![]() Once the user clicks the link to pay the invoice, they'll be brought to view the QuickBooks invoice in a web browser, where they can then pay, like the below example. This can be especially helpful when paired with the setting above to automatically email an invoice from QuickBooks once synced.Īs reviewed above, this allows control over what (if any) payment options will be enabled in the invoice we sync to QuickBooks. ![]() As shown in the screenshot below, this does support multiple comma separated email addresses. Using the email address within the QuickBooks customer for the order emailĪs the name suggests, this uses the email(s) of the QuickBooks customer instead of the WooCommerce order email for the Billing Email field in the QuickBooks invoice. There are several settings in MyWorks that can help further customize this, and are shown below.Įmail an Invoice from QuickBooks to customer once order syncsĪs the name suggests, this will tell QuickBooks to automatically email the invoice to the email within the QuickBooks order when we initially sync the order to QuickBooks. If you’re using the My Products element, match your items to the Quickbooks items and click Save. Find the Invoice approval template and click Create. Note that if you’re using this integration for the first time, you’ll be taken to the login screen and asked to log in. Follow these steps to enable a QuickBooks invoice approval workflow for your team. As seen in the example preferences below, these are Credit Card and ACH. In the Quickbooks integration screen, click Create Invoice. ![]() QuickBooks supports two methods of payment for Invoices in QuickBooks Online when Payments are enabled in your QuickBooks Preferences. MyWorks has the ability to both email the customer an invoice once an unpaid order is synced to QuickBooks - and allow control over which payment methods are enabled in the QuickBooks Online invoice. While it's most common for customers to order and pay through your WooCommerce store, there are cases where an order needs to be placed but not paid in WooCommerce - and then paid at a later time through QuickBooks Online and also optionally automatically emailed the invoice when the order is synced into QuickBooks. Select QuickBooks Online in the Accounting Software drop-down. ![]()
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