Invoices & Payments

Invoices

How do I create an Invoice?

Invoices allow you to bill a Client for your products and/or services, and help you keep track of...

How do I save an Invoice as a PDF?

Saving your Invoices for offline use is as easy as downloading it as a PDF. This is helpful if yo...

How do I customize my Invoices?

Invoices allow you to bill for products and/or services to your clients, but they are also a refl...

How do I add Taxes to an Invoice?

As a business, you may or may not need to charge taxes (like HST, GST, VAT or more) on your produ...

How do I add a Logo?

Logos help communicate your business brand to your Clients, and are a great way to make your Invo...

What are Late Payment Fees and Reminders?

Even the most reliable Clients can sometimes forget about the occasional Invoice. You can give th...

Payments

How do I add, edit or delete a Payment?

In FreshBooks, income is tracked when you mark an Invoice as paid. This is done by entering in a ...

How do I request a deposit?

Ensuring payment for work is one of the biggest challenges many small business owners face. Waiti...

How do Credits work?

Credits are a great way to track payments received from Clients that have not been applied yet. Y...

How do I refund a payment?

If your Client is no longer using your products or services, you may need to issue a refund. You ...

Recurring Invoices

How do I create a Recurring Invoice?

Creating Recurring Invoices is easy in FreshBooks. These Invoices will be generated automatically...

How do Recurring Payments work?

Recurring Payments allows you to automatically charge a Client's credit card on a regular basis t...