Questions about:

Online Payments

Can my clients pay invoices partially online using FreshBooks?

FreshBooks does not support online partial payments.  Your customers need to pay the full amount of the invoice when paying you through an integrated payment gateway. That being said, there are ways that you can work around this: A. Mark… Continue reading »

How do I record a refund in FreshBooks?

FreshBooks can not process refunds for you.  If you received a payment online through FreshBooks, you can not reverse that payment through FreshBooks.  You will need to do the following: A. Process a refund manually through your payment gateway (PayPal,… Continue reading »

Do my clients need a PayPal account to pay through PayPal?

The answer to this question is both Yes and No.  Here’s why: Yes – Your clients require a PayPal account 1) If you are using PayPal Standard, there are 3 types of accounts: Personal, Business, and Premiere – Personal accounts… Continue reading »

What does it mean when Authorize.Net gives the error code: “This Transaction cannot be accepted/processed”

This means that your Authorize.Net account is having problems integrating with FreshBooks.  Don’t worry, it can be solved!  You just need to reset your transaction key in Authorize.Net and enter it into your FreshBooks account. STEPS: Log on to the… Continue reading »

How do the three types of PayPal Standard accounts impact my client’s payment experience?

In Paypal Standard, there are three types of accounts: 1) Personal – Your client can not pay you by credit card.  They can only pay your via PayPal transfer of funds from their own PayPal account.  When trying to pay… Continue reading »

I don’t know my client’s credit card number. Can they set themselves up for auto-billing?

Yes, they certainly can!  If you have created a recurring profile in FreshBooks, your clients can choose to be auto-billed in the future when they manually pay their first invoice. 1. Create a recurring profile for a client. 2. You… Continue reading »

How do I set up auto-billing?

Auto-billing is the action of automatically charging your client’s credit card that is stored on a recurring profile.  You can enter the credit card number into the recurring profile itself when you create it.  Your client won’t have to do… Continue reading »

How do I connect FreshBooks to a payment gateway to allow for online payments?

This is where you connect your payment gateway to your FreshBooks account. 1. Choose the appropriate Payment Gateway and check the box next to it. 2. Enter valid credentials.  For PayPal standard it will be your email address.  For other… Continue reading »

PayPal Error Message – “We can’t process your payment right now, so please try again later.”

Your clients may be trying to pay you via PayPal and they run into the error message “We can’t process your payment right now, so please try again later” after entering all their credit card details in the PayPal interface.… Continue reading »

What 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 account. Enable the online payment gateway on your invoice when… Continue reading »

How 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 gateway you have signed up with, you… Continue reading »

What 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 Payments PRO PayPal 2Checkout.com Google Checkout Beanstream

Authorize.net – Where can I find my API Login ID and Transaction Key?

Both your API Login and Transaction Key can be found under the Setting Menu on your Merchant Interface (on your Authorize.net account). Follow the instructions provided by Authorize.net to find your API Login and Transaction Key. Instructions can be found… Continue reading »

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 can I start using Auto-Billing? The first… Continue reading »

Which FreshBooks integrated payment gateways work in my country?

Not all payment gateways that FreshBooks integrates with are available in every country. The following table shows the top five countries the majority of our users are from and which payment gateways will work in those countries. Note: Click on… Continue reading »

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, your merchant… Continue reading »

What does my Client see when I bill them using online payments?

When you send invoices to your clients via email, they just need to click on the link and it will take them into your FreshBooks account to the following screen giving them the option to pay the invoice online: After… Continue reading »

Online Payments – Do online payments work with multiple currencies?

If you have invoiced someone in a currency that is different from your default currency, then you CANNOT enable online payments. Most payment gateways will not work with a different currency and will process the sale as if it was… Continue reading »

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