Dentista – Dental Clinic Elementor Template Kit V1.0.0

Description

Gravity Forms FreshBooks Addon connects WordPress form submissions with FreshBooks cloud accounting, enabling automatic client creation and invoice generation from website forms.

Accounting Integration

• Client Creation – Automatically create new FreshBooks clients from form submissions with contact and business details
• Invoice Generation – Generate invoices in FreshBooks from form data including line items, quantities, and pricing
• Estimate Creation – Create estimates and quotes in FreshBooks from form submissions for proposal workflows
• Field Mapping – Map Gravity Forms fields to FreshBooks client and invoice properties with custom field support

Billing Workflow

The addon streamlines the quote-to-invoice pipeline by automatically creating FreshBooks records from website interactions. Service request forms can generate estimates, order forms can create invoices, and contact forms can establish new client records without manual data entry into the accounting system.

Business Automation

Conditional feed logic allows different form submissions to trigger different FreshBooks actions based on response values. This means a single form can create either an estimate or invoice depending on the submission context, reducing the need for multiple specialized forms.