FreshBooks

Modified on Tue, 13 Aug at 10:46 AM

The FreshBooks modules enable you to create, update and search clients, estimates, invoices, items, or services in your FreshBooks account.

Getting Started with FreshBooks

Prerequisites

A FreshBooks account

In order to use FreshBooks with Make, it is necessary to have a FreshBooks account. If you do not have one, you can create a FreshBooks account at www.freshbooks.com/signup.

Notice

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting FreshBooks to Make

To connect your FreshBooks account to Make follow the general instructions for Connecting to services.

After you click the Continue button, Make will redirect you to the FreshBooks website where you will be prompted to grant Make access to your account.

Confirm the dialog by clicking the Allow button.

Client

Create a Client

Creates a new client.

Notice

At least one field among First Name, Last Name, Email and Organization is required.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to create the client for.
First Name	Enter the client's first name.
Last Name	Enter the client's last name.
Prefers Email	Select the Yes option if the client prefers email over ground mail.
Mobile Phone	Enter the client's mobile phone number.
Home Phone	Enter the client's home phone number.
Email	Enter the client's email address.
Prefers Ground Mail	Select the Yes option if the client prefers ground mail over email.
Username	Enter the username used by client to log in.
Fax	Enter the client's fax number.
Organization	Enter the name of the client's business.
Company Industry	Enter the description of the industry the client is in.
VAT name	Enter the Value Added Tax name.
VAT number	Enter the Value Added Tax number.
Note	Enter notes kept by admin about the client.
Business Phone	Enter the business phone number.
Language	Enter the shortcode indicating the user's language e.g. "en"
Status	Set the visibility state of the client.
Shipping Address	Enter the client's shipping address details.
Billing Address	Enter the client's billing address details.
Currency Code	Enter the 3-letter shortcode for preferred currency.

Update a Client

Updates client details.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to create the client for.
Client ID	Enter (map) or select the ID of the client whose details you want to update.

Please find the descriptions of the fields in the Create a Client section above.

Search a Client

Searches a client based on filter settings.

Connection

Establish a connection to your FreshBooks account.

Account ID

Select or map the ID of the account you want to search the client for.

Email

Enter the exact email you are searching for.

Email like

Enter the part of the email address you want to search.

First Name

Enter the first name (or part) of the client's first name.

Last Name

Enter the last name (or part) of the client's first name.

Updated From

Enter a date greater than or equal to the update of the client in the YYYY-MM-DD format.

Updated Before

Enter a date less than or equal to the update of the client in the YYYY-MM-DD format.

User ID

Enter the user ID to filter search results by.

Status

Select the visibility state of the client.

Includes

Specify the information you want to include in the search result.

(source: https://www.freshbooks.com/api/clients)

Include	Description
outstanding_balance	Include client's outstanding balance
credit_balance	Include client's current balance of credit
draft_balance	Include balance of draft invoices for client
overdue_balance	Include overdue balance for client
grand_total_balance	Include grand total for client
last_activity	Include last activity time
late_reminders	Include information about late reminders
late_fee	Include information about late fees

Limit

Set the maximum number of clients Make will return during one execution cycle.

Estimate

Create an Estimate

Creates a new estimate.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to create an estimate for.
Estimate Number	Enter the user-specified estimate number. The maximum length is 10 digits.
Customer ID	Enter the Client ID of an existing client you want to bill the estimate.
Create Date	Enter the Estimate date - the date when the estimate was created in the `YYYY-MM-DD` format. The current date is preset.
Discount Value	Enter the discount value. The value is in percents of the invoice subtotal.
PO number	Enter the Purchase Order number as a reference for the estimate.
Currency Code	Enter the three-letter currency code for the estimate. e.g. USD, EUR, GBP, CZK, etc.
Language	Enter the two-letter language code, e.g. en
Terms	Enter terms or conditions listed on the estimate.
Notes	Enter the notes bank transfer details that will be listed on the estimate.
Address	Enter the first line of the address on the estimate.
State	Select the visibility state.
Street	Enter the street address on the estimate.
Street2	Enter the second line of the street address on the estimate.
City	Enter the city of the address on the estimate.
Province	Enter the province of the address on the estimate.
Code	Enter the ZIP code of the address on the estimate.
Country	Enter the country of the address on the estimate.
Organization	Enter the name of the organization being estimated.
First Name	Enter the first name of client being estimated.
Last Name	Enter the last name of client being estimated.
VAT Name	Enter the Value Added Tax name if provided.
VAT Number	Enter the Value Added Tax number if provided.
Lines	Specify the line item details.

Search an Estimate

Searches an estimate based on filter settings.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to search the estimate for.
Client ID	Enter or select the client the searched estimates is billed to.
Estimate ID	Enter the estimate ID to filter results by.
Estimate number like	Enter the part of the estimate number to filter results by.
Estimate number	Enter the exact estimate number to filter results by.
Status	Select the estimate status you want to search.
Updated from	Enter the date greater than or equal to the update date of the estimate in the `YYYY-MM-DD` format.
Updated before	Enter the date less than or equal to the update of the estimate in the `YYYY-MM-DD`format.
PO number	Enter the Purchase Order number.
Item name	Enter the item name to filter results by.
Amount min	Enter the minimum amount to filter results by.
Amount max	Enter the maximum amount to filter results by.
Item description	Enter the item description to filter results by.
Limit	Set the maximum number of estimates Make will return during one execution cycle.
Includes	Select the information you want to include in the result.

Invoice

Create an Invoice

Creates a new invoice.

Connection

Establish a connection to your FreshBooks account.

Account ID

Select or map the ID of the account you want to create an invoice for.

Email

Enter the email.

Status

Select the status of the invoice.

Customer ID

Enter (map) or select the client you want to create the invoice for.

Create Date

Enter the invoice creation date. The current date is preset.

Lines

Type	Select whether the line is a normal or rebilling expense line.
Description	Enter the description for the invoice line item.
Expense ID	Required only when the type is set to rebilling. Enter the ID of the rebilling expense.
Tax Name 1	Enter the name for the first tax on the invoice line.
Tax Amount 1	Enter the first tax amount, in percentage, up to 3 decimal places.
Name	Enter the name for the invoice line item.
Item ID
Qty	Enter the quantity of the invoice line unit.
Tax Name 2	Enter the name for the second tax on the invoice line.
Tax Amount 2	Enter the second tax amount, in percentage, up to 3 decimal places.
Unit Cost	Specify the unit cost of the line item. Amount - Enter the unit cost amount, to two decimal places Code - Enter the three-letter currency code. E.g. USD, EUR, GBP, etc.

Invoice Number

Enter the user-defined and visible Invoice ID.

Generation Date

Enter the date in the YYYY-MM-DD format if the invoice was generated from the object. Otherwise, leave the field empty.

Discount Value

Enter the percent amount being discounted from the subtotal, decimal-string amount ranging from 0 to 100.

Discount Description

Enter the public note about the discount.

PO number

Enter the reference to the purchase order.

Currency Code

Enter the uppercase three-letter currency code for the invoice. E.g. USD, EUR, GBP, etc.

Language

Specify the language of the invoice. Enter the two letter code. E.g. en, de, es, ...

Terms

Enter the terms and conditions listed on the invoice.

Notes

Enter the notes listed on the invoice.

Deposit amount

Enter the amount required as deposit, leave empty if none.

Deposit Percentage

Enter the percent of the invoice's value required as a deposit.

Ground Mail

Select the Yes option if the invoice should be sent via ground mail.

Show attachment

Enable this option to render attachments on the invoice.

Visibility state

Select whether the invoice should be set as active or as deleted.

Address

Enter the first line of the address on the invoice.

State

Select the visibility state.

Street

Enter the street address on the invoice.

Street2

Enter the second line of the street address on the invoice.

City

Enter the city of the address on the invoice.

Province

Enter the province of the address on the invoice.

Code

Enter the ZIP code of the address on the invoice.

Country

Enter the country of the address on the invoice.

Organization

Enter the name of the organization being invoiced.

First Name

Enter the first name of the client being invoiced.

Last Name

Enter the last name of the client being invoiced.

VAT Name

Enter the Value Added Tax name if provided.

VAT Number

Enter the Value Added Tax number if provided.

Due Offset Days

Enter the number of days from creation that the invoice is due.

Search an Invoice

Returns invoices based on the filter settings.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to search the estimate for.
Email	Enter the client's email address.
Customer ID	Enter or select the client the searched invoice is billed to.
Invoice ID	Enter the Invoice ID to filter results by.
Updated from	Enter a date greater than or equal to the date the invoice was updated in the `YYYY-MM-DD`format.
Updated before	Enter a date less than or equal to the date the invoice was updated in the `YYYY-MM-DD`format.
Created from	Enter a create date greater than or equal to the create date of the invoice in the `YYYY-MM-DD`format.
Created before	Enter a create date less than or equal to create date of the invoice in the `YYYY-MM-DD` format.
Limit	Set the maximum number of invoices Make will return during one execution cycle.
Includes	Select the information you want to include in the result.

Update an Invoice

Updates the existing invoice.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to update an invoice for.
Invoice ID	Enter (map) the ID of the invoice you want to update.

Please find the descriptions of the fields in the Create an Invoice section above.

Services and Items

Create a Service

Creates a service.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to create a service for.
Name	Enter the name of the service.
Description	Enter the description for the service.
Status	Set whether the service is active or not active.
Rate	Amount - Set the hourly amount charged for the service. Currency - Specify the currency of the rate.
Tax 1	Enter or select the ID of the tax on the invoice.
Tax 2	Enter or select the ID of the tax on the invoice, if applicable.
Billable	Enable this option if the service is billable.

Create an Item

Creates an item.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to create an item for.
Item Name	Enter the descriptive name of the item.
Accounting System ID	Enter the unique ID of the business client it exists on.
Quantity	Set the decimal number to multiply the unit cost by.
SKU	Enter the ID for a specific item or product, used in inventory management.
Inventory	Enter the decimal count of inventory.
Unit Cost	Amount - Enter the amount paid on invoice, to two decimal places. Currency - Enter the three-letter currency code. E.g. USD, EUR, GBP.
Status	Set the status of the item.
Tax 1	Enter the ID of the tax on the invoice.
Tax 2	Enter the ID of the second tax on the invoice, if applicable.
Description	Enter the description for the item.

Please find the descriptions of the fields in the Create an Item section above.

Update an Item

Updates an item.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to update an item for.
Item ID	Enter the ID of the item you want to update.

Update a Service

Updates a service.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account you want to update an item for.
Name	Enter the name of the item you want to update.

Please find the descriptions of the fields in the Create a Service section above.

Search an Item

Searches for items.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account where you want to search for an item.
Item ID	Enter the ID of the item you want to search.
SKU	Enter the exact SKU you want to search.
Description	Searches items by the description.
Unit cost min/max	Specify the unit cost range within the search that the results are filtered by.
Inventory min/max	Specify the number of items in the inventory range that the search results are filtered by.
Updated min/max	Specify the date range in the `YYYY-MM-DD` format that the search results are filtered by.
Quantity min/max	Specify the quantity range the search results are filtered by.
Limit	Set the maximum number of items Make will return during one execution cycle.

Search a Service

Searches for services.

Connection	Establish a connection to your FreshBooks account.
Account ID	Select or map the ID of the account where you want to search for an item.
Service ID	Enter the ID of the service you want to search.
Billable	Enable this option if you want to include billable services in the search.
Project ID	Enter (map) the project that the service you search belongs to.
Rate min/max	Specify the rate range that the search results are filtered by.
Updated min/max	Specify the date range in the `YYYY-MM-DD` format that the search results are filtered by.
Limit	Set the maximum number of services Make will return during one execution cycle.

Other

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your FreshBooks account.
URL	Enter a path relative to `https://api.freshbooks.com`. E.g. `/accounting/account/5ovd72/invoices/invoices` For the list of available endpoints, refer to the FreshBooks API Documentation.
Method	Select the HTTP method you want to use: `GET` to retrieve information for an entry. `POST` to create a new entry. `PUT` to update/replace an existing entry. `PATCH` to make a partial entry update. `DELETE` to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Invoices

The following API call returns the first 10 files from the /Text files folder in your Dropbox account:

URL: /accounting/account/<account ID>/invoices/invoices. Replace the <account ID> by the ID of the account you want to retrieve invoices from.

Method: GET

Matches of the search can be found in the module's Output under Bundle > Body > response > invoices. In our example, 11 invoices were returned: