Comments on: Generate Invoices with Wufoo's FreshBooks Integration

By: Kevin Hale

Kevin Hale — Wed, 25 Nov 2009 18:54:19 +0000

Hey Chris, we can't put out any timelines, but we're hoping to release a version that does client only creation eventually.

By: Chris

Chris — Wed, 25 Nov 2009 06:53:32 +0000

Hey Kevin, any news on the freshbooks integration without the payment requirment?

By: BK

BK — Thu, 05 Nov 2009 17:18:39 +0000

Next FB/WF Feature Request.

Create a wufoo form support ticket that also create a ticket at Freshbooks.

By: Chris Campbell

Chris Campbell — Thu, 05 Nov 2009 01:08:32 +0000

Peter - I'm sorry, but wufoo does not send Company ID and VAT data to FreshBooks.

Chase - I'm afraid that functionality is a little too advanced for the wufoo/FreshBooks integration.

By: Chase

Chase — Wed, 04 Nov 2009 22:23:29 +0000

Our billing systems needs to be able to show net and gross rates for our clients when we do billing. If a client pays on time withing 15 days they pay the lower amount. How can I do this in your system?

By: Peter Vidovic

Peter Vidovic — Tue, 03 Nov 2009 11:35:48 +0000

Hi, it’s very good idea. We already registered but than found out, that we cannot use it. And I think non of companies from EU would be able to use it.
Because:
Each invoice released by EU company need some mandatory items like:
– Company name,
– Full address,
– Company ID,
– EU VAT number.
This applies for both parties on the invoice. The supplier and the customer.
May be I did not find where to add fields Company ID and EU VAT#, but these are mandatory in EU as well. Please help me and we can start to use it. Or may be you did not include such a fields there. Than we cannot use it. Pity 🙁

By: Chris Campbell

Chris Campbell — Sat, 31 Oct 2009 01:58:37 +0000

Debra - You can configure wufoo to send the invoice to their email address automatically after the form is submitted or you can manually send the invoice from within FreshBooks at a later date.

Raina - Thanks for sharing how you're using the integration!

By: Raina Gustafson

Raina Gustafson — Fri, 30 Oct 2009 22:48:27 +0000

Here's my workaround for using this functionality to invoice existing clients.

I've set up the workflow exactly as described.
In Freshbooks, I've placed an * at the end of the 'master' client account, so that I can differentiate it from the auto-created accounts that wufoo builds.
Once the client has paid the invoice, I simply re-assign the invoice to the master account. Voila, reporting accurate and I can delete the auto-created client account.

It's working for me with minimal drama! :) I haven't found any holes in this system yet.

By: Debra Carey

Debra Carey — Fri, 30 Oct 2009 14:03:23 +0000

Absolutely brilliant. I've been waiting for something like this. Can I just clarify something though?

If someone signs up to one of my services through wufoo, then a client profile and invoice is created in Freshbooks. This invoice is then paid at a later date, i.e. when I've completed the service for the client and have asked them to log into Freshbooks and pay their invoice.

Do I understand that correctly?

By: Chris Campbell

Chris Campbell — Thu, 29 Oct 2009 00:30:14 +0000

Christina – You can create reports with wufoo (http://wufoo.com/docs/report-builder/) and then use those reports to export the data as an excel or .csv file.

Benjamin – You’ll probably want to look at http://freshbooks.com for more info about FreshBooks.