Comments on: Generate Invoices with Wufoo’s FreshBooks Integration http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/ Making forms easy + fast + fun. Mon, 06 Feb 2012 23:08:33 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Kevin Hale http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5943 Kevin Hale Wed, 25 Nov 2009 18:54:19 +0000 http://wufoo.com/?p=1554#comment-5943 <p>Hey Chris, we can't put out any timelines, but we're hoping to release a version that does client only creation eventually.</p> Hey Chris, we can’t put out any timelines, but we’re hoping to release a version that does client only creation eventually.

]]> By: Chris http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5938 Chris Wed, 25 Nov 2009 06:53:32 +0000 http://wufoo.com/?p=1554#comment-5938 <p>Hey Kevin, any news on the freshbooks integration without the payment requirment?</p> Hey Kevin, any news on the freshbooks integration without the payment requirment?

]]> By: BK http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5861 BK Thu, 05 Nov 2009 17:18:39 +0000 http://wufoo.com/?p=1554#comment-5861 <p>Next FB/WF Feature Request.</p> <p>Create a WuFoo form support ticket that also create a ticket at Freshbooks.</p> Next FB/WF Feature Request.

Create a WuFoo form support ticket that also create a ticket at Freshbooks.

]]> By: Chris Campbell http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5856 Chris Campbell Thu, 05 Nov 2009 01:08:32 +0000 http://wufoo.com/?p=1554#comment-5856 <p>Peter - I'm sorry, but Wufoo does not send Company ID and VAT data to FreshBooks.</p> <p>Chase - I'm afraid that functionality is a little too advanced for the Wufoo/FreshBooks integration.</p> Peter - I’m sorry, but Wufoo does not send Company ID and VAT data to FreshBooks.

Chase - I’m afraid that functionality is a little too advanced for the Wufoo/FreshBooks integration.

]]> By: Chase http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5855 Chase Wed, 04 Nov 2009 22:23:29 +0000 http://wufoo.com/?p=1554#comment-5855 <p>Our billing systems needs to be able to show net and gross rates for our clients when we do billing. If a client pays on time withing 15 days they pay the lower amount. How can I do this in your system?</p> Our billing systems needs to be able to show net and gross rates for our clients when we do billing. If a client pays on time withing 15 days they pay the lower amount. How can I do this in your system?

]]> By: Peter Vidovic http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5853 Peter Vidovic Tue, 03 Nov 2009 11:35:48 +0000 http://wufoo.com/?p=1554#comment-5853 <p>Hi, it's very good idea. We already registered but than found out, that we cannot use it. And I think non of companies from EU would be able to use it. Because: Each invoice released by EU company need some mandatory items like: - Company name, - Full address, - Company ID, - EU VAT number. This applies for both parties on the invoice. The supplier and the customer. May be I did not find where to add fields Company ID and EU VAT#, but these are mandatory in EU as well. Please help me and we can start to use it. Or may be you did not include such a fields there. Than we cannot use it. Pity :-(</p> Hi, it’s very good idea. We already registered but than found out, that we cannot use it. And I think non of companies from EU would be able to use it. Because: Each invoice released by EU company need some mandatory items like: - Company name, - Full address, - Company ID, - EU VAT number. This applies for both parties on the invoice. The supplier and the customer. May be I did not find where to add fields Company ID and EU VAT#, but these are mandatory in EU as well. Please help me and we can start to use it. Or may be you did not include such a fields there. Than we cannot use it. Pity :-(

]]> By: Chris Campbell http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5846 Chris Campbell Sat, 31 Oct 2009 01:58:37 +0000 http://wufoo.com/?p=1554#comment-5846 <p>Debra - You can configure Wufoo to send the invoice to their email address automatically after the form is submitted or you can manually send the invoice from within FreshBooks at a later date.</p> <p>Raina - Thanks for sharing how you're using the integration!</p> Debra - You can configure Wufoo to send the invoice to their email address automatically after the form is submitted or you can manually send the invoice from within FreshBooks at a later date.

Raina - Thanks for sharing how you’re using the integration!

]]> By: Raina Gustafson http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5845 Raina Gustafson Fri, 30 Oct 2009 22:48:27 +0000 http://wufoo.com/?p=1554#comment-5845 <p>Here's my workaround for using this functionality to invoice existing clients.</p> <ol> <li>I've set up the workflow exactly as described.</li> <li>In Freshbooks, I've placed an * at the end of the 'master' client account, so that I can differentiate it from the auto-created accounts that Wufoo builds.</li> <li>Once the client has paid the invoice, I simply re-assign the invoice to the master account. Voila, reporting accurate and I can delete the auto-created client account.</li> </ol> <p>It's working for me with minimal drama! :) I haven't found any holes in this system yet.</p> Here’s my workaround for using this functionality to invoice existing clients.

  1. I’ve set up the workflow exactly as described.
  2. In Freshbooks, I’ve placed an * at the end of the ‘master’ client account, so that I can differentiate it from the auto-created accounts that Wufoo builds.
  3. Once the client has paid the invoice, I simply re-assign the invoice to the master account. Voila, reporting accurate and I can delete the auto-created client account.

It’s working for me with minimal drama! :) I haven’t found any holes in this system yet.

]]> By: Debra Carey http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5844 Debra Carey Fri, 30 Oct 2009 14:03:23 +0000 http://wufoo.com/?p=1554#comment-5844 <p>Absolutely brilliant. I've been waiting for something like this. Can I just clarify something though?</p> <p>If someone signs up to one of my services through Wufoo, then a client profile and invoice is created in Freshbooks. This invoice is then paid at a later date, i.e. when I've completed the service for the client and have asked them to log into Freshbooks and pay their invoice.</p> <p>Do I understand that correctly?</p> Absolutely brilliant. I’ve been waiting for something like this. Can I just clarify something though?

If someone signs up to one of my services through Wufoo, then a client profile and invoice is created in Freshbooks. This invoice is then paid at a later date, i.e. when I’ve completed the service for the client and have asked them to log into Freshbooks and pay their invoice.

Do I understand that correctly?

]]> By: Chris Campbell http://www.wufoo.com/2009/10/27/generate-invoices-with-wufoos-freshbooks-integration/comment-page-1/#comment-5839 Chris Campbell Thu, 29 Oct 2009 00:30:14 +0000 http://wufoo.com/?p=1554#comment-5839 <p>Christina - You can create reports with Wufoo (http://wufoo.com/docs/report-builder/) and then use those reports to export the data as an excel or .csv file.</p> <p>Benjamin - You'll probably want to look at http://freshbooks.com for more info about FreshBooks.</p> Christina - You can create reports with Wufoo (http://wufoo.com/docs/report-builder/) and then use those reports to export the data as an excel or .csv file.

Benjamin - You’ll probably want to look at http://freshbooks.com for more info about FreshBooks.

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