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  • Profile Image

    How to create multi line invoice with FreshBooks integration?

    Asked by indianacrc on January 25, 2016 at 08:52 AM

    I mean to say that it looks like it is only a single line/condition that can be integrated per form - where I need 13-16 lines/conditions integrated into an invoice from the Jotform.

    It needs to be something like this:

    Sales Agent completes the form.

    Form fields are integrated to an Invoice where Sales Managers can look it over and send it out to the client.

    Here is the Sales Agent form : https://form.jotform.com/60242285356151

    Sales Agent will fill it out and I need to pass these field IDs to FreshBooks in an invoice format:

    RC Sales Quote (Pull)

    --------------

     

    Invoice Tracking Number

    ID: #input_99

    Name: {invoiceTracking}

     

    Date:

    ID: #month_1, #day_1, #year_1

    Name: {date1}

     

    Client Organization

    ID: #input_52

    Name: {organization}

     

    Client Address

    ID: #input_87_addr_line1, #input_87_addr_line2, #input_87_city, #input_87_state, #input_87_postal, #input_87_country

    Name: {clientAddress}

     

    Confirm Space Purchased

    ID: #input_5

    Name: {confirmEvent}

     

    Meeting Room Size

    ID: #input_7

    Name: {meetingRoom}

     

    Meeting Room Type

    ID: #input_8

    Name: {meetingRoom8}

     

    Number of Days

    ID: #input_9

    Name: {numberOf9}

     

    Half-Day Surcharge Total

    ID: #input_13

    Name: {halfdaySurcharge13}

     

    Event Space Total

    ID: #input_15

    Name: {eventSpace15}

     

    Modify Chairs

    ID: #input_16

    Name: {modifyChairs}

     

    Modify 6' Tables

    ID: #input_17

    Name: {modify6}

     

    Modify 8' Tables

    ID: #input_18

    Name: {modify818}

     

    Modify Total

    ID: #input_19

    Name: {modifyTotal19}

     

    Client URL

    ID: #input_77

    Name: {clientUrl}

     

    Directory Listing

    ID: #input_20

    Name: {directoryListing}

     

    Directory Listing Price

    ID: #input_21

    Name: {directoryListing21}

     

    Notes

    ID: #input_48

    Name: {notes48}

     

    Sub-Total

    ID: #input_55

    Name: {subtotal55}

     

    Early Bird

    ID: #input_24

    Name: {earlyBird}

     

    Discount Rate

    ID: #input_112

    Name: {discountRate}

     

    Adjusted Sub-Total

    ID: #input_56

    Name: {adjSubtotal}

     

    1/2 Price Passes

    ID: #input_30

    Name: {12Price30}

     

    1/2 Price Passes QTY

    ID: #input_32

    Name: {12Qty}

     

    1/2 Price Passes Total

    ID: #input_33

    Name: {12Total}

     

    Booth Style

    ID: #input_26

    Name: {boothStyle}

     

    Booth Style Total

    ID: #input_57

    Name: {styleTotal}

     

    Pipe and Drape

    ID: #input_59

    Name: {pipeAnd59}

     

    Pipe and Drape Deduction

    ID: #input_62

    Name: {pipeAnd}

     

    Deposit

    ID: #input_68

    Name: {depositPrimary}

     

    Grand Total

    ID: #input_69

    Name: {grandTotal}

     

    Addt'l Utilities

    ID: #input_83

    Name: {additionalUtilities}

     

    Agent Name

    ID: #first_43, #last_43

    Name: {agentName}

     

    Agent Number

    ID: #input_44

    Name: {agentNumber}

    -------------------------

    Is there a way to do that?

  • Profile Image
    JotForm Support

    Answered by Kevin_G on January 25, 2016 at 12:37 PM

    Hi,

    Thank you for contacting us.

    I think that you are trying to customize the products when they are being sent to Freshbooks,

    From JotForm, I think that this can not be possible, since the data is just sent to Freshbooks.

    However, if you are mapping your fields on the integration window, I think that data should be sent as you are requesting.

    Could be possible to get an image about how are you currently receiving your data ? 

    It would be helpful, so we will see it and will try to find a way to send it as you want.

    Thanks.