Frequently Asked Questions

As a Client, how do I pay an Invoice with a Credit Card or by Bank Transfer?

FreshBooks makes it easy for you to pay your Invoices with a credit card or by Bank Transfer (ACH) when available. You can also save your credit card(s) in your account, making it easier and quicker to pay new Invoices as they come in.

Note: 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 it 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. Under Make a Payment, click on the Credit Card tab
  4. Enter your credit card details
    Credit card form to fill out.
  5. Click on the Pay $xx.xx button and the Invoice will now begin processing the credit card.


Pay an Invoice by Bank Transfer (ACH)

When you receive an Invoice from FreshBooks, you can use these steps to pay it online (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. Under Make a Payment, click on the Bank Transfer tabBank Transfer button.
  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.

 

Save Your Payment Information

To save your credit card for re-use on any new Invoice that comes in, simply pay the Invoice with the steps above, and also do the following:

  1. Check off the box next to Save this card for future payments to (Business Name)Checkbox to save this card for future payments on invoice.
  2. 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 to your account to use for next time.

Note: You can also repeat the above steps to save additional credit cards.


Once the payment details are saved, re-using it is as simple as selecting it next time you want to pay another Invoice:
Option to choose saved credit card on 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. Any saved credit cards will appear here (or you can click on Manage Payments). Hover over the credit card 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 option.
  5. Click on Remove Credit Card to confirm. To add updated credit card details, repeat the steps in the Save Your Payment Information section above to save it.
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