Custom Guided Wizard
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Button URL Structure
Summarized Button URLs
Invoice
5min
all fields available for a new invoice you can also create a salesreceipt using the same button the structure of a custom url creating a new invoice is below, with all possible fields shown required fields are in red all other fields are optional button url /apex/breadwinner qbo newinvoicepage ?originating record={!salesforce record id} \&parent account=api field name c \&invoice date=invoice date api field c \&due date=invoice date api field c \&invoice custom field 1=api field c \&invoice custom field 2=api field c \&invoice custom field 3=api field c \&invoice location field=api field c \&invoice class field=api field c \&invoice message field=api field c \&invoice memo field=api field c \&invoice term=field api name c \&testing=true all fields available for a new invoice with child records the list and structure of a custom url with all possible fields, including those for line items that are drawn from child records, utilized is below required fields are in red all other fields are optional please note that many of these fields will not work unless the corresponding field is setup in the accounting system button url /apex/breadwinner qbo newinvoicepage ?originating record={!salesforce record id} \&parent account=api field name c \&invoice date=invoice date api field c \&due date=invoice date api field c \&invoice custom field 1=api field c \&invoice custom field 2=api field c \&invoice custom field 3=api field c \&invoice location field=api field c \&invoice class field=api field c \&invoice term=field api name c \&child relationship name=child name r \&child object inventory name=name field c \&child object description=description c \&child object service date=service date c \&child object quantity=quantity field \&child object unit price=unit price field c \&child object class=class field c \&child object taxable=is taxable field c \&testing=true please note that qbo only allows you to have a class at the invoice level or the line item level but not both this must be set in qbo’s settings thus, the url above for qbo will not work as it specifies the class at the invoice and line item level a working url would require at least one of these to be removed applying payments it is possible to specify a payment at the time of invoice creation for qbo, you need to specify three fields amount paid paid to and you can optionally specify reference this can only be done at the time of invoice creation button url /apex/breadwinner qbo newinvoicepage ?originating record={!salesforce record id} \&parent account=api field name c \&payment amount=payment amount c \&payment type=payment date c \&payment reference=ar account field c \&payment deposit to=reference c