Hello
We are working on an integration with Quickbooks to post booking invoices to QB.
As per your suggestion we are adding a custom tab to implement a web hook to our system.
However, after posting the invoice, the accounts team would like to ensure the charges and invoice cannot be changed.
It seems the way to do that is to use the "Assign Invoice Number" button?
1. Is that right that adding an invoice number will prevent any user from making further changes to Charges/Payments and the Invoice?
2. Is there anyway to assign this number via the api? Or some other automated way when the user clicks the custom button?
KR and many thanks,
Bill
Assign invoice number via api or other
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lesleywoermeijer
- Posts: 486
- Joined: Wed Dec 28, 2016 2:20 pm
You can use an auto action to assign an Invoice Number, in the Invoice tab, 'Assign Invoice Number' = Yes.
Then you need to LOCK the invoice in Settings > Account > Preferences, this is an Account based setting, so you need to set for ALL Accounts that own properties, not just the Master account.
This will stop users from being able to make changes when the Invoice Number has been assigned.
Then you need to LOCK the invoice in Settings > Account > Preferences, this is an Account based setting, so you need to set for ALL Accounts that own properties, not just the Master account.
This will stop users from being able to make changes when the Invoice Number has been assigned.
Hi Lesley
Thank you for your reply.
Do you mean to say that I can Assign an Invoice Number with a button in my Custom Tab? (I can see the button for it in the Invoice tab but want to do it via our custom button).
Regarding locking the invoice. Can you pls clarify: I think you are saying that if an account has "Lock invoices=Yes" then when a user in that account Assigns an invoice number it will then lock the invoice?
But that is another account does not have this setting than that same invoice will not be locked for them?
Many thanks,
Bill
Thank you for your reply.
Do you mean to say that I can Assign an Invoice Number with a button in my Custom Tab? (I can see the button for it in the Invoice tab but want to do it via our custom button).
Regarding locking the invoice. Can you pls clarify: I think you are saying that if an account has "Lock invoices=Yes" then when a user in that account Assigns an invoice number it will then lock the invoice?
But that is another account does not have this setting than that same invoice will not be locked for them?
Many thanks,
Bill
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lesleywoermeijer
- Posts: 486
- Joined: Wed Dec 28, 2016 2:20 pm
You can use an Auto action to Assign an Invoice number.
Set the rules as to when the Invoice number should be created. It is not possible you add the Assign Invoice button to the Custom tab.
The assigning of Invoice numbers is at account level. So the setting of Lock the Invoice should be set from the Account that owns the property. Then it should apply to all users.
Set the rules as to when the Invoice number should be created. It is not possible you add the Assign Invoice button to the Custom tab.
The assigning of Invoice numbers is at account level. So the setting of Lock the Invoice should be set from the Account that owns the property. Then it should apply to all users.