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    Freshbooks integration and VAT

    Asked by hollandfintech on December 01, 2016 at 11:29 AM

    Hi,

     

    When one of my customers chooses to agree with our membership terms (by filling out our JOT-agreement form) he receives a freshbooks-invoice. I have two issues:

    1. There is no VAT on the invoice.

    The integration with Freshbooks gives me no room to add a VAT-field does it? How can I make sure people get the right invoice. I will add a field in my form with a VAT-choice. But I cannot connect that through the integration as far as I see. Am I not looking accurately?

    2. The invoice is sent directly, earlier than TY-message. (minor issue than no 1 above)

     

    I hope you can help me. TY in advance

    message agreement cannot connect
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    JotForm Support

    Answered by Welvin on December 01, 2016 at 12:45 PM

    You can set up a VAT for Product Based Items, but not for subscription based items. The amount that gets forwarded is based on your form so if you have a VAT in the form, Freshbooks will also add it to the total and you'll see that in the invoice template. 

    You have enabled the Variable Pricing. You can add the VAT to your calculation and just tell users about it. Maybe a text block in the form telling them that VAT is included in the total. 

     

    Freshbooks handles the invoice so there's nothing we can do about it. As soon as the data is passed to them, they will automatically trigger their own email.