Our partner Mailform helps you mail unpaid invoices without having to deal with envelopes, stamps, or the post office ever again.
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.
What Is Mailform?
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.
Why Should I Use Mailform?
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.
How Do I Get Started With It?
To add Mailform to your FreshBooks account:
- Visit the Mailform page on the AppStore.
- Click Connect Now in the top right corner.
- And follow the steps on screen.
- Authorize the connection (you’ll be redirected to Mailform)
And that’s it! Now you can find it within the Integrations section of your FreshBooks account. Here’s what it looks like:
What Else Does Mailform Help With?
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.
Do I Need to Mail Out Invoices?
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.
If You Need Help, FreshBooks Is Here
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.