Question

PandaDoc payments and quickbooks Sales Receipts

  • 19 March 2021
  • 4 replies
  • 21 views

Userlevel 1

Hello Everyone,

In case that the payment amount did not go through my bank account and it is “DECLINED”, how can I avoid that the invoice/receipt is sent to my customer?

 

This is the workflow, my customers pay online using PandaDoc payments add-on, then it is automatically sent to Quickbooks. Then, the zap creates a new customer profile or finds it, then creates a receipt, then the zap sends the receipt to my clients’ email.

This is the outline,

 

Quickbooks is sending the receipts automatically even though they are declined.

 

Please heeelppppp!!!

 

Best regards,


4 replies

Userlevel 7
Badge +10

Hi @FPG USER 

Try adding a Filter step to the Zap: https://zapier.com/apps/filter/help

Userlevel 1

I totally agree. However, I do not see the field where it says “funded” “pending” or “declined”

 

I do not which one is the correct.

 

:(

Userlevel 7
Badge +10

@FPG USER 

Try this to isolate a data point that can be used in the Filter.

View the Zap Runs history details for the Data IN/OUT for each Step: https://zapier.com/app/history/

Search for and trace thru a known example that was DECLINED.

Userlevel 7
Badge +10

@FPG USER 
Just checking in to see if you still need help with this? 

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