Frequently Asked Questions

How do Client accounts work?

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

If you'd like to save these in one place, you can create 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 and Proposals
  • 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 or Proposal

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

  • Save this Estimate/Proposal button
  • The Log in to view all estimates/proposal link
  • The More Actions button, then click on Save this estimate/proposal
  • 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 or Proposal, to 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. 

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