This is a quick video I made to show you how to take your billable time and expenses and export these into your Freshbooks account for invoicing.
Every once in a while we like to post up a sneak peek at what we're working on. As we're pretty close to a final version of the new Billing tab on a project, I'd like to give people the opportunity to test drive this new feature. In this round of Beta testing, we are looking for people who use Freshbooks.
If you use Freshbooks and would like to export your Teamwork billable time and expenses, send us a Feedback message from within your installation and we'll enable the tab for you. When we enable the Billing tab, you will now be able to turn on Billing for existing projects and any new projects you create. Once you create an invoice and add time or expenses to it, you will be able to export it in various formats.
To connect with Freshbooks, you will need to enable the Freshbooks API in your Freshbooks account and grab 2 bits of information we need:
The first thing you will be asked when you authenticate successfully is to choose a client from your Freshbooks account. We'll pull these back and allow you to choose the client from the drop down. Once you pick the client the new invoice will be posted to Freshbooks. Simple and cool. We are currently working on 2 more integrations:
- Excel
- Freshbooks
- Your Freshbooks API URL
- Your Freshbooks Authentication Token
The first thing you will be asked when you authenticate successfully is to choose a client from your Freshbooks account. We'll pull these back and allow you to choose the client from the drop down. Once you pick the client the new invoice will be posted to Freshbooks. Simple and cool. We are currently working on 2 more integrations:
- BlinkSale
- Harvest