Invoice
All Fields that are 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.
/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=trueAll Fields that are 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.
/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=truePlease note that QuickBooks only allows you to have a Class at the Invoice or Line Item level, not both. This must be set in QuickBooks' settings. Thus, the URL above will not work as it specifies the Class at the Invoice AND Line Item level. A working URL would require removing at least one of these.
Applying Payments
It is possible to specify a payment at the time of Invoice creation.
You need to specify these fields
- Amount Paid
- Paid To
And you can optionally specify
- Reference
This can only be done at the time of Invoice creation.
/apex/breadwinner_qbo__NewInvoicePage
?originating_record={!salesforce_record_ID}
&parent_account=api_field_name__c
&payment_amount=payment_amount__c
&payment_method=payment_date__c
&payment_reference=ar_account_field__c
&payment_deposit_to=reference__c