Create Invoice

Create Invoice

This action creates a new invoice in Quickbooks.

NOTE: In order to create an invoice you must specify Customer ID and at least one Line Item. Use the “Build Line Item for Invoice” card in order to create line item objects for this card.

Input Fields

• Invoice
  • Invoice Number (text): a reference number for the invoice
  • Tax Code (text): the transaction tax code
  • Customer ID (text): ID of the customer associated with the invoice
  • Due Date (text): date when the payment is due
  • Shipping Date (text): date for delivery of the goods or service
  • Tracking Number (text): shipping provider’s tracking number
  • Transaction Date (text): date entered by the user for when the transaction occurred
  • Department ID (text): ID of the department associated with the invoice
  • Currency (text): currency that the invoice is using
  • Statement Memo (text): user-entered organization private note about the invoice
  • Customer Memo (text): user-entered message to the customer
  • Class ID (text): ID of the class associated with the invoice
  • Sales Term ID (text): ID of the sales terms for the invoice
  • Apply Tax after Discount (boolean): true/false - whether or not to apply a tax after a discount is applied
  • Email Address (text): email address associated with the invoice
  • Email Status (text): email status of the invoice; can be NotSet, NeedToSend, EmailSent
  • Deposit (number): the deposit made towards this invoice
  • Line Item (collection of line items in the invoice)
    • Must be created using the “Build Line Item for Invoice” card first
• Custom Fields: These fields are dynamically generated based on the fields custom fields created in your Quickbooks account.
• Shipping Address
  • Line 1 (text): 1st line of the shipping address
  • Line 2 (text): 2nd line of the shipping address
  • City (text): city of the shipping address
  • State/Region (text): state/region of the shipping address
  • Country (text): country of the shipping address
  • Postal Code (text): postal code of the shipping address
• Billing Address
  • Line 1 (text): 1st line of the billing address
  • Line 2 (text): 2nd line of the billing address
  • City (text): city of the billing address
  • State/Region (text): state/region of the billing address
  • Country (text): country of the billing address
  • Postal Code (text): postal code of the billing address

Output Fields

• Invoice
  • Invoice ID (text): a unique identifier for the invoice in the Quickbooks system
  • Time Created (text): time when the invoice was created