How do you update account information and credit card?

To update existing credit card information saved to your billing profile:
Click on the "View and Pay Invoice" link in your most recent invoice email.
On the right side of the invoice, under Manage Payments, click on "Update Credit Card" and add the new card information. Be sure to click "Save" when you are done.

If you do not have a recent invoice, please submit a support ticket through the helpdesk and we will email one to your primary billing contact email address.

NOTE: The credit card fields are not visible when viewing the invoice on a phone; you will need to open the invoice on a computer.

If billing information has been removed/deleted from the account:
When you receive the next recurring monthly invoice, click on the "View and Pay Invoice" button in the email.
Under the Recurring Payment section, enter the new credit card information.
To automate future monthly payments, make sure the "Pay Future Invoices Automatically" toggle is set to "On", and check "Save This Credit Card" box before clicking on "Pay". A confirmation page will appear and the payment will start processing and the card will be automatically billed going forward.

NOTE: If there are any overdue invoices on your billing account, these will need to be paid manually. Updating your credit billing information WILL NOT resolve outstanding bills. You can either create an account in Freshbooks to view and pay outstanding invoices, or submit a ticket to the help desk and we can send you a direct link to them.

To update billing account contact information:

To access your billing details directly, you can create a Freshbooks user account here: https://my.freshbooks.com/

Be sure to use the email address affiliated with your account with us so Freshbooks will link you to that account. After an account has been created, you will be able to log into your Freshbooks account, or click on any invoice, to access your billing profile

OR -  you can submit a support ticket in the helpdesk or open a chat during regular business hours and we can assist you with making changes to your account.