New: Invoice forwarding for clients

Ever had a client delay payment because your invoice isn’t reaching their finance department or accountant? Now your clients can use a simple forward button right on your FreshBooks invoices that lets them send your invoice easily to others, most importantly, to someone with the power to pay you.

Invoice - Forward

Basically, once your client opens your invoice, they can click “Forward” at the top to share it. They then simply add in the email address and the new recipient will be instantly emailed a link to view the invoice. This also shares the same account information the original recipient would see, including previous invoices, estimates and account statements.

Invoice Forward

Better yet, since your clients will be forwarding yours invoices within FreshBooks, details about who is receiving and viewing the invoice is captured by the invoice autobiography (the stream of activity listed directly below any invoice in your account). Say goodbye to wondering if your invoice ever made it to Shirley in Finance, you’ll know as soon as she sees it.

Also, the secondary recipient gets added as a contact under the Client profile in your account instantly (just in case you want to send the invoice directly to them next time to get paid faster).

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  • Matt

    Updates recently have not been that impressive. However this is great idea – well done :)

  • Casey McKinnon

    Thanks Matt.

  • Tony R

    SO PERFECT! You guys just keep getting better and better.

  • Jrocks

    This one is awesome. One that I never considered but will be very very useful for our clients. Especially new ones.

  • Mark

    This is a HUGE enhancement. Thanks FreshBooks!

  • Casey McKinnon

    @Tony – that’s definitely our goal to continue to improve the experience of using FreshBooks. I will pass on the kudos to the team.

    @Jrocks – yep, it will be great for new clients, especially as a way to add their own secondary contacts to their company profile in a self-serve way.

    @Mark – You are welcome :). I know the development team is checking the comments on this one, and that kind of feedback really motivates them.

  • WritingItRightForYou

    This is EXCELLENT! How did you know that JUST LAST TUESDAY one of my clients needed to forward an invoice to someone else?!?!


  • Fazal Ashfaq

    Yay! another reason I love Freshbooks. Can’t imagine that I started off my business composing invoices in MS Word 😛

  • Tamar Cloyd

    Always thinking about the little people (aka, moi)! thanks y’all :)

  • Dan Poynor

    I work with managers in companies that sometime need to forward invoices to their accounting department.

    Can’t they just forward the email they received notifying them of the invoice?

  • Mike McDerment

    @dan – yes they can. that will work too, so no worries there

  • Gladys Hunt

    Simply and plainly: I Love You.

  • Floyd Kelley

    This is the #1 reason I have delay issues getting paid; thanks for the update!

  • Lisa Jeffries

    Niiiiice! Well done, gang. Now, how about CSV import of billable hours? Billing for my expenses has been cut in half, let’s do it for hours, too. :-) Love y’all and thank you, as always!

  • Steve Hobden

    This is a GREAT function! Thank you FreshBooks!

  • Duane

    Agree with others… most updates recently are more “fluffy”. This one is kind of useful. Any update on the REAL issue of no quickbooks integration?

  • Darcee

    Great new feature thanks! :)

  • Marcy Swenson

    Great improvement! Also, I would love the ability to send an invoice to one person (accounts payable), and CC another (the client who service was rendered to).

  • Steve Wilson

    Hey Casey, this is good stuff right here. Thank you for the updates.

    • Casey McKinnon

      No problem Steve – happy to help.