Quoter + FreshBooks Classic
Quoter + FreshBooks Classic
Quoter’s quoting software integrates seamlessly with FreshBooks Classic
Accounting
FreshBooks Classic Integration Features
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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.
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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.
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If enabled, when a Quote is created, an Estimate will be created in FreshBooks.
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When a Payment is accepted for a Quote via Quoter, a Payment will be automatically applied to the corresponding Invoice in FreshBooks.