FreshBooks

FreshBooks is cloud-based accounting software for small businesses.

The FreshBooks widget lets you view previous invoices and estimates linked to your OnePageCRM contacts.

You need a FreshBooks account to connect it to OnePageCRM.
Only the Account Owner or Administrators can configure and manage the integration.

Enable/Disable the FreshBooks Widget

Go to FreshBooks under Apps and Integrations → click Install.

Apps and Integration page l FreshBooks

Under Configuration, click on Connect to FreshBooks.

Configuration tab l click on Connect to FreshBooks

Log in to FreshBooks → allow OnePageCRM to display previous payments on the contact page.

Under Configuration in OnePageCRM → select your Business from the dropdown.

OnePageCRM | Apps and Integration | FreshBooks | Business name

💡 The widget shows information for contacts in your selected Business.

💡 To change the connected Business, reconnect the integration.

Open a contact → find the Widget above the Contact Timeline → click to expand.

FreshBooks widget above the contact timeline.

Once expanded, it will display:

Date - The date the invoice or estimate was created.

Description - The invoice or estimate number, first line item, and a link to FreshBooks.

Status - Indicates the status of the invoice/estimate.

Amount - The total invoice or estimate amount, including currency.

Expanded FreshBooks widget above the contact timeline.