Use the 123FormBuilder – FreshBooks integration to create invoices or estimates in your FreshBooks account upon form submissions.
It’s required that you associate form fields with the First Name, Last Name, and Email address Freshbooks fields. Therefore, add the fields Name and Email to your order form. Make sure to set them as required.
Navigate to your Form Editor and Payments 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 123FormBuilder.
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 checking the Use OAuth authorization option.
Next, press the button Connect.
Under Client Information, match the required fields and any other fields you need.
Check the Update client if email 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 you can be informed of any errors that might occur upon submission. You can change the email address at any time in this section.
To test your 123FormBuilder – Freshbooks integration, you’ll need to tick the Use sandbox checkbox.
Important: Whatever currency you’ve set up in the Payment Summary panel, it must be equivalent to your settings in your FreshBooks account, as the integration doesn’t change currencies.
Here is a list of the most frequently asked questions. For more FAQs, please browse through the FAQs page.