Through integration with Quickbooks Online, you can create and send invoices from within Servis.ai.
User Permissions: Only users with a Quickbooks Online account can use the Quickbooks Online integration.
For help setting up your Quickbooks Online integration in Servis.ai, see our article Quickbooks Online Integration.
FAQs
How do I authorize my Quickbooks Online account?
See our Quickbooks Online Integration article for instructions on authorizing and enabling your Quickbooks Online account.
Creating an Invoice in Servis.ai
There are two ways to create an Invoice in Servis.ai.
Note: Creating an Invoice in Servis.ai will create a corresponding Invoice in Quickbooks Online.
Creating an Invoice in the Quote/Order App
When you first set up your Quickbooks Online integration you designate an App as your Quote/Order App. See our Quickbooks Online Integration article for more information on setting up the Quote/Order App.
You can create an Invoice directly from this App. To do so, navigate to the record in the Quote/Order App you want to create an Invoice for and click the Create QBO Invoice button in the top right hand corner of the page.
In this example our Quote/Order App is the Orders App. We chose this App because it has Lines we can use to store product information.
Once you have clicked the Create QBO Invoice button the QBO Invoice Creation Window will appear.
Because you created the Invoice in the Quotes Order App all the information in the QBO Invoice Creation Window will be filled in automatically. All you have to do is click the Save button in the bottom right hand corner of the QBO Invoice Creation Window. The Invoice will now be saved in the QBO Invoices App.
Creating an Invoice in the QBO Invoices App
When you Enabled your Quickbooks Online integration, the QBO Invoices App was created automatically. You can create an Invoice directly from the QBO Invoices App. To do so, navigate to the QBO Invoices App and click the +Add button in the top right hand corner of the page.
Once you have clicked the +Add button the QBO Invoice Creation Window will appear.
QBO Invoice Creation Window
As you can see, most of the fields in the QBO Invoice Creation Window are calculated fields. These will be filled in automatically when you input the Account (Quote/Order Account Reference) and Order (Quote/Order App) information.
Next, enter the product information in the QBO Invoice Lines section, including the Product ID and Quantity.
Lastly, click the Save button in the bottom right hand corner of the QBO Invoice Creation Window. The Invoice will now be saved in the QBO Invoices App.
Sending an Invoice from Servis.ai
You can send an Invoice directly from Servis.ai using the QBO Invoices App.
Enter the detailed view of any saved Invoice in the QBO Invoices App and click on Send Invoice button.
This will trigger an email from Quickbooks Online that includes the formatted Invoice. The email will be sent to the email address associated with the account used in the Invoice.
