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Clients

How do I see what my Clients owe me?

There are several ways to see what your Clients owe you in FreshBooks. You can use an Accounts Aging Report, or check a Client profile to see their outstanding …

How do I change the language for a Client?

While our interface is only available in English, you can send Invoices and Estimates in the following languages: French Danish Dutch Estonian German Italian N…

How do I create Clients?

In FreshBooks, the people you send Invoices or Estimates to are Clients. You can add, manage and delete your Clients as your business grows. You’re also a…

How do I add multiple contacts to a Client?

Sometimes you may need to send Invoices to multiple contacts in one Company - for example, the Finance team and the CEO, or you may need to CC someone on an Inv…

How can I see emails that FreshBooks sends out for me?

FreshBooks sends out emails on your behalf with your reply-to address on it. All sent emails by FreshBooks is stored in your account, dating back 150 days. Once…

How can my Clients see how much they owe me?

It’s easy for Clients to see if there are any outstanding Invoices owed to you. Whenever an Invoice is sent to a Client, a message will display above it s…

How do I import my Clients?

The people you send Invoices or Estimates to are Clients. If you’re looking to save time from adding each new Client one by one manually, you can import y…

Clients: Video Walkthrough

Here’s a quick video that walks you through the basic parts of the People tab in FreshBooks! Topics Covered: Creating Clients Adding Secondary Contact …

Why are my Client’s details not showing updated info?

If you’ve updated your Client’s profile with new details (such as a new address or new Organization Name), it will not update on your Invoices, Esti…

Why do my FreshBooks emails to my Clients bounce or en…

This can happen for a variety of reasons, but usually come down to two things: Incorrect email address (for bounces that specify an email does not exist) SPF-r…

How do I send my Clients an Account Statement?

An Account Statement for your Client allows you to share key details with your Client such as: Any outstanding balances Invoices and Payment history Record-ke…

How do I send an email to many Clients?

Whether you need to promote your services for marketing purposes or to communicate important details like your availability, you can quickly send out a bulk ema…

How do I request a Review from my Client?

After work as been completed, you can easily request a review from your Clients. Clients are presented with the option of rating your experience (on a scale of …

Why can’t I delete a Client?

If you have a Client that you’re no longer Invoicing, or you’d like to delete them to free up some space to add new Clients, you can delete them. So…
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