FreshBooks is an accounting software that
enables you to track invoices, expenses,
and time.
Within Teamwork.com, you can
export invoices from a project to your
FreshBooks account.
You will first need to enable the FreshBooks
integration in your site
settings.
Go
to the Finance area of your project
and switch to the Billing tab. Select
the relevant invoice from the left
pane to view it.
Click Export
Invoice in the invoice's
bottom left.
Note: Both
open and completed
invoices can be
exported.
Select the Export to
FreshBooks option and click Export.
In
the next modal, you
will need to select a client
from FreshBooks to associate with the
invoice.
If you do not have any
clients, you will need to create some
in FreshBooks before you can export.
Click Reload to see the
newly added clients.
You can choose to add the
Teamwork.com invoice to FreshBooks as a new
invoice or add it to an existing one.
At the bottom of the modal, you can
customize which invoice contents are
populated.
Once you
click Export, you will see
a confirmation message with a link to
your newly-created invoice.
Click the blue icon to the right of the
invoice number to open it in FreshBooks.
