I would like to invoice a new customer after they submit a form on my site. I can get the customer recorded created through my Zap, generate my invoice, but it does not send it to the customer. I noticed the “Send Later” field but I have tried that both true and false with no difference in the email going out. Any ideas what I might have wrong?
Best answer by AndrewJDavison_Luhhu
You’ll see there is a “Send Invoice” action step for Quickbooks, which you can add after your “Create Invoice” step.
You’ll just need to reference the invoice ID from “Create Invoice” step.
Try that out and let us know if you have any issues.