Use the 123 Form Builder – FreshBooks integration to create invoices or estimates in your FreshBooks account upon form submissions.
It’s required that you associate form fields with First Name, Last Name, and Email with Freshbooks fields. Therefore, add the fields Name and Email to your order form. Make sure to set them as required.
Assign prices and pricing formulas before integrating your order form with FreshBooks.
Navigate to your Form Editor and E-Commerce section. From the list choose FreshBooks. You can also use the search bar to quickly find a field.
Next, provide the necessary credentials of your FreshBooks account, as follows:
1. Add the URL of your FreshBooks account, followed by the expression api/2.1/xml-in (e.g. https://www.youraccount.freshbook.com/api/2.1/xml-in).
2. Provide the Token key of your account. To access your Token, log into your FreshBooks account, and go to the My Account → FreshBooks API section. Copy the code from Authentication Token and paste it in the FreshBooks merchant box back on 123 Form Builder.
Another way to connect the application to your FreshBooks account, especially if you are already logged on to FreshBooks in the same browser, is by using the OAuth option by clicking the checkbox.
Next, press the button Connect.
Under Client Information, match the required fields and any other fields you need.
Check the Update Client if Email already exists option if you want to update invoices/estimates that contain the same email address.
You can also customize and set different options in the Invoice/Estimate section.
Where it says Email on failure, type your email address so that errors regarding bad network connection between the order form and your form user will be sent directly to your inbox. You can change the email address at any time in this section.
To test your 123 Form Builder – Freshbooks integration, you’ll need to tick the Use sandbox checkbox.
Important: Whatever the currency you’ve set up in the Payment Processors panel, it must be equivalent to your settings in your FreshBooks account, as the integration doesn’t change currencies.