Hi there,
I'm new to this and I could simply be missing something here.
I have already set the connection from Quickbook so that when a 'New Payment' happens in Quickbook. to find an invoice # (to match up in my CRM "FlowLu")
But I couldn't find a way to "Update Invoice" for FlowLu for it to be Mark as Paid
Am I missing something? I looked up under "Update" but i couldn't find it there.
I'm new to this and I could simply be missing something here.
I have already set the connection from Quickbook so that when a 'New Payment' happens in Quickbook. to find an invoice # (to match up in my CRM "FlowLu")
But I couldn't find a way to "Update Invoice" for FlowLu for it to be Mark as Paid
Am I missing something? I looked up under "Update" but i couldn't find it there.