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      How do I upgrade my account?

      All new accounts start off on a free 30 day trial, and then you can upgrade it to one of our plans (feel free to check out our pricing options here). Or if you're already on a subscription but you'd like to manage your plan and addons, you can do this anytime during your subscription period.


      First, ensure that you haven't outgrown your plan by doing any of the below:

      • Reduce the number of Active and Archived Clients
      • Remove your Team Members
      • Remove a connected Accountant
      • Delete any active Retainers


      To delete any of the above, use the steps here first, then proceed with upgrading with the below steps:


      New Users

      If you are on a trial plan with FreshBooks and want to upgrade your account:

      1. On a web browser, click on the gear icon in the top left corner (or click here)
      2. Next, click on Billing and Upgrade
      3. Then click on the Select button and you can finish upgrading.

      Once a trial account is upgraded to any of the paid plans available, a FreshBooks Subscription begins, and you'll be billed every month or every year automatically.

      Existing Users

      If you’re looking to make any adjustments to your current plan, you can add or remove any extras:

      1. On a web browser, click on the gear icon in the top left corner (or click here)
      2. Next, click on Billing and Upgrade
      3. Then click on Manage Plan

      From here, you can either: 

      • Click on the Upgrade button to conveniently upgrade to the next plan available (you will only be charged for the remaining period if you are in the middle of your subscription)
      • Click on the Manage Plan button to add/remove any Add-ons (like Team Members and Advanced Payments)
      • Or if you're currently paying monthly, click on the Switch to Yearly link to save 10% off with annual payments instead.

      Alternatively, if you've tried to add a third Client to your free plan (free plans include two Client spaces), you'll see an upgrade page. Again, just choose the plan you need and you're all set.



      Why are my credit card details not working when I try to upgrade?

      Below are some common issues with credit card details not saving:

      • The credit card must be one of the accepted types (Visa, MasterCard, Amex or Discover) and is not a prepaid or debit credit card
      • The expiration date may be MM/YY or MM/YYYY depending on your card - try both options
      • Ensure all the details have been filled out manually (not auto-filled by your browser)
      • Make sure the address matches your credit card's billing address (no spelling errors)
      • Ensure there are no unsupported characters in your address (like / and - )
      • Your browser may not be supported - for best results use Chrome or update your browser to the latest versions here

      If all the above isn't working, check with your bank, particularly if you are located outside of Canada. Some banks may require you to authorize FreshBooks to charge your credit card on a recurring basis since FreshBooks is located in Canada.


      What does the pricing include?

      The pricing includes active and archived Clients (deleted Clients do not count towards the limit). Credit card transaction fees are charged separately by the online payment option you choose.


      How does FreshBooks' billing work?

      We automatically charge your credit card information on a recurring basis. As long as your credit card information is up to date, there'll be no interruptions to your recurring payments.

      This billing date (determined by the date you upgrade your account) can also be confirmed by viewing your billing details in Billing & Upgrade with the steps here.

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