients
  • AI-powered financial insights and reporting in 2025

Best use cases for FreshBooks

  • Consultants managing multiple client projects
  • Freelancers billing by the hour
  • Small agencies handling recurring retainers
  • Businesses seeking an all-in-one accounting solution

How to Create Invoices with InvoiceSimple

Step 1: Choose a template

Select from pre-designed templates that can be branded with your logo and business colors.

Step 2: Add client details

Include client name, company, and contact information for accuracy.

Step 3: List services or products

Add descriptions, quantity, rate, and tax calculations. InvoiceSimple supports automated tax adjustments.

Step 4: Set payment terms

Include due dates, accepted payment methods, and late fee policies.

Step 5: Send the invoice

Invoices can be sent via email or shared as a PDF. Payment links allow clients to pay instantly.

How to Create Invoices with FreshBooks

Step 1: Customize your invoice design

FreshBooks allows detailed customization of fonts, colors, and branding.

Step 2: Add client and project details

Pull client information directly from your CRM or FreshBooks contacts.

Step 3: Add billable hours and expenses

Link time-tracking and expense entries directly to the invoice for accuracy.

Step 4: Automate recurring invoices

Set up recurring billing for clients on monthly retainers.

Step 5: Enable online payments

Accept credit cards, PayPal, and multi-currency transactions.

Step 6: Track invoice status

FreshBooks shows whether invoices have been viewed, paid, or are overdue. Automated reminders reduce delays.

InvoiceSimple vs FreshBooks: Comparison Table

FeatureInvoiceSimple 2025FreshBooks 2025
Ease of UseExtremely simple, mobileMore advanced but intuitive
TemplatesBasic but professionalFully customizable
Payment OptionsCredit card, PayPalCredit card, PayPal, multi-currency
Recurring InvoicesLimitedFull automation
Expense TrackingBasicAdvanced with AI categorization
Best FitFreelancers, contractorsConsultants, SMBs, agencies

Pros and Cons of InvoiceSimple and FreshBooks

Pros of InvoiceSimple

  • Extremely user-friendly
  • Affordable with basic features
  • Mobile-first invoicing for professionals on the go

Cons of InvoiceSimple

  • Limited accounting features
  • No advanced reporting
  • Not ideal for scaling businesses

Pros of FreshBooks

  • Full accounting suite with invoicing
  • Strong project and time tracking tools
  • AI-powered financial insights in 2025

Cons of FreshBooks

  • Higher cost compared to simple invoicing tools
  • May feel overwhelming for solo freelancers who only need basic invoicing

AI-Powered Invoicing Trends in 2025

Predictive cash flow forecasting

AI predicts when clients are likely to pay based on historical data.

Automated reminders and follow-ups

Systems automatically send reminders to reduce overdue invoices.

Smart categorization of expenses

FreshBooks now uses AI to categorize expenses for tax-ready reports.

Chatbot integration for payments

Clients can pay invoices directly via conversational interfaces like WhatsApp or Slack.

Case Studies: Using InvoiceSimple and FreshBooks

Freelancer with InvoiceSimple

A graphic designer created invoices on-site during client meetings using InvoiceSimple, reducing payment delays by 30%.

Consultant with FreshBooks

A business consultant automated recurring invoices with FreshBooks, saving 10 hours monthly and improving client retention.

Small agency with FreshBooks

An agency integrated FreshBooks with its project management tools, linking billable hours to invoices automatically.

HubSpot vs Salesforce CRM Comparison 2025

Features and Usability

HubSpot: beginner-friendly, inbound marketing-focused.
Salesforce: advanced customization, enterprise-level capabilities.

Pricing and Flexibility

HubSpot: Free CRM with affordable upgrades.
Salesforce: Higher pricing for enterprise-scale businesses.

Integrations and Ecosystem

HubSpot: 1,000+ apps, Zapier integrations.
Salesforce: 3,000+ integrations via AppExchange.

Scalability and Suitability

HubSpot: Startups, SMBs, and agencies.
Salesforce: Mid-size to global enterprises.

Customer Support and Community

HubSpot: HubSpot Academy and strong online community.
Salesforce: Enterprise-grade support and Trailblazer community.

Comparison Table: HubSpot vs Salesforce CRM in 2025

AspectHubSpot CRM 2025Salesforce CRM 2025
Ease of UseBeginner-friendlyComplex, enterprise
AI FeaturesLead scoring, chatbotsEinstein AI, predictive analytics
Pricing FlexibilityFree + SMB tiersEnterprise-focused
Best FitFreelancers, SMBsLarge enterprises

Alternatives to InvoiceSimple and FreshBooks

  • Zoho Invoice: Great for global freelancers with multi-currency support.
  • QuickBooks Online: Strong for SMBs needing advanced accounting.
  • Wave: Free invoicing tool for freelancers on a budget.
  • Xero: Scalable cloud accounting with strong global features.

How to Choose the Right Invoicing Tool

  • Use InvoiceSimple if you are a freelancer or contractor who needs speed, mobility, and affordability.
  • Use FreshBooks if you want full accounting features, recurring billing, and project tracking.
  • Consider scalability: FreshBooks grows with your business, while InvoiceSimple remains lightweight.

Conclusion

Professional invoices are essential for freelancers, consultants, and small businesses in 2025. InvoiceSimple and FreshBooks both offer reliable solutions, but they serve different needs. InvoiceSimple is perfect for those who want fast, mobile invoicing without extra complexity. FreshBooks is better for professionals seeking a complete accounting solution with automation, AI insights, and scalability.

When paired with CRMs like HubSpot or Salesforce, invoicing becomes part of a larger business ecosystem, integrating client management with financial workflows. By embracing tools like InvoiceSimple and FreshBooks, businesses can save time, improve cash flow, and enhance client relationships.

The bottom line: choose the tool that matches your stage of business growth, and leverage AI-powered features in 2025 to streamline invoicing and financial management like never before.