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Pervasive DataSolutions » Support » DataSynch for QuickBooks and Salesforce » Enhancement Requests » Synchronize balance due on invoices back to opportunity

Synchronize balance due on invoices back to opportunity

Last post 05-27-2009 10:47 AM by opadilla. 7 replies.
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  • 05-26-2009 4:13 PM

    • tsmith
    • Top 10 Contributor
    • Joined on 05-12-2009
    • Albuquerque, NM
    • Posts 43

    Synchronize balance due on invoices back to opportunity

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    I see that an opportunity will be marked as paid when the invoice is paid in full in Quickbooks. But when an invoice is only partially paid, it would be nice for the balance due to sync back to Salesforce so that can be reflected in the opp. This would be especially handy for folks that want to send invoices from Salesforce rather than from Quickbooks
    Tim Smith | CIO | ClosedWon
    www.closedwoncrm.com

  • 05-26-2009 5:15 PM In reply to

    Re: Synchronize balance due on invoices back to opportunity

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    Good idea. Could you use the Payments that we synch into Salesforce? Possibly do a calculation on the payment totals?

  • 05-26-2009 5:42 PM In reply to

    • tsmith
    • Top 10 Contributor
    • Joined on 05-12-2009
    • Albuquerque, NM
    • Posts 43

    Re: Synchronize balance due on invoices back to opportunity

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    Hey Oscar,

    By payments, do you mean sales receipts? Or is there payment information synced to Salesforce that I'm not thinking of?
    Tim Smith | CIO | ClosedWon
    www.closedwoncrm.com

  • 05-27-2009 9:47 AM In reply to

    Re: Synchronize balance due on invoices back to opportunity

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    DataSynch actually does a bi-directional synching of payments. All that needs to be installed in Salesforce is the Pervasive Integrated Credit Card Processing for Intuit Payment Solutions package.

  • 05-27-2009 10:19 AM In reply to

    • tsmith
    • Top 10 Contributor
    • Joined on 05-12-2009
    • Albuquerque, NM
    • Posts 43

    Re: Synchronize balance due on invoices back to opportunity

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    Ah, I see -- interesting... As long as the transaction number from the invoice that the payment was applied to came across in the payment info, then I think that should be doable. I see that there is a transaction number field on the payment record. Is that the number for the payment itself or would that be for the invoice?
    Tim Smith | CIO | ClosedWon
    www.closedwoncrm.com

  • 05-27-2009 10:24 AM In reply to

    Re: Synchronize balance due on invoices back to opportunity

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    That would be for the payment.

  • 05-27-2009 10:39 AM In reply to

    • tsmith
    • Top 10 Contributor
    • Joined on 05-12-2009
    • Albuquerque, NM
    • Posts 43

    Re: Synchronize balance due on invoices back to opportunity

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    Ah, so close! Either way would work, though. If the balance due came across to the invoice or if the txn number from the item the payment was applied to came across with the payment into Salesforce, we could make it work.
    Tim Smith | CIO | ClosedWon
    www.closedwoncrm.com

  • 05-27-2009 10:47 AM In reply to

    Re: Synchronize balance due on invoices back to opportunity

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    I could see the BalanceDue being beneficial for reporting purposes. Would be a fast way of knowing who partially owns you money.
Page 1 of 1 (8 items)

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