The FreshBooks integrations allows you to invoice clients who complete your Wufoo form.
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.
Adding the Integration
You can add this integration on the Payment Settings page—just click Payments next to your form in the Form Manager.
To connect a FreshBooks account:
- Select Freshbooks as your merchant.
- Enter your API URL and Token. This information is different from the credentials you use to login to your account.
FreshBooks supports the following payment options:
- Show Running Total
- Email Invoice to User
You'll need to assign prices to fields on your form.