FreshBooks Integration

The Partially integration with FreshBooks makes it simple to offer a payment plan option on your FreshBooks invoices.

When a customer opens a payment plan, three things happen automatically:

1. The FreshBooks invoice balance is updated with the down payment paid.
2. An additional line item is added to the FreshBooks invoice listing any additional customer fees.
3. An expense is automatically created in FreshBooks for the merchant fee.

These three actions occur when a customer submits a down payment and opens a payment plan. Items 2 and 3 can be toggled on and off within the Settings section of the merchant portal — they're selected by default when you connect your FreshBooks account.

With each automated payment plan payment, the invoice balance updates and a new expense for "Partially merchant fee" is created. No manual invoice updates or journal entries are required.

Connecting your FreshBooks account

1. Go to the integration section of your Partially merchant settings and select the Connect button in the Invoicing & Accounting section.
2. Select Allow access to connect your FreshBooks account to Partially.

You may be required to log in to your FreshBooks account during this step.

Sending payment plans from FreshBooks invoices

Once connected, you'll see a new FreshBooks section in the navigation on the left side of the merchant portal. Here you'll see a list of all your invoices with an open balance of at least $20.

To send a payment plan to a customer, locate the FreshBooks invoice from the invoice list and select Create Payment Plan. You'll need to select offer terms to apply, or manually enter your payment plan terms.

To properly create payment plans from your FreshBooks invoices, the invoice needs a customer with an email address attached in FreshBooks.

Sending to multiple customers at once: If you have a Partially offer created, you can send payment plans to multiple customers with open invoices at once. Select the checkbox next to each invoice you want to send a payment plan for (or use the "check all" button), then select the offer to apply to those invoices.

If a customer opens a payment plan from one of these links, the FreshBooks invoice balance automatically updates as automated payments are made, until the plan is paid in full — at which point the FreshBooks invoice automatically updates to "paid." No manual entries are required once a customer opens a plan.