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Clients

How do I add multiple contacts to one 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…

Clients: Video Walkthrough

Here’s a quick video that walks you through the basic parts of the “Clients” sub-tab in FreshBooks! Topics covered: Creating Clients Adding …

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 …

Can I access deleted Clients?

Oh yes, you certainly can! FreshBooks saves any information you have stored for Clients in every state (active, archived, or deleted). Here’s how you can …

Do my Clients see how much they owe me?

Yes they do! Whenever you send an Invoice to your Clients, there is a message above it showing how many past due Invoices they have and what the total outstand…

How do I create Clients?

Clients are an important feature for business owners using FreshBooks. Below is a detailed guide that shows you how to add a new Client as well as what kind of …

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 send an email to many Clients?

Do you need to send an email to many Clients in your FreshBooks account? Easy peasy. Go to the People tab Check the boxes next to the Clients you want to emai…

How do I request a Rating/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 get something similar to the following error message when trying to delete a Client: This may be because your Clients are associated with one or more ac…

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 helps you and your business out in many ways: Lets your Client know of their outstanding balance Lets your Client see their Invoices and p…

How do I import my Clients?

FreshBooks allows you to import your list of Clients, so you can save time by not having to add them manually one by one. Just follow these steps: Go to My Acc…

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. Emai…

How can I keep track of my activity in FreshBooks?

FreshBooks makes it easy to stay updated with your account with these options below: Recent Activity Just go to the Home tab in your FreshBooks account and you&…

How do I change the primary contact?

Inside a Client’s profile, the first contact fields are always for the primary contact. To change the primary contact, you will need to put their informat…

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…
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