Part of managing a business the right way is keeping your accounting organized. Piles of paper, forms, expenses, inventories, reports… What a load! And what tops that list and keeps the money rolling are invoices. Managing your invoices and sending them to your customers in a timely manner will surely have a positive impact, both ways. Nevertheless, using the classical spreadsheet to track your invoices can turn out overwhelming. Moreover, this process is error-prone, like sending duplicate invoices or receipts that contain fuzzy info.
Turn this whole process hassle-free with our newest partnership: 123FormBuilder’s integration with FreshBooks – a cloud accounting software with one central goal – offering service-based small business owners the ability to send online invoices, track time and capture expenses in minutes, the smart way.
“With FreshBooks, users can create professional invoices for clients that include items, tasks, taxes, and payment terms. Invoices can be sent to the client via email. Users can track the status of an invoice after it’s been emailed to see when their client has viewed it and, more importantly, paid it. Clients, in turn, appreciate the ability to conveniently pay online.” – Matt Smallwood, Business Developer, FreshBooks
How FreshBooks works inside the form building process
Say you’re an ecommerce site owner, wanting to make the checkout process more effective through an optimized order form– ‘cause that’s where the money’s at. Or… you’re a freelancer who seeks better lead generation by using request a quote forms for your services. 123FormBuilder integration with FreshBooks works its magic for both scenarios.
First, you start with the obvious – build and fully equip your web form. Whether you need simple or more complex ones you have all that’s needed right within your dashboard. You can easily add basic to advanced fields with our intuitive editor, based on your overall goal for the form.
Arriving to web form appearance – you can style it to the smallest details using our gallery of graphic themes or CSS customization. And because you know how time-sensitive online users are nowadays you can add field rules within your form to make it more dynamic. That way you can show or hide fields based on your visitors’ input and direct them to appropriate questions without asking for irrelevant info. For reaching a wider audience simply set up your order form in multiple languages, then choose the needed currency.
Once you reach the payments step, select our newest FreshBooks Integration from the Payment gateway – (under Payment Processors, select FreshBooks from the Payment gateway dropdown and hit Add payment gateway). Take a look at the video below to get the overall picture of how this integration works with 123FormBuilder then take these steps to fully enable it for your forms.
After the web form is set, publish it away on your site, social channels or newsletter and let orders pour in. Each time a new customers fills out the form, your client data is collected on spot with 123FormBuilder web forms then sent to your FreshBooks account where you can issue an invoice or estimate right away.
So, as you can see, working with 123FormBuilder’s highly customizable online forms and FreshBooks can greatly improve your accounting workflow. Give it a go and enjoy the wonders this integration can work for your business.