Page Comparison

Account Name

A short, descriptive name that helps you re-use this account in future.

Subdomain

Subdomain that you used when creating the Freshbooks account.

New Client

Triggers when a client is added or updated.

New Estimate

Triggers when an estimate is added or updated.

New Expense

Triggers when an expense is added or updated.

Triggers when an invoice is added or updated.

Triggers when a payment is added or updated.

Triggers when a recurring profile is added or updated.

Triggers when a task is added or updated.

Triggers when a tax is added or updated.

Triggers when a time entry is added or updated.

Create Category

Creates an Expense Category.

See http://www.freshbooks.com/developers/docs/categories

Create Client

Creates a Client.

See http://www.freshbooks.com/developers/docs/clients

Create Contractor

Sends an email inviting the recipient to collaborate on your projects as a contractor.

Create Estimate

Given a client, creates an estimate.

See http://www.freshbooks.com/developers/docs/estimates

Create Expense

Creates an expense.

See http://www.freshbooks.com/developers/docs/expenses

Create Item

Creates an item.

Items can be anything you want from a subscription to a lawnmower, and not necessarily a tangible item.

See http://www.freshbooks.com/developers/docs/items

Create Payment

Creates a payment.

Create Project

Creates a project.

Projects in FreshBooks is your key to tracking your time! Create a project for your client and keep track of all the time you have spent on a repair job, the next great website, or a legal case. If you have staff members or contractors that are helping you out with a project, you can invite them to the project and they will also have the ability to track time to the tasks associated with the project.

See http://www.freshbooks.com/developers/docs/projects

Creates a recurring profile.

FreshBooks is very well suited for subscription-based billing. You can set up recurring profiles that generate invoices automatically on a consistent basis.

See http://www.freshbooks.com/developers/docs/recurring

Create Staff

Creates a new staff member.

Creates a task.

Tasks are used for billing at hourly rates (fixed rate, variable time). Tasks can be assigned to projects for time tracking and re-billing purposes. 

See http://www.freshbooks.com/developers/docs/tasks

Creates a tax.

FreshBooks features tax friendly categories to make filing your taxes much easier. These new default categories organize your expenses so they are mapped to categories found on common tax forms in countries such as the US, Canada, the UK, Australia and New Zealand. In addition, FreshBooks lets you add your own subcategories to the existing defaults provided, enabling you to keep an even more detailed record of your business expenses

See http://www.freshbooks.com/developers/docs/taxes

Create TimeEntry

Creates a new timesheet entry.

Update Category

Updates an existing expense category with the given category_id. Any category fields left out of the request will remain unchanged.

Update Client

Updates the details of the client with the given client_id. Any fields not referenced in the request will remain unchanged.

Update Contractor

Updates an information for an existing contractor, include their hourly rate and assigned projects.

Update Estimate

Updates an existing expense with the given estimate_id.

Update Expense

Updates an existing expense with the given expense_id.

Update   Invoice

Updates an existing invoice with the given invoice_id.

Update Item

Updates an existing item. All fields aside from the item_id are optional; omitting a field, the existing value will remain unchanged.

Update Payment

Updates an existing payment. All fields besides payment_id are optional. Fields that are not passed will retain their existing value.

Update Project

Updates an existing project.

Update Recurring

Updates an existing recurring profile. When updating auto-bill information, all child elements are required.

Update Staff

Updates an existing staff member.

Update Task

Updates an existing task.

Update Tax

Updates an existing tax. All fields aside from the tax_id are optional; by omitting a field, the existing value will remain unchanged.

Update Time Entry

Updates an existing time_entry.

Add Line to Invoice

Adds Line to an existing invoice with the given invoice_id.

Add Line to Recurring

Adds Line to an existing recurring with the given recurring_id.

Delete Category

Deletes an existing expense category.

Delete Client

Deletes the client with a given client_id.

Delete Contractor

Deletes the contractor with a given contractor_id.

Delete Estimate

Deletes an existing estimate.

Delete  Expense

Deletes an existing expense.

Delete Invoice

Deletes an existing invoice.

Delete Item

Deletes an existing item.

Delete Project

Deletes an existing project.

Delete Payment

Permanently deletes a payment. This will modify the status of the associated invoice if required.

Delete Recurring

Deletes a recurring profile. Once deleted, it will no longer generate invoices.

Delete Staff

Deletes the specified staff member.

Delete Task

Deletes an existing task.

Delete Tax

Deletes an existing tax.

Delete TimeEntry

Deletes an existing time_entry. This action is not recoverable.