I seem to be having trouble getting the payment to apply to the invoice created in a previous step but within the same zap. I have put in a 1 minute delay between the "Create Invoice" and the "Create Payment" steps. Any tips?
Best answer
Applying payments in QuickBooks Online
Best answer by BowTieBotsBest answer by BowTieBots
Customer Ref Value was pulled from the invoice creation in the step above.
If you leave out the Line amount Under line items the payment gets created and references the invoice but does not get applied. To apply the payment to the invoice you need a value in Line Amount.
You should also be able to remove your delay step. The invoice exists once the invoice number is returned to Zapier.
For Clarity the custom value in "Line Linked Invoice" is this:
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+10- Zapier Expert
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Are you getting a specific error when you test / in runtime?
Can you screenshot how you have the "Create Payment" step mapped.
No error, the zap runs fine, it does create a payment in QBO but does not apply it to the invoice. It is left 'unapplied'. 2 screen shots attached
+9- Architect
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+4- Zapier Expert
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- Answer
Customer Ref Value was pulled from the invoice creation in the step above.
If you leave out the Line amount Under line items the payment gets created and references the invoice but does not get applied. To apply the payment to the invoice you need a value in Line Amount.
You should also be able to remove your delay step. The invoice exists once the invoice number is returned to Zapier.
For Clarity the custom value in "Line Linked Invoice" is this:
Rich Schnitzel | Helping 6 figure entrepreneurs scale
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+12- Zapier Staff
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Thanks for the detailed answer
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