![]() To find out what information we need to provide in the SalesItemLine, we refer back to the API reference page again: For our Invoice, we will use SalesItemLine to represent the sewing service we provide to Alex. QuickBooks Online has five types of Line Item: SalesItemLine, GroupItemLine, DescriptionOnly, DiscountLine, and SubtotalLine. QuickBooks Online identifies the goods/services for an entity by extracting information from what it called Line Item. ![]() Refer to the Query and access resources (GET) section for how to find the Id of a Name list resourcesĪfter the Customer is provided, QuickBooks Online will need information about the goods/services we provide.The field name is not required here, only value is.For all the keys we use in the QuickBooks V3 SDK, they all have the same name as our docs. The key, CustomerRef we use in our array has the SAME name displayed on our documentation page.This means your customer may have viewed the sales invoice even if the status hasn’t changed. If your customer’s email provider doesn’t confirm when they view emails, the Viewed status doesn’t update. If tracking is important, you can clear the Include attachment check box in the email window. Shows the email address and date when the customer viewed the email. You may need to refresh this page to update this status. Green – shows when at least one of the emails have sent. If you then email the invoice, it will change to emailed.Įmailed – Shows the customer’s email address or addresses and the date and time you sent the email for all email addresses in the To and CC lines of the email. Sent as PDF – Shows as manually submitted. Shows the date and time you created the invoice. Hover over the following options to view the details: Select an existing invoice created after.The details of the sales invoice will now appear on the customer's activity. If you want to attach a file such as a copy of a receipt or a purchase order, select the attachment icon and then Upload files. If you want to charge your customer for postage, enter the net amount in the Shipping box. To save the invoice as a draft or pro forma, select the 'Save as' check box and choose a format option from the drop-down menu.ĭrafts and pro forma invoices do not update your accounts until you convert them. Drafts or pro forma invoices can be used to create quotes and calculate shipping without generating an invoice number.To view a breakdown of the tax calculated, select 'Total tax'. The overall net amount of the invoice and tax total appear at the bottom of the invoice.If you've created transaction analysis types, for example departments, select the ellipsis (3 dots) and choose the relevant category.If the item has multiple price points, you can choose one by selecting the Price/Rate box. Select the product or service from the drop down list or type the name of the item and then select it or create a new one by selecting Create item. Record the sale of a specific product or service, in the Product/Service box.Complete the mandatory fields marked by an *.Hover over Sales in the navigation bar, then select Sales Invoice, New Invoice.
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