FreshBooks

The FreshBooks integrations allows you to invoice clients who complete your Wufoo form.

Tip! Our article on Choosing a Payment Merchant can help you choose the right payment integration.

Form Requirements

The form you integrate with needs fields that collect an email address, name, and organization for your client. The integration checks to see if the email address entered into your form matches any existing FreshBooks clients. If it does, it creates an invoice for that client. If the email address does not exist, it creates a new client and an invoice.

Make sure your client email addresses are unique in FreshBooks before integrating with Wufoo. If your client list contains duplicates, Wufoo doesn’t know which client to update and instead creates another duplicate client.

Adding the Integration

You can add this integration on the Payment Settings page—just click Payments next to your form in the Form Manager.

Merchant Setup

To connect a FreshBooks account:

  1. Select Freshbooks as your merchant.
  2. Enter your API URL and Token. This information is different from the credentials you use to login to your account.
Payment Options

FreshBooks supports the following payment options:

  • Currency
  • Show Running Total
  • Email Invoice to User
TIP! Use the Email Invoice to User setting to have FreshBooks automatically email an invoice. Or leave it off and review and manually send out invoices from your FreshBooks account.
Assigning Prices

You'll need to assign prices to fields on your form.

Video Overview

Invoice clients who complete your Wufoo form.

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