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 in your account.
How can I start using Auto-Billing?
After setting up a Recurring Profile, the first thing you will need is an account with one of our auto-bill capable payment gateways. The gateways listed here can be used to auto-charge your Client’s credit card on a recurring basis:
- FreshBooks Payments (includes unlimited auto-bills)
- PayPal Payflow Pro
- eWay (for Australia)
Now that you’re set up with an auto-bill capable gateway, here’s how you and your Clients can set up the auto-bill payments:
When an Invoice from your Recurring Profile gets sent to your Client and they have chosen to pay through your auto-bill capable gateway, they will be presented with the option to have their credit card automatically charged for future Invoices sent from that Recurring Profile.
If they choose this option, your Recurring Profile will be updated with their credit card information and they will be auto-billed from that point onward.
FreshBooks safely stores your Client’s credit card number in the system. For security reasons, credit card numbers can not be retrieved after it has been entered.
Every new account comes equipped with five free auto-bills and if you’re using FreshBooks Payments, it comes with free unlimited auto-bills.
If you’re using another gateway and require more than five auto-bills, you will need to upgrade to a paid FreshBooks package and add extra auto-bills. Here is the pricing structure: