As a client, if you're being billed for subscription-based services or products by a business, you can easily save your payment details so that you're automatically billed each time you're invoiced.
This is done with recurring payments which works together with recurring templates in FreshBooks to automatically bill you every time an invoice is generated and sent to you.
In most cases, you can update or remove your saved payment information if you want to opt out of recurring payments at any time.
Save Your Payment Information
If you're being billed on a regular basis from a business that's using a recurring template to generate recurring invoices, you can set it up so that future invoices are automatically paid every time the invoice is generated. Use the below steps:
- Open the invoice from the email that was sent to you and select the View Invoice button
![Email with view invoice button.]()
- Under the Recurring Payment section, leave the toggle on if you want to automatically have all future recurring invoices paid automatically
![Toggle to pay future invoices automatically above credit card form.]()
- Depending on what options are available on the invoice, you can choose to either opt in with a credit card, a bank transfer (ACH) account, or with a PayPal account
- Enter the payment details as needed
- For credit cards or bank transfers (ACH), check off the box next to Save this credit card to an account with [Company Name] or Remember this bank account for future invoices from [Company Name] to save your payment details for re-use on any future invoices
![Checkbox next to save this credit card.]()
- Select the Pay $xx.xx button
- A confirmation page will appear and the payment will start processing.
Update Your Payment Information
If you'd like to update the saved payment on a recurring template that is billing you on a regular basis, use the below steps:
- Open any invoice that you received in the past from your email, or log into your client account if you've been saving your invoices in FreshBooks
- On the invoice that is automatically billing you - any saved payment information will appear here
- Select the Update Credit Card, Update Bank Account, or Update PayPal Account link
![Update credit card link on saved card.]()
- Re-enter or select your new payment information and select on Save Card, Authorize Account or Done
- Your new details will be saved for future recurring payments.
Remove Your Payment Information
To remove the saved payment information on a recurring template that is billing you on a regular basis, use the below steps:
- Open any invoice that you received in the past from your email, or log into your client account if you've been saving your invoices in FreshBooks
- On the invoice that is automatically billing you, any saved payment information will appear next to the invoice
- Hover over the credit card, bank account, or PayPal account until a trash can icon appears next to it
![Trash can icon next to saved credit card.]()
- Select the trash can icon
- Select Remove Credit Card, Remove Bank Account, or Remove PayPal Account to confirm
- The recurring invoice will no longer automatically bill you again and will need to be paid manually each time by you now. If you've saved the card or bank account to your account, you'll still be able to use it to pay new invoices.
