FreshBooks payments in a live spreadsheet
Add the Payments table to a sheet as a data source named payments and its 12 columns become names your formulas, pivot tables and charts use. Sheets reads it from your FreshBooks business each time the sheet opens or refreshes.
Formulas on this table
=data.payments.sum(amount) Total amount. Adds up the Amount column over every row of Payments.
=data.payments.sum(amount, currency, A2) Amount per currency. With a currency in A2, the total for that one. Fill it down next to a list of them.
=list.payments(currency) Every currency, once. Spills the distinct currency values down the column: the row labels for the formula above.
=data.payments.sum(amount, date, ">=2026-01-01") Since a date. Only rows whose Date is on or after 1 January 2026. Criteria such as ">=", "<" and "<>" work as in any spreadsheet.
=data.payments.count(id, currency, "<>") Rows with a currency. Counts the rows whose Currency is not empty.
Reports that use it
=data.payments.sum(amount, method, A2) Payments received per method. Cash in by payment method, per row in column A.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Date | date | Date |
| Amount | amount | Number |
| Currency | currency | Text |
| Method | method | Text |
| Note | note | Text |
| Invoice ID | invoice_id | Text |
| Client ID | client_id | Text |
| Client | client | Text |
| Credit ID | credit_id | Text |
| Archived | archived | Yes / no |
| Updated at | updated_at | Date and time |
Other sales tables
Your payments, live
Invoices, payments, expenses and time entries become tables that formulas, pivot tables and charts read directly. Your numbers stay current without exporting.