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Best answer

Finding payment linked to an invoice in QBO

  • January 25, 2025
  • 3 replies
  • 59 views
P

Hi,

 

Working on a zap that triggers when a specific invoice is created in QBO, gives the client 24 hours to pay, but then deletes the invoice if they don’t pay in that window. Here’s what I’ve tried so far:

 

  1. Trigger: Invoice created
  2. Filter: Only continue if it is for “summer camp”
  3. Delay: Wait 24 hours
  4. Find payment: This is where I have trouble. You can only search for a payment with a payment ID. I need to find the exact payment that is correlated with the original invoice and, if it doesn’t exist, delete the original invoice. 

Any help is appreciated!

krista

Best answer by pranayshinde

Use QuickBooks Online: Find Invoice trigger to retrieve the latest status of the original invoice.

Map the Invoice ID from the trigger step.

Check if the invoice’s Balance field is 0 (paid) or >0 (unpaid).

Add a Filter or Paths step:

  • If Balance = 0: End the Zap (payment received).

  • If Balance > 0: Proceed to delete the invoice.

QBO does not natively support invoice deletion in Zapier but you can do so by API as per this thread:

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

P
Forum|alt.badge.img+5
  • pranayshinde
  • New
  • Answer
  • January 25, 2025

Use QuickBooks Online: Find Invoice trigger to retrieve the latest status of the original invoice.

Map the Invoice ID from the trigger step.

Check if the invoice’s Balance field is 0 (paid) or >0 (unpaid).

Add a Filter or Paths step:

  • If Balance = 0: End the Zap (payment received).

  • If Balance > 0: Proceed to delete the invoice.

QBO does not natively support invoice deletion in Zapier but you can do so by API as per this thread:

 

SamB
P
  • playartsphillyBeginner
  • Author
  • Beginner
  • January 26, 2025

This works, thanks so much!

SamB
P
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • January 27, 2025

That’s awesome news, ​@playartsphilly! 🎉 I’m so pleased pranayshinde was able to point you in the right direction here. Big thank you to ​@pranayshinde for helping out here—it’s so great to see our Community members supporting each other like this! 🧡

Seems like you’re all set for now, but do reach back out if you need any further help. In the meantime, happy Zapping! ⚡

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