FreshBooks For WHMCS

FreshBooks For WHMCS

Developed By WHMCS Smarters

Compatible with WHMCS v6.3

FreshBooks for WHMCS module brings the ability to export data( clients, invoices and payments ) from WHMCS to FreshBooks Account and vice-versa either with a single click or automatically on the based of selections.

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Key Features

  • Client Syncing ( Create, Delete, and Update)
  • Invoices Syncing ( Create, Update)
  • Automatically sync payments between your WHMCS orders and FreshBooks invoices
  • Map FreshBooks Payment Types to WHMCS Payment Methods
  • Map FreshBooks Tax rules to WHMCS Taxes rules
  • Enable/Disable Syncing type ( either you can keep One-way syncing or Two-way )
  • Smart Syncing - Ability to check the preview screen before syncing data in order to sync accurate data
  • Logs Activities
  • A detailed document for How to set up is available.

Yes, It supports syncing in two ways 1) From FreshBooks to WHMCS and 2) WHMCS to FreshBooks

Client Syncing Whenever a client account is created in WHMCS, it will automatically replicate to the FreshBooks database with the same name and other information details. We also extend a facility to auto-update FreshBooks database whenever you update any data in the WHMCS. You can also delete any data from WHMCS and it will auto-reflect in the FreshBooks data tables. This means more save of time with added functionality and application management and vice-versa

Synchronization of Invoicing We simplify the invoicing process with our FreshBooks for WHMCS custom module. You can now create an invoice in WHMCS and the same Invoice will be created for the same user in your FreshBooks account. If the customer does not exist on the FreshBooks, the module will automatically create a new client in FreshBooks and recreate the Invoice for you. Whenever the invoice is paid the same are marked as paid on both sides, irrespective of the payment receipt (either from the WHMCS or from the FreshBooks). It means you need not bother about the replicating and reconciling data on WHMCS and FreshBooks anymore. Just enjoy your accounting with forward-backward linkage from WHMCS to FreshBooks and vice-versa.

Mapping of Payment method and Tax rules It gives the ability to map your WHMCS Payment gateway and taxes to FreshBooks payment method and Tax rules to sync the accurate data .

Log Managment The ability to save requested and sent parameters that can be used while debugging in case of any issues. Also, Admin can keep their eyes on what's going at the backend.

 

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Version Compatibility


Compatible with WHMCS v6.3

Full Version Compatibility


  • Selected versions of WHMCS v6.3
        6.3.0 - 6.3.1
  • Selected versions of WHMCS v6.2
        6.2.0 - 6.2.2
  • All versions of WHMCS v6.1
  • All versions of WHMCS v6.0
  • All versions of WHMCS v5.3

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By WHMCS Smarters

Changelog

v1.2 Released May 3rd, 2016

Latest Version


  • Improved Syncing process
  • Preview before Syncing
  • Support large data
  • Bug Fixed : Domain Invalid Issue

 

Previous Versions


v1.1 Released February 26th, 2016

View/hide detailed changelog

  • Bug resolved - getting issue while verifying URL by WebHook Callback sometimes Now, it's fixed permanently.

 

See also

QuickBooks Online Automatic Sync Module

Our WHMCS QuickBooks Online Automatic Sync Module is your complete solution for a two-way streamlined billing and accounting workflow if you use QuickBooks Online to manage your accounting for WHMCS.

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Xero for WHMCS

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KashFlow Accounting

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