Accord Sync includes the ability to have QuickBooks send an invoice to a customer. The PDF and Email templates used can be configured in QuickBooks. To accomplish this – you will call the Send Invoice Action and supply the QB Invoice Id and QB Realm (Company) Id.
Critical Note
The Bill Email field must be set in QuickBooks since this is the email address that will be used as the recipient. Ideally, this field is mapped and synced with Accord.
How to Use Action in a Flow
- Create a formula field to grab only the QuickBooks Id from the Accord QB Id field
RIGHT({!$Record.appclipse__Accord_QB_Id__c}, LEN({!$Record.appclipse__Accord_QB_Id__c}) - FIND("-", {!$Record.appclipse__Accord_QB_Id__c}))
- Add the apex action called “Send Invoice” which should be available from the package.
- You will need to provide it with the Id of the invoice in QuickBooks (use the formula field from step 3). Also, provide it with the QuickBooks Company Id.
- After the action is fired, QuickBooks should send the Invoice. As confirmation, a webhook will be fired back to Salesforce and the field called Email Status gets updated to “Email Sent”.
