Easy Invoicing with One Click Using FreshBooks
Generating new WooCommerce orders for your shop is an awesome feeling. However, the need to then invoice customers can take a lot of the fun out of new sales – not to mention all of the extra time that goes into creating invoices for those orders, which only increases as you bring in more revenue.
Stop being penalized for success: automatically create your invoices or use one-click sends to save your valuable time. The WooCommerce FreshBooks extension allows you to automatically email PDF invoices to the customer while also creating new customers as new clients in FreshBooks! If you only need to invoice some orders, you can do so with one click from the “Orders” page.
Completely Sync WooCommerce and FreshBooks
WooCommerce FreshBooks provides high performance and tons of flexibility in synchronizing your WooCommerce shop with FreshBooks. Want to only invoice some orders manually? Easy. Need to create invoices for all orders? Do it automatically! Improve your FreshBooks reporting by tying FreshBooks items to your WooCommerce products and by syncing payments between WooCommerce and FreshBooks.
What does WooCommerce FreshBooks do?
- Easily create new clients in FreshBooks when customers order from your WooCommerce store
- Alternatively, invoice all orders under a default client
- Option to automatically generate invoices for all orders, or manually create invoices
- Option to automatically send invoices via email or snail mail for new orders
- Bulk actions to create, send, or add payments to invoices
- Sync WooCommerce order numbers and FreshBooks invoice numbers
- Include shipping and taxes as line items with relevant codes in invoices
- Automatically sync payments between your shop’s WooCommerce orders and FreshBooks invoices
- Map FreshBooks payment types for the WooCommerce payment methods you offer NEW
- Link WooCommerce products to FreshBooks items for better reporting
- Supports WooCommerce Subscriptions to generate invoices for each renewal order.
Link Products to Items
You can tie your WooCommerce Products to FreshBooks items so that each product sale generates an item sale in FreshBooks. This helps you keep track of FreshBooks item sales automatically for improved reporting.
Create Clients without Lifting a Finger
WooCommerce FreshBooks gives you complete control over your invoicing. You have the option to automatically create your customers in WooCommerce as clients in FreshBooks, or you can add all orders to one default client (i.e., a “WooCommerce shop” client). Once a client is created, all orders for that customer will be tied to their client account in FreshBooks.
Map FreshBooks Payment Types to WooCommerce Methods – NEW
With version 3.6+, map how FreshBooks should record the invoice payment type based on which WooCommerce payment method is used for the order.
Invoice with One Click (or none!)
Using this Freshbooks integration, you can either manually create invoices with one click from the “Orders” page, or automatically create invoices for every order in your WooCommerce shop. Invoices can be created as drafts, or can be immediately sent when the order is placed.
Works with WooCommerce Subscriptions
Subscription and renewal orders can generate invoices the same way that regular orders do. If your invoices are automatically created for orders, they’ll automatically be created for each subscription renewal order as well.
Completely Sync Orders and Invoices
Optionally make FreshBooks invoice numbers the same as WooCommerce order numbers or add prefixes to invoice numbers. Even better, you have the option to keep payments automatically synced between WooCommerce orders and FreshBooks invoices.
How to Get Started
- Buy this extension
- Download and install into your WooCommerce store
- Log in to your FreshBooks account or visit your subdomain (such as yourcompany.FreshBooks.com) and grab your API Key under “My Account” (sign up for FreshBooks if you don’t have an account — be sure to use FreshBooks Classic)
- Enter and save this information under FreshBooks Settings
- That’s it! Sit back and enjoy automated invoicing!