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 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 a Logo?

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

How do I add Taxes to an Invoice?

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

What are Items?

Items are used when you’re billing for goods or products sold to your Client. These Items can be ...

How do I import Items from a file?

Items are used when you’re billing for goods or products sold to your Clients. If you have a lot ...

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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...

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 ...

What are Advanced Payments?

Advanced Payments is an add-on that you can include with your subscription, allowing you to proac...

What are Payment Schedules?

Payment Schedules in FreshBooks allow you to create a payment plan for your Clients, so they can ...

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 ...

Other Income

How do I track Other Income?

As a business owner, you may be receiving income through other means that don’t require an invoic...