Create Invoices from Forms Using Freshbooks Integration

We are excited to release integration with Freshbooks. You can now automatically create great looking invoices for your customers when they fill your Jotform forms.

Freshbooks is a web based services that makes invoicing painless, at a lower cost. They help businesses create professional looking invoices, and make it easy to collect payments.

JotForm-Freshbooks Integration Features:

1. Form to Invoice

Do you sell products or services? Then, you probably also need to create invoices for your customers. If you are doing it by hand that’s a lot of time wasted. Get Jotform to do it for you!

2. Draft Invoices

If you are not ready to send the invoices to your customers immediately, use this feature to create draft invoices. You can then review these invoices, finalize them and once you are ready, send them to your customers.

3. Recurring Invoices

Do you need to charge your customers every month? You can use Freshbooks’ recurring invoices feature to do that. Jotform integration also supports this.

4. Estimates

Send your customers professional looking estimates! Sometimes you need to provide the customer a quote instead of a final invoice. You can use this feature to create estimates from your forms. Once you are done with the work, you can easily turn an estimate into an invoice from Freshbooks site.

5. Discounts

Make your customers feel better by showing the discounts you provide on the invoices. Jotform integrations also supports discounts.

6. Email Invoices

In addition to creating an invoice, you have the option to let Freshbooks send it to the customer by email. Get paid faster by using this feature.

7. Snail Invoices

In addition to creating an invoice, you have this option to let Freshbooks send it to the customer via the postman.

8. Map Forms Fields to Invoice Contact Information

If you do not need to create invoices right now, you can always choose to only send contact details to Freshbooks. When you are ready to send the information, all the information about the customer will be ready and you will be able to create an invoice in seconds.

9. Works with all Payment Integrations

One of the most popular features of Jotform is its integration with various payment gateways such as PayPal, and Google Checkout. Well, you can now both collect payments from your customers and create great looking invoices for them automatically.

You can integrate your existing forms with Freshbooks in minutes. Give it a try today! And let us know your comments/ suggestions.

If you’re having a hard time choosing between Freshbooks and Quickbooks, check out this in-depth comparison.

This article is originally published on May 14, 2012, and updated on Mar 30, 2022.
Aytekin Tank is the Founder and CEO of Jotform and the author of Automate Your Busywork. A developer by trade but a storyteller by heart, he writes about his journey as an entrepreneur and shares advice for other startups. He loves to hear from Jotform users. You can reach Aytekin from his official website

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