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,
Best answer by Troy Tessalone
View original
