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Freshbooks vs paypal invoicing8/28/2023 ![]() ![]() If you do not have automatic payments set up, you will see information about your recurring invoices, and can click “Save a Card” to add your credit card information. You can click “Change Card” to edit or update the credit card information. ![]() If you already have credit card information saved for automatic payments, you will see that information. To update, add, or change credit card information for automatic payments, you can also click any invoice link to log into your account, and click “Profile” at the top of the screen.įrom within your profile, click the button for “Automatic Payments.” You can also click the link to manage your credit card information. If you selected to have your credit card saved for automatic future payments, you will see confirmation of that. Once the payment goes through, you will see the following message: ![]() Check the box if you would like to do so, and then click “Pay Now.” Important : Only click once! It may appear as if nothing is happening for a moment or two, but multiple clicks will cause problems. If your company receives a recurring monthly invoice, you will see a notice at the bottom of the screen that indicates you may save this credit card information to pay future invoices. You must enter it yourself in FreshBooks for security purposes. Please note, System Lifeline has no access to this information, and cannot enter this information on your behalf. If you select credit card, you will proceed to the next window to enter the details of your credit card. To pay the invoice, click the green “Pay Online” button, and you will be given the choice to pay with a credit card or PayPal. You can also click to see all invoices, payments, and so on. From here, you can view the invoice, forward it, print it, save it as a PDF, as well as pay it online. The link will take you to the invoice in FreshBooks. It will have been sent from “System Lifeline Inc. Here is how to do that, step-by-step:Ĭlick on the link to an invoice you have received by email from System Lifeline. You can also view an account statement, change your contact information and email preferences, and set up automatic credit card payments for your monthly recurring invoices. When you receive an emailed invoice from System Lifeline, it will contain a link to your account in our FreshBooks portal, where you can view, print, save, and pay your invoices. ![]()
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