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Square New Order. FreshBooks Record payment.

Record FreshBooks payment when Square processes a new order

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How this automation works

Record payments in FreshBooks automatically for orders placed in Square. When a new order is processed in Square, this Applet creates a payment on a chosen FreshBooks invoice using the order amount and order details. This keeps invoicing and bookkeeping in sync for businesses using Square for sales and FreshBooks for accounting, reducing manual data entry.

If
Square icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new order is processed for the Square store
OrderId OrderStatus LocationName TotalMoney TaxMoney DiscountMoney TipMoney ServiceChargeMoney Currency LineItem1Name LineItem2Name LineItem3Name LineItem1Quantity LineItem2Quantity LineItem3Quantity CustomerFirstName CustomerLastName CustomerEmailAddress CustomerPhoneNumber CustomerAddressLine1 CustomerAddressLine2 CustomerAddressCity CustomerAddressState CustomerAddressZip CustomerAddressCountry CustomerId CustomerReferenceId CreatedAt
Then
FreshBooks icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will record a payment against an existing FreshBooks invoice. Requires a FreshBooks Plus or Premium plan.
invoice_id amount payment_method payment_date notes

Services used in this Applet

Create your own FreshBooks and Square workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

16 triggers, queries, and actions

Invoice due soon

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an unpaid FreshBooks invoice is due within the number of days you choose.

Invoice updated

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an invoice is updated in FreshBooks, including status changes such as sent, viewed, or paid.

New client created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new client is created in FreshBooks.

New Customer

Pro icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is created for the Square store

New expense created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new expense is recorded in FreshBooks.

New invoice created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created in your FreshBooks account.

New Order

Pro icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new order is processed for the Square store

Payment received

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a payment is received against an invoice in FreshBooks.

Look up invoice by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the full details of a FreshBooks invoice by its invoice ID.

Look up payment by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of a FreshBooks payment by its payment ID.

Search invoices

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns FreshBooks invoices matching a status and optional date range.

Create client

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new client in FreshBooks.

Create Customer

Pro icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a customer in the Square account

Create expense

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will record a new expense in FreshBooks. Requires a FreshBooks Plus or Premium plan.

Create invoice

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new invoice in FreshBooks. Requires a FreshBooks Plus or Premium plan.

Record payment

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will record a payment against an existing FreshBooks invoice. Requires a FreshBooks Plus or Premium plan.

Create client

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new client in FreshBooks.

Create Customer

Pro icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action creates a customer in the Square account

Create expense

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will record a new expense in FreshBooks. Requires a FreshBooks Plus or Premium plan.

Create invoice

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new invoice in FreshBooks. Requires a FreshBooks Plus or Premium plan.

Invoice due soon

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an unpaid FreshBooks invoice is due within the number of days you choose.

Invoice updated

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an invoice is updated in FreshBooks, including status changes such as sent, viewed, or paid.

Look up invoice by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the full details of a FreshBooks invoice by its invoice ID.

Look up payment by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns the details of a FreshBooks payment by its payment ID.

New client created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new client is created in FreshBooks.

New Customer

Pro icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new customer is created for the Square store

New expense created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new expense is recorded in FreshBooks.

New invoice created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new invoice is created in your FreshBooks account.

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More on FreshBooks and Square

About FreshBooks

FreshBooks is invoicing and accounting software for small businesses and freelancers. Connect FreshBooks to automate invoice workflows, track payments, and sync expense and client data — get notified on new invoices, payments, expenses, and clients, look up invoices and payments, and create invoices, record payments, log expenses, and add clients from your applets.

Explore FreshBooks

About Square

Square is the simplest way to accept credit card payments and has all the features you need to create a seamless payment experience between you and your customers.

Explore Square

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