Hi everyone! Putting this out there in case anyone else has/had the same problem.
I am using the Quickbooks Pack to generate Invoices via a button, which is going great except for one hiccup. The invoices generated via the button do not have my default “accept payments” preferences set, so if I send them without an extra review/edit to turn those on the client cannot pay online.
On the invoices table that the pack generates, there are columns for those settings [ column names: “Allow online ACH payment” and “Allow online credit card payment”]. However it doesn’t look like the CreateInvoice() formula has arguments that would allow me to make sure those are checked.
Am I missing something there?
As a workaround I can use the button generate the draft invoice, sync it into the invoices into the table, hit the checkboxes, then send once they have been double checked – but would like to make it more streamlined if possible!