FreshBooks integration - Revision history

Admin at 16:33, 12 February 2026

2026-02-12T16:33:46Z

← Older revision		Revision as of 16:33, 12 February 2026
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	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
	\|description=~~Integrate~~ FreshBooks ~~to manage invoicing and payments easily~~. Sync ~~financial data for seamless tracking~~. ~~Get started now!~~		\|description=Auto-create invoices in FreshBooks for paid bookings. Sync transactions, configure invoice/payment settings. Streamline accounting with automatic FreshBooks ...
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, freshbooks, freshbooks integration, invoicing integration, freshbooks sbpay,		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, freshbooks, freshbooks integration, invoicing integration, freshbooks sbpay,

Admin at 09:49, 23 June 2025

2025-06-23T09:49:24Z

← Older revision		Revision as of 09:49, 23 June 2025
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	Video tutorial ~~[[File:Youtube~~-~~Logo.png\|link=https:~~/~~/www.~~youtube~~.com~~/~~watch?v=Cr-OPRJFviw]]~~		Video tutorial <p><youtube>Cr-OPRJFviw</youtube></p>
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Tania: Marked this version for translation

2025-05-15T15:23:13Z

Marked this version for translation

← Older revision		Revision as of 15:23, 15 May 2025
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	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
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	[[File:Freshbooks-logo.png\|left]]		[[File:Freshbooks-logo.png\|left]]
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	The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.		The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.
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	Video tutorial [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]		Video tutorial [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]
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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
	* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices created through FreshBooks integration will show only the total amount, omitting details about taxes and discounts. On the other hand, SBpay.me invoices will include comprehensive information, such as item prices, any applicable taxes or discounts, and the total amount.</span>		* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices created through FreshBooks integration will show only the total amount, omitting details about taxes and discounts. On the other hand, SBpay.me invoices will include comprehensive information, such as item prices, any applicable taxes or discounts, and the total amount.</span>
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	;How to set and use		;How to set and use

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	1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.		1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.
	[[File:Freshbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]		[[File:Freshbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]
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	2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.		2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.
	[[File:Freshbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]		[[File:Freshbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]
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	3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>		3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>
	If needed, you will find SBPay.me in the FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connected Apps</span> section.		If needed, you will find SBPay.me in the FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connected Apps</span> section.
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	4. Once the systems are linked, you'll gain access to the integration settings within the SBPay.me interface.		4. Once the systems are linked, you'll gain access to the integration settings within the SBPay.me interface.
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	5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>		5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>
	If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.		If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.
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	6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.		6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.
	[[File:Freshbooks skip zero amount.png\|1200px\|center\|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]		[[File:Freshbooks skip zero amount.png\|1200px\|center\|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]
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	7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.		7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.
	[[File:Freshbooks invoice notes and terms.png\|1200px\|center\|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]		[[File:Freshbooks invoice notes and terms.png\|1200px\|center\|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]
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	8. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> section you can disable or leave the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Invoice</span> option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>. If enabled, you can specify the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Subject</span> as well as the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Body.</span> It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.		8. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> section you can disable or leave the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Invoice</span> option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>. If enabled, you can specify the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Subject</span> as well as the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Body.</span> It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.
	[[File:Freshbooks invoice template.png\|1200px\|center\|link=https://help.simplybook.me/images/3/30/Freshbooks_invoice_template.png]]		[[File:Freshbooks invoice template.png\|1200px\|center\|link=https://help.simplybook.me/images/3/30/Freshbooks_invoice_template.png]]
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	9. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client</span> section you can adjust client information such as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> upon the creation of a new client entry in FreshBooks.		9. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client</span> section you can adjust client information such as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> upon the creation of a new client entry in FreshBooks.
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	:- You have the option to activate the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Last Name</span> from <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me Client Fields]].</span> This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients.<br>		:- You have the option to activate the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Last Name</span> from <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me Client Fields]].</span> This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients.<br>
	:Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.		:Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.
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	:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> option allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.'''<br>		:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> option allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.'''<br>
	:You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note.		:You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note.
	[[File:Freshbooks client data settings.png\|1200px\|center\|link=https://help.simplybook.me/images/f/f9/Freshbooks_client_data_settings.png]]		[[File:Freshbooks client data settings.png\|1200px\|center\|link=https://help.simplybook.me/images/f/f9/Freshbooks_client_data_settings.png]]
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Tania at 15:22, 15 May 2025

2025-05-15T15:22:58Z

← Older revision		Revision as of 15:22, 15 May 2025
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	[[File:Freshbooks-logo.png\|left]]		[[File:Freshbooks-logo.png\|left]]
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	The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.		The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.
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	Video tutorial [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]		Video tutorial [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]
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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
	* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices created through FreshBooks integration will show only the total amount, omitting details about taxes and discounts. On the other hand, SBpay.me invoices will include comprehensive information, such as item prices, any applicable taxes or discounts, and the total amount.</span>		* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The invoices created through FreshBooks integration will show only the total amount, omitting details about taxes and discounts. On the other hand, SBpay.me invoices will include comprehensive information, such as item prices, any applicable taxes or discounts, and the total amount.</span>
	* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It's not possible to automatically create a Refund Receipt entry in FreshBooks when a refund is processed on the SBPay.me side.</span>		* <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It's not possible to automatically create a Refund Receipt entry in FreshBooks when a refund is processed on the SBPay.me side.</span>
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	;How to set and use		;How to set and use

	1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.		1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.
	[[File:Freshbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]		[[File:Freshbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]
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	2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.		2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.
	[[File:Freshbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]		[[File:Freshbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]
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	3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>		3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>
	If needed, you will find SBPay.me in the FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connected Apps</span> section.		If needed, you will find SBPay.me in the FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connected Apps</span> section.
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	4. Once the systems are linked, you'll gain access to the integration settings within the SBPay.me interface.		4. Once the systems are linked, you'll gain access to the integration settings within the SBPay.me interface.
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	5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>		5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>
	If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.		If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.
	[[File:Freshbooks operation type.png\|1200px\|center\|link=https://help.simplybook.me/images/d/dc/Freshbooks_operation_type.png]]		[[File:Freshbooks operation type.png\|1200px\|center\|link=https://help.simplybook.me/images/d/dc/Freshbooks_operation_type.png]]
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	6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.		6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.
	[[File:Freshbooks skip zero amount.png\|1200px\|center\|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]		[[File:Freshbooks skip zero amount.png\|1200px\|center\|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]
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	7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.		7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.
	[[File:Freshbooks invoice notes and terms.png\|1200px\|center\|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]		[[File:Freshbooks invoice notes and terms.png\|1200px\|center\|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]
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	8. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> section you can disable or leave the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Invoice</span> option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>. If enabled, you can specify the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Subject</span> as well as the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Body.</span> It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.		8. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> section you can disable or leave the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Invoice</span> option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>. If enabled, you can specify the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Subject</span> as well as the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Body.</span> It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.
	[[File:Freshbooks invoice template.png\|1200px\|center\|link=https://help.simplybook.me/images/3/30/Freshbooks_invoice_template.png]]		[[File:Freshbooks invoice template.png\|1200px\|center\|link=https://help.simplybook.me/images/3/30/Freshbooks_invoice_template.png]]
			</translate>

			<translate>
	9. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client</span> section you can adjust client information such as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> upon the creation of a new client entry in FreshBooks.		9. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client</span> section you can adjust client information such as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> upon the creation of a new client entry in FreshBooks.
			</translate>

			<translate>
	:- You have the option to activate the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Last Name</span> from <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me Client Fields]].</span> This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients.<br>		:- You have the option to activate the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Last Name</span> from <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me Client Fields]].</span> This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients.<br>
	:Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.		:Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.
			</translate>

			<translate>
	:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> option allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.'''<br>		:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> option allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.'''<br>
	:You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note.		:You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note.
	[[File:Freshbooks client data settings.png\|1200px\|center\|link=https://help.simplybook.me/images/f/f9/Freshbooks_client_data_settings.png]]		[[File:Freshbooks client data settings.png\|1200px\|center\|link=https://help.simplybook.me/images/f/f9/Freshbooks_client_data_settings.png]]
			</translate>

Admin at 15:31, 11 December 2024

2024-12-11T15:31:14Z

← Older revision		Revision as of 15:31, 11 December 2024
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			<languages/>
			<translate>

	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
			\|description=Integrate FreshBooks to manage invoicing and payments easily. Sync financial data for seamless tracking. Get started now!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, freshbooks, freshbooks integration, invoicing integration, freshbooks sbpay,		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, freshbooks, freshbooks integration, invoicing integration, freshbooks sbpay,
	}}		}}

			</translate>

	[[File:Freshbooks-logo.png\|left]]		[[File:Freshbooks-logo.png\|left]]

Admin at 11:20, 23 November 2023

2023-11-23T11:20:23Z

← Older revision		Revision as of 11:20, 23 November 2023
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	The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.		The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.


			Video tutorial [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]

Admin at 11:38, 22 November 2023

2023-11-22T11:38:44Z

← Older revision		Revision as of 11:38, 22 November 2023
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	1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.		1. Navigate to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> page within your SBPay.me interface and click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable</span> button next to Freshbooks.
			[[File:Freshbooks enable path.png\|1200px\|center\|link=https://help.simplybook.me/images/d/d4/Freshbooks_enable_path.png]]

	2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.		2. Once enabled, click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> button to proceed with setup.
			[[File:Freshbooks connect path.png\|1200px\|center\|link=https://help.simplybook.me/images/7/70/Freshbooks_connect_path.png]]

	3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>		3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Allow</span> button.<br>
Line 31:		Line 33:
	5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>		5. Select the operation type. There are two options: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Payments: Other Income</span>.<br>
	If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.		If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.
			[[File:Freshbooks operation type.png\|1200px\|center\|link=https://help.simplybook.me/images/d/dc/Freshbooks_operation_type.png]]

	6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.		6. By default, the system is set to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">skip zero amount transactions</span> so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.
			[[File:Freshbooks skip zero amount.png\|1200px\|center\|link=https://help.simplybook.me/images/b/be/Freshbooks_skip_zero_amount.png]]

	7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.		7. You can also include the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Notes</span> and the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Terms and Conditions</span> in the invoice document.
			[[File:Freshbooks invoice notes and terms.png\|1200px\|center\|link=https://help.simplybook.me/images/a/ac/Freshbooks_invoice_notes_and_terms.png]]

	8. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> section you can disable or leave the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Invoice</span> option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>. If enabled, you can specify the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Subject</span> as well as the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Body.</span> It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.		8. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email</span> section you can disable or leave the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Invoice</span> option <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">On</span>. If enabled, you can specify the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Subject</span> as well as the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Invoice Email Body.</span> It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.
			[[File:Freshbooks invoice template.png\|1200px\|center\|link=https://help.simplybook.me/images/3/30/Freshbooks_invoice_template.png]]

	9. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client</span> section you can adjust client information such as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Name</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> upon the creation of a new client entry in FreshBooks.		9. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client</span> section you can adjust client information such as <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Last Name</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> upon the creation of a new client entry in FreshBooks.
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> option which allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.'''<br>
	~~You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note~~.

	~~10.~~ You have the option to activate the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Last Name</span> from <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me Client Fields]].</span> This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients.<br>
	Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.		:- You have the option to activate the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Last Name</span> from <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me Client Fields]].</span> This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients.<br>
			:Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.


			:- <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client Internal Note</span> option allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.'''<br>
			:You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note.
			[[File:Freshbooks client data settings.png\|1200px\|center\|link=https://help.simplybook.me/images/f/f9/Freshbooks_client_data_settings.png]]

Admin: Created page with "{{#seo: |title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me |titlemode=append |keywords=faq, frequently asked questions, setup, setup help..."

2023-11-22T10:40:06Z

Created page with "{{#seo: |title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me |titlemode=append |keywords=faq, frequently asked questions, setup, setup help..."

New page

{{#seo:
|title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me
|titlemode=append
|keywords=faq, frequently asked questions, setup, setup help, support, help content, accounting integration, freshbooks, freshbooks integration, invoicing integration, freshbooks sbpay,
}}

[[File:Freshbooks-logo.png|left]]

The [https://sbpay.me/en/ SBPay.me] and [https://www.freshbooks.com FreshBooks] integration streamlines your invoicing process by automatically generating invoices or other income payments in FreshBooks for every completed order. It will help you optimize your financial workflows and ensure accurate recording of your orders.

'''Please note!'''
* The invoices created through FreshBooks integration will show only the total amount, omitting details about taxes and discounts. On the other hand, SBpay.me invoices will include comprehensive information, such as item prices, any applicable taxes or discounts, and the total amount.
* It's not possible to automatically create a Refund Receipt entry in FreshBooks when a refund is processed on the SBPay.me side.

;How to set and use

1. Navigate to the Custom Features page within your SBPay.me interface and click on the Enable button next to Freshbooks.

2. Once enabled, click on the Connect button to proceed with setup.

3. You'll be prompted to log in to your FreshBooks account to establish the connection. If you're already logged in to FreshBooks in the same browser, the connection will be automatic once you click on the Allow button. 
If needed, you will find SBPay.me in the FreshBooks Apps -> Connected Apps section.

4. Once the systems are linked, you'll gain access to the integration settings within the SBPay.me interface.

5. Select the operation type. There are two options: Invoice and Payments: Other Income. 
If you choose Invoice, each paid order will generate both an invoice and the associated payment in FreshBooks. Alternatively, selecting "Payments: Other Income" will only create an "Other Income" entry on the FreshBooks side once the order is paid.

6. By default, the system is set to skip zero amount transactions so that they are not being sent to FreshBooks. For example, the transactions where a discount was applied and the resulting total is 0. You can maintain this setting if you don't require these records in FreshBooks. However, if it's crucial for your bookkeeping, you can disable this feature to include such transactions.

7. You can also include the Invoice Notes and the Invoice Terms and Conditions in the invoice document.

8. In the Email section you can disable or leave the Send Invoice option On. If enabled, you can specify the Invoice Email Subject as well as the Invoice Email Body. It is possible to add the supported variables to the email body which will be replaced with the actual information when being sent to the clients. If the email subject or body is not specified, the default FreshBooks template will be used.

9. In the Client section you can adjust client information such as Name and Client Internal Note upon the creation of a new client entry in FreshBooks.
Client Internal Note option which allows the addition of a personalized prefix to a client's internal note in FreshBooks. It's important to note that modifying the prefix won't affect existing FreshBooks clients. Only the new clients will be created in FreshBooks with the updated note. A client note is essential for the integration to work correctly. By default, the internal note includes '''SBPay.me, {CURRENCY}.''' 
You have the flexibility to change the '''SBPay.me''' prefix or exclude it. If omitted, only the currency will be appended to the client's note.

10. You have the option to activate the Client Last Name from [[Client_Fields_Custom_Feature|SimplyBook.me Client Fields]]. This feature is useful if you have the corresponding custom feature enabled in the SimplyBook.me's account and set it for obtaining the last name of your clients. 
Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.