Frequently Asked Questions

I'm 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.

Saving Your Payment Information

  1. Open the Invoice from the email that was sent to you
    Email indicating you've received an invoice.
  2. Click on the Pay Now button
    Pay Now button on an Invoice.
  3. If the Invoice has been generated from a Recurring Template, you will see two options for making a payment. Ensure that Automatically pay this invoice every (frequency) is selected as the option
  4. Click on the Continue button
    Automatically pay this invoice option.
  5. Enter your details and click on the Review button
    Payment_Details_Screen
  6. Confirm your payment details (the amount and frequency will be specified for you) and click on the Submit Payment button
    Submit payment button.
  7. A confirmation page will appear for you. You can either click on Close or Save this Invoice if you want to save it in a separate Client FreshBooks account. 

Updating Your Payment Information

  1. Open any invoice that you received in the past from your email, or log into your Client FreshBooks account if you've been saving your Invoices in FreshBooks
  2. You should be viewing the invoice that is automatically billing you. Click on the More Actions button at the top
  3. Click on Manage Payments
    Manage payments button.
  4. Click on the Change Payment Details button
    Change your payment details link.
  5. Update your details and click on the Change Payment Details button again to confirm.

Removing Your Payment Information

  1. Open any invoice that you received in the past from your email, or log into your Client FreshBooks account if you've been saving your Invoices in FreshBooks
  2. You should be viewing the invoice that is automatically billing you. Click on the More Actions button at the top
  3. Click on Manage Payments
    Manage payments button.
  4. Click on the Remove this Credit Card link
    Remove credit card link.
  5. Click on the Remove this Credit Card button to confirm again
  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 ever have any concerns about the safety of your payment information, you can review FreshBooks' Security and Reliability Safeguards here.