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Invoices

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…

Can I automatically send Invoices? (Subscription based…

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…

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…

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 …

What if I do a lot of invoicing in two or more currenc…

If your business does a meaningful amount of business in more than one currency, you may want to consider creating a unique FreshBooks account for each of these…

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. …

Currency Types - What currencies types are available?

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

Can I customize my invoices?

Yes! You can customize your invoices - more specifically, you can upload your own logos, change the colours of your account and more! Please keep in mind that…

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…

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…

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’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 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…

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’s the difference between tasks and items? Where …

ITEMS: Fixed cost goods at variable quantity. Can be anything you want from a subscription to a lawnmower, not necessarily a tangible item. Taxes can be a…

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…

How do I change the starting invoice number?

This is probably easier than you think. The next time you create an invoice, just edit the invoice number there to anything you want. All subsequent invoice n…

Can I re-use an old invoice number?

In FreshBooks, you can not use the same invoice # more than once. That goes for all invoices: active, archived, and deleted. If you created an invoice in the p…

When do recurring invoices get sent out?

Good question! This question is important for people using FreshBooks in a different timezone, especially timezones much further from us (EST), i.e. Australian…

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…

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…

How do I change the column headings on my invoices/est…

By default, FreshBooks invoices and estimates have headings for time (Task, Time Entry Notes, Rate, Hours). If you would like to Invoice or generate an Estimat…

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