Freshbooks
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An Introduction
Freshbooks is an online service that allows you to easily invoice your clients. Wufoo has integrated with Freshbooks to allow you to create and invoice clients based off of the data collected through a Wufoo form submission. Invoices can be emailed immediately after a form is submitted or you can manually review them in your Freshbooks account before sending the invoices to your clients. You can manage clients and invoices in Freshbooks after they are initially created.
The User Experience
The user experience for the Freshbooks and Wufoo integration consists of three major processes.
Complete Wufoo Form
The user will complete your Wufoo form just like they would any Wufoo form. This form will validate for any errors, and after a successful form submission the user will redirected to a page previewing a Freshbooks invoice.
Request an Invoice
A user will be shown a preview of their invoice after submitting a form. Pressing the “Request Invoice” will then create a ‘client’ and ‘invoice’ in your Freshbooks account that is based off of the information submitted through the Wufoo form. If the API transaction fails for any reason an error message will appear on the invoice preview. If the transaction succeeds the user will be redirected to the form’s confirmation page.
Pay an Invoice
You can configure your merchant settings to have Freshbooks automatically email an invoice after an invoice is requested, or you can manually send out invoices from within your Freshbooks account. When your client does receive the invoice via email a link will be included that directs them to Freshbooks, where they can then pay their invoice.
Configuring Wufoo
Enter Your API Information
Freshbooks provides you with unique URL and Token to be configured in your Merchant Setup Section. Please note that neither of these items are the login or password that you use to log into Freshbooks. They are completely separate from logging into your account and can be obtained by following these steps:
- Go to the Freshbooks website and log in to your account.
- Click “My Account” at the top of the page.
- Click “Freshbooks API”
- Make sure your API is enabled and copy/paste the URL and Token information into Wufoo.
Client Creation Setup
You must specify which Wufoo fields correspond with the appropriate Freshbooks client information since Freshbooks builds clients and invoices based off of the infomation collected through your Wufoo form . You will set this up in the Payment Settings Section by clicking on the “Client Creation Setup” button in the “Merchant Setup” section. Clicking that button will bring up a lightbox where you can specify which Wufoo fields correspond with the appropriate Freshbooks client information. Please note that Freshbooks requires that a name, email, and organization be specified.
