AUTO GENERATION OF SALES INVOICE FOR NET-BANKING AND UPI PLATFORMS ON WEBSITE

Novus1 · ‎November 03, 2020

I wanted to ask how should our back end coding team ensure auto sales receipt are sent out via QuickBooks when online payments are made?

Currently the invoices are sent manually as of now. We wanted to make sure that invoice is generated automatically when a client pays online via netbanking or UPI, could you please give me some insight on this?

I SEE THAT THERE IS INTEGRATION FOR A FEW APPLICATIONS/PLATFORMS LIKE RAZORPAY, PAYPAL ETC.

WHAT ABOUT NETBANKING WITH A DESIGNATED BANK FOR INSTANCE ICICI BANK ? AND SIMILARLY FOR UPI PAYMENT PLATFORMS LIKE GOOGLE PAY, PAYTYM ETC?

HOW CAN THE BACK END TEAM ENSURE INVOICES ARE SENT OUT AUTOMATICALLY WHEN A CLIENT PAYS US VIA AN ONLINE PLATFORM AS MENTIONED ABOVE?

WILL BE A LOT OF HELP IF SOMEONE COULD KINDLY THROW SOME LIGHT ON THIS.

JAI HIND

MarsStephanieL · ‎November 04, 2020

Hi there, @Novus1.

Currently, the option to let QuickBooks automatically create sales invoices or sales receipts is unavailable. You'll have to manually create the invoice and the receive payment transaction in QuickBooks.

Also, for now, the integrated payment method for the invoice online payment is only Razorpay. You may reach out to Google Pay, Paytm or other UPI Payment platforms to request integration for online payment in QuickBooks Online.

You may check out this article about managing your invoices: Create invoices in QuickBooks Online.

I've added this article that you may use for your future reference about deposit transactions: Record and make bank deposits in QuickBooks Online.

Let me know if you have any other questions or concerns. I'll be around to lend a helping hand. Have a good one!

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MarsStephanieL · ‎November 04, 2020