Hi Everybody
I have a small zap that sets Invoice due dates on google Cal (new invoices with future due dates)
Then, 2 days before the due date sends the Invoice to the customer for payment
Everything work nicely but the issue is once the invoice is sent it is automatically set to a Viewed status instead of sent.
Not sure if I am missing something in the setting.
Thanks!
+14Hi
Please post screenshots with how your Zap step is configured, thanks.
very simple zap
trigger is the event start
When I set up the cal event - I give the billing email as the location and the Invoice ID as the description
so as I said very simple but I expected the invoice status (in QuickBooks after the zap is completed) to be sent and not viewed
+12Hi
The status you are referring to, is it the emailStatus of the invoice? If so, I do not think that can be changed/edited within the public integration of QB. If you do need that functionality and control over that field it would probably require a custom Zapier QB build. Just quickly glancing over QB’s API docs it seems that you should be able to change this value via the API.
Hope this helps!
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