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Quickbooks - Create and send invoices #1

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Will785 opened this issue Aug 10, 2023 · 0 comments
Open

Quickbooks - Create and send invoices #1

Will785 opened this issue Aug 10, 2023 · 0 comments

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@Will785
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Will785 commented Aug 10, 2023

This template will interact with quickbooks to automatically create and send invoices to customer and should do the following:
Create a customer.
Set up a new service item.
Connect the new service item to an income account where payments for the service will be received.
Create an invoice with the necessary details about the sale.
Add the service to the invoice.
Send an email with the invoice to the customer.
Create a payment transaction.
Link the payment to the invoice so the outstanding balance is paid for.

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