The FreshBooks + PassKit integration gives you a way to issue digital passes such as membership cards, discount coupons, or client perks based on billing activity. You can send passes when invoices are paid, subscriptions start, or new clients are created, using automation tools or custom connections.

Setting Up The Integration

To connect FreshBooks to PassKit:

  1. In PassKit, create and publish your digital pass project (e.g., loyalty, membership, coupon, or appointment card).
  2. Go to Settings > Developer Tools in PassKit to get your API region, SDK host, and API prefix.
  3. Generate API credentials for secure communication.
  4. In FreshBooks, set your trigger, such as a new client, paid invoice, or project created.
  5. Use Zapier, Make, or your own webhook to send FreshBooks data (name, email, amount paid, etc.) to PassKit.
  6. Match the FreshBooks fields to your pass template so the pass includes the right customer info and metadata.
  7. Optionally, set up pass updates or revocations for late payments, subscription cancellations, or project closures.

This setup lets you automatically send passes after key billing events, without needing to track each client manually.

Common Use Cases

Businesses using FreshBooks for client management or billing can use PassKit to add a digital layer to their services:

  • Send a membership pass after a client pays their first invoice
  • Issue a loyalty or discount card after a set number of paid invoices
  • Offer appointment cards or event tickets as part of a paid package
  • Update pass details when a client’s payment status changes
  • Revoke passes for canceled projects or overdue accounts

It gives you a clear way to connect your payment system with something your clients can actually use.

Requirements

To use this integration, you’ll need:

  • A PassKit account with an active, published pass
  • A FreshBooks account with API access
  • API credentials from PassKit Developer Tools
  • A connection tool like Zapier, Make, or your own automation setup
  • Matching fields between your FreshBooks data and PassKit template

This can be done without code for simple workflows.

Support And Documentation

Helpful links for setup:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

These tools can help you automate pass delivery based on client billing activity.

Frequently Asked Questions

Can I Send A Pass When A Client Pays An Invoice?

Yes. You can use the “Invoice Paid” event in FreshBooks to trigger pass issuance.

What Info Can Be Included On The Pass?

Name, email, payment status, service name, or any field available from your FreshBooks data.

Can I Use This For Recurring Clients Or Subscriptions?

Yes. You can send or update passes based on subscription renewal or recurring invoice events.

What Happens If A Payment Is Late Or A Client Cancels?

You can set up your workflow to revoke or expire the pass automatically.