What is Bill Pay?

FreshBooks Bill Pay* in partnership with Unit is a way to manage and pay your vendor bills in your FreshBooks account. Bills can be added manually or uploaded and scanned, and bill payments can be scheduled and paid using standard or expedited bank transfers (ACH), or with mailed checks. Your bill payments are automatically categorized in your FreshBooks account.

To get started, apply for Bill Pay. Once approved, you can begin tracking, managing, and paying bills from your FreshBooks account. When using Bill Pay, a transaction fee is applied to each payment depending on the payment method.

 

Note: Bill Pay in partnership with Unit is available for eligible businesses in the United States.

 

 

Bill Pay Details

  • Availability - For eligible businesses in the United States
  • Bill Pay Transaction Fees - Fees vary depending on the payment method chosen
  • Setup - No new login required, no monthly fees through 2026**, and no impact on your credit score when you apply
  • Bill Pay Support - Reach out to Bill Pay’s Support team at support.freshbooks@bankingsupport.co

 

Set Up Bill Pay

To get started with Bill Pay, use the following steps:

  1. Select the Expenses section
  2. Then select the Bill Pay sub-section 
  3. Select the Set up Bill Pay button
    Bill pay information with set up bill pay button.
  4. In the Let’s Get Started section, select either:
    Let's get started page with three options for creating an account based on business structure.
    1. Sole Proprietor - One-person business that isn’t registered as a separate company
      1. Next, enter the First Name and Last Name, Email, and Phone Number
      2. Then select Start
      3. Next, enter the 6-digit verification code texted to your phone number
      4. In the Individual Information section, enter your Date of Birth and SSN
        1. Next, under Occupation, choose from the list
        2. Then for Physical Address, enter the Street address, City, State, and Zip Code
        3. Then select Continue
      5. In the Business Information section, if needed, enter the Doing Business As name
        1. Next, enter the Employer Identification Number (EIN)
        2. If needed, enter the Business Website
        3. Under Business Vertical, choose an applicable industry, then select Continue
    2. Single-Member Business - Registered business with one owner, like an LLC or corporation
      1. Next, enter the Legal Business Name
      2. If needed, for Doing Business As, enter the name and for Business Website, enter the website URL
      3. If needed, check the box off next to There is a non-US member in the business
      4. Then select Start
      5. In the Business Information section, enter the Employer Identification Number (EIN)
        1. Next, under Entity Type, choose from the options
        2. Under Business Vertical, choose an applicable industry
        3. Then enter the Phone Number
        4. Next, enter the Year of Incorporation and choose the State of Incorporation
        5. Then for Physical Address, enter the Street address, City, State, and Zip Code
        6. Then select Continue
      6. In the Control Person Information section, enter the control person’s First Name, Last Name, and Email
        1. Next, enter the control person’s Date of Birth and SSN
        2. Then choose the control person’s Title and Occupation
        3. For Physical Address, select either the Business Address, or select + Add New Address for Control Person
          1. If a new address is selected, enter the Street address, City, State, and Zip Code
        4. Then select Continue
    3. Multiple-Member Business - Registered business with two or more owners
      1. Next, enter the Legal Business Name
      2. If needed, for Doing Business As, enter the name and for Business Website, enter the website URL
      3. If needed, check the box off next to There is a non-US member in the business
      4. Then select Start
      5. In the Business Information section, enter the Employer Identification Number (EIN)
        1. Next, under Entity Type, choose from the options
        2. Under Business Vertical, choose an applicable industry
        3. Then enter the Phone Number
        4. Next, enter the Year of Incorporation and choose the State of Incorporation
        5. Then for Physical Address, enter the Street address, City, State, and Zip Code
        6. Then select Continue
      6. In the Control Person Information section, enter the control person’s First Name, Last Name, and Email
        1. Next, enter the control person’s Date of Birth and SSN
        2. Then choose the control person’s Title and Occupation
        3. For Physical Address, select either the Business Address, or select + Add New Address for Control Person
          1. If a new address is selected, enter the Street address, City, State, and Zip Code
        4. If needed, check the box off next to The primary user of the account is not the Control Person
          1. If checked off, enter the primary person’s First Name, Last Name, and Email
        5. Then select Continue
      7. In the Beneficial Owner Information section, if needed, select the + Add Beneficial Owner button
        1. Select the Control Person or select + Add Someone New button
          1. If adding someone new, enter their First Name, Last Name, Email, Phone Number, Date of Birth, SSN and Physical Address
          2. Next, for Occupation, choose from the list
        2. For Equity Stake, enter the percentage of the person’s equity stake
        3. Then select Done to confirm the Control Person or to add the new person
      8. Otherwise, check the box off next to No beneficial owner holds a stake of 25% or more in the business
      9. Then select Continue
  5. In the Review and Submit section, review the entered information
  6. Then check the box off to confirm the information is correct, and select the Submit button.

Your application will be reviewed and processed by Unit within 5 minutes to 2 hours. Once the evaluation is complete, you’ll receive the application result at the email provided. For any issues with your Bill Pay application, reach out to Bill Pay Support at support.freshbooks@bankingsupport.co.

Once your application is approved by Unit, you can manage your bill payments from within your FreshBooks account. To get started, review How does Bill Pay work?.

 

*FreshBooks is a financial technology company and is not a bank. Bill Pay services are provided by i3 Bank.

**FreshBooks charges no additional platform or user fees through 2026; transaction fees apply. FreshBooks is not responsible for users’ financial decisions; consult with a trusted bank or financial professional for financial or banking advice.

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