Having to print out invoices, go to the post office, pay for stamps, and mail them out is tedious and time-consuming. To help, we’ve partnered with Mailform to make sending out snail mail a lot easier. They pull client invoices directly from FreshBooks, and mail them for you.
Mailform retrieves customer names, addresses, and invoice from your FreshBooks account, and then prints them out, stuffs the envelopes, stamps them, and hands them over to the postal service.
If you have clients who still prefer physical invoices, Mailform offers an easy way to streamline the process. Instead of having to physically deliver them yourself, you can simply create the invoices in FreshBooks the same way you always would, and Mailform will handle the rest.
To add Mailform to your FreshBooks account:
And that’s it! Now you can find it within the Integrations section of your FreshBooks account. Here’s what it looks like:
One an invoice has been mailed out, it’s marked as sent in your account. This makes it easier to automate the process, and keep track of which invoices are due for payment – even if sent by snail mail.
Absolutely not! In fact, you can accept payments directly online using FreshBooks Payments, Stripe, or even PayPal allows you to accept credit card payments directly on an invoice. Which means no more chasing checks, bank runs, or manually updating your FreshBooks account every time you get paid.
But for some clients, they prefer to receive and pay invoices the good old-fashioned way. And for them, Mailform makes it super easy to automate the whole process.
Your business’ success is always top of mind for us. So if you have any questions on how to use Mailform, or anything else, we’re here to help.