Hello all
I am trying to get a Zap to create a QBO invoice containing multiple line items from a Monday.com sheet. When we order something, my staff input the information into the Monday sheet, and the Zap then captures this and generates and sends a QBO invoice from it to the customer.
This is fine when there is just one item for that customer, but when there are multiples, instead of capturing them into the same invoice, it generates a new one for each line item, so if a client orders ten things, then they get ten invoices. And get annoyed!
There is a ‘client’ field in the table we are using, and I can set a ‘batch invoice’ flag in one of the monday.com columns so that the Zap can identify what to merge together. Question is, can I do this? I haven’t figured out how to or if indeed it is possible. I’ve tried a loop based on the presence of that field, but cannot work out how it then reads the second item also to have that value into the same QBO invoice as an extra line item.
If anyone has any tips, I’d be very grateful to hear them. Thanks!
