Frequently Asked Questions

What is the Client Relationship section?

FreshBooks makes it easy to manage your relationships with your Clients by providing you with a historical timeline of all interactions with your Client inside FreshBooks. This includes the following:

  • Invoices created
  • Invoices sent
  • Payments
  • Comments on Invoice

To view your Client's Relationship, follow these steps: 

  1. Click on Clients (left side menu)
  2. Click on the Client you want to view
  3. The Relationship appears under the Client's information
  4. Click on any event in the Relationship and you'll be taken to that particular event. For example, if you click on an Invoice inside the Relationship, you'll be taken to that Invoice.