Callexa Feedback - Blog

FreshBooks Integration

In today's article, we would like to introduce our software integration partner Freshbooks.

No matter how you collect payment, FreshBooks makes it easy to stay on top of billing so you can get paid faster. Get your projects moving faster with professional-looking estimates. When you’re ready to bill, go from estimate to invoice in just two clicks. See if your invoice was viewed with a tidy invoice history. Clients slow to pay? Send reminders and add late fees so your cash flow doesn’t suffer. With the FreshBooks companion app for iOS and Android, you can send an invoice straight from your client’s office and get paid by the time you get home.

Fast & Easy Online Invoicing Software

Get organized, look professional, and get paid faster with FreshBooks. It’s easy and secure online invoicing software trusted by millions.

Effortless Expense Capture

FreshBooks makes it easy to organize your expenses securely online. Capture receipts from  anywhere, track your spending, and get reimbursed.

Hassle-Free Time Tracking Software

With FreshBooks, it’s easy to create detailed invoices from your billable hours. Simply review, send, and get paid faster.

Accept Credit Cards and Get Paid Faster

Start collecting money from the moment you sign up with FreshBooks. Clients can pay you directly from your invoice – even from their mobile device.

Our Callexa Feedback Plugin for FreshBooks

To survey your FreshBooks contacts, perform the following steps:

  1.     Use the Sub-Domain name you created in your FreshBooks account.
  2.     Make sure flag is set to authorize the connection.
  3.     Define the earliest and latest time ( in days ) a survey should take place after an invoice has been created.
  4.     Enable automation if desired and save the settings.
  5.     After this, you wil be forwarded to FreshBooks and it will be necessary to confirm the integration by loggin in to your account.

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