Freshbooks Integration: Feature Upgrades

Written by Formstack on May 27, 2010

Posted in Formstack Updates

The next update we want to introduce to you is the new options you have within the FreshBooks integration. FreshBooks is one of the most popular online invoicing tools on the web. We have had the FreshBooks integration for quite some time now but customers are always asking us to add additional features to the integration.

Freshbooks accounting

As always, we take every feature request into consideration and we have added several new features within FreshBooks based on our customer’s requests. One of our most popular requests is to add the option to allow recurring invoices and you now have that option available! You never have to worry about manually sending your customers an invoice every month again. With just the click of a button, the invoice will automatically be sent to your customer every month.

The next integration update allows invoices to be saved as a draft, sent via email right away, or sent via snail mail. Once you create your invoice you will have the option to choose one of the three. If you save your invoice as a draft you will have the option to send that invoice via email on the date that you want it to be sent.

Our final update to the FreshBooks integration introduces a new feature we will use to transfer information from your Formstack form to FreshBooks. Until now, we have used an API key provided by FreshBooks to transfer the data. OAuth will now be used in place of an API to allow for a smoother process on our customer when setting up the integration. If you would like to learn more about the new OAuth feature, check back next Tuesday as we release a new blog on the ins and outs of OAuth.

If you are interested in setting up a FreshBooks Integration and need more information, please visit our support site for a step by step process. If you are a current FreshBooks integration customer we hope you enjoy our new features as much as we do! The video below will allow you catch a glimpse of how the FreshBooks integration works with the new features in place.