Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Step by step guide on FreshBooks integration

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 First Name, Last Name and Email in the merchant lightbox. Therefore, add the fields Name and Email to your order form. Set them as required and go to the SettingsPayments section of your form to enable the FreshBooks payment integration.

Assign prices and pricing formulas before integrating your order form with FreshBooks.

In Settings – Payments, under Payment Processors, select FreshBooks from the Payment gateway dropdown and hit Add payment gateway. 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 AccountFreshBooks API section. Copy the code from Authentication Token and paste in the FreshBooks merchant box back on 123FormBuilder. Click on Customize to continue.

freshbooks integration

Another way to connect the application to your FreshBooks account, especially if you are already logged in FreshBooks in the same browser, is by using the OAuth option by clickicng the checkbox.

connect web forms to freshbooks account via oauth

Next, press the button + Connect to FreshBooks and you will be redirected to FreshBooks to authorize the application.

In the Customize lightbox, under Client Information, match the required fields and any other fields you need. Check the Update Client if Email already exist option if you want to update invoices/estimates that contain the same email address. Finally, set up the status, add notes and terms.
freshbooks integration
The Error Handling section saves by default the email address associated to the 123FormBuilder account, 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.
Before leaving the Payments section, select Enable on the top-right corner of the FreshBooks integration box and make sure you save all changes in this section.
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.

Leave a Reply

Your email address will not be published. Required fields are marked *

Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

Can't find what you're looking for?