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Level 2

We have an automated workflow to create an invoice via Integromat. But when it generates an invoice, there is no invoice number - does anyone know a fix?

We have set up automated Workflows on my CRM and Integromat. When it generates an invoice on QB, there is no invoice number. I don't know what is missing. The CRM iz Zoho. Anyone encounter this? Also, is there anyway for QB to trigger a response to Integromat when an invoice is paid for the deal to be closed? Thnaks!
3 Comments
QuickBooks Team

We have an automated workflow to create an invoice via Integromat. But when it generates an invoice, there is no invoice number - does anyone know a fix?

Getting the right support to ensure your app is seamlessly integrated with QuickBooks is my priority., @donna94.

 

Zoho and Integromat is a supported third-party application that allows you to automate your business processes. There would be a need for us to look up your Zoho and Integromat account in a secure environment and further check on the root cause of why it does not display an invoice number. 

 

Since the Community page is a public space, I’d suggest contacting the Customer Care team for Zoho and for Integromat.

 

Get back to us here if you have other questions about integrating third-party apps to QuickBooks. I'm always

Level 2

We have an automated workflow to create an invoice via Integromat. But when it generates an invoice, there is no invoice number - does anyone know a fix?

Thanks, so is it a QB issue or a Integromat issue? Who should I contact - as today is sunday there were no options open

Moderator

We have an automated workflow to create an invoice via Integromat. But when it generates an invoice, there is no invoice number - does anyone know a fix?

Thanks for getting back to us, donna94.

 

The data we receive in QuickBooks depends on the information sent to us by the app. If there is missing information, you'll have to check it with their support so they can take a look at your account and further assist you with this.
 

On the other hand, in QBO, if there are missing invoice numbers it should be generated automatically based on the last invoice number created. I've added some links below related to changing and customizing invoice numbers in QBO for your reference:

 

Please let me know if you have any other concerns related to invoices or any other QuickBooks concerns. I'm here to help.

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