Frequently Asked Questions

How do I add, edit or delete a Payment?

Adding 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.

To add a payment, you can either do individual payments on each Invoice or mark several Invoices as paid in one bulk action: 

Bulk Mark as Paid

  1. Go to the Invoices section
  2. Check off the boxes next to the Invoices you want to mark as paid (must be in the same currency)
  3. Click on the Actions button that appears above the list
  4. Click on Mark as Paid

    bulk_add_payment

  5. Enter your payment details and click on Add Payments. That's it!

    add_payment_individually

Mark an Invoice as Paid Individually

  1. Go to the Invoices section
  2. Click on the Invoice you've received payment for
  3. Click More Actions then Add a Payment:



  4. You'll be taken to this screen:

    invoice_view_add_payment

  5. Here you can enter your payment information. Click Add Payment once you've entered the information correctly, and the payment will be applied to your Invoice.

 

Editing a Payment

To edit a payment, follow these steps:

1. Head to your Invoices section
2. Click on the Invoice you would like to edit the payment on
3. Scroll to the bottom of the Invoice to see the payments associated
4. Check the box to the left of the Invoice, click Actions and then Edit:
confirm_payment_invoice_view


5. From here you can edit all the payment information. Click Save once you're done. 

 

Deleting a Payment

Deleting a payment is very similar to editing a payment. At step 4, instead of clicking Edit, you'll want to click Delete. You'll then be asked if you're sure you want to delete the payment. 

Click OK and the payment will be deleted.