We need one more search step before we get to creating the invoice. Step 3: Find Product(s) in Quickbooks Online Depending on the email address from your test document, the test will either find an existing customer or create a new one. Decide what document data you want to use and map it accordingly.įinally, Zapier will prompt you to test the search step. The other QB customer fields (Title, Phone, etc.) are optional. Tell QB what to use as the new customer name by mapping the variables for first and last name. Here, you’re telling the Zap to find an existing customer in QuickBooks using an email address of a recipient on the document.Ĭheck “Create Quickbooks Online Customer if it doesn’t exist yet?” if you want to create a new customer in QB when an existing one isn’t found.
#Creating invoices to send to customers in quickbooks plus
If not found, a new customer can optionally be created.Ĭlick on the plus sign below, find QuickBooks Online, select Find Customer as an action, and connect your PandaDoc Account.Ĭontinue to ‘Setup Action’ and add a search field (Field in QuickBooks) and search value (PandaDoc document data). Using a recipient from your document, this searches for a customer in QuickBooks and creates the invoice under their record if found. To create invoices under existing customers in QuickBooks you will need to use a ‘search step’. Step 2: Find or Create Customer in Quickbooks Online If configured correctly, it will return the data from your test document. You can speed this part up a bit by manually setting the document status to completed.įinally, go ahead and test the trigger. If needed, create a test document from your template and complete it. The test is looking for a completed document in your workspace so there needs to be one for it to find.
Before going any further in Zapier, navigate to PandaDoc and make sure there is a completed document that was created from your selected template. Now you will be prompted to test the Trigger step you’ve just created. However, if you select a template, you can pass all the data available in the document: variables, fields, pricing tables, metadata. When no template is selected, you’ll be able to send only general PandaDoc document data through Zapier and into the ‘Action’ steps. To pass document specific data through Zapier.When a template is specified, an invoice will only be generated when documents created from the specified template are completed. When no template is selected, the Zap will try to generate an invoice when any document in the connected PandaDoc account is completed. Select the template where you want these triggers to occur.
In the trigger settings, find PandaDoc and select the Document completed event. The product names need to be identical so that the Zap can read the products from the PandaDoc document, search for a product with a matching name in your Quickbooks account, and add it to a new invoice.įor each step in Zapier, you must select an "Application" and an "Event." In this case, the application is PandaDoc and the event is when a document is completed. QuickBooks Online What you’ll need before getting started:įor best results, product names in Quickbooks should match the product names in your PandaDoc catalog or CRM. At step 4, just select ‘Create Estimate’ or ‘Create Sales Receipt’ instead of ‘Create Invoice’. This Zap will also work for generating estimates and sales receipts in QuickBooks Online.
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