FreshBooks integration/da - Revision history

Admin at 16:34, 12 February 2026

2026-02-12T16:34:41Z

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	~~<div class="mw-translate-fuzzy">~~		{{#seo: \|title=Ofte stillede spørgsmål om software til indtægtsstyring og fakturering \|description=Opret automatisk fakturaer i FreshBooks for betalte bookinger. Synkronisér transaktioner og konfigurer faktura-/betalingsindstillinger. Effektivisér regnskabet med automatisk FreshBooks-...\|titlemode=tilføj \|keywords=faq, ofte stillede spørgsmål, opsætning, hjælp til opsætning, support, hjælpeindhold, regnskabsintegration, freshbooks, freshbooks-integration, faktureringsintegration, freshbooks sbpay, }}
	{{#seo: \|title=Ofte stillede spørgsmål om software til indtægtsstyring og fakturering \|description=~~Integrer~~ FreshBooks for ~~nemt at administrere fakturering~~ og ~~betalinger~~. ~~Synkroniser finansielle data for problemfri sporing~~. ~~Kom i gang nu!~~ \|titlemode=tilføj \|keywords=faq, ofte stillede spørgsmål, opsætning, hjælp til opsætning, support, hjælpeindhold, regnskabsintegration, freshbooks, freshbooks-integration, faktureringsintegration, freshbooks sbpay, }}
	~~</div>~~

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2026-02-12T16:34:03Z

Updating to match new version of source page

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	{{#seo: \|title=Ofte stillede spørgsmål om software til indtægtsstyring og fakturering \|description=Integrer FreshBooks for nemt at administrere fakturering og betalinger. Synkroniser finansielle data for problemfri sporing. Kom i gang nu! \|titlemode=tilføj \|keywords=faq, ofte stillede spørgsmål, opsætning, hjælp til opsætning, support, hjælpeindhold, regnskabsintegration, freshbooks, freshbooks-integration, faktureringsintegration, freshbooks sbpay, }}		{{#seo: \|title=Ofte stillede spørgsmål om software til indtægtsstyring og fakturering \|description=Integrer FreshBooks for nemt at administrere fakturering og betalinger. Synkroniser finansielle data for problemfri sporing. Kom i gang nu! \|titlemode=tilføj \|keywords=faq, ofte stillede spørgsmål, opsætning, hjælp til opsætning, support, hjælpeindhold, regnskabsintegration, freshbooks, freshbooks-integration, faktureringsintegration, freshbooks sbpay, }}
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Admin at 13:08, 13 October 2025

2025-10-13T13:08:01Z

← Older revision		Revision as of 13:08, 13 October 2025
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	Integrationen mellem [https://sbpay.me/en/ SBPay.me] og [https://www.freshbooks.com FreshBooks] strømliner din faktureringsproces ved automatisk at generere fakturaer eller andre indbetalinger i FreshBooks for hver afsluttet ordre. Det hjælper dig med at optimere dine økonomiske arbejdsgange og sikre nøjagtig registrering af dine ordrer.		Integrationen mellem [https://sbpay.me/en/ SBPay.me] og [https://www.freshbooks.com FreshBooks] strømliner din faktureringsproces ved automatisk at generere fakturaer eller andre indbetalinger i FreshBooks for hver afsluttet ordre. Det hjælper dig med at optimere dine økonomiske arbejdsgange og sikre nøjagtig registrering af dine ordrer.

	~~<div class="mw-translate-fuzzy">~~		Video-vejledning <p><youtube>Cr-OPRJFviw</youtube></p>
	Video-vejledning ~~[[File:Youtube-Logo.png\|link=https://www.~~youtube~~.com/watch?v=~~Cr-OPRJFviw]]
	</~~div~~>

	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>

FuzzyBot: Updating to match new version of source page

2025-10-13T13:07:02Z

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← Older revision		Revision as of 13:07, 13 October 2025
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	Integrationen mellem [https://sbpay.me/en/ SBPay.me] og [https://www.freshbooks.com FreshBooks] strømliner din faktureringsproces ved automatisk at generere fakturaer eller andre indbetalinger i FreshBooks for hver afsluttet ordre. Det hjælper dig med at optimere dine økonomiske arbejdsgange og sikre nøjagtig registrering af dine ordrer.		Integrationen mellem [https://sbpay.me/en/ SBPay.me] og [https://www.freshbooks.com FreshBooks] strømliner din faktureringsproces ved automatisk at generere fakturaer eller andre indbetalinger i FreshBooks for hver afsluttet ordre. Det hjælper dig med at optimere dine økonomiske arbejdsgange og sikre nøjagtig registrering af dine ordrer.

			<div class="mw-translate-fuzzy">
	Video-vejledning [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]		Video-vejledning [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=Cr-OPRJFviw]]
			</div>

	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>

Admin: Created page with "3. Du bliver bedt om at logge ind på din FreshBooks-konto for at oprette forbindelsen. Hvis du allerede er logget ind på FreshBooks i samme browser, oprettes forbindelsen automatisk, når du klikker på knappen Tillad.
Hvis det er nødvendigt, finder du SBPay.me i FreshBooks Apps ->
2025-05-15T17:39:55Z

Created page with "3. Du bliver bedt om at logge ind på din FreshBooks-konto for at oprette forbindelsen. Hvis du allerede er logget ind på FreshBooks i samme browser, oprettes forbindelsen automatisk, når du klikker på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tillad</span>.<br> Hvis det er nødvendigt, finder du SBPay.me i FreshBooks <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Apps</span> -> <span style="background..."

← Older revision Revision as of 17:39, 15 May 2025
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[[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]]

<div lang="en" dir="ltr" class="mw-content-ltr">
9. I afsnittet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Klient</span> kan du justere klientoplysninger såsom <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Efternavn</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intern klientnote</span>, når du opretter en ny klient i 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.

</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
:- Du har mulighed for at aktivere <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">klientens efternavn</span> fra <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|SimplyBook.me-klientfelter]].</span> Denne funktion er nyttig, hvis du har den tilsvarende brugerdefinerede funktion aktiveret i SimplyBook.me-kontoen og indstillet den til at hente dine klienters efternavn.<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>
:Sørg for, at du indtaster det nøjagtige feltnavn, der matcher det, der bruges i SimplyBook.me's tilpassede funktion for klientfelter til efternavnet.

:Ensure that you input the precise field name matching the one used in SimplyBook.me's Client Fields Custom Feature for the last name.

</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
:- Med indstillingen " <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kundens interne note</span> " kan du tilføje et personligt præfiks til en kundes interne note i FreshBooks. Det er vigtigt at bemærke, at ændring af præfikset ikke påvirker eksisterende FreshBooks-kunder. Kun nye kunder oprettes i FreshBooks med den opdaterede note. En kundes note er afgørende for, at integrationen fungerer korrekt. Som standard indeholder den interne note '''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>
:Du har mulighed for at ændre '''SBPay.me-præfikset''' eller udelade det. Hvis det udelades, tilføjes kun valutaen til kundens 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]]

</div>

Admin: Created page with ";Sådan indstilles og bruges"

2025-05-15T17:39:48Z

Created page with ";Sådan indstilles og bruges"

← Older revision		Revision as of 17:39, 15 May 2025
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	[[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]]

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		8. I afsnittet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">E-mail</span> kan du deaktivere eller lade indstillingen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send faktura</span> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">være aktiveret</span>. Hvis den er aktiveret, kan du angive <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">emnet for faktura-e-mailen</span> samt <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">faktura-e-mailens brødtekst.</span> Det er muligt at tilføje de understøttede variabler til e-mailens brødtekst, som vil blive erstattet med de faktiske oplysninger, når e-mailen sendes til kunderne. Hvis emnet eller brødteksten for e-mailen ikke er angivet, vil standardskabelonen fra FreshBooks blive brugt.
	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]]
	~~</div>~~

	<div lang="en" dir="ltr" class="mw-content-ltr">		<div lang="en" dir="ltr" class="mw-content-ltr">

Admin: Created page with "Video-vejledning link=https://www.youtube.com/watch?v=Cr-OPRJFviw"

2025-05-15T17:39:47Z

Created page with "Video-vejledning link=https://www.youtube.com/watch?v=Cr-OPRJFviw"

← Older revision		Revision as of 17:39, 15 May 2025
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	[[File:Freshbooks-logo.png\|left]]		[[File:Freshbooks-logo.png\|left]]
	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		Integrationen mellem [https://sbpay.me/en/ SBPay.me] og [https://www.freshbooks.com FreshBooks] strømliner din faktureringsproces ved automatisk at generere fakturaer eller andre indbetalinger i FreshBooks for hver afsluttet ordre. Det hjælper dig med at optimere dine økonomiske arbejdsgange og sikre nøjagtig registrering af dine ordrer.
	~~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~~.
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw~~-~~content-ltr">~~		Video-vejledning [[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]]
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bemærk!'''</span>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''~~Please note~~!'''</span>		*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Fakturaer oprettet via FreshBooks-integration viser kun det samlede beløb uden detaljer om skatter og rabatter. SBpay.me-fakturaer indeholder derimod omfattende oplysninger, såsom varepriser, eventuelle skatter eller rabatter og det samlede beløb.</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;">Det er ikke muligt automatisk at oprette en refusionskvittering i FreshBooks, når en refusion behandles på SBPay.me-siden.</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>
	~~</div~~>


	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		;Sådan indstilles og bruges
	;~~How to set and use~~
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		1. Gå til siden <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> (Tilpassede funktioner) i din SBPay.me-grænseflade, og klik på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enable (Aktiver</span> ) ud for 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]]
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		2. Når funktionen er aktiveret, skal du klikke på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Connect</span> for at fortsætte med opsætningen.
	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]]
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		3. Du bliver bedt om at logge ind på din FreshBooks-konto for at oprette forbindelsen. Hvis du allerede er logget ind på FreshBooks i samme browser, oprettes forbindelsen automatisk, når du klikker på knappen <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tillad</span>.<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>		Hvis det er nødvendigt, finder du SBPay.me i 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>.
	~~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~~.
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		4. Når systemerne er forbundet, får du adgang til integrationsindstillingerne i SBPay.me-grænsefladen.
	4. ~~Once the systems are linked~~, ~~you'll gain access to the integration settings within the~~ SBPay.me ~~interface~~.
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		5. Vælg operationstypen. Der er to muligheder: <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Faktura</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">betalinger: Anden indtægt</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>		Hvis du vælger Faktura, genereres der både en faktura og den tilhørende betaling i FreshBooks for hver betalt ordre. Hvis du vælger "Betalinger: Anden indtægt", oprettes der kun en post under "Anden indtægt" i FreshBooks, når ordren er betalt.
	~~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]]
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		6. Som standard er systemet indstillet til <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">at springe transaktioner med nul beløb over</span>, så de ikke sendes til FreshBooks. For eksempel transaktioner, hvor der er givet rabat, og det samlede beløb derfor er 0. Du kan beholde denne indstilling, hvis du ikke har brug for disse poster i FreshBooks. Hvis det imidlertid er afgørende for din bogføring, kan du deaktivere denne funktion for at inkludere sådanne transaktioner.
	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]]
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		7. Du kan også medtage <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">fakturabemærkninger</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">fakturavilkår</span> i fakturadokumentet.
	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]]
	~~</div>~~

	<div lang="en" dir="ltr" class="mw-content-ltr">		<div lang="en" dir="ltr" class="mw-content-ltr">

Admin: Created page with "FreshBooks-integration"

2025-05-15T17:39:37Z

Created page with "FreshBooks-integration"

New page

<languages/>

{{#seo: |title=Ofte stillede spørgsmål om software til indtægtsstyring og fakturering |description=Integrer FreshBooks for nemt at administrere fakturering og betalinger. Synkroniser finansielle data for problemfri sporing. Kom i gang nu! |titlemode=tilføj |keywords=faq, ofte stillede spørgsmål, opsætning, hjælp til opsætning, support, hjælpeindhold, regnskabsintegration, freshbooks, freshbooks-integration, faktureringsintegration, freshbooks sbpay, }}

[[File:Freshbooks-logo.png|left]]
<div lang="en" dir="ltr" class="mw-content-ltr">
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.
</div>

<div lang="en" dir="ltr" class="mw-content-ltr">
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;">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>
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;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.
[[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.
[[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>
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.
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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>
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]]
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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.
[[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.
[[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.
[[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.
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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>
: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>
: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]]
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← Older revision		Revision as of 17:39, 15 May 2025
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	[[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]]

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		9. I afsnittet <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Klient</span> kan du justere klientoplysninger såsom <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Efternavn</span> og <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intern klientnote</span>, når du opretter en ny klient i 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.
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw-content-ltr">~~		:- Du har mulighed for at aktivere <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">klientens efternavn</span> fra <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature\|SimplyBook.me-klientfelter]].</span> Denne funktion er nyttig, hvis du har den tilsvarende brugerdefinerede funktion aktiveret i SimplyBook.me-kontoen og indstillet den til at hente dine klienters efternavn.<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>		:Sørg for, at du indtaster det nøjagtige feltnavn, der matcher det, der bruges i SimplyBook.me's tilpassede funktion for klientfelter til efternavnet.
	:~~Ensure that you input the precise field name matching the one used in~~ SimplyBook.me's ~~Client Fields Custom Feature~~ for ~~the last name~~.
	~~</div>~~

	~~<div lang="en" dir="ltr" class="mw~~-~~content-ltr~~">		:- Med indstillingen " <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kundens interne note</span> " kan du tilføje et personligt præfiks til en kundes interne note i FreshBooks. Det er vigtigt at bemærke, at ændring af præfikset ikke påvirker eksisterende FreshBooks-kunder. Kun nye kunder oprettes i FreshBooks med den opdaterede note. En kundes note er afgørende for, at integrationen fungerer korrekt. Som standard indeholder den interne note '''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>		:Du har mulighed for at ændre '''SBPay.me-præfikset''' eller udelade det. Hvis det udelades, tilføjes kun valutaen til kundens 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]]
	~~</div>~~