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Learn how Wesleyan achieved 96% satisfaction rate with their rewards scheme aimed at increasing customer retention.

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Connect your loyalty program in Freshbooks without researching its API, registering in a developer program, and getting your application approved. We take care of authentication, secure credentials storage, and token refreshes so you don't have to.

Freshbooks

1. - Create Payment Method

1a. -  Get Publishable Key

2. - Create Setup Intent Using Payment Method Key

<p>You will then pass the pm_id from Step 1 to a specific invoice profile.</p>
<p>The invoice profile can be found in the UI or as a response when created.</p>


3. - Save Payment Method to Recurring Profile

Abilities

Accept Estimate

Accounts Aging

Accounts

Add Bill from Vendor

Add Business

Adds a comment to a project discussion message

Add Comment to Project Discussion Message

Add Journal Entry

Add Payment to Bill

Add Vendor

Archive Bill

A snapshot of your company's assets, liabilities and equity at any given point in time.

Balance Sheet

Bank Reconciliation Summary

Client Account Statement

Create a Time Entry

Create Account

Custome expense categories require a parent category ID. Please make a call to list expense categories to find the parent ID you'd like.

Create Custom Expense Category

In order to create an expense with a receipt, you will first need to upload your image via the uploader endpoint. Once you receive a response, you can apply that `jwt` token to your expense under the nested `attachment` object. Look at the example on the right.

Create Expense with Receipt

Creating invoice with expense.

First you will need to create an expense. Once that is created, save the expenseId and add it to the invoice.

When adding an expense, make sure you add to the `markup_percent` parameter the amount you want to markup by and set `cogs` to `true` if it is an item you have paid for.

Create Invoice with Expense 

Create Item

This can help you create a new application on FreshBooks

Create new application

Create New Message in Project Discussion

Create Prepayment Credit

Create Recurring Expense

Create Retainer

Create Service

This will create an invoice profile that will pull unbilled time entries for your client on to the invoice that is generated

Create Single Invoice Profile w/ Time Entry Holder 

Creates a monthly recurring invoice that sends 3 invoices in total.

Create Single Invoice Profile

This allows you to create a single entry for other income you collected (or will collect) through other means outside of FreshBooks.

Create Single Other Income

Create Single Project

Create a single proposal that has sections, logos, and requires an e-signature from the customer

Create Single Proposal w/ Sections, Logos, and E-signature

Create Single Tax

Create Task

Delete a Time Entry

Delete Business - Subscription

Delete Business

Delete Checkout Link

Delete Credit

Delete Expense

Delete Item

Delete Project

Deletes the specified secondary contactid

Delete Secondary  Contact ID

Delete Single Other Income

Delete Single Tax

Delete Staff

Delete Task

Delete Vendor

Delete Webhook Callback

Download CSV Report

Download Invoice PDF

Edit Payment to Bill

Allows you to edit a specific secondary contact

Edit Secondary Contact ID

Enable Payment Options On Invoice Profile

Enable Payment Options On Invoice

Expense Details

This endpoint will return summaries of the total amounts of expenses by active, archived, and grand total.

Active means not archived or deleted.

Archived is simply reorganizing the experience on FreshBooks so they're tucked away nicely. They will still show up on your reports and count towards active clients.

Deleted clients will be removed from your active clients list, however, any activity related to those accounts will not show up on your reports.


Expense Summaries

Expense Vendors

Retrieves information for a single service ID

Get a Single Service Rate

Get a Single Service

Get all applications

Get all retainers

Get Bills

Get default invoice presentation styles

Get Single Invoice Profile

Get Single Tax

The value of `<id>` here is only meaningful if a user has access to multiple systems. See the Identity Model for more information.

Get System 

Get Vendors

Invitation Rates

Invite Team Member to Project(s)

## Invoice Details

The Invoice Details Report shows all the information involving your invoices

Invoice Details

See how much money you're making from each item to sell.

Item Sales

Journal Entry Details

List Account types

List Accounts

Lists all messages in a specific Project's discussion page

List All Messages in Project Discussion

List Clients

List Credits 

Get an entire list of estimates that exist within your account.

List Estimates

List Expense Categories

List Expenses

List Gateways

List Invoice Profiles

List Invoices

List Items Filtered by SKU

List all available other income instances.

List Other Income

List Payments

Remember to remove `Content-Type` headers when making a GET call on projects and time-tracking.

List Projects

List Services

List Staff

List Sub types

List Tasks

List Taxes

List User

List Webhook Callbacks

Make Payment

Modify existing application

Seamlessly integrate loyalty with Freshbooks to streamline your business.

Integrate Freshbooks with White Label Loyalty

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list

Chart Of Accounts

findById

create

update

Clients

Credit Notes

Estimates

delete

Expense Categories

Expenses

Invoices

Journal Entries

Journal Entry Accounts

Other Incomes

Payments

Projects

Taxes

Team Members

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Dubai Holding

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PepsiCo

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Ford

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AkzoNobel

Nets Group Logo

Nets

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Burger King

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Tala

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Wesleyan

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Daikin

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Ardex

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Biscuit

White Label Loyalty + Freshbooks integration

About Freshbooks

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Benefits of White Label Loyalty + Freshbooks

Integrate now!

Automate desired actions with Freshbooks

1. - Create Payment Method

3. - Save Payment Method to Recurring Profile

1a. - Get Publishable Key

Abilities

2. - Create Setup Intent Using Payment Method Key

Accept Estimate

Call and retrieve data from Freshbooks

Wesleyan

Choose White Label Loyalty and become a loyalty leader