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How do I add, edit or delete a payment on the mobile app?

In FreshBooks, income is tracked when you mark an Invoice as paid. This is done by entering in a Client’s payment manually (if you have the payment on hand) or through one of the available payment gateways here. You’re also able to modify payments if you’ve done a partial or full refund. Read more on how to add, edit or delete payments:

iOS Devices

Add a Payment

If you’ve received a payment outside of FreshBooks, you’ll want to add that payment to the Invoice in your account so FreshBooks recognizes you’ve received that money.

  1. Tap on the Invoices section
  2. Open the Invoice you want to add a payment to
  3. Tap on the Record Payment button
  4. “Record
  5. Swipe the toggle to green if you want to Pay in full or leave it alone to enter a partial payment instead
  6. “Fields
  7. Specify the Payment Type and Date of Issue as needed
  8. If you left the toggle grey, you can specify the partial total in the Payment Amount field
  9. Feel free to include any Notes about the payment
  10. When you’re done, tap on Save to finish. The Invoice will now display as Paid.


Delete a Payment

Deleting a payment is very similar to editing a payment. If you’ve ever accidentally marked an Invoice as paid and want to make it unpaid again, you can use these steps. If you’re looking to do a refund, check out this article.

  1. Tap on the Invoices section
  2. Open the Invoice you want to delete the payment from
  3. Tap on the Delete Payments button
  4. “Delete
  5. A pop-up will ask you to confirm this. Tap on the Delete button. The payment will now be deleted and the Invoice reverted back to Sent status.

Android Devices

Add a Payment

If you’ve received a payment outside of FreshBooks, you’ll want to add that payment to the Invoice in your account so FreshBooks recognizes you’ve received that money.

  1. Tap on the Invoices section
  2. Open the Invoice you want to add a payment to
  3. Tap on either the Pay Invoice button or the … More Actions button
  4. “Pay
  5. For either button selected, tap on Record Payment
  6. “Record
  7. Check the button off to green if you want to Pay in full or leave it alone to enter a partial payment instead
  8. “Fields
  9. If you left the toggle grey, you can specify the partial total in the Payment Amount field
  10. Specify the Payment Type and Date of Issue as needed
  11. Feel free to include any Notes about the payment
  12. When you’re done, tap on Save to finish. The Invoice will now display as Paid.


Delete a Payment

Deleting a payment is very similar to editing a payment. If you’ve ever accidentally marked an Invoice as paid and want to make it unpaid again, you can use these steps. If you’re looking to do a refund, check out this article.

  1. Tap on the Invoices section
  2. Open the Invoice you want to delete the payment from
  3. Tap on the … More Actions button
  4. “More
  5. Then tap on the Delete Payments button
  6. “Delete
  7. A pop-up will ask you to confirm this. Tap on Yes. The payment will now be deleted and the Invoice reverted back to Sent status.

FAQs

How do I edit my payment on the app?

Currently, you’re only able to add or delete payments from the mobile app. If a payment needs to be edited, you can still log into your account on a web browser on your phone. From there, you can go to the Invoices tab and then the Payments sub-tab to edit any payment as needed.