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Frequently Asked Questions

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.

Note: If the Business Owner entered the credit card details on your behalf, only they can update or remove the credit card details themselves.

Saving Your Payment Information

  1. Open the Invoice from the email that was sent to you and click on the View and Pay Invoice button
    View and pay invoice button on email.
  2. Enter your credit card details under the Recurring Payment section
    Fields to fill out for credit card details.
  3. Check off the box next to Save this card for future payments to (Business Name) to save your credit card for re-use on any future InvoicesCheckbox to save credit card details on file.
  4. Click on the Pay $xx.xx button
  5. A confirmation page will appear and the payment will start processing.

Updating 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.
  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.

Removing 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. Hover over the credit card until you see a trash can icon appear next to it
    Delete icon on 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 ever have any concerns about the safety of your payment information, you can review FreshBooks' Security and Reliability Safeguards here.

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