Quickbooks Invoice with Deposit Paid at time of booking

Status: Closed · Asked by Niggle on · 0 views

Niggle — Question ·

Hello,
I use Bookeo to process customer bookings, when customers book they have to pay a deposit. I then generate an invoice in Quickbooks showing the deposit paid into my Paypal account (within Quickbooks).
I can't see how to automate recording the deposit payment in the invoice and that it has been paid to Paypal.
Can you help?
Thanks,
Nigel.

Pabblymember11 — Reply ·

Hey @Niggle

Could you please elaborate your query briefly, so that we can look into it and can assist you accordingly?

Niggle — Reply ·

Hello,

Yes, in the image below is a screenshot from my Quickbooks, when I create an invoice for this product manually after a customer makes a booking, in the Deposit field, circled in red, I enter the £100 deposit that a customer pays.

I can't see how to add this deposit value using Pabbly so that I can automate the generate invoice process when a customer makes a booking.

Can you help?
Thanks,
Nigel

Pabblymember11 — Reply ·

Hey @Niggle

We have added the "Deposit" field in the "Quickbooks Online: Create an Invoice" action event. Please check out the action event at your end and let us know if that works for you.

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