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Invoices

Invoices: Video Walkthrough

Here’s a quick video that walks you through the basic parts of the “Invoices” tab in FreshBooks! Topics covered: Creating Invoices (00:15) C…

Can I automatically send Invoices? (Recurring Profiles…

Yes, FreshBooks is very well suited for subscription based billing. You can set up recurring profiles that generate invoices automatically on a consistent basi…

How can I add a discount to my Invoices?

There are two ways to enter discounts on your Invoices in FreshBooks. Use the ‘Discount’ field on the Invoice This applies to the entire Invoic…

How do I mark an Invoice as ‘Sent’?

In FreshBooks, Draft Invoices do not count towards your financial totals and Reports. Sometimes your Client might request that you give them a hard copy of the …

How do I send late payment notifications?

Even the most reliable Clients can sometimes forget about the occasional Invoice. Setting up late Invoice reminders in your FreshBooks system lets you gently (o…

How do I make an Invoice?

FreshBooks makes sending online invoices easy. First you’ll need to create a Client within your FreshBooks account. This is the Customer you’ll be s…

What is Auto-Billing?

Auto-Billing is a FreshBooks feature that allows you to automatically charge a Client’s credit card on a regular basis through a Recurring Profile set up …

I’m a Client, how do I pay my Invoices automatically?

Paying a Declined Auto-Bill Adding your Credit Card Information Updating your Credit Card Information Removing your Credit Card Information If you as a Clien…

How do I add Taxes on my Invoices?

If you are charging Taxes to your Clients, adding Taxes to your Invoices is easy. You can apply up to two Taxes per line entry on any Invoice, and Taxes can be …

Can I put my tax number on my invoices?

Some regions and countries may require your tax number to appear on invoices. There is a dedicated tax number field for you to enter this info, but it only app…

Can I unaccept an estimate?

The short answer is no. Think of it this way: you wouldn’t want something to be accepted, then you start the project or fulfilling the order and then fin…

I want to re-use an invoice for a new client. Can I d…

In FreshBooks, it’s easy to use old invoices as templates for new ones. You can copy any invoice and send it to a new client. It makes your life easier. …

How do I customize Invoices?

Invoices allow you to bill for products and/or services to your clients, but they are also a reflection of your business. FreshBooks has some great Invoice cust…

Why can’t my Clients see their Invoices?

If you’ve sent an Invoice to your Client, or your Client opens a link to one of their Invoices, and they encounter either error message: “This invoi…

How do I change the Invoice Number?

You can change the Invoice number by editing the Invoice Number field while creating or editing an Invoice. The Invoice Number is alphanumerical, so you can use…

Currency Types - What currencies types are available?

We offer over 50 currencies and will be happy to look at requests for other currencies.

How do multiple currencies work in FreshBooks?

When you create your FreshBooks account, you also select a currency. This is your default currency for all invoices you create. If you need to create an invoice…

What is an Item/Task? Where do I manage them?

When creating Invoices in FreshBooks, you can choose to bill for time you’ve tracked, which are called Tasks, for goods or services that you’re sell…

How do I record bad debt or void an Invoice?

Bad debt is when you have done work and created an Invoice for a Client, but that Invoice will never be paid. How do you write this Invoice off as bad debt? W…

Receiving Invoices from FreshBooks users

When a FreshBooks user sends you an Invoice, you can store that in your account under the Received section of the Invoices tab. You can then easily convert that…

Can I CC email addresses on invoices that I send out?

There is no “cc” functionality in FreshBooks, but you can create additional contacts on one single client so that each person will get their own ema…

Offering Multiple Options on Estimates

Offering multiple options to your clients is one of the key elements of value-based pricing. If you want to learn more about this pricing method, we recommend r…

Can I send invoices and estimates in other languages t…

Yes, you can! Although the interface of the mobile app is only in English, your client can receive invoices in other languages if you have set their default la…

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