![]() Clicking on any of the areas in the graphic will filter the sales transactions in the list below to only show those types of transactions.īelow the graphic is the list of all the sales transactions that have occurred. At the top you can see a graphic that shows dollar amounts for estimates, unbilled activity, past-due invoices, open invoices, and paid invoices. The next tab over from Overview is called All Sales. In this lesson, however, we will be focusing on receiving payments through invoices. Setting up as many additional payment methods can help you get paid quicker. In the second chart, you can see how much money you have received but not deposited compared to how much has already been deposited.Īdditionally on this page, you can see various other ways to accept payments, such as with using Apple Pay, QuickBooks GoPayment, or with additional services. The first of these graphs shows how many invoices are overdue compared to those that are not due yet. The colored bar chart helps you get an idea of how well customers are paying their invoices. Your invoices will not always be paid on time or in full, so they can be in multiple states. This chart can be customized by changing the time frame from the drop-down arrow next to where it says This Month.Ĭhanging the time frame will you allow you to get a broad idea of your sales performance.īelow the income over time chart, you can also see a graph the shows information on your invoices. If you click on Sales in the Navigation Pane and then on the Overview link, you will be taken to a page which shows a general view of how much income your company has brought in this month at the top. So, before we look into creating invoices, let's take a look at what else we can find in the Sales section. You can find Invoicing in the Sales tab of the left-side Navigation Pane. We will start by looking at what is in the Sales section QuickBooks first, and then get into the nuts and bolts of invoicing. In this article we will look at how to QuickBooks Online lets us create invoices. We can use invoices to keep customers informed of the amount that they owe you. So, you need a way to inform customers that they owe you for products or services that they received but have still not paid for. However, customers don't always pay you immediately upon receiving a product or service. ![]() In order to keep your business running, you will need a stead inflow of money. One of the most enjoyable parts of running a business should be when money starts coming in. I know that there is a Restful endpoint at: I've created a test invoice but no email has come through. The only other possible values for that ENUM are NOT_SET and EMAIL_SENT. ![]() tEmailStatus( EmailStatusEnum.NEED_TO_SEND ) tBillEmail( customer.getPrimaryEmailAddr() ) I've also tried setting the EmailStatus field on the Invoice during creation, e.g. which is why I'm assuming it is possible to do with the SDK, but I don't know that for sure. Invoice can be printed and emailed to a customer. The preamble for the Invoice class in that JavaDoc says. I've looked through the QBO v3 JavaDoc and I can't see any relevant class that would help me do this (maybe something that expects an Invoice as parameter). The Invoice object doesn't seem to have any function that would send the email. ![]() Customer customer = getCustomer() Ĭom. invoice = createInvoice(customer) After successfully creating an invoice e.g. I would like to send an email regarding a newly created invoice to a customer programmatically using the Java SDK for QuickBooks Online.
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