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As above, anyway to implement a invoice number for a new item added?
One that doesnt not require a paid for app hopefully? Already pay a fortune for Monday, adding so many apps just to do simple tasks is getting a bit annoying
Ideally it would be a number that would continue on from our existing invoices and count up from there, however I am thinking im only going to be able to achieve witha formular that may be abeilt random as you have suggested. I would love to give it ago to see if I can get it to match our needs at least to a small extent
First, compose an email to your client. You can include a link to your invoice in the email or send them a PDF of the invoice as an attachment. The client simply clicks on the link or the attachment to see the invoice.
Then, check in on the status of your sent invoice. If you email your invoice directly from Invoice Simple, you will receive a notification when your customer views the invoice. The notification is useful for following up with clients to confirm payment.
You may initially start out using a simple excel or word invoice template, but when you get to making your second or third invoice you'll realize that you're wasting a lot of your time on repetitive tasks. For example:
The next time you want to create an invoice, the invoice template will automatically be filled with all of your relevant information. The same applies to your clients and items. We'll fill out your entire client information (phone, email, address) as you start typing the client name.
You can share or download a PDF of your invoice with the click of a button. This saves a lot of time compared to Excel and Word invoice templates, for which you need to complete several steps to export a document as a PDF or be sure that your client can open files of a specific format.
There are a few additional benefits to emailing your invoice through Invoice Generator. One is that your invoice will be suitable for mobile and desktop viewing. Second is that you'll be notified when your client receives and views the invoice. And thirdly if your client hasn't viewed you invoice after a couple days, Invoice Simple will automatically send them a polite reminder.
A: You can easily preview what your invoice will look like by pressing the preview button on the top left. We've also put together a sample invoice for you, so you can see what a fully filled out invoice would look like. For more sample invoices you can checkout our page here
A: Yes. Our invoice generator should detect your currency automatically. However, if you want to make an invoice in a different currency, you can easily change the selected currency using the Settings panel on the right.
A: Looking to find out what an invoice really means? Here's a complete explanation of what an invoice is . If that isn't enough of an explanation, then see what Wikipedia has to say about it. Short version though, an invoice or a bill is a document you give your customer, containing what you did for the customer and what they owe you for that service or product.
I'm looking to associate automaticaly quickbooks invoices with hubspot deals. Actually, 3 integrations are existing in the marketplace, but none of them are doing the match between the invoice that we get in hubspot thanks to the quickbooks integration and the hubspot deal. The match is only between the contact in hubspot and the quickbooks invoice.
To clarify, I don't believe that Quickbooks invoices are being associated with contacts as such. They are recreated as HubSpot invoices and the HubSpot invoice is what gets associated with the contact record. The HubSpot invoice that is created does however reference the actual QuickBooks invoice which can be seen by previewing the invoice from the contact record. This solution works in the same way by associating the HubSpot invoice with a deal rather than just the contact record.
The first problem that needs to be addressed is that HubSpot workflows do not let you create associations between existing objects using any of the default actions. We can get around this by using the Custom Code action and the HubSpot API.
The bigger problem is that once the QuickBooks invoice is synced into a HubSpot invoice, there is no precise way to identify which deal that invoice should be associated with (hopefully this gets addressed by the integration at some point). There are a number of ways this can be handled but none of them will be perfect so the goal here is "good enough".
1. Find the contact associated with the HubSpot Invoice. For invoices created by the integrations invoice sync, there should be a contact associated with the HubSpot invoice but this is not always the case.
There are probably cleaner ways to code this but I just slapped together some API requests to get this working. You'll need to set up a secret in the Custom Code action to hold your API access token (if you name it "access_token", the code does not need to be modified at all) but aside from that, you should be able to just plug in the code below and it should work as described.
However, I need something a little bit different. I have a custom deal property (single-line text) called, "QuickBooks Invoice Number", which is manually updated by my finance team whenever they issue the first invoice for a newly closed won deal.
I'm pretty useless when it comes to writing code, so I was hoping to get your help with putting this together. I realize this is a big ask, but I'd be eternally grateful for any assistance you can provide.
You could try this workaround: if you press on the number under the "In sync" column in your data sync for Quickbooks, and then press on the Record ID of one of the invoices, it will bring you to the page of invoices in HubSpot filtered for that one. If you press on it's number again and scroll down in the pop-up window on the right, you'll see a section for deals with an "+ Add" button. If you click that, you can either create a deal to associate with it, or associate it with an already existing deal.
Or you can use an invoice based workflow (depending on your subscription) to automate this process. Within this workflow you would enroll invoices based on a criteria, then you can use the "create record" action to create a deal record and associate to the invoice. You can only create new deals however and not associate to existing.
I hope this helps!
Have a lovely day!
Brangre
Hi there everyone - fairly new to the Concur Invoice world here, but we're looking for a way to find the link, or URL, or other string that we can send to another Concur user so that they can just click on that link/URL and be taken right to that invoice image. Is this possible?
If so, it'd be a great tool for CFO's/Managers reviewing a list of invoices for payment approval, or for auditors. Also, if this link/URL is a field available in Concur Invoice somewhere, can we add it to our Payment Extract download, so that maybe it would be able to get imported into our accounting system (Dynamics GP)? We'd love to be able to build this without going with a full integration / full service connector like the Connects tools from Wipfli/Brittenford. Anyone know if this possible or have tried it?
It is not possible to send a static link to a CFO or Manager for security reasons. Anyone that could obtain that URL would be able to view the Invoice image. Instead, what we can do is leverage web services to create a dynamic link back to the image stored in Concur. This link is valid for maximum 30 minutes and is only accessible through a web service request. For more details... you can read about it here: -reference/image/v3.image.html#getID
Along the same lines as Pat, we are new to Concur and we are doing payments via a different system, and there is no way for the managers in the payment system to easily link back to the invoices in Concur. Assuming a link doesn't work, as asked above, is there a way to extract the actual invoice PDF when doing an extract? Maybe a way to do it via intelligence?
Yes, you can export images using an Image Delivery Extract. This extract is available on our enhanced platform. Double check with support to make sure you're on the correct platform. If you are... support can enable this extract. Alternatively you can export images directly through the application or using our Image API (web services). 152ee80cbc