FreshBooks Integration Update - Invoice Existing Clients
By Chris Campbell · December 2nd, 2009
Since adding Freshbooks to our list of payment integration partners we’ve been super excited to see how many people are using our combined services to easily collect information and create invoices online. Everything has worked pretty much flawlessly, but one feature request that we’ve received many times, from both our users and the FreshBooks team, is the ability to invoice existing FreshBooks clients rather than always create a new client when a form is submitted.
We had initially envisioned our FreshBooks integration only being used to create and invoice brand new clients since you can also invoice existing clients through the FreshBooks interface. But as it turns out people want to use the integration for even more than we initially hoped for and we’re happy to give you want you want.
Effective immediately, any new invoices that are created with an email address already associated with a FreshBooks client will be assigned to the existing client instead of creating a new client. If the email address is not associated with an existing client then a new client will be created and invoiced. We genuinely appreciate all the feedback that we’ve received and we hope this will make invoicing a little bit easier.
This is a great enhancement! Quick question, is it possible to create a new freshbooks client without creating an invoice at all?
Posted 2 years ago by Chris.Hi Chris, this is not possible at this time, but it’s something we’re planning on adding in a different type of integration module in the future.
Posted 2 years ago by Kevin Hale.Everyone needs a hug.I agree with Chris - We would love to have the wufoo form create a client but not an invoice as we have to adjust those on a case by case basis. That would be a huge time saver for our back end folks :) Thanks so much for your consideration!
Posted 2 years ago by Matt.So happy you’ve added the ability to do this, but would it be possible to have the Organization Name be the link between the form and Freshbooks (instead of the email address)?
Posted 2 years ago by Ryan Erisman.Sorry, Ryan, but the Freshbooks API only allows us to query current clients by email address or the username, so using the organization name is not an option. Since the username defaults to the email address, and an email address is always required, we decided to just go with the email address.
Posted 2 years ago by Chris Campbell.Hi Chris - So it is possible to use the username? Even better than using organization name for me actually. That would work great for how I’d like to use it if its possible to do.
Posted 2 years ago by Ryan Erisman.I can’t guarantee anything, but we’ll look into adding that. The issue is that adding the option to invoice by username will add a bit of complexity in the payment setup section, and we always try to keep things as simple as possible.
Posted 2 years ago by Chris Campbell.I appreciate the response and the great features Chris. Thanks.
Posted 2 years ago by Ryan Erisman.