How to create / generate Invoice automatically , when some of my client

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    schanda1989
    Asked on September 05, 2017 at 08:30 AM

    How to create / generate Invoice automatically , when some of my clients send their order through jot form ?

    Please guide me.

    Waiting here



    This is a re-post of a comment on Create Invoices from Forms Using Freshbooks Integration

  • Profile Image
    liyam
    Answered on September 05, 2017 at 09:55 AM

    Hello,

    Unfortunately, Freshbooks are no longer available with the new version of JotForm. If you wish to make use of the Freshbooks integration, you can try going to the older version of JotForm. Here are the steps:

    Go to you account settings via clicking little gear icon on the top left of your page:

    Click settings and select version 3.0 from the menu.

    If you have any questions, please let us know.

    Another option which does not require you to do this is by trying to run an integration with Freshbooks via Zapier. Here are some guides available with using Zapier's services:

    https://zapier.com/zapbook/freshbooks/jotform/

    https://zapier.com/zapbook/freshbooks-new/jotform/

    Note: Zapier and JotForm are two different entities. 

    If you have questions, please let us know.

  • Profile Image
    schanda1989
    Answered on September 05, 2017 at 10:41 AM

    I have tried to use the older version but through that version also, I could not use freshbook integration.

    Whats going on ?

    Please help me with proper information?

    And, also

    when I am submitting the form the paypal page is showing me error: http://prntscr.com/ghe2bn 
  • Profile Image
    liyam
    Answered on September 05, 2017 at 11:40 AM

    Thanks for the response.

    It does seem that the Freshbooks integration has completely been removed. My apologies. So your next solution here is by using the Zapier platform for integrating JotForm and Freshbooks. 

    For your paypal concern, I have moved it on to a new thread. We will respond to your Paypal concern in a short while: https://www.jotform.com/answers/1240053 

    If you have other questions regarding Freshbooks, please let us know through here.

    Thanks.