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Question

Quickbooks to send an invoice?

  • 1 June 2024
  • 2 replies
  • 17 views

I made a zap that integrates with Airtable, and “find customer” if no customer found, create customer. Then it creates an invoice for the customer, but it doesn’t send it. I can choose the “Send Invoice” option but I dont understand how to tell zapier that I want to send the invoice that was just created, because I dont see any variable returned when the invoice is created, and the only other options i see for selecting an invoice in my zap is a statis invoice selection which i dont want. PLEASE HELP! :)

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2 replies

Userlevel 7
Badge +14

Hi @jk64811 

Add this Zap action: QBO - Send Invoice

Map the Invoice ID from the previous QBO step.

Help article about using dynamic variables in dropdown fields: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 

Userlevel 7
Badge +11

Hi @jk64811, welcome to the Community! 🎉

Just wondered if you’d had a chance to try Troy’s suggestion yet? Happy to assist further if you’re running into any trouble with that at all.

Looking forward to hearing from you! 🙂