Blog

Generate Custom Payment Receipts from Freshbooks

Blog

Generate Custom Payment Receipts from Freshbooks

Blog

Generate Custom Payment Receipts from Freshbooks

Blog

Generate Custom Payment Receipts from Freshbooks

Blog

Generate Custom Payment Receipts from Freshbooks

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Blog

Generate Custom Payment Receipts from Freshbooks

Lacey Jackson
/
September 23, 2014
Blog

Generate Custom Payment Receipts from Freshbooks

MIN
/
September 23, 2014
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Episode Highlights
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Episode Transcript

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

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Generate Custom Payment Receipts from Freshbooks

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Generate Custom Payment Receipts from Freshbooks

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Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

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Generate Custom Payment Receipts from Freshbooks

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment.
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Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses. You can keep track of all of your customers and send invoices in minutes. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited.

With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks.

To start generating customer payment receipts from Freshbooks, you will need:

  1. Formstack Documents account
  2. Freshbooks account
  3. Zapier account
  4. Receipt template with merge fields

5 Steps to Set Up Your Automated Receipt

Step 1: Create your receipt template.

To get started, let's create the receipt template in Formstack Documents. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. Here's what we have setup:

Step 2: Set up your receipt delivery.

Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Update the To address to be the email address for the customer. If you aren't including an email address on the receipt, simply choose <> from the dropdown and enter {$EmailAddress} into the box. This will add it as a merge field when integrating with Zapier. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option.

receipt delivery

Step 3: Turn on your Zap.

Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap. This Zap will automatically send payment information over to Formstack Documents when a new payment is recorded in Freshbooks.


Step 4: Map your fields.

Once you have selected Freshbooks as the trigger and Formstack Documents as the action, it will ask you to select your account for each. Then, it will load a list of your documents. Select the receipt template you just created, and a list of your merge fields will be loaded below. Your next step will be to match the merge fields with the corresponding Freshbooks Payment fields.

Now, you're ready to test! Zapier allows you to run a test during the setup. Go ahead and follow the instructions, and an example payment will be sent to Formstack Documents. Here's what our sample receipt looked like:


It's that easy? Can you think of any other ways you can use Formstack Documents to automate your accounting processes? Think of the hours that you can save! Start saving time with Formstack Documents today by starting a free trial.

Lacey Jackson
As Formstack’s Demand Content Strategist, Lacey is focused on creating content that showcases the power of the Formstack platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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