FreeAgent

Do I need a FreeAgent account before integrating?

We recommend that you set up an account with any third-party software providers before integrating them with your Billsby account. To find out more about setting up a FreeAgent account and getting an extended free trial for being a Billsby customer see the FAQ below.

How do I integrate with FreeAgent?

To begin the integration process with FreeAgent, you'll need to navigate to Integrations > FreeAgent, in your Billsby control panel, and click on the ‘+INTEGRATE’ button in the top right of the screen. This will prompt a modal to appear asking you to confirm that your tax configuration in Billsby matches your tax configuration in FreeAgent. If your tax configuration doesn't match, then you run the risk of your invoices transferring incorrectly and payments not being properly applied to invoices. So, you need to ensure your tax configuration matches. Once you've confirmed this you'll be directed to FreeAgent where you'll be asked to login and grant Billsby permission to integrate with your FreeAgent account. After permission has been granted, the integration is complete and you'll be directed back to Billsby.

What data will be synced to my FreeAgent account and how safe will it be?

We sync all invoices, credit notes, payments and refunds that are transacted within Billsby. We also sync any customer names, email addresses and billing addresses that are associated with these invoices, credit notes, payments and refunds.

All information which passes between FreeAgents servers and your computer is encrypted using a technology called Secure Sockets Layer (SSL), the same technology that banks use to protect data. FreeAgent own their hardware and host their dedicated services with The Bunker, one of the most secure hosting providers in the world. Their Tier 3 data centres are connected to the internet via multiple network providers ensuring a fully redundant network and 100% network uptime. You can export all of your FreeAgent data at any time in Excel Spreadsheet (XLS) format, and analyse it or back it up yourself, as you see fit. You can find out more about FreeAgents data and security here.

Will taxes from my TaxJar integration be applied to my invoices and credit note in FreeAgent?

If your tax configuration in FreeAgent matches your tax configuration in Billsby, any tax rates applied to invoices and credit notes will also be applied to the synced invoices and credit notes in FreeAgent. Because we sync the tax rate directly from invoices and credit notes raised in Billsby, tax rates applied by TaxJar will be applied to the corresponding invoice or credit note in FreeAgent.

If your configuration does not match your invoices and credit notes might transfer incorrectly and payments might not be properly applied

Will taxes from the Automatic Tax calculations from Billsby be applied to my invoices and credit note in FreeAgent?

If your tax configuration in FreeAgent matches your tax configuration in Billsby, any tax rates applied to invoices and credit notes will also be applied to the synced invoices and credit notes in FreeAgent. Because we sync the tax rate directly from invoices and credit notes raised in Billsby, tax rates applied by the Automatic Tax calculations from Billsby will be applied to the corresponding invoice or credit note in FreeAgent.

If your configuration does not match your invoices and credit notes might transfer incorrectly and payments might not be properly applied.


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