FreshBooks – Invoicing, Time Tracking

FreshBooks is an online invoicing and time tracking system which enables you to send, track and collect payments quickly. With FreshBooks you can Send and Manage Invoices Online, Track Expenses and Re-bill Clients, Track Time Online and On the Go, and Manage Contractors Painlessly.

Alive Docs Explorer gives you quick access to all your Clients in FreshBooks and enables you to quickly send them documents like letters, brochures, etc using the Alive Docs Mail Merge facility.

Now you can quickly send your clients personalized documents like newsletters, invitations, promotions, thank you letters, order confirmations, overdue notices, etc using your own custom documents.

A record is kept of all messages and documents that have been sent to each client, so you can keep track of who was sent what.

In the future you will also be able to view other information from your FreshBooks account in documents and spreadsheets in Alive Docs – giving you a fast view in to seeing the information you want in the format you want quickly.

For more information on FreshBooks visit FreshBooks

Sending documents to your FreshBooks Clients is as easy as selecting FreshBooks in the tool bar of the Contacts panel in Alive Docs.
This will show you a list of your FreshBooks clients from which you can then select the clients you wish to send to and press Send which will take you to the Send Panel. The Send panel can also be reached by pressing Send / Mail Merge when viewing a document, or simply pressing Send in the Tools portlet.

In the Send panel you can add and remove recipients, and add the attached document(s) you want to send, and when ready press Send.

Note: Alive Docs is initially set up to connect to a demo FreshBooks account. To setup Alive Docs to access your FreshBooks account, follow these steps:

1. Login to your FreshBooks account and click on the ‘My Acccount’ link at the top right of the screen.
2. Click on ‘FreshBooks API’ at the right end of the navigation bar under the tabs.
3. Make sure the Enable API checkbox is ticked.
4. Make a copy of your API URL and Authentication Token – e.g. select and press Ctrl-C.
5. Login to Alive Docs and click on Settings in the User Panel (the User Panel is the area at the bottom left).
6. In the Settings panel select the Services tab, and click on ‘Setup’ in the row for FreshBooks.
7. Enter / Paste your API URL (from Step 4) in the field marked API Url (make sure it is the full API URL that is listed in FreshBooks – e.g. https://xxxx.freshbooks.com/api/2.1/xml-in where xxxx is your FreshBooks user name).
8. Enter / Paste your Authentication Token (from Step 4) in the field marked Auth Token.
9. Press Save.
10. Select Contacts from Tools (in Alive Docs), and then select FreshBooks in the toolbar.
11. Everything should now be setup to use Alive Docs with FreshBooks.