FreshBooks Integration

Administrators connect FreshBooks under Setup > Integrations.

Connect the account

1. Choose Setup FreshBooks, or View Integration if already connected.
2. Click Connect To FreshBooks.
3. Sign in and complete FreshBooks' authorisation process.
4. Return to PlanMan and check the connected-account confirmation.

The connected page also provides Disconnect FreshBooks Account. Removing the connection is separate from deleting records already sent to FreshBooks.

Send a client

Open a PlanMan client and use the tab on the right to open Integrations. Find FreshBooks and click Send. For a client already linked to FreshBooks, the button displays Update.

Make corrections in the client record before using Update. These controls send PlanMan's details to the linked service; they do not offer an import of FreshBooks contacts.

Send an invoice

Open the invoice, open Integrations and click Send or Update beside FreshBooks. The invoice action can create the client in FreshBooks first if it has not been linked yet.

Review the resulting invoice in FreshBooks, including customer, date, due date and line amounts. Complete any further approval or sending actions there. The PlanMan send control is separate from emailing the invoice to the client.

Connecting the account does not automatically send all past invoices or keep every edit synchronised. Use the controls for each record you want to post.

If a send reports an error, review its message and check FreshBooks before retrying. An administrator may need to reconnect the account if authorisation has expired or been removed.