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      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 when available. Primary Clients can also save your payment information in your own Client account, making it easier and quicker to pay new Invoices as they come in.

       

      As a Client, are you looking to have your Recurring Invoices paid automatically instead? You can learn more about Recurring Payments here.

       

       

      Pay an Invoice by Credit Card

      When you receive an Invoice from FreshBooks, you can use these steps to pay by Credit Card online, if credit card payments have been enabled by the Business:

      1. Open the Invoice from the email that was sent to you
      2. Click on the View and Pay Invoice link in the emailView and pay invoice button in email.
      3. If you see multiple tabs, ensure you're on the Credit Card tab
      4. Enter your credit card details
        Form to fill out for credit card details.
      5. Click on the Pay $xx.xx button
      6. 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 online, (US only) if Bank Transfers (ACH) have been enabled by the Business:

      1. Open the Invoice from the email that was sent to you
      2. Click on the View and Pay Invoice link in the email
      3. If you see multiple tabs, ensure you're on the Bank Transfer tab
        Form to fill out for bank transfer details.
      4. Click on the Pay $xx.xx button
      5. A pop-up will appear (make sure you have pop-ups enabled for FreshBooks), click on Continue in this pop-up
      6. Select your bank by searching for it, or clicking on the bank’s icon in the list shownBank transfer window to search for bank.
      7. Enter the login credentials you use to log into your bank account online and click Submit
      8. Choose the account to pay with and press Continue
      9. Enter your full name and an email address to receive a receipt in the fields
      10. Click Authorize Account to continue
      11. The payment will process and you’ll see a confirmation pop-up. Click Done to finish.

       

      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 enabled by the Business:

      1. Open the Invoice from the email that was sent to you
      2. Click on the View and Pay Invoice link in the email
      3. If you have an existing PayPal account, click on the PayPal buttonPayUsingPayPal.png
        1. Enter your Email address or mobile number, and your Password
        2. Click Log In
        3. Confirm your address and choose a payment option (PayPal balance, or any of your connected bank and credit card accounts)
        4. Click Pay Now to finish
      4. Otherwise, if you want to pay as a Guest (available from owner's PayPal account in select countries), click on the Pay with Debit or Credit Card button if available
        1. Fill out your credit card details, billing address and contact information, then click Pay Now to finish. You also have the option to save your details to a new PayPal account for faster checkout next time.
      5. The payment will process and you’ll see a confirmation pop-up. Click Done to finish.

       

      Note that 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

      Invoices can only be paid individually, so saving your card or bank account for re-use on future Invoices with the below steps is ideal if you'd like to pay all your outstanding invoices as quickly as possible.

      Pay the Invoice with the steps above, then also do the following:

      1. For saving a credit card, check off the box next to Save this credit card
        Checkbox next to save credit card.
      2. For saving a bank account (for Bank Transfers), check the box off next to Save this bank account
        Checkbox next to save bank transfer details.
      3. Then Click on 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.

      Note: 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, you'll see any saved cards appear:
      Saved credit card on file next to invoice.

      If you select to pay by Bank Transfer, you'll see any saved bank accounts appear:

      Saved bank account on file next to invoice.

       

      Remove Your Payment Information

      If your payment details need to be updated, or you'd like to remove it, use these steps:

      1. Log into your Client account at my.freshbooks.com
      2. Open any unpaid Invoice
      3. Click on the Pay Now button - any saved credit cards and bank accounts will appear here, and hover over the credit card or bank account until you see a trash can icon appear next to it
      4. Click on the trash can icon

        Trash can icon next to saved credit card.
      5. Click on 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.

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