As a client, how do I pay an invoice with online payments?
FreshBooks makes it easy for you, whether you're a primary client or a secondary contact, to pay your invoices with a credit card, by bank transfer (ACH), or by PayPal without needing to make an account. Primary clients can also save payment information in their own client account, making it easier and quicker to pay new invoices as they come in, as well as pay several outstanding invoices in bulk.
When you receive an invoice from FreshBooks, you can use these steps to pay by credit card online, if credit card payments have been activated by the business. Ensure your web browser is up to date and pay with the below steps:
Open the invoice from the email that was sent to you
Select the View Invoice button in the email
If there are multiple tabs, ensure you're on the Credit Card tab
Enter your credit card details
If available, select Pay in full or Pay a different amount
If Pay a different amount is selected, specify the partial amount to pay
Then select the Pay $xx.xx button
If you and the business are based in the EU, the payment may require Strong Customer Authentication (SCA) first. You’ll receive a push notification, a text message or another method chosen by your bank, complete this authentication and your credit card payment will now begin processing.
Pay an Invoice by Bank Transfer (ACH)
When you receive an invoice from FreshBooks, you can use these steps to pay by bank transfer if you're based in the United States online and if bank transfers have been activated by the business. Bank transfers are available through Plaid or Stripe's Financial Connections, and are safe and secure. Ensure your web browser is up to date and follow the steps below:
Open the invoice from the email that was sent to you
Select the View and Pay Invoice link in the email
If there are multiple tabs, ensure you're on the Bank Transfer tab
If the invoice displays as Secured by Stripe, enter your Full Name and Email
If available, select Pay in full or Pay a different amount
If Pay a different amount is selected, specify the partial amount to pay
Then select the Connect Your Bank button
Ensure pop-ups are activated for FreshBooks, and in the pop-up, select Agree and Continue
Select your bank by searching for it, or selecting the bank's icon in the list
Then select the account to pay with and select Connect Account
The account will become connected, select Done
Then on the invoice, select the Pay $xx.xx button
If the invoice displays as Powered by Plaid, and if available, select Pay in full or Pay a different amount
If Pay a different amount is selected, specify the partial amount to pay
Then select the Pay $xx.xx button
Ensure pop-ups are activated for FreshBooks, and in the pop-up, select Continue
Select your bank by searching for it, or selecting on the bank’s icon in the list shown
Enter the login credentials you use to log into your bank account online and select Submit
Choose the account to pay with and press Continue
If needed, accept the terms and conditions, and select the Connect account information button
The account will become connected, select Continue
The payment will process and a confirmation pop-up will appear. Select Done to finish.
If needed, use the steps in this video to pay an invoice that's Secured by Stripe:
Pay an Invoice by PayPal
When you receive an invoice from FreshBooks, you can use these steps to pay by PayPal online, if PayPal payments have been activated by the business. Ensure your web browser is up to date and pay with the below steps:
Open the invoice from the email that was sent to you
Select the View and Pay Invoice link in the email
If available, select Pay in full or Pay a different amount
If Pay a different amount is selected, specify the partial amount to pay
If you have an existing PayPal account, select the PayPal button
Enter your Email address or mobile number, and your Password
Select Log In
Confirm your address and choose a payment option (PayPal balance, or any of your connected bank and credit card accounts)
Fill out your credit card details, billing address and contact information, then select Pay Now to finish - you also have the option to save your details to a new PayPal account for faster checkout next time
The payment will process and a confirmation pop-up will appear. Select Done to finish.
Note: PayPal has a limit on how much you can pay as a guest on a case-by-case basis. Once this limit is reached, you will need to create a PayPal account to keep paying with the same debit or credit card.
Save Your Payment Information
Create a client account to save your payment information for re-use on future invoices, as well as to pay multiple outstanding invoices in bulk. Pay the invoice with the steps above, then also do the following:
For saving a credit card, check off the box next to Save this credit card to an account with [Company Name]
For saving a bank account for Bank Transfers, check the box off next to Remember this bank account for future invoices from [Company Name]
Then select the Pay $xx.xx button.
A confirmation screen will appear, and if you haven’t created a client account yet, you’ll be prompted to enter a password to create one. This securely saves your credit card and bank account to your FreshBooks account to use for next time. You can also repeat the above steps to save additional credit cards and bank accounts as needed.
Use your Saved Payment Information
Once the payment details are saved, re-using it is as simple as selecting it next time you want to pay another invoice.
If you select to pay by Credit Card, any saved cards will appear:
If you select to pay by Bank Transfer, any saved bank accounts will appear:
Remove Your Payment Information
If your payment details need to be updated, or you'd like to remove it, use these steps:
Select the Pay Now button - any saved credit cards and bank accounts will appear here, and hover over the credit card or bank account until a trash can icon appears next to it
Next, select the trash can icon
Then select Remove Credit Card or Remove Bank Account to confirm. To add updated credit card or bank transfer details, repeat the steps in the Save Your Payment Information section above to save it.
