Gravity Forms FreshBooks Add-On

Entering form details into accounting records by hand can add repetitive work to client onboarding and billing. This plugin uses Gravity Forms submissions to create records in FreshBooks, including clients, invoices, and estimates. It can also create expenses, other income, credit notes, recurring invoices, projects, time entries, and items, giving businesses several ways to connect form activity with their accounting workflows.

Feeds let you choose what to create from a form submission, and field mapping lets you match form fields with FreshBooks details. You can set project, time entry, and expense feeds to a client, send invoices and estimates by email, and record a payment after a Gravity Forms payment is completed. The plugin suits service businesses and teams that collect client or billing information through Gravity Forms.

Features

• Create client records: Set up a feed to create FreshBooks clients from information people enter when submitting a Gravity Form.
• Generate invoices: Use form submission details to create invoices in FreshBooks, with an option to send invoices by email.
• Create estimates: Build FreshBooks estimates from submitted form data and send estimates by email.
• Create accounting entries: Feeds can create expenses, other income, credit notes, recurring invoices, projects, time entries, and items.
• Map form fields: Choose how Gravity Forms fields correspond to FreshBooks client and invoice details when configuring a feed.
• Assign work to clients: Associate project, time entry, and expense feeds with a client in FreshBooks.
• Record completed payments: Record a FreshBooks payment after a payment is completed through Gravity Forms.

Best for

• Freelancers managing client billing
• Agencies collecting project details
• Small businesses using Gravity Forms