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I would like my action to create a payment in QBO and to apply the payment to any outstanding invoices and credits. The payment amounts might not match the invoice amounts. And there could be multiple payments against an invoice. 

 

Currently when I create a payment, it doesn’t apply it do any of the invoices. And I can’t figure out how to link it to a line item invoice, as the invoice number doesn’t appear in this trigger. 

 

 

I do have a previous Zap for creating invoices in QBO that has a list of invoice numbers created. 

 

Does anyone have a solution for this?

Hi @Skater,

 

Welcome to the Community. 

 

To apply payments to invoices in QuickBooks Online (QBO) using Zapier, You may need to create a multi-step Zap that triggers when a new payment is made (for example, in Stripe or PayPal). Next, add a QuickBooks Online action to find the corresponding invoice based on identifiers like invoice number or customer name. Then, add another QuickBooks Online action to create a payment, linking the payment to the found invoice by mapping the amount and invoice fields. Test the Zap and activate it to automate the process.

 

Let us know if you have any further questions.

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