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FreshBooks for Outlook

FreshBooks.

FreshBooks Invoicing Add-on is the fastest & easiest way to invoice your clients right from Outlook

With the FreshBooks Outlook add-on, you can invoice your clients without having to switch back and forth between Outlook and FreshBooks. You can easily create, draft, and send professional invoices directly from Outlook at no additional cost.

Here’s what it helps you do:

  • Create new clients and send them Invoices from within Outlook
  • Send Invoices to existing Clients
  • Add Taxes to your Invoices in percentages or a flat rate
  • View Overdue, Sent, Outstanding, and Paid Amounts from Clients
  • Create Line Items, Terms, and Conditions, and sync them with those on the FreshBooks Dashboard

Steps to get started

  1. Click on “Get add-ons” on the Outlook App (Web or Desktop)
  2. Search for the FreshBooks add-on
  3. Click on Add
  4. Accept the Terms and Conditions by clicking on “Continue”
  5. Wait for Installation to complete
  6. Once installation is complete, go to any email and click on the “More Actions” ellipsis
  7. Choose FreshBooks and voila!

You can purchase a subscription for FreshBooks @ https://www.freshbooks.com/pricing

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
  • At a glance
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