Connecting Ecwid with FreshBooks

You can send new Ecwid orders as invoices to the FreshBooks accounting system using the FreshBooks Integration app. Every new customer becomes a "client", giving you the ability to send invoices/receipts via email and track expenses.

The latter will create invoices with your company logo and other order details and, if you choose this option, email invoices to customers.

For each new customer from Ecwid store, the app creates a new customer in your FreshBooks account. In case a customer already exists, the app will assign respective orders to this customer.

The FreshBooks app has its own subscription of $4,99 per month, which is paid separately from your Ecwid subscription.

FreshBooks key features

Here's the list of key features that FreshBooks provide:

• Online invoicing and payments (create invoices based on paid or awaiting payment orders)
• Create clients based on orders and if the client exists assign orders to the client
• Send invoices through email (optional)
• Currency for invoices can be chosen (multiple currencies not supported for now)
• Ecwid Order number can be used as invoice number in FreshBooks (optional). (Supported only for the numeric order number. Order number with text prefixes will not work. i.e. ORD123 etc)
• In-depth accounting reports and automatic tax calculation
• Tax-friendly expense tracking
• Friendly user interface

Getting started with Ecwid and FreshBooks

To connect your Ecwid online store with your FreshBooks account:

1. From your Ecwid admin, go to Apps → App Market.
2. Find the FreshBooks: Integration with Accounting app and click Install.
3. On the app page (My Sales → FreshBooks), turn on the Switch To New Version toggle.
4. Click the link under the Authenticate Freshbooks:
   

   

5. Follow the on-screen instructions to complete the connection.
6. Once you return to the FreshBooks in your Ecwid admin, complete the setup by turning on or off the Sync Order numbers and Send Email toggles.
7. Click Save.

How the Ecwid - FreshBooksintegration works

Once an order is placed in your Ecwid Store you’ll be able to find the invoice with the order details in your FreshBooks Account → Invoices :

The current FreshBooks app doesn't provide the option to pull your old orders into FreshBooks.

When a manual payment is used

The invoice gets a Draft status in FreshBooks if the order was placed via the manual payment method in your Ecwid Store.

When you receive the payment for such order you need to manually update the status of the order to Paid in your Ecwid Control panel → My Sales → Orders . Please, check our article about Order statuses — https://support.ecwid.com/hc/en-us/articles/207806235-Orders#Orderstatuses

Then you need to manually update the status of the Invoice in your FreshBooks account → Invoices → choose the right Invoice → click Edit button → Enter a New Payment . Specify the amount and click Save .

When an online payment is used

The invoice gets a Paid status in FreshBooks if the order was placed via the online payment method in your Ecwid Store.

You’ll be notified when the payment was made toward your invoice:

Sending invoices with FreshBooks

Open the Invoices section, choose the Invoice you’d like to send and click Edit button.

You have 3 options:

• Save as Draft (your client will not be able to view this invoice until it is sent).
• Send by Email (your client receives an email with the link to the invoice, s/he will be able to view it or to save a pdf; you can view the FreshBooks tracks the Invoice Autobiography, a precise moment an invoice has been viewed by your client is recorded).
• Send by Snail Mail (send a hard copy of the invoice to your client via the  snail mail ).

Viewing FreshBooks reports

FreshBooks has some pretty awesome tool for getting different reports. You can find a list of available reports in your FreshBooks account → Reports:

You’ll be able to generate the following reports:

• Accounting Reports (Balance Sheet, Expense Report, Payments Collected, Profit and Loss, Tax Summary).
• Client Reports (Accounts Aging, Revenue by Client, Time to Pay, Customer Reviews).
• Invoice Reports (Invoice Details, Item Sales, Revenue by Client, etc.).
• Time-tracking Reports.

You can also share your Reports and Journal Entries with your Accountant to make tax time easy:

Contacting FreshBooks support

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If you want to contact developer, fill in the contact form at the bottom of this page https://coralwebdesigns.com/ecwid/freshbooks/

For more information about the FreshBooks service, please, visit FreshBooks Help Center — https://www.freshbooks.com/support