How to setup Fundbox in your FreshBooks account

New to Fundbox? Connect Fundbox to your FreshBooks account

  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.


  3. In the popup window, create a login for Fundbox. (email address and password) Already have a Fundbox account? Click here!


  4. Click on "Allow Access" to connect your FreshBooks and Fundbox accounts.


  5. Lastly, please verify your business details

                     

  1. 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? Connect Fundbox to your FreshBooks 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. (email address and password)


  3. Click on "Allow Access" to connect your FreshBooks and Fundbox accounts.
  4. Now you can clear invoices directly from FreshBooks by clicking on "get an advance" at the top of your invoices. Here's a full explanation of how to clear invoices directly from inside FreshBooks.
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