Manage your online payments by connecting payment gateways and setting up default payment options in your settings.
Online Payments Settings
Online Payments Settings allows you to set up and manage your online payment gateways, also known as payment processors. You can review your connected payment gateways and use any of the quick links to open up your payment gateway accounts as needed.
Access your Online Payments settings with these steps:
- Go directly to Online Payments here, or select the Settings section
- Under Payments and Client Billing, select Online Payments.
Online Payments
Online Payments gives you an overview of all available online payment processors. From here you can activate or deactivate most online payment options, or manage your existing online payment settings.
FreshBooks Payments powered by Stripe
FreshBooks Payments powered by Stripe is available for accounts based in Canada and the United States. Once set up, you can manage your FreshBooks Payments account including reviewing your current payout schedule and accessing your FreshBooks Payments dashboard as needed.
Stripe Standard
Stripe Standard is available internationally and once set up, can be managed with the below:
- Email - The email associated with your Stripe Standard account
- Manage Account - Select the Manage Account link to be taken to your Stripe Standard dashboard
- Reconnect Account - Select the Reconnect Account link to refresh your Stripe Standard account after making any changes in your Stripe dashboard
- Disable - Select the Disable link to disconnect your Stripe Standard account in FreshBooks, this will remove Stripe as a payment option on your invoices and Checkout Links
PayPal
PayPal is available internationally and once set up, can be managed with the below:
- Email - The email associated with your PayPal Business account
- Manage Account - Select the Manage Account link to be taken to your PayPal account
- Disable - Select the Disable link to disconnect your PayPal account in FreshBooks, this will remove PayPal as a payment option on your invoices and Checkout Links
Payment Options
Payment Options allows you to set default online payment options for all new invoices, recurring templates, and retainers. You can also update the online payment options on an individual invoice, recurring template, and retainer anytime with the option to save as the new default moving forward.
Access your default payment options with these steps:
- Go directly to Online Payment Options here, or select the Settings section
- Under Payments and Client Billing, select Payment Options.
From here, select the options you’d like to provide to your clients. Any changes to your online payment options are automatically saved, and will apply to new invoices, recurring templates, and retainers only.
Accept Online Payments
- Turn on/off online payments - Slide the toggle on to accept online payments, or off to no longer accept online payments
Select A Payment Gateway and Available Payment Methods
Select any available payment gateway, and check off the box or uncheck the box next to each available payment method you want to offer to your clients:
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FreshBooks Payments
- Card Payments - Visa, MasterCard, Discover, Amex, Google Pay, and Apple Pay
- ACH Bank Transfer (appears for US businesses only)
-
PayPal
- Card Payments - Visa, MasterCard, Discover, Amex
- PayPal Account
-
Stripe Standard
- Card Payments - Visa, MasterCard, Discover, Amex, Google Pay, and Apple Pay
- ACH Bank Transfer (appears for US businesses only)
- Pre-Authorized Debit (appears for Canadian businesses only) - Select either:
- Business Debit
- Personal Debit
- SEPA Bank Transfer (appears for European business only)
- BACS Direct Debit (appears for United Kingdom businesses only)
Billing Options
- Allow clients to make partial online payments - Check off the box or uncheck the box if you want your clients to make partial payments