Gravity Forms FreshBooks Addon v0.1.0-alpha2
Connect Gravity Forms to FreshBooks and automatically create clients, invoices, estimates, expenses, recurring invoices, projects, time entries, an...
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Connect Gravity Forms to FreshBooks and automatically create clients, invoices, estimates, expenses, recurring invoices, projects, time entries, and more.
Overview
The Gravity Forms FreshBooks Add-On connects your WordPress forms to the current FreshBooks product, helping you turn submitted form data into organized client, billing, expense, and project records.
Create or update clients, generate invoices and estimates, record expenses and other income, issue credit notes, set up recurring invoices, create projects, log time entries, or add billable items whenever a Gravity Form is submitted. Map form fields to FreshBooks data, use merge tags to customize record details, and apply conditional logic to control exactly which submissions are processed.
With OAuth 2.0 authentication, support for Gravity Forms pricing fields, delayed payment processing, and the option to record completed payments against FreshBooks invoices, the add-on connects form-driven sales and service workflows directly to your accounting processes.
The result is a flexible connection between Gravity Forms and FreshBooks that reduces duplicate data entry, speeds up invoicing, and keeps client and financial records organized.
Key Benefits
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- Create or update FreshBooks clients from Gravity Forms submissions
- Match and update existing clients using their email address
- Create FreshBooks invoices and estimates automatically
- Send newly created invoices and estimates to clients by email
- Create expenses and assign them to FreshBooks staff and expense categories
- Record other income with an amount, date, category, source, and notes
- Create credit notes from submitted form data
- Set up recurring invoice profiles with configurable billing frequencies
- Create FreshBooks projects from form submissions
- Log time entries and optionally associate them with a FreshBooks project
- Create reusable billable items with names, descriptions, and unit costs
- Optionally assign expenses, projects, and time entries to a client
- Connect WordPress securely to the current FreshBooks REST API using OAuth 2.0
- Select the FreshBooks business account that should receive form data
- Map client names, email addresses, organizations, phone numbers, billing addresses, shipping addresses, VAT details, currencies, and languages
- Build invoice, estimate, credit note, and recurring invoice line items from Gravity Forms pricing fields
- Use fixed costs and quantities or select existing FreshBooks catalog items
- Map document dates and purchase order numbers from form fields
- Add discounts, notes, and payment terms using submitted values and merge tags
- Record a FreshBooks payment after a Gravity Forms payment is completed
- Delay feed processing until payment has been received
- Use conditional logic to process only qualifying submissions
- Create multiple feeds for different FreshBooks actions or submission conditions
- Process feeds asynchronously to avoid delaying form submission completion
- Automatically refresh expiring FreshBooks access tokens
- Save FreshBooks record IDs with the Gravity Forms entry
- Add entry notes confirming which FreshBooks records were created or updated
- Customize outgoing client, invoice, estimate, expense, income, credit note, recurring invoice, project, time entry, and item data with developer filters
- Run alongside the deprecated FreshBooks Classic Add-On without plugin, class, or hook conflicts
Recent releases
Release history
Frequently asked questions
Is Gravity Forms FreshBooks Addon GPL licensed?
What is the latest version of Gravity Forms FreshBooks Addon ?
How much does Gravity Forms FreshBooks Addon cost on GPLCoffee?
Which WordPress and PHP versions does Gravity Forms FreshBooks Addon support?
Is Gravity Forms FreshBooks Addon safe to download?
Auto-updates included
Install it once, update automatically.
The GPLC Connector installs this plugin from your wp-admin and rolls out new versions to your connected sites. Included with every membership plan: 10 to 40 connected sites depending on the plan (Lite 10, Pro 20, Geek and Lifetime 40).