AI agents for FreshBooks

List invoices

Lists invoices, optionally for one client, with one status (draft, sent, viewed, paid, partial, overdue, disputed …), issued in a date range, or by invoice number.

List expenses

Lists expenses, optionally dated in a range, from a vendor (name contains), or billed to one client.

Create a client

Adds a client (a customer you invoice) with a first and last name, email, company, phones, a billing address, currency and a private note.

Create an invoice

Creates a draft invoice for a client (by client ID) with line items of a name, description, quantity and unit cost, an issue date, days until due, currency, notes, terms.

Email an invoice

Emails an invoice to one or more addresses with an optional custom subject and message, and marks it sent.