FreshBooks Classic

The FreshBooks Classic integration allows you to invoice clients who complete your Wufoo form. You have to set up the integration using FreshBooks Classic, but you can return to new FreshBooks after connecting the fields required to set up the integration.

Tip! If you don’t have access to FreshBooks Classic, check out our other payment integrations.

Required Fields

Your form needs to have fields that collect:

  • Name
  • Email Address
  • Organization

These fields let the integration check for existing FreshBooks clients. If the email address entered matches an existing client, it creates an invoice for them.

    If the email address doesn't match an existing client, it creates a new client and invoice in FreshBooks.
    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 invoice and instead creates another duplicate client.

    Adding the Integration

    1. Log in and go to Forms.
    2. To the right of the form,
      • If you're using legacy Wufoo, click Payments.
      • If you're using the new Wufoo experience, click the $ View Payments icon.
    Merchant Setup

    To connect a FreshBooks account:

    1. If you haven't already, temporarily switch back to FreshBooks Classic.
    2. Select FreshBooks Classic as your merchant.
    3. 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.

    Use FreshBooks Classic to invoice clients who complete your Wufoo form.

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