Freshbooks

List User

Register as a new user

Revoke Refresh Token

List Credits 

Create Prepayment Credit

Update Credit Note

Delete Credit

List Clients

Get a single client with the parameter associated with clientId

Single Client

Update Client

Note: If you do not add an `organization` to your Client object, `organization` will automatically be added as the client's first and last name.

New Client

Deletes the specified secondary contactid

Delete Secondary  Contact ID

Allows you to edit a specific secondary contact

Edit Secondary Contact ID

Will remove all secondary contacts for a single Client Profile

Remove All Secondary Contacts

Single Item

Delete Item

Create Item

List Items Filtered by SKU

List Invoice Profiles

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

Create Single Invoice Profile

Get Single Invoice Profile

Update invoice profile to two weeks and increase the number of remaining invoices to 10.



Update Invoice Profile

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 

Enable Payment Options On Invoice Profile

Share PDF

Download Invoice PDF

Upload Logo or Proposal Image

Single Retainer

A retainer is deleted by changing the active status to "false". It can be undeleted by changing active status back to true.

Undelete Retainer

Create Retainer

Get all retainers

List all available other income instances.

List Other Income

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

Delete Single Other Income

Single Payment

Update Payment

List Payments

Make Payment

Single Checkout Link

Update Checkout Link Payment Gateway

Update Checkout Link

Delete Checkout Link

List Invoices

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 

Single Invoice w/ Logo

Toggle Online Payments on Invoice

Call an invoice and display the enabled gateway on that invoice.

Stripe = id: 26 |
FBpay = id: 30 |
PayPal = id: 7

Single Invoice w/ Payment Gateway

Enable Payment Options On Invoice

Send Invoice by Email

Get default invoice presentation styles

Get Bills

Add Bill from Vendor

Add Payment to Bill

Edit Payment to Bill

Archive Bill

Get Vendors

Add Vendor

Delete Vendor

List Expenses

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

Single Expense

Delete Expense

Create Recurring Expense

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

Single Expense Category

List Expense Categories

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

List Taxes

Create Single Tax

Single Tax

Update Tax

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

List Estimates

Creates a single estimate with multiple estimate lines and a logo and colourway.

Single Estimate With Estimate Lines

Single Estimate

Accept Estimate

Send Estimate by Email

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

Time entries that have been updated since a precise time. 

Time Entries Updated Since Precise Time

Create a Time Entry

Currently you have to search for employee using their employee name and not an ID.

Time Entries For Employee on Specific Project

Update a Time Entry

Delete a Time Entry

List Tasks

Create Task

Single Task 

Delete Task

Single Project

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

List Projects

Create Single Project

Update project with project title.

*`client_id` in this case is `customerId`*

Update Project

Delete Project

Get all service rates associated with this project	

Service Rates

You will need to update each project service independently with this endpoint

Update Service Rates

Team Member Rates

Update Staff Rates

Invite Team Member to Project(s)

Invitation Rates

Create New Message in Project Discussion

list

findById

match

search

create

update

delete

Bills

Chart Of Accounts

Clients

Credit Notes

Estimates

Expense Categories

Expenses

Invoices

Journal Entries

Journal Entry Accounts

Other Incomes

Payments

Projects

Taxes

Team Members

White Label Loyalty + Freshbooks integration

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