is there a way to have the form create a invoice number. can you have the unique ID widget be the invoice number for quickbooks please. without this

  • Kerry Ketsoglou
    Asked on July 27, 2023 at 11:40 AM

    is there a way to have the form create a invoice number. can you have the unique ID widget be the invoice number for quickbooks please. without this feature the integration is unless as any order generated will get lost in the system

  • Joram_Perucho Jotform Support
    Replied on July 27, 2023 at 2:06 PM

    Hi Kerry,

    Thanks for reaching out to Jotform Support. Unfortunately, it's not possible to use the unique ID as the invoice number for Quickbooks. To know more about how to set this up, you can refer to this link.

    Let us know if you have any other questions.

  • Scott_Kevin_kevin
    Replied on August 15, 2023 at 5:43 PM

    Is it possible to have any invoice number assigned to the invoices created through this integration? Invoice numbering is important!

  • Lorenz JotForm Support
    Replied on August 16, 2023 at 12:46 AM

    Hi Kerry,

    Thanks for reaching out to Jotform Support. There should be an option in the Integration to toggle on Invoice fields for you to be able to map additional field to the invoice.

    is there a way to have the form create a invoice number Screenshot 20

    Give it a try and let us know if you need any more help.

  • Kevin
    Replied on August 16, 2023 at 8:23 PM

    That's not helpful. How am I to know and then provide through the form what the next invoice number is?

  • Joram_Perucho Jotform Support
    Replied on August 16, 2023 at 9:30 PM

    Hello Kerry,

    Thanks for getting back to us. I will need a bit more time to check into this issue. We'll circle back once we have an update.

    Let us know if you need any other help.

  • Joram_Perucho Jotform Support
    Replied on August 17, 2023 at 9:42 AM

    Hello Kerry,

    Thanks for patiently waiting. The feature you're looking for isn't available at Jotform right now. We've gone ahead and escalated your request to our developers, but when or if it's developed depends on their workload, how viable it is, and how many other users also request it. If there are any updates, we’ll circle back to this thread and let you know.

    Thanks for your patience and understanding, we appreciate it.

  • dalebrumrf
    Replied on August 30, 2023 at 7:52 PM

    Hi All,

    I am new to JF and looking at the QB integration. I agree with all above, this would be useless unless invoice numbers can be generated. Is there any update to this?

    thanks

    Dale

  • Raymond JotForm Support
    Replied on August 31, 2023 at 7:59 AM

    Hi Dale,

    I moved your other question to a new thread and helped you with that here.

    Reach out again if you need any other help.