Best answer

PandaDoc payments and quickbooks Sales Receipts

  • 19 March 2021
  • 4 replies

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,


Best answer by Troy Tessalone 19 March 2021, 16:47

View original

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

4 replies

Userlevel 7
Badge +14


Try adding a Filter step to the Zap:

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 +14


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:

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

Userlevel 7
Badge +10

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