QuickBooks invoicesfrom any Salesforce record

Create an invoice on an opportunity, an account or your own object. Pick the QuickBooks customer, bring in the products, and save it to QuickBooks Online, or save it and email it to the customer in one step.

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northbeam.lightning.force.com/lightning/r/Opportunity/006…/view

The invoice builder on an opportunity's Quickbooks tab, redrawn from the package. Fictional data.

What you're seeing

Create Invoice on the Brightline Fleet Expansion opportunity's Quickbooks tab opens the New Invoice builder.
The rep selects the QuickBooks customer Brightline Logistics, Inc. and clicks Use this customer.
Customer email, Bill to CC, online payments, billing address, Net 30 terms and the invoice and due dates are filled in.
Fetch Products from Opportunity Line Items adds the opportunity's three products to the lines.
Save and Send creates invoice 1043 in QuickBooks Online and emails it to the customer.
View invoice returns to the Invoices list, where invoice 1043 for $20,900.00 is Open and due in 30 days.

Two stepscustomer, then invoice

Create Invoice opens the builder right on the record. It starts from the account, so the invoice goes to the right QuickBooks customer.

1
Choose the QuickBooks customer
The QuickBooks customers linked to the record's account are listed. Pick one, link one that isn't linked yet, or create a new one without leaving the builder.
2
Fill in the invoice
Email and Bill to CC, billing and shipping addresses, terms with the due date worked out for you, and switches for card and bank transfer payments.
3
Add the lines
Search products and services, or fetch the opportunity's line items. Each line has its description, quantity, rate and tax.
4
Save, or Save and SendQBObyTALLY__Invoice__c
Save creates it in QuickBooks only. Save and Send also emails the customer. The QuickBooks invoice number shows as soon as it's created.

What goes on the invoiceand where it comes from

Defaults come from Invoice Settings in Salesforce and from your QuickBooks company, so reps mostly check and send.

Terms and due dates

Due on Receipt, or Net 7, 15, 30, 45 or 60. The due date follows the terms and the invoice date.

Card and bank transfer

Turn online card and bank transfer payments on or off per invoice. Above your credit card limit, only bank transfer is offered.

Discount, tax and shipping

A percentage discount before or after tax, a QuickBooks sales tax rate, and shipping when your QuickBooks company uses it.

Messages

A message on the invoice and one on the statement, prefilled from the defaults you set in Invoice Settings.

Attachments

Attach files to the invoice and choose, file by file, which ones go out with the email.

Your invoice numbers

Type the invoice number yourself when custom transaction numbers are turned on in QuickBooks.

After it's createdeverything from the record

Each invoice is listed on the record with its number, due date, balance and status. Expand it to work on it without opening QuickBooks.

From the invoice

Send reminder
QuickBooks emails the invoice to the customer again.
Generate PDF
QuickBooks renders the invoice PDF and you download it from Salesforce.
Edit
Dates, terms, addresses, lines, discount and messages. The changes go to QuickBooks.
Void
Voids it in QuickBooks and in Salesforce.
Receive Payment
Charge a card or bank account, or record a check.

On the record

Filters
All, Due Today, Due this month, Overdue, Paid and Voided.
Total due
What the customer owes on this record, not counting voided invoices.
Payments
Each payment on the invoice, with its date and amount.
View in QuickBooks
A link to the same invoice in QuickBooks Online.
Status that keeps up
Open, Partially Paid, Paid or Void, updated when QuickBooks changes.

An opportunity's Quickbooks tab in a sandbox org: Sales Receipt, Estimates, Invoices and Purchase Order tabs, the invoice filters, invoice 1205 due tomorrow, and the Tally component with Create Recurring Invoice and Create Invoice.

The real component on an opportunity, in a sandbox org with demo data.

Invoices from a Flowwhen the deal closes

The package adds Flow actions for invoices. Given an opportunity or an order, Create Invoice on QBO - Easy Setup fetches its line items itself.

Create Invoice on QBO - Easy SetupCreate Invoice on QBO using SF Invoice recordRecord Payment on Existing QBO Invoice

1
An opportunity closes
Or an order is activated, or anything else a record-triggered Flow can watch.
2
The Flow creates the invoiceCreate Invoice on QBO - Easy Setup
With the account's QuickBooks customer, the dates, and the line items fetched from the opportunity or order.
3
It's sent, or marked paid
Send Invoice emails it. Mark Invoice as Paid records a payment for the full amount, with the method and check number, when you were paid already.
4
Status comes back
Payments made later in QuickBooks update the invoice in Salesforce.

Also on the invoicepayments and schedules

Payment processing

Take card, ACH and check payments on the invoice

Receive Payment charges a saved card or bank account through QuickBooks Payments, or records a payment you've already collected.

Recurring invoicing

Bill on a schedule

Save the invoice as a template with a schedule. Each invoice is created on its day, and can be charged to a saved card.

Pricing

$3,995

per year, Tally Basic

Invoicing is in every plan. Tally Basic has a one-time $1,000 installation; Tally Growth and Tally Scale install free.

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In Tally Basic

Create, edit, and resend invoices in SalesforceIncluded
Track invoice status — Overdue, Due, PaidIncluded
Sync products & services both waysIncluded
Sync accounts & QuickBooks customersIncluded
Pre-populate line items from Opportunity productsIncluded
Download invoice PDFsIncluded

Questionsabout invoicing

Which Salesforce records can I invoice from?

Any record that leads to an account: opportunities, accounts, orders, work orders or your own custom objects. The admin places the invoice component on that object's record page and tells it which field holds the account.

What's the difference between Save and Save and Send?

Save creates the invoice in QuickBooks Online without emailing anyone. Save and Send creates it and emails it to the customer, copying the Bill to CC addresses.

Where do the invoice lines come from?

Search your products and services and add them one by one, or use Fetch Products from Opportunity Line Items. An admin can also add up to two buttons under the line table that run your own Salesforce Flows to build the lines, for example from a custom object.

Can I change or cancel an invoice after it's created?

Yes. Edit it from the invoice on the record and the changes go to QuickBooks. Void voids it in QuickBooks and Salesforce. A voided invoice can't be edited.

Do payments made in QuickBooks show up in Salesforce?

Yes. QuickBooks tells Salesforce when a payment is added, changed or deleted, and the invoice's balance and status follow: Open, Partially Paid or Paid.

Who can create and send invoices?

Permission sets decide it. One gives access to Save, another to Save and Send, so some people can create invoices without emailing them to customers.

Send the next invoice from Salesforcea demo takes 30 minutes

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