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ghoonk
Level 1
posted
‎February 27, 2021 11:54 PM
last updated ‎February 27, 2021 11:54 PM

Exporting data - phone, invoice number, invoice amount, etc

Hi

 

I'm looking for some help here from anyone who has success in exporting the following fields to CSV/Excel

 

- customer name

- customer phone

- invoice number

- invoice amount

 

I am using a 3rd party payment service provider which generates a payment link if I can upload a file with the fields above. Most of my clients communicate with me via WhatsApp, so I am planning to

 

1. Do month-end invoicing in QB

2. Run a batch action to generate all open invoices in PDF and have them saved to a folder on my computer

3. Export a CSV with the fields above

4. Build a script that allows me to upload the CSV to the payment service provider's web dashboard, so that the payment links can be generated and appended to the CSV file

5. Build and run a script that creates and sends a templated WhatsApp message to my customers containing their name, invoice amount, invoice number, payment link URL, and do a lookup and retrieval of the PDF invoice from my local folder

 

Any help around the CSV export is very much appreciated

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2 Comments 2
Fiat Lux - ASIA
Level 15
‎February 28, 2021 03:39 AM

Exporting data - phone, invoice number, invoice amount, etc

Which 3rd party payment service do you have? If it is a well-known app, there should be a connector to integrate with QBO. Otherwise, you may utilize an exporter tool.

https://transactionpro.grsm.io/qbo

 

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ghoonk
Level 1
‎March 01, 2021 12:34 AM

Exporting data - phone, invoice number, invoice amount, etc

I'm using Paylink by PointCheckout in UAE, which generates a payment link which I can send via email/SMS and WhatsApp

Most of our clients don't provide their email address and even for those who do, the lead time to payment is much longer compared to when we send our clients the payment summary and attach the PDF invoice over WhatsApp, which is why we don't integrate to 'regular' payment gateways as they automate sending the invoice and payment link over email (which isn't what we need) 

 

I'll have a poke at the exporter tool - thanks!

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