What do I do when an online transaction fails?
Firstly, you will want to look into why it might have failed, as it fail for a few reasons: there could be a problem with the credit card used to pay the invoice, your online payment gateway settings,...
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What is Auto-Billing?
In FreshBooks, Auto-Billing is a feature you can add to a recurring profile so that your client’s credit card is automatically charged whenever an invoice gets sent out from the recurring profile. How...
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How can I create recurring invoices but not send them automatically?
You can setup your recurring invoices to be created without notifying your clients on either individual recurring invoices or on all recurring invoices. Please keep in mind that your client’s credit...
View ArticleWhat Payment Gateways does FreshBooks integrate with?
The following payment gateways integrate with FreshBooks: PayPal Payflow Pro Authorize.Net LANDMARK Merchant Solutions (now BluePayGo) iTransact Linkpoint (now FirstData) PSiGate PayPal Website...
View ArticleHow do I enable my online payments gateway in FreshBooks?
You can enable your payment gateways by: Clicking on the Settings link on the top right of your FreshBooks account. In the sub-navigation, click on the Online Payments link. Depending on which payment...
View ArticleWhat do I need to start accepting online payments with FreshBooks?
To start accepting online payments with FreshBooks, you need to: Have an account with one of the payment gateways that FreshBooks integrates with. Enter your gateway information in your FreshBooks...
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Why are my recurring profiles creating draft invoices if I turned on the...
So you’ve create a recurring profile, turned on the ‘Send Automatically’ option, and sit back and relax. And wait. And wait. Nothing happens. What’s going on? Did you select how you’d like the...
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How do I enter a payment against an invoice not yet created by a recurring...
Since recurring invoices are not created until the day you have indicated, i.e. the 1st of the month, there is no way to mark it as paid before the invoice is generated. But have no fear! Here’s what...
View ArticleWhen 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 and New Zealand. Recurring profiles...
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How do I Create a Recurring Expense?
Creating a recurring expense is easy! When creating an expense in FreshBooks, be sure to check off the box next to “Recurring”. You can then set the frequency, as well as the end date for the recurring...
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