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FreshBooks integration/da: Difference between revisions

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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..."
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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]]


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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.
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:- 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.
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:- 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]]
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