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How do I connect to Fundbox through my FreshBooks account?

  • Updated

We offer two services, a revolving line of credit and net terms on business purchases. This information applies to the revolving line of credit service.

 

  1. Log in to your FreshBooks account (http://<your FreshBooks subdomain>.freshbooks.com/)
  2. Open a pending invoice, click on the "Get an advance" link at the top of the invoice.

    How_to_setup_Fundbox_in_my_FreshBooks_account_1.png


  3. In the popup window, create a login for Fundbox.
  4. Click on "Allow Access" to connect your FreshBooks and Fundbox accounts.

    How_to_setup_Fundbox_in_my_FreshBooks_account_2.png

  5. Lastly, please verify your business details.
How_to_setup_Fundbox_in_my_FreshBooks_account_3.png

That's it! Now the automated assessment process begins. Please be patient, as it may take a few hours. As soon as your invoices have been processed by our automated system, you'll receive an email notification with a link to your new Fundbox dashboard.

Already have a Fundbox account? 

  1. Open a pending invoice in FreshBooks, click on "Get an advance" link at the top of the invoice.
  2. In the popup window, log in to your Fundbox account.

    How_to_setup_Fundbox_in_my_FreshBooks_account_4.png
  3. Click on "Allow Access" to connect your FreshBooks and Fundbox accounts.