Enter and save client credit cards directly in FreshBooks with Virtual Terminal and Advanced Payments.
If you’re out meeting clients, sourcing materials, or hunting down leads, you’re likely not at your desk all day. For some business owners, you might not even have a desk. But that means you need a payment option that can keep up with your always-on-the-go pace.
To help, FreshBooks has created the Advanced Payments add-on. Now you can save and charge credit cards through FreshBooks Payments, set up subscription-based billing, and schedule recurring payments with tools like Virtual Terminal.
What Is Advanced Payments?
Advanced Payments is a FreshBooks add-on featuring a Virtual Terminal that securely stores credit card information and processes payments on the spot. That means you can charge clients instantly over the phone, in-person, or on the go.
How Do I Use Advanced Payments?
- On an Invoice, click Charge Card.
- Enter your client’s information in the Virtual Terminal and click Charge.
- Click Done and you’re done! Your client will automatically get a receipt emailed to them.
Here’s what it looks like in-app:
How Can Advanced Payments Help Me?
Advanced Payments helps you:
- Process payments on the spot
- Streamline subscription billing
- Save client credit card information for future use
- Regulate cash flow and plan for growth
Who Can Use Advanced Payments?
Advanced Payments is available to all FreshBooks users, on any plan. You can add it to your account for $20/month (plus 3.5% + $0.3 per transaction).
Need Help With Advanced Payments?
If you have any questions about using Advanced Payments, feel free to reach out here.
This post was updated in May 2021.
about the author
Dave is a Senior Copywriter currently working for FreshBooks, serving all the amazing businesses using the platform. When he’s not writing, Dave can likely be found binging Netflix alongside his dog Indy.