FreshBooks Integration

FreshBooks is a small business accounting and invoicing system. You can automatically save FreshBooks invoices for fulfilled TeamGram orders.

Authorizing Departments to Create Invoices

Only authorized users can send invoice information to accounting software. To authorize users in a department:

  • Go to Control Panel > Department access controls.
  • Select the department you want to authorize.
  • Click on Customer Orders.
  • Switch on the “Can create invoices” option.
  • Save.

Connecting Your Company’s FreshBooks Account

You must link your company’s FreshBooks account to TeamGram before your users can save invoices in FreshBooks.

Go to Control Panel > Integrations > FreshBooks, and follow the instructions.

Saving Invoices

Check out this article to learn about saving invoices in third-party accounting systems.

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