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.
Your form needs to have fields that collect:
- Email Address
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.
Adding the Integration
- Log in and go to Forms.
- 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.
To connect a FreshBooks 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.