Frequently Asked Questions

How do I add, edit or delete a payment on iOS?

In FreshBooks, income is tracked when you mark an Invoice as paid. This is done by entering in a Client's payment manually (if you have the payment on hand) or through one of the available payment gateways here. You're also able to modify payments if you've done a partial or full refund. Read more on how to add, edit or delete payments: 

Add a Payment

If you've received a payment outside of FreshBooks, you'll want to add that payment to the Invoice in your account so FreshBooks recognizes you've received that money.

  1. Go to the Invoices section
  2. Tap on the Invoice you want to mark as Paid
  3. Scroll to the bottom to Payments for Invoice section and tap on the green + button
    Add payment button.
  4. Enter your payment details and tap on Add to finish
    Payment details screen.
  5. The Invoice will now be marked as Paid (or Partially Paid). 
    Banner indicating invoice is paid.

 

Edit a Payment

To edit a payment, follow these steps:

  1. Go to the Invoices section
  2. Tap on the Invoice
  3. Scroll to the bottom to Payments for Invoice section and select the payment you want to modify
  4. Edit the payment information as needed and tap Save to finish.

Delete a Payment

Deleting a payment is very similar to editing a payment. If you've ever accidentally marked an Invoice as paid and want to make it unpaid again, you can use these steps. If you're looking to do a refund, check out this article.

  1. Go to the Invoices section
  2. Tap on the Invoice
  3. Scroll to the bottom to Payments for Invoice section and select the payment you want to delete
  4. Tap on Delete and click Delete again to confirm. The payment will now be deleted.
    Delete payment button.