Features available with the FreshBooks integration:
- FreshBooks is a cloud-based accounting software service for example like invoice creation.
- You can view the FreshBooks by going to the ticket details page & select FreshBooks link under the integration section after completing the procedure of the integration.
- If you want you will get the client details, list of invoice & project of that client (list contains only those which client mail id match with mail id of ticket owner).
In order to integrate FreshBooks with Helpdesk follow the following steps:
Step 1] Login to your FreshBooks account: https://www.freshbooks.com/
Step 2] Go to My Account and select FreshBooks API tab.
Step 3] The authentication token is available from here.
Step 4] Log-in to manage Portal,
Settings/Integrations/FreshBooks.
Note: After the successful adding of the FreshBooks account go to:
Path: Settings/Staff Section/Team/Integration/FreshBooks/ Select Yes.