Make sure QuickBooks Online is properly configured.Ĭonnect the app that your sales come from and customize your trigger.Ĭonnect your QuickBooks Online account and customize the "Find Customer" action. We'll walk through how to set up a Zap-what we call our automated workflows-that takes orders from apps like Shopify or Stripe and automatically turn them into invoices in QuickBooks Online. Streamline the process of creating and sending invoices by adding automation to the mix. Plus, if it slips your mind, you run the risk of not getting paid on time. You and your team likely have more important work. See above how to check if your invoice has been successfully synced with QuickBooks.QuickBooks Online has made it easy and accessible for businesses of any size to send and track professional invoices to clients.Ĭreating each invoice, though-even if it's from a template-isn't the best use of resources. It will appear on the PDF only if the invoice is synced with QuickBooks and the setting Add QuickBooks invoice link to Scoro is enabled. NB! The shareable invoice link will come from QuickBooks. Ĭhoose the template you'd like to modify with the invoice link and open it in the Modify view by clicking on the PDF icon in front of the template name.Ĭhoose where you would like to place the invoice link on your template.Ĭopy and paste the variable quickbooks_invoice_link to the exact spot on the PDF where you would like the invoice link to appear. Open Settings > Site settings > PDF templates. Add the QuickBooks invoice link placeholder into the Scoro PDF template that you use for invoicing your customers: Once the invoice has been synced, you can see the invoice link already in the email preview when you start sending out the invoice.Īnd this is what both versions of the invoice links will look like in the email that reaches your customer.ġ.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |