FreshBooks Classic Integration Features
When a Quote or Person is created in Quoter, the customer’s contact information will be automatically added to your FreshBooks Classic account under People.
- If a Person with a matching email address already exists in FreshBooks, it will be updated.
When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, an Invoice will be automatically created in FreshBooks.
- If the Quote has any recurring items, a Recurring Invoice will be created in FreshBooks as well.
If enabled, when a Quote is created, an Estimate will be created in FreshBooks.
When a Payment is accepted for a Quote via Quoter, a Payment will be automatically applied to the corresponding Invoice in FreshBooks.