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I’m trying to create an invoice with square using reservation data from limo anywhere. In order to create an invoice i need an order ID but this is not an option when i do so on square itself. Is there any way to circumvent this at all, where I can only enter the required date fields that appear in square?

 

If not how would I go about getting this set up? When creating a normal order, it doesn’t appear on square to create an invoice with, and if i make an externally paid order an invoice cant be created. 

 

Hi ​@EZ Drivers Limo,

 

Welcome to the Community.

Creating an invoice in Square using reservation data from Limo Anywhere can be challenging due to the requirement for an Order ID and restrictions on existing payments. To troubleshoot this, first create an order in Square using the reservation data via a"Create Order" step in your Zap, ensuring no payments are applied. Then, use the generated Order ID in a"Create Invoic" step to link the invoice properly. Test the setup thoroughly, verify your data mapping, and refer to Square's API documentation if you need deeper insights or alternative solutions.

Feel free to ask for further assistance if you have any questions or issues.

Hi ​@EZ Drivers Limo,

 

Welcome to the Community.

Creating an invoice in Square using reservation data from Limo Anywhere can be challenging due to the requirement for an Order ID and restrictions on existing payments. To troubleshoot this, first create an order in Square using the reservation data via a"Create Order" step in your Zap, ensuring no payments are applied. Then, use the generated Order ID in a"Create Invoic" step to link the invoice properly. Test the setup thoroughly, verify your data mapping, and refer to Square's API documentation if you need deeper insights or alternative solutions.

Feel free to ask for further assistance if you have any questions or issues.

How would I go about doing this, I have the step for a customer created already, and to create an invoice i need to create an order  via search order step. But hat data am I mapping exactly to get this intended result? 

The line items field always shows this no matter how I went about trying to create the order in the system. I’d assume an order could be created if the line item showed data to be mapped.

Hi ​@EZ Drivers Limo 👋

Hope you don’t mind me jumping in here! Perhaps there’s some missing line item fields that it can’t load as they’re dependant on a value being selected in a prior field. 🤔

The Location field wasn’t visible in the screenshots—is a location selected? It is a required field so maybe that’s what’s preventing some of the line items fields from appearing.

Also, you might need to also select values for these fields too:

12f7d88f391b84b5f6e0a36564ea86e7.png
 

Assuming that then loads the missing fields, it should allow you to then map fields from the Limo Anywhere trigger and Create Customer (Square) action to them, and create the order. 

Can you give that a try and let us know if that does the trick?

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