Frequently Asked Questions

How do I invite an Employee?

You can add Employees to your FreshBooks account to help you manage your business. Employees, once added, can do the following: 

  • View Invoices to you
  • View and create Expenses
  • View and add Clients
  • View and comment on Projects they are invited to
  • View and track time
  • View your Dashboard and Reports

Inviting Employees
There are three ways you can invite an Employee: 

Dashboard

  1. Click on Dashboard from the left-side menu
  2. Click on the Invite button
  3. Select Invite Employee
  4. Enter the email address in the To: field, and add a personal message if needed
  5. Click Send Invitation.

My Team

  1. Click on your avatar/circle in the top left corner
  2. Click on My Team
  3. Click on the Invite button, then click on Invite Employee
  4. Enter the email address in the To: field, and add a personal message if needed
  5. Click Send Invitation.

Projects

  1. Click on Projects from the left-side menu
  2. Click on an existing project or create a new one with the New Project button
  3. Click the + circle in the top corner
  4. Select Invite an Employee
  5. Enter the email address in the To: field, and add a personal message if needed
  6. Click Send Invitation.

When your Employee accepts your invitation and signs up, you'll also receive a notification (top right corner, bell symbol).

Frequently Asked Questions

How do I re-send or delete my invitation? 
You can do the following: 

  1. Click on your avatar/circle in the top left corner
  2. Click on My Team
  3. Check the box off next to their name
  4. Click on the Actions button above the list
  5. Click on either Delete or Resend depending on what you want to do.