Need a hand?

Find what you need on the FreshBooks Support page.
 From Client tips to Invoice tricks and everything in between.

Rather speak to a human? Give our award-winning Support team a shout:

help@freshbooks.com
1.866.303.6061

Support Team
< Invoices

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 Invoice to an Expense. Note: Pop-up blockers can prevent the dialog box from appearing. If you are experiencing issues with the later steps, try using Incognito (or another private browser window with pop-ups disabled.

Setting up the Connection

When you first receive the Invoice from another FreshBooks user you will be asked if you want to receive the Invoice in your own FreshBooks account:

Receiving_Invoices

Clicking “Yes please” will bring up this pop-up:

Receiving_Invoices1

When you click on ‘Finish’, this and all future Invoices from this FreshBooks account will appear in your Received Invoices section. You will see the success message like this one:

Received_Success


Converting a Received Invoice to an Expense

Once you’ve successfully received an Invoice in your account, you can easily convert this to an Expense.

Head to the Received tab under Invoices. You’ll see the button ‘expense’ on the right hand side.
Note: You can also put a checkmark next to the Invoice, and click the ‘Convert to Expense’ button.

Convert_to_Expense

You’ll then be taken to the Expenses tab, where you’re able to edit any of the information before adding the Expense:

Adding_Expense


Received Invoices Legend

This is another handy feature; the Received Invoices Legend. This will show you the status of your Received Invoices so it’s really easy to keep on top of what you’ve received!

Received_Invoices_Legend