FreeAgent
Email to FreeAgent,
the easy way
ForwardThis is the simple tool that connects your email to FreeAgent. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect FreeAgent
Create a free account and connect FreeAgent. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: August retainer - please invoice
Draft a sales invoice for Coulter Design for £2,400, reference CD-0824, on 30 day terms, and tell me if July is settled.
---------- Forwarded message ----------
Can you invoice us for August's retainer when you get a chance? Same as last month, and our PO number hasn't changed.
Drafted a sales invoice for Coulter Design
£2,400.00 · ref CD-0824 · due in 30 days
Checked July for Coulter Design
CD-0724 · £2,400.00 · paid 2 Aug
Undo available for 24 hours if something does not look right.
Some other examples
- “Add Coulter Design as a contact with accounts@coulterdesign.co.uk.”
- “Change the due date on draft invoice CD-0824 to 30 September.”
- “Send me the profit and loss for this year so far.”
Everything ForwardThis can do in FreeAgent
Look up a contact
Look up a contact
Create contact
Add a contact
Update contact
Update a contact's details
Add CRM record
Draft an invoice or estimate, log time, or record an expense
Update CRM record
Edit a draft invoice or estimate
Add note
Add a note to a contact or project
Create project
Create a project for a contact
Create task
Add a task to a project
Attach file
Attach a receipt to an expense
Look up records
Look up invoices, bills, expenses, estimates, timeslips, tasks and projects
Read a record
Read one invoice or estimate
Read a report
Run a profit and loss, balance sheet, trial balance or cashflow
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to FreeAgent?
- Forward the client's email to your ForwardThis address with a line saying what you want, like "draft a sales invoice for Coulter Design for £2,400 on 30 day terms". ForwardThis drafts it in FreeAgent and replies to confirm with a link. The first time, you'll need a free account with FreeAgent connected, which takes about 30 seconds - that's the entire FreeAgent email integration.
- Will it send the invoice to my client?
- No, and it never will. ForwardThis never moves money. Everything it creates stays a draft: it is not marked as sent, not scheduled, and not emailed to anyone. In FreeAgent, leaving Draft is what makes an invoice owed, so that step is yours. It invoices a contact FreeAgent already has, and it can add a new contact for you too.
- Can it record a supplier bill from an email?
- No, and this one is worth being straight about. FreeAgent has no draft state for a bill. Anything ForwardThis created would immediately be an open payable, with no in-between state that just records that an invoice arrived. So bills are read-only here: you can ask what's owed, to whom and when, and the answer comes straight back in your inbox. This is the one place FreeAgent differs from Xero, where a supplier bill genuinely can be drafted, and the difference is FreeAgent's rather than a change of policy on our side.
- Can it answer questions about my accounts?
- Yes. Ask what's unpaid or overdue, what a particular client still owes, or for a profit and loss over a date range, and the answer comes straight back in your inbox. FreeAgent works out every figure, so the numbers are FreeAgent's own, and it can look across invoices, bills, expenses, estimates and projects.
- What if it drafts the wrong amount?
- Undo works for 24 hours and deletes the draft, and nothing had been issued in the first place, so there is nothing to correct after the fact. If the invoice has already left Draft by then, it refuses rather than deleting a document your client has been sent. You can also just reply and tell it the right amount or date.