Frequently Asked Questions

What are Advanced Payments?

Advanced Payments is an add-on that you can include with your subscription, allowing you to proactively charge your Clients' credit card details they've provided you. If you're on a Select plan, this add-on is automatically included.

Advanced Payments allows you to process Clients' cards over the phone or in person on Invoices and Recurring Templates (with Recurring Payments) so you can get paid instantly. If you have repeat Clients, you'll also be able to save the credit card information for use towards future Invoices and Recurring Templates.

This is available on all paid plans for an additional $20. To purchase the add-on, use the upgrade steps here.

Details

  • All payments charged through manually entered and saved credit cards are 3.5% $0.30 per transaction
  • Advanced Payments works with FreshBooks Payments only

 

Charge Cards

Charge Cards allows you to proactively charge your Clients with their credit card information. You can securely accept credit cards in person, over the phone, or from your computer to get paid quickly.

This can also be used for Recurring Invoices for automatic payments, or for when you need to charge a Client immediately on an Invoice.

Credit card details are securely saved in FreshBooks. You can read more about our industry-leading PCI compliance security with credit card data here.


Invoices

Charge Card can be used on any Invoice with these steps:

  1. Go to the Invoices section
  2. Click on an Invoice you want to pay
  3. Click on the Charge Card button
  4. Enter the credit card details
    Charge card button.
  5. Click on the Charge button

The Invoice will now be paid with the credit card details you’ve inputted.


Recurring Templates

To use Charge Card on a Recurring Template, use these steps instead:

  1. Go to the Invoices section
  2. Click on the Recurring Templates section, or click on New Invoice and then click on Make Recurring
  3. While on the Recurring Template, under Payment Options, check off the box next to Require credit card for automatic payments
  4. Then click on Add credit card
    Add credit card link.
  5. Enter the credit card details
    Form to fill out for credit card details.
  6. Click on the Save Card button
  7. Finish with the rest of your Recurring Template. Once saved, it’ll now generate Invoices that will have Recurring Payments enabled automatically.

Saved Credit Cards

Whenever you’re adding in credit card information for an Invoice or a Recurring Template, you have the option to save the credit card to the Client’s profile. This makes it easier and quicker to pay new Invoices as they’re created.

To enable this, ensure Save this card for future charges is checked off when entering in credit card information: 
Save card for future charges checkbox.

Once saved, they can be reused on individual Invoices only. The next time you click on the Charge Card button on any individual Invoice, any saved credit cards will appear for re-use:
Charge card with a saved credit card available to select.

FAQs

I want to purchase the Advanced Payments add-on but I don’t see it in my Billing & Upgrade page?

The option may not be available due to a few reasons:

  • Advanced Payments works with FreshBooks Payments (through WePay). If you are using Stripe, this option will not appear in your Billing & Upgrade page.

  • If you have not completed the KYC process with FreshBooks Payments, you’ll need to finish it first with the steps here, then return to the Billing & Upgrade page after.

  • If you’re still on a trial with FreshBooks, you’ll need to upgrade to any paid plan first, then go back to the Billing & Upgrade page and you’ll see Advanced Payments appear as an add-on option. 

Can I charge a card that my Client has entered and saved themselves? 

You'll only be able to Charge Cards and use Saved Credit Cards that you have been provided by the Client and entered yourself. Any credit cards that have been entered in by your Client on their end will not be accessible to you.

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