Currently the FreshBooks Add-On can be used to create a client, invoice and estimate in FreshBooks using data submitted in the form.
These invoices and estimates are not sent automatically, they are only created as drafts in your FreshBooks account and you would need to review them, make any changes and then send them from the FreshBooks admin. This was due to a FreshBooks API limitation at the time.
It can support sending line items and pricing to FreshBooks, however it does not support the new Pricing Fields that are in Gravity Forms. So this pricing data would have to come from non-Pricing Field types. So it's not as simple and easy to use as things such as the PayPal Add-On which integrates easily with the new Pricing Fields.
We will be updating the FreshBooks Add-On to support additional FreshBooks functionality depending on what is possible with enhancements made to the FreshBooks API. Some of the things we'd like to do are the ability to trigger automatically sending that invoice or estimate so FreshBooks creates it and sends it, as well as explore what is possible using FreshBooks payment capabilities.
We will also be adding the ability to use the Pricing Fields with the FreshBooks Add-On. This enhancement will actually be the first enhancement we make as it's the most important one for most users that want to use FreshBooks with Gravity Forms.
What we will be doing is adding an additional option to the FreshBooks Add-On so that where you configure your line items you can opt to use the Pricing Field data for that form. Then it will automatically send FreshBooks the line items based on Pricing Field selections made by the user.
Our target for Pricing Field support in the FreshBooks Add-On is the January-February timeframe.
Posted 12 years ago on Thursday December 29, 2011 |
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