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Creating a New Client in Freshbooks

When creating an invoice, Freshbooks will attempt to match your Client’s name in Tick with a client in their system. If they can’t find an exact match, you’ll receive an error:

No Client Error

In some instances, you’ll want to change the client name in Tick to match one you already have in Freshbooks. To learn how to do this, see this help article: Adding a Client

To add a client to Freshbooks in order to match one in Tick, follow these steps:

Log into your Freshbooks account.

Go to “People” and “Clients”

And click on “+ New Client.”

Create New Client in Freshbooks

Fill out the client’s information and hit save.

For the final step, return to the error message in the Tick add-on and click “Re-submit Invoice”

Re submit invoice