Looking for FreshBooks Classic

If you have a FreshBooks account, you can connect it with your Proposify account to create invoices after your proposals has been won.

To get started, go to your integration settings, and select FreshBooks from the list.

Using the "Log in to FreshBooks" button you'll be asked for your login details and then you'll be all set! 

You can import your contact here, either selecting each of the contacts you want to import or using the checkbox beside "Company Name" to select them all.

Creating an Invoice:

After a proposal has been marked as Won, you can create an invoice in FreshBooks by selecting the FreshBooks link in the Proposal Snapshot page

You can then select a percentage of the proposal to invoice and click Generate Invoice. 

This will automatically create an invoice in FreshBooks. 

From this page you can View a PDF, Edit the invoice in your FreshBooks account, and delete that invoice.

You can download the PDF version of the invoice or send the invoice through your FreshBooks account. 

 

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