Socket + Freshbooks Classic
Socket’s quoting software integrates seamlessly with FreshBooks Classic
- When a Quote or Person is created in Socket, the customer’s contact information will be automatically added to your FreshBooks Classic account under People. If a Person with a matching email address already exists in FreshBooks, it will be updated.
- If enabled, when a Quote is created, an Estimate will be created in FreshBooks.
- When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, an Invoice will be automatically created in FreshBooks. If the Quote has any recurring items, a Recurring Invoice will be created in FreshBooks as well.
- When a Payment is accepted for a Quote via Socket, a Payment will be automatically applied to the corresponding Invoice in FreshBooks.