Frequently Asked Questions

How do Client accounts work?

As a Client, you can always view and print Estimates and Invoices with the link provided (without signing up). 

If you'd like to save both Estimates and Invoices in one place, comment on them, or you've been invited 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 in to keep track of all your historical Estimates, Invoices and Projects anytime.

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

The history banner on an Estimate, where you can click to type up a comment.

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

The history banner on an Invoice, where you can click to type a comment.

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.

The field to enter a password.