Invoices allow you to bill a client for your items and/or services, and help you keep track of your income in FreshBooks. You can also view the history of the invoice, as well as communicate with your client on it.
Under Settings near the bottom of the invoice, tap on any of the following:
To send payment reminders, tap on Send Reminders and swipe the toggle to turn it on
Add reminders as needed and tap on < Invoice in the top left to return to the invoice
To charge late fees, tap on Charge Late Fees and swipe the toggle to turn it on
Choose between a Percentage or Flat Amount
Then tap on Add Taxes if needed
Next, determine when to apply in Days After Due Date
Then tap on < Invoice in the top left to return to the invoice
If needed, tap on Currency and Language to change either, and tap onthe left chevron in the top corner to return to the invoice
When you're done making your invoice, if needed, tap on Preview in the top right corner to view what the invoice will look like on your client's end
Then tap on Next and choose how to save the invoice:
Tap on Send via Email to email it to your primary client, with the option to add more email addresses, include a personal message, and attach a PDF copy of the invoice
Tap on Share Invoice to copy a link to the invoice
Tap on Create a QR Code to generate a QR code for your client to scan in person
Tap on Save as Draft and Close to return to viewing the invoice
While viewing the invoice, tap on the three dots (...) to access the list of options including sending or sharing the invoice, or tap on the Arrow symbol in the top left corner to return to the Invoices page.
Manage Invoices
In the Invoices section, you can review your list of invoices. To sort them, tap on the up and down arrows to sort in ascending or descending order, or tap on the Sorted By bar above the list of Invoices and select either:
Client
Invoice number
Status
Amount
Date of issue
Last updated
Filter By:
Active
Archived
Deleted
Tap on any Invoice to access additional options:
Options (...)
Sending Options
Send via Email - Send the invoice by email
Share as PDF - Send the invoice as a PDF through any app on your phone, or use AirPrint to print your invoice
Share Invoice Link - Send the invoice by email or text
Create a QR Code - Generate a QR code that can be scanned in person by your client
Charge Card - If Advanced Payments is activated, apply your client's payment to the invoice
Duplicate - Copy your existing invoice into a brand new invoice
Archive - Move this invoice to the Archived section
Delete - Move this invoice to the Deleted section
Edit - Tap on the pencil icon to edit the invoice
Comments and History - Tap on the chat bubble iconto view the history of the invoice, including comments, and to send a comment of your own to the client
FAQs
How do I archive or delete invoices in bulk?
Use these steps:
Go to the Invoices section
Tap on the checkmark icon near the top right corner
Select the invoice(s) you want to archive or delete
Tap on either Archive or Delete at the bottom. The invoice(s) will now be moved.