Accounting
FreshBooks Integration
Import FreshBooks invoices and export AI-generated credit notes with automatic client matching.
CrediMemo pulls invoice data from FreshBooks to power AI credit note generation. Generated credit notes include proper client references, tax calculations, and line item details. The integration supports FreshBooks expense tracking for dispute resolution workflows.
Features
✓FreshBooks API v2 integration
✓Invoice and expense data import
✓Credit note export with client matching
✓Tax profile synchronization
✓Payment status tracking
✓Automated reminder workflows
Sync Types
InvoicesCredit NotesClientsExpensesPayments
Frequently Asked Questions
Which FreshBooks plan do I need?
CrediMemo works with any FreshBooks plan that includes API access (Plus and Premium plans).
Can I import historical invoices?
Yes. On first connection, CrediMemo imports up to 12 months of invoice history to build AR aging and payment pattern analysis.
Does it support FreshBooks time tracking?
Time tracking data is imported as context for dispute resolution but is not directly modified by CrediMemo.