Changes & Updates in 2020

In 2020, we've added more new features and improvements to FreshBooks so you can focus on running your business successfully. Release notes (also known as a changelog) are below for 2020.
Looking for 2023 updates? Go here instead.


CategoryChanges & UpdatesDetails
InvoicesClickable Links in Item DescriptionsHTML links in the Item Description are automatically clickable.
ClientsClient Address Street 2 LineClient Addresses now have a Street 1 and Street 2 line to accommodate longer addresses.
Team MembersClient Access Client Access is available for Select plan users to choose which Clients you want your Managers and Employees to have access to.
Accounting🎉  Accounts PayableTrack your Accounts Payable with Bills and Vendors and Bill Payment Reconciliation.
Invoices, Estimates & ProposalsRemember Preferred ContactsWhen sending Invoices, Estimates or Proposals, contacts are remembered and selected for you based off the last selection on any recently sent Invoice/Estimate/Proposal.
Reports🎉  Cash Flow ReportTrack how much cash you have on hand with the new Cash Flow Report.
ClientsRecurring Templates TabSee all active Recurring Templates for your Clients inside the Client Profile.
MobileAccept Bank Transfers (ACH) on iOSWhen creating Invoices, you can now accept ACH payments along with credit card payments on the FreshBooks Mobile App for iOS.
Projects, Time Tracking & Expenses🎉  Project ProfitabilityTrack your Projects' performance to see how profitable they are with Team Costs, Time Entries and Expenses associated to the Project.


CategoryChanges & UpdatesDetails
Payments & InvoicesManual Payment Notifications to ClientsWhen adding a Payment to an Invoice, you can choose whether you'd like to also send an email notification to your Client.
My Team, Projects & Time TrackingProject ManagerAssign a Team Member to be Project Manager on a specific Project so they can generate Invoices and manage time for that Project.
ClientsMobile & Business Phone NumberTwo additional Phone Number fields have been added to Client Profiles so you can easily keep track of multiple phone numbers for your Clients.


CategoryChanges & UpdatesDetails
Invoices & ProposalsAttachments Included in PDF DownloadDownloading an Invoice or Proposal as a PDF will now include all file attachments in the PDF.
InvoicesSearch for Deleted InvoicesYou can now search for deleted Invoices with the new search bar.
ClientsSearch for Deleted ClientsYou can now search for deleted Clients with the new search bar.
Invoices, Estimates & Proposals🎉  Croatian LanguageYou can now select Croatian as an option for Invoices, Estimates and Proposals.
Invoices, Estimates & ProposalsSearch for Deleted ContentYou can now search for deleted Recurring Templates, Estimates and Proposals with the new search bar.
PaymentsPayPal on Checkout LinksPayPal can now be used as a payment option for Checkout Links.
InvoicesAttachmentsShare key files with your Clients by uploading them as Attachments on your Invoices.


CategoryChanges & UpdatesDetails
Invoices & Items & ServicesInventoryTrack your stock with the Track Inventory checkbox in any Item.
ClientsPer Page List ViewView up to 150 Clients per page now.
Invoices, Estimates & ProposalsSend To ButtonThe Send... button is now the Send To button to reflect choosing contacts first before sending your Invoice, Estimate or Proposal.
PaymentsRefundsYou can now process refunds for FreshBooks Payments (WePay) and Stripe payments from within your account.
InvoicesPer Page List ViewView up to 150 Invoices per page now.
Payments🎉  PayPalAccept PayPal and debit/credit card payments through PayPal from your Clients.
Invoices, Estimates & ProposalsLink Between Estimates/Proposals & InvoicesInvoices now display the link to the original Estimate or Proposal it was converted from in the history bar at the top of the Invoice.


CategoryChanges & UpdatesDetails
Invoices & Payments🎉  BACS Direct DebitBusinesses in the UK can now accept online payments through BACS Direct Debit.
Time TrackingMonthly ViewAlong with daily and weekly view, you can now track your time in the monthly view sub-tab.
InvoicesInclude Unbilled Expenses on Invoices & Recurring TemplatesWhen generating an invoice, you can quickly add unbilled expenses along with unbilled time, and also add future unbilled expenses to your Recurring Template.
Invoices & PaymentsAutomatically Apply Credits to Recurring TemplatesYou can now automatically apply any existing credit to all Recurring Templates with a toggle in your Payments Settings.
ClientsSecondary Contacts Tab & Send... Experience Secondary Contacts can now be easily managed from the Contacts tab inside a Client's Profile. Choose which contacts to send your Invoice, Estimate or Proposal to with the new list.


CategoryChanges & UpdatesDetails
Payments🎉  Checkout LinksAccept payment without needing to make an Invoice through Checkout Links that can be shared online. 
Invoices, Estimates & Proposals🎉  Russian LanguageYou can now select Russian as an option for Invoices, Estimates and Proposals.
InvoicesOutstanding BannerClients will now see the total Outstanding balance of with a link to all their unpaid Invoices at the top while viewing any Invoice or inside their Client Account. 
Time TrackingEnhanced TimerLaunch your Timer easily, and any time entry you've logged can now be restarted with the Timer, picking up where you left off.
ReportsProfit & Loss Drill DownClick on totals in your Profit & Loss Report to drill down and see the specific Invoices, Payments, Other Income and Expenses that make up your totals.
Mobile🎉  Mileage Tracking on iOS AppTrack your mileage on the FreshBooks Mobile App for iOS.
Invoices & PaymentsCredit NotesAlong with Prepayment and Overpayment Credits, you can now use Credit Notes to offer items or services at a future date without receiving payment.


CategoryChanges & UpdatesDetails
Settings & Reports🎉  Fiscal Year EndChoose your Fiscal Year End for your Reports to automatically filter by. If not set to the default of Dec 31, your Reports will also display extra date range options.
Payments & Invoices🎉  Recurring Payments with Bank TransferAutomatically charge your Clients on Recurring Templates with another new option now - Bank Transfers.
ReportsSelect Multiple Team Members on Time Entry Details ReportSelect one or multiple Team Members when filtering on the Time Entry Details Report.
ReportsBillable Amount on Time Entry Details ReportSee how much your time tracked is worth with the Amount column added on the Time Entry Details Report.
Invoices & PaymentsPrepayment CreditsCreate Prepayment Credits to collect payment ahead of time as well as Overpayment Credits from your Clients.


CategoryChanges & UpdatesDetails
My Team & Apps & IntegrationsAdmin Access to Apps & Integrations Admins can now add and manage their own Apps & Integrations.
Payments🎉  Partial PaymentsClients can now pay Invoices partially, even with Payment Schedules and/or Deposits enabled with WePay or Stripe.
ProjectsSee Associated Invoices in a ProjectAll Invoices that contain time entries associated to a specific Project will will now be listed inside the specific Project's Review tab.
Projects & ExpensesAssign Expenses to Projects & See Assigned Expenses in a ProjectExpenses can now be assigned to a Client or a Client's Project, as well as listed inside the specific Project's Review tab.


CategoryChanges & UpdatesDetails
ReportsRedesigned Report FiltersFilters for Reports have been moved to the right side of the Report under Settings for easier access and improved visibility.
Accounting, Reports & ExpensesExpense Refunds on Expense ReportTransactions marked as Expense Refunds in Bank Rec will also appear in your Expense Report and your Profit & Loss Report.
Expenses🎉  Manage Duplicate Expenses Manage your duplicate expenses by clicking on a banner above your list of expenses or the Potential duplicate link inside any expense.
Estimates & ProposalsEstimates & Proposal List ViewProposal links are now added to your list of Estimates & Proposals for easy differentiation.


CategoryChanges & UpdatesDetails
Expenses & Invoices🎉  Convert Received Invoices into ExpensesInvoices you've Received in your To Me section can now be converted into Expenses.
ExpensesSort after Search Sort your Expense search results by Date, Amount and Status as needed.
Payments🎉  Payments SectionSee all of your online and offline (manual) payments in one place with the Payments section, under Invoices in the navigation.
Projects & Items & ServicesService Management Mark Services as defaults for all new Projects and easily add or delete Services on Projects.
Payments🎉  Save Bank Account on FileClients can now save their Bank Transfer (ACH) details to their Client accounts, making it faster to pay Invoices.
Bank Connections & Expenses🎉  Bank Import NotificationsIf your Bank Connections have been disrupted, notifications will display in your Notifications, Dashboard and in your Expenses.
ReportsLinks on Accounts Aging ReportWhen running the Accounts Aging Report in present day (not in the past or future), click on any blue link to see the Invoices that represent the amounts on the Reports.
Emails & InvoicesCustomizable Email for InvoicesYou can customize the Subject and Body of your emails for Invoices.
ExpensesAdvanced Search for ExpensesNow you can use advanced search to narrow down your search with specific filters like category, merchant, bank account and more.


CategoryChanges & UpdatesDetails
InvoicesAdvanced Search for InvoicesNow you can use advanced search to narrow down your search with specific filters like invoice status, keyword search and currency to name a few.
ProjectsUpdated Project List ViewYour list of Projects now displays more useful insights at a glance, with new column headers including Unbilled Hours and Unbilled Amount, and Last Invoiced.
InvoicesCalendar Picker for Due DateCustom Due Dates now give you the option to pick the date from the calendar instead of typing in the number of days.
InvoicesSort after Search Sort your Invoice search results by Client, Invoice Number, Issue Date, Due Date, Amount and Status as needed.


CategoryChanges & UpdatesDetails
Time TrackingTimer RoundingAll time tracked with the Timer will now round down if under 30 seconds, or round up if over 30 seconds, to the nearest minute.
ExpensesImproved Search on Expenses Searching for your Expenses have been improved to return more accurate results.
PaymentsACH-Only OptionUS Businesses can now choose to Accept only ACH payments on Invoices on both Freshbooks Payments (WePay) and Stripe.
ProjectsImproved Search on Projects Searching for your Projects have been improved to return more accurate results.
Team MembersUndelete Team MembersTeam Members can be undeleted from the My Team page.
PaymentsAdvanced Payments for Stripe Advanced Payments can now be purchased for Stripe users.
ExpensesImproved Search on Recurring Expenses Searching for your Recurring Expenses have been improved to return more accurate results. 
Time TrackingTime Tracking Search Searching for your time entries in the Review section have been improved to return more accurate results.