# FreshBooks and Volty

> Clients ask what is due and Volty answers from FreshBooks, connected with one sign-in.

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

Talk to Volty · Free trial

Updated 2 Nov 2026

## 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 FreshBooks · Lee wedding · $3,800.00 · $1,000.00 paid · $2,800.00 due

Volty Hi 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.

Connects with

One FreshBooks sign-in

Volty reads

Clients, invoices, payments, time

Volty can change

Off unless an admin turns them on

Setup

A few minutes

Category

Accounting & ERP

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 FreshBooks · 0217 · $1,650.00 · Paid 29 Oct

Volty Thanks 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

- When · Every Monday · A scheduled automation
- Step 1 · Finds balances due this week · From FreshBooks
- Step 2 · Sends a friendly reminder · An approved template
- Step 3 · Answers the replies · And brings you in

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.

- 01 · Sign in to FreshBooks · With the business Volty should read.
- 02 · Turn on the reads · Clients, invoices and payments.
- 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 client · Reads
- List invoices · Reads
- Read payments · Reads
- Read time entries · Reads
- Create invoice · Changes

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.

## Related integrations

- QuickBooks Accounting & ERP
- Xero Accounting & ERP
- Stripe Payments
- Calendly Calendar & booking
- Google Calendar Calendar & booking

All integrations

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## Links

- [Accounting & ERP](https://voltade.com/integrations?category=accounting)
- [QuickBooksAccounting & ERP](https://voltade.com/integrations/quickbooks)
- [XeroAccounting & ERP](https://voltade.com/integrations/xero)
- [StripePayments](https://voltade.com/integrations/stripe)
- [CalendlyCalendar & booking](https://voltade.com/integrations/calendly)
- [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar)
- [All integrations](https://voltade.com/integrations)
