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FreshBooks for Sell

Create, send, and track invoices without leaving Zendesk Sell

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0 reviews

Installaties

5+

Werkt met

Sell

Ontwikkelaar

Zendesk

About this app

FreshBooks is cloud-based accounting software that simplifies the billing process for businesses.

With the FreshBooks App for Zendesk Sell, sales teams can create, send, and track invoices in one central place.

  • Quickly create and send invoices or estimates populated with data stored in Zendesk Sell.

  • View spending, payment history, and document details, such as pricing and dates.

  • Track invoice status within Zendesk Sell.

By enabling this app, You agree to the Built by Zendesk Terms of Use.

Informatie over app

Installatie-instructies

How to install

You need administrator permissions in both FreshBooks and Zendesk Sell to set up the integration.

  • Click the Install button to set up the FreshBooks for Sell widget in your Zendesk Sell account.

  • Follow the instructions on the screen and click the Sign in with FreshBooks for Sell link.
  • Authorize the external service to let us communicate with it on your behalf.

  • After you get back to the app settings page, click the Install button.
  • You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.

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