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

    Received_Invoice

  2. Click on the Pay Now button

    Pay_Now_Button

  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

  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

  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

  4. Click on the Change Payment Details button

    Change_Payment_Details

  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

  4. Click on the Remove this Credit Card link

    Remove_Credit_Card

  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.