Question 1

How do I create a client invoicing/project account?

Accepted Answer

As a Client, you can always pay Invoices, view and print Invoices, Estimates and Proposals with the link provided, without needing to sign up for an account.

A Client account is useful for primary Clients, where you can save, view and comment on your Invoices, Estimates and Proposals, as well as collaborate on any Projects you've been invited to. You can also use your Client account to save your payment information safely, making it easy to pay future Invoices.

If you create your own Invoice, Estimate, Project or add a new Business, your account will upgrade to a full FreshBooks account instead.

Create a Client Account

To create your Client Account (for primary clients only), use the below steps:

Open the Invoice, Estimate, or Proposal that you received, and view it online
Click on either:https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/RftB9KeMum/resources/CHrPb07gnc/CreateClientAccount.png (CreateClientAccount.png)
- Link and button on Invoice to create client account.
- The Save this Invoice/Estimate/Proposal button
The Log in to view all invoices/estimates/proposals link
Create a password in the pop-up
Click on the Save this Invoice/Estimate/Proposal button
You'll then be taken to your newly created Client account.

If you received an email inviting you to a Project instead, click on the button inside the email. You'll then be asked to create a password and fill out a little bit information about yourself. Your Client account will then be created.

Note: If you're looking to close your client account, you'll need to create an Invoice, Estimate, or Project first. This will convert your Client Account into a regular FreshBooks account. From there, you can cancel with the steps here. Keep in mind that you'll lose access to all your saved Invoices, Estimates, Proposals, and Project discussions once you cancel.

Question 2

I have a question on my invoice, what do I do?

Accepted Answer

You can send comments and notes back to us directly from any Invoice you received. Just use these steps:

Open the Invoice, Estimate or Proposal
Click on the text bubble at the top of the Invoice, Estimate or Proposal
Type in your comment
Then when you're done, press the Send button. We will receive an email with your comment automatically.

Note: You do not need to create a Client account to see an Invoice, Estimate or Proposal, to print or save as a PDF as long as you have the link.