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      As a Client, how do I pay my Invoices automatically?

      If you as a Client are being billed for subscription-based services or products by a FreshBooks user, you can easily save your payment details so that you are automatically billed each time you are invoiced.

      This is done via Recurring Payments in FreshBooks, and works together with Recurring Invoices to automatically bill you every time an Invoice is generated and sent to you, the Client.

      You're also able to remove your saved payment information if you want to opt out of Recurring Payments at any time. Read below on how to save, update and remove your payment information.

       

      If the Business Owner entered the credit card details on your behalf, or if their business requires automatic payments, only they can remove the credit card details themselves.

       

      Save Your Payment Information

       

      You can pay each Invoice by Bank Transfer, but only credit card payments are accepted for automatic Recurring Payments.

       

      1. Open the Invoice from the email that was sent to you and click on the View Invoice buttonEmail with view invoice button.
      2. Under the Recurring Payment section, leave the toggle enabled on if you want to automatically have all future recurring Invoices paid automatically

        Toggle to pay future invoices automatically above credit card form.
      3. Enter your credit card details
      4. Check off the box next to Save this credit card to save your credit card for re-use on any future Invoices

        Checkbox next to save this credit card.
      5. Click on the Pay $xx.xx button
      6. A confirmation page will appear and the payment will start processing.

      Update Your Payment Information

      1. 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
      2. You should be viewing the invoice that is automatically billing you. Any saved credit cards will appear here (or you can click on Manage Payments)
      3. Click on the Update Credit Card link

        Update credit card link on saved card.
      4. Re-enter your new credit card information and click Save Card
      5. Your new details will be saved for re-use on future Invoices.

      Remove Your Payment Information

      Note: If you don't see the trash can icon, this means the owner has inputted the credit card details on your behalf. Please reach out to the Business directly if you need the card removed.

      1. 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
      2. You should be viewing the invoice that is automatically billing you. Any saved credit cards will appear here (or you can click on Manage Payments)
      3. Hover over the credit card until you see a trash can icon appear next to it

        Trash can icon next to saved credit card.
      4. Click on the trash can icon
      5. Click on Remove Credit Card to confirm
      6. 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 to your account, you'll still be able to use it to pay off new Invoices.

      If you ever have any concerns about the safety of your payment information, you can review FreshBooks' Security and Reliability Safeguards here.

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