Freshbooks integration

You can finally synchronize your data between FreshBooks and Bitrix24. If a Company and Contact details or an Invoice are modified in FreshBooks, the app will automatically make changes in Bitrix24. All the changes in Bitrix24 Company and Contact details will be automatically synchronized to FreshBooks as well.

How to create invoices in Freshbooks from your Bitrix24 account

Create an Invoice in FreshBooks from a Bitrix24 Contact, Company or Deal. Select a Contact, Company or a Deal from the list in Bitrix24 CRM, click on the «Create invoice in FreshBooks» widget, select a product or a service in the window that will open, and switch to creation of an invoice in the FreshBooks interface. A link to the Invoice will appear in the FreshBooks after the Invoice is saved in the additional field of a Bitrix24 Contact, Company or a Deal. If the status of a FreshBooks Invoice changes to «Paid», the app will automatically change the status of the corresponding Invoice in Bitrix24 and will send a notification to a responsible manager.

How to install

Install the application in a regular manner from the Bitrix24 marketplace and follow the following steps:

  1. Login into the application.

  2. Indicate business (if you have several in FreshBooks).

  3. Indicate addresses.

  4. Select payment systems.

  5. Indicate templates for details.

  6. Launch synchronization.

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