FreeAgent
We'd advise you check out our page detailing how all our accounting integrations work here, before learning about the specific details of the FreeAgent accounting integration.
Edit Restrictions
When your JobStaq account has the FreeAgent integration enabled, we enforce restrictions on editing some invoice details based on the restrictions FreeAgent enforced for invoice changes.
FreeAgent doesn't allow changes to issued invoices. For invoices without payments, JobStaq works around this by updating the invoice to draft, making any required changes, and the updating it back to issued.
No data on an invoice can be modified once a payment has been created. For cases where you think you will be likely to modify the invoice after a payment has been recorded (eg. for deposits), our suggestions are:
- Toggle the "Sync to FreeAgent" option on the invoice off until you've finalised invoice data. This will disable all validation in JobStaq required to match FreeAgent's validation, however, will also delay how quickly you can reconcile payments in your accounting software.
- Raise a separate invoice with a type of deposit or interim to gather any upfront payments. You'll then raise a final invoice on the same job once work has been completed with full details of the work carried out.
Syncing
The standard accounting integration syncing applies to the FreeAgent integration.
The only exception is that FreeAgent does not provide a system to notify connected applications of changes to data made in real-time, so any payments or credit notes assigned to invoices will only be detected in JobStaq once a full sync is executed. This automatically happens once a week, and can be manually run from the integration settings page.