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Invoices

Can I automatically send Invoices? (Recurring Profiles…

Creating Recurring Invoices is easy in FreshBooks. These Invoices will be generated automatically based on the schedule you choose, giving you more time to focu…

How do I manage my Items and Tasks?

When creating an Invoice or Estimate, you can bill for your products and services to your Clients. Items are used when you have goods or products that you’…

What are Items?

Items are used when you’re billing for goods or products sold to your Client. These Items can be tangible (like parts) or intangible (like a hosting packa…

What are Auto-Bills?

Auto-Bills allows you to automatically charge a Client’s credit card on a regular basis through a Recurring Profile. This is perfect for those subscriptio…

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 …

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) Changing Invoi…

How can I add a discount to my Invoices?

Discounts are a great way to reward your prompt Clients, or encourage Client loyalty with your work by giving them a deduction from the usual cost of your Items…

How do I create an Invoice?

Invoices allow you to bill a Client for your products and/or services, and help you keep track of your income in FreshBooks. You can also check out our blog po…

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…

How do I receive Invoices into my account?

Note: Currently, Invoices can only be received if the sender’s account is also on FreshBooks Classic. If you are trying to receive an Invoice sent by an u…

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. We recommend checking with your accountant/CPA fir…

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…

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 …

How do I add my Tax Number to my Invoices?

Some countries may require your tax number to appear on invoices. There is a dedicated Tax Number field for you to enter this information, but it only appears i…

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…
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