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Automation inspiration

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QuickBooks Online

Harvest

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FreshBooks

Automation has been a game-changer for my business. Here are some of the tools and automation tips that can help you better manage and streamline your freelance finance management. 

How to automate the financial side of your freelance business

Rather than manually adding new customers to your Freshbooks account, let Zapier do the work for you. Once you set up this Smily-Freshbooks integration, new Smily clients from that point forward will be automatically added to Freshbooks as clients. 

Smily, top property management software for Short-Term Rental Managers and Concierges.

Smily

Trigger when a booking is created and/or updated and/or canceled (with line item support).

New and/or Updated and/or Canceled Booking

Trigger when a client is created and/or updated (with line item support).

New and/or Updated Client

Trigger when a conversation is created and/or updated.

New and/or Updated Conversation

New Inquiry

Search for bookings with a given time range.

Find Bookings by Dates

Search for clients using their default email (with line item support).

Find Client by Email

Find or Create Booking

Find or Create Client

Find or Create Rental

Update Booking

Creates a new client (with line item support).

Create Client

Create Inquiry

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

New Client

New Estimate

New Expense

New Invoice

New Bill

Triggers when a new credit note is created.

New Credit Note

Triggers when a new invoice thats meets the condition is created.

New Filtered Invoice

Triggers when a new invoice payment is created.

New Invoice Payment

New Project

Triggers when a new staff member completes their profile from the email they receive.

New Staff Member

New Vendor

Trigger when a new time entry is created.

New Time Entry

Updated Bill

Updated Estimate

Updated Invoice

Updated Project

Updated Vendor

Find Bill

Find Credit Note

Find Client

Find Estimate

Find Invoice

Find Project

Find Vendor

Find a bill, or create one if it is not found.

Find or Create Bill

Find a credit note, or create one if it is not found.

Find or Create Credit Note

Find a client, or create one if it is not found.

Find an estimate, or create one if it is not found.

Find or Create Estimate

Find an invoice, or create one if it is not found.

Find or Create Invoice

Find a project, or create one if it is not found.

Find or Create Project

Find a vendor, or create one if it is not found.

Find or Create Vendor

Add Payment to Invoice

Create Bill

Create Checkout Link

Create Credit Note

Create Estimate

Create Expense

Create Invoice

Create Invoice PDF

Creates other income (i.e., income that doesn't require an invoice and is received through other means).

Create Other Income

Create Project

Create Recurring Invoice

Create Time Entry

Create Vendor

Deletes a checkout link for an item or service.

Delete Checkout Link

Send Estimate

Sends an invoice to the email for the invoice client.

Send Invoice

Update Bill

Update Checkout Link

Updates an existing client based on email. Optionally create a client if one is not found with matching email.

Create or Update Client

Update Credit Note

Update Estimate

Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

Create or Update Invoice

Update Time Entry

Update Vendor

Add or update new Smily clients in Freshbooks

Are you already using FreshBooks to manage your accounts? Getting tired of manually entering your product sales? Let the computers do that work! Once set up, this Zapier integration adds each Podia sale as a paid invoice in FreshBooks, making your end-of-year accounting easy-peasy. 

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Podia

Triggers when a community member cancels their plan.

Someone Leaves Community

Triggers when someone joins a free or paid community plan.

Someone Joins Community

Someone Gets Tagged

Triggers when someone subscribes for emails from a product waitlist form.

Someone Waitlists

Published Blog Post

Triggers when someone signs up for a free or paid product.

Product Signed Up For

Removes someone from a specific community plan (Only available on Podia Shaker plan).

Remove Someone From Your Community

Adds someone to your audience and sign them up to a specific product (Only available on Podia Shaker plan).

Sign Someone Up for a Product

Adds someone to your audience and subscribes them for email (Only available on Podia Shaker plan).

Subscribe Someone

Adds someone to your audience and adds them to a specific community plan (Only available on Podia Shaker plan).

Add Someone to Your Community

Adds someone to your audience and waitlists them for a specific product (Only available on Podia Shaker plan).

Waitlist Someone

Record new Podia sales as FreshBooks paid invoices

Who needs a bookkeeper when you can automatically capture and track payments for invoices? This CSG Forte Payments-FreshBooks New integration captures sale transactions from CSG Forte Payments and automatically creates a payment in FreshBooks New, ensuring your accounting data is current, accurate, and all in one place.

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

CSG Forte Payments

Triggers when a new credit transaction has been created.

New Credit

Triggers when a new customer has been created.

New Customer

Triggers when a new sale transaction has been created.

New Sale

Triggers when a new schedule transaction has been created.

New Schedule

Add new CSG Forte Payments sale transactions as payments in FreshBooks New

Your Omnify service store is a great way to sell your services and take payments. However, accounting is a time-consuming process for all small business owners. Zapier makes it easier to automate those processes. Every time a new booking is made on Omnify, Zapier will auto-create an invoice in FreshBooks New. Now, you can rest assured that your accounts are up-to-date without having to manually make entries.

Omnify is a scheduling & business management platform which enables you to sell various services from a single platform.

Omnify

Triggers when a booking is marked as Abandoned.

Abandoned Booking

Triggers when a new booking is made; forwards all the booking details in the response.

Booking Detail

Triggers when a booking object is updated; forwards all the booking details in the response.

Booking Update

Triggers when a new check-in happens in the business.

Checkins

Triggers on renewal of class pack booking.

Class Pack Renewal - Booking

Triggers when class pack renewal invoice generated in the business.

Class Pack Renewal - Invoice

Triggers on renewal of membership booking.

Memberships Renewal - Booking

Triggers when membership renewal invoice is generated in the business.

Memberships Renewal - Invoice

New Booking

Triggers when a new client is added to the business.

New Lead

Triggers when a new family member is added to the business.

New Family Member

Triggers when paid invoice is generated in the business.

Invoice Paid

Triggers within 3 hours from when the booking is made.

Payment Reminder

Adds new customer to your Omnify's business.

Add new Omnify bookings to Freshbooks as invoices

Increased sales don't have to mean more time lost to paperwork — let Zapier be your personal accountant. This multi-step Stripe-QuickBooks Online integration will happen at any new Stripe charges, automatically finding the right QuickBooks Online customer or creating them if they don't exist, followed by issuing a sales receipt in their name — all in one go.

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Stripe

Triggers when a subscription is canceled (by a subscriber or due to end of billing period).

Canceled Subscription

Triggers when a checkout session is completed.

Checkout Session Completed

Failed Payment

Invoice Payment Failed

New Charge

Triggers when a customer disputes a charge.

New Dispute

Triggers when a customer is signed up for a new plan.

New Subscription

Triggers when a new event like a dispute, subscription, or transfer is added.

New Event

Triggers when a new invoice is created (supports line items).

Triggers when a new invoice item is created.

New Invoice Item

Triggers on a new invoice. You can filter based on the invoice's status. (supports line items)

Triggers when a new payment is completed.

New Payment

Triggers when a new payment link is created.

New Payment Link

Triggers when a charge is refunded, including partial refunds.

New Refund

Triggers when a customer subscription has changed.

Updated Subscription

Finds the account balance for your stripe account

Find Account Balance

Finds an existing charge by its Stripe ID.

How to automate the financial side of your freelance business

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