Frequently Asked Questions

How do Client accounts work?

As a Client, if you're being sent Estimates, Invoices or invitations to collaborate on a Project by a FreshBooks user, you can easily save them all in one place in a Client account (which is optional). Then you can log into your account and see all historical Estimates, Invoices and Projects, and keep track of everything in one account.

Having a Client account allows you to do the following: 

  • Save, view, and comment on Estimates
  • Save, view and comment on Invoices
  • Comment and share files on Projects

There is no limit to the number of Estimates, Invoices or Projects that can be saved in a Client account. If you create your own Invoice, Estimate, Project or add a new Business, your account will upgrade to a full FreshBooks account instead!

 

To create your Client account, you can follow the steps for any of these: 

 

From an Estimate

First, open the Estimate that you've been emailed, then you can click on either: 

  • Save this Estimate button
  • The Log in to view all estimates link
  • The More Actions button, then click on Save this estimate 
  • Click on the text bubble where the header is, type in a comment, and click on Send


Estimate_buttons_options

Note
: you do not need to create a Client account to see an Estimate, print or save as a PDF as long as you have the link.

 

From an Invoice

First, open the Invoice that you've been emailed, then you can click on either: 

  • Save this Invoice button
  • The Log in to view all invoices link
  • The More Actions button, then click on Save this invoice 
  • Click on the text bubble where the header is, type in a comment, and click on Send


Invoice_button_options

Note
: you do not need to create a Client account to see an Invoice, print or save as a PDF as long as you have the link.

 

From a Project Invitation

When you are emailed an invitation to join a Project (sent by a FreshBooks user), you'll be asked to create a password and fill out a little bit information about yourself. Then you'll be taken to the discuss section of the Project.

Password_for_seeing_new_project