Integration

    FreshBooks and Volty

    Volty answers deposit and balance questions from FreshBooks while you are out on the job.

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    Updated

    A balance after the shoot

    A client asks what is left to pay. Volty reads the invoice.

    SL

    Shannon Lee

    WhatsApp · Client

    Hi! Loved the preview photos. How much is the balance for the wedding package?
    Looked up FreshBooksLee wedding · $3,800.00 · $1,000.00 paid · $2,800.00 due
    VoltyHi Shannon, so glad you like them! Your deposit of $1,000.00 is paid, and the balance is $2,800.00, due on 20 November.

    FreshBooks invoice

    Lee wedding package

    Part paid
    Total
    $3,800.00
    Deposit
    Paid · 12 Aug
    Balance
    $2,800.00 · due 20 Nov
    Matched by
    Verified phone number

    Read from FreshBooks during the conversation

    What Volty does with FreshBooks

    FreshBooks is the invoicing and time tracking software many freelancers and small studios use. Volty connects to FreshBooks with one sign-in. It reads a client's invoices and what has been paid, so a client asking about a deposit or a balance gets the answer from FreshBooks while the owner is out on a shoot.

    • What is the balance

      Open invoices for the verified client, with amounts and due dates.

    • Deposit received

      Payment status read from the invoice.

    • Answers while you work

      Clients get the figure without waiting for you to finish a shoot.

    • Read only by default

      Changes stay Off unless an admin turns them on.

    A smiling photographer in a flannel shirt at his home studio desk beside a camera on a tripod, with prints pinned to a corkboard behind him.
    Invoices and logged time read from FreshBooks.

    Did my payment come through

    A corporate client checks a payment.

    EP

    Erin Parker

    Email · Client

    Our finance team paid the invoice for the product shoot last week. Can you confirm?
    Looked up FreshBooks0217 · $1,650.00 · Paid 29 Oct
    VoltyThanks Erin, invoice 0217 for $1,650.00 was paid on 29 October. Nothing else is outstanding.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Balance due reminder

    1. When

      Every Monday

      A scheduled automation

    2. Step 1

      Finds balances due this week

      From FreshBooks

    3. Step 2

      Sends a friendly reminder

      An approved template

    4. Step 3

      Answers the replies

      And brings you in

    A smiling woman looks at a tablet at a cafe window table with a coffee and a pastry, a yellow cab passing outside.
    Clients ask what is due while they pick their photos.

    How Volty connects to FreshBooks

    An admin signs in to FreshBooks from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to FreshBooks

      With the business Volty should read.

    2. 02

      Turn on the reads

      Clients, invoices and payments.

    3. 03

      Leave changes Off

      Or turn one on, with approval.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find clientReads
    • List invoicesReads
    • Read paymentsReads
    • Read time entriesReads
    • Create invoiceChanges

    Reading tools can be turned on straight away. Anything that changes FreshBooks starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in FreshBooks?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect FreshBooks with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

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