Frequently Asked Questions

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 switch to a different one, you can do this anytime during your subscription period. Steps for both are below:

New Users

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

  1. ​Click on the circle icon in the top left corner (it'll either be a photo or your initials)
  2. Click on Billing and Upgrade
  3. Click on the Select button and you can finish upgrading. 

Existing Users

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

  1. ​Click on the circle icon in the top left corner (it'll either be a photo or your initials)
  2. Click on Billing and Upgrade

From here, you can either: 

  • Click on the Upgrade to (Plan) button to conveniently upgrade to the next plan available
  • Click on the compare all plans link to see differences between each plan
  • Click on the Manage Plan button to add/remove any addons you have
  • 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.

 

FAQs

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 payment gateway you choose.

 

What if I have more than 500 Clients or bill more than $150k/year? 

Not to worry, we have plans to support higher Client limits. Check out FreshBooks Select.

 

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
  • Make sure the address matches your credit card's billing address
  • Ensure there are no unsupported characters in your address (like / and - )
  • The expiration date should be written as MM/YY

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.

 

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 the PDF receipts that are emailed to you after every monthly or annual payment. 

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