Who needs a bookkeeper when you can automatically capture and track payments for invoices? This Forte Payments-FreshBooks New integration captures sale transactions from Forte Payments and automatically creates a payment in FreshBooks New, ensuring your accounting data is current, accurate, and all in one place.
How this Forte Payments-Freshbooks integration works
- A new sale transaction is created in Forte Payments.
- Zapier creates a payment in Freshbooks New.
- Forte Payments
- FreshBooks New
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Triggers when a new credit transaction has been created.
Creates an Invoice.
Triggers when a new schedule transaction has been created.
Creates a new client.
Triggers when a new sale transaction has been created.
Creates other income (i.e., income that doesn't require an invoice and is received through other means).
Triggers when a new customer has been created.
Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.
Triggers when a new client is created.
Updates an existing client based on email. Optionally create a client if one is not found with matching email.