Join Josh Zweig for an in-depth discussion in this video Accepting credit cards, part of FreshBooks Essential Training.
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- FreshBooks makes it easy to accept credit cards…by adding a payment link directly to your invoices.…If you'd like to accept credit cards from your customers,…setting up this function beforehand…will allow you to get paid much faster.…Click on Accept Credit Cards…on the tab bar under Settings.…Here you'll find two popular…credit card processing applications,…PayPal and Stripe.…If you have a PayPal account,…click on Activate PayPal.…You'll be prompted to select…which PayPal account you have.…If you're not sure, best to contact…PayPal support before moving forward.…
Once you select your PayPal account,…enter the email address associated with it in the text box,…then click on Save.…A link to your PayPal account…will now appear in your invoices.…If you'd like to use Stripe,…click on Activate Stripe.…FreshBooks will then prompt you…to create a Stripe account…by entering your business and banking details.…If you have a Stripe account already,…click on Sign In at the top right-hand corner of the screen.…You'll then be prompted to enter…
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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