The Gravity Forms FreshBooks Add-On is a powerful integration tool that automates the transition from lead capture to accounting. It is primarily used to turn form submissions into clients, invoices, or estimates within your FreshBooks account.
This is EXACTLY the same product as distributed by the developer. Sales Page
If you are using the legacy add-on or a modern third-party equivalent, these are the standard technical capabilities:
Automatic Client Creation: Automatically create a new “Client” in FreshBooks using data submitted via your WordPress form (Name, Email, Organization, etc.).
Invoices & Estimates: Generate a draft or sent invoice/estimate immediately upon form submission.
Line Item Mapping: Map specific form fields (like product selections or quantities) to specific line items in a FreshBooks invoice.
Field Mapping: Use a simple dropdown interface to match Gravity Forms fields to FreshBooks fields (e.g., “Phone Number” → “Home Phone”).
Conditional Logic: Only send data to FreshBooks if certain criteria are met (e.g., only create an invoice if the user selects “Pay by Invoice” on the form).
Payment Tracking: If used with a payment add-on (like Stripe or PayPal), the FreshBooks add-on can mark an invoice as “Paid” automatically once the transaction is successful in WordPress.
Recurring Billing: Support for setting up recurring profiles (depending on the specific version of the integration).
To run this integration smoothly on your WordPress site, ensure you meet these specs:
| Requirement | Minimum Specification |
| WordPress Version | 5.0+ (Latest recommended) |
| PHP Version | 7.4 or higher |
| Gravity Forms License | Pro or Elite (for official/advanced add-ons) |
| FreshBooks Account | Active account (Note: Ensure API access is enabled) |
