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T
Torquil
May 9, 2022
Solved

"message to customers" missing on invoice .pdfs.

  • May 9, 2022
  • 2 replies
  • 0 views

I have details in the Message to Customers sections of my invoice template but it doesn't appear on any of the actual invoice pdfs. Any idea why? 

 

My invoices are created via integromat if that helps. There's only one template for it to use. 

 

Thanks

 

Best answer by Torquil

In case anyone has the same issue here is the solution. 

 

When you create a QBO invoice via Integromat/Make it will blank the Message To Customers text from your invoices. You need to add it in to the Customer Memo field in the Create Invoice module in Integromat and that adds it to your invoices.

 

 

 

 

 

2 replies

K
Kevin_C
May 10, 2022

Thanks for sharing the details of your concern, @Torquil. I understand how important it is to show the message in your actual invoice's pdf. I'm here to share some insights.

 

In QuickBooks Online (QBO), we rely upon the integration preferences between third-party apps and Integromat support to verify if there's an ongoing issue about this.

 

I have also replicated this on my end, I added a sample description in the Message on invoice section. Then, I sent the invoice to my email and it worked fine. See the sample screenshots below:

 

You can also review the customization of your sales forms. This way, you get to decide what information your customers see and only add the information that matters most to your business.

 

You can also record a partial payment to your open invoice by following the steps in this article: Record invoice payments in QuickBooks Online. On the same link, you'll find steps on how to record multiple payments in QuickBooks Online as well as finding customers' balances.

 

If you have other questions or concerns, please include them in your reply. We're always around to help. Take care and stay safe, Torquil!

T
TorquilAuthor
May 10, 2022

Hi, 

 

In QuickBooks Online (QBO), we rely upon the integration preferences between third-party apps and Integromat support to verify if there's an ongoing issue about this.

 

Thanks for the reply. Is what your saying essentially that it's an Integromat issue not a QBO problem? 

 

It's definitely not working for me, all my Invoice PDFs look like my template except for the missing Message For Customers which isn't there at all?

 

 

 

J
JonpriL
May 10, 2022

Appreciate the update, @Torquil.

 

I'll share details about how your application works in QuickBooks Online (QBO).

 

The applications in QBO decide how the information is shared through the integration. It is not primarily a third-party issue since we can't view how the app works with the system.

 

Therefore, it's best to contact the Technical Support of Integromat and let one of their specialists know about how the messages for your customers on invoices are missing.

 

You may also read this article for the steps in creating a document showing what comes overdue for your customer's sales activity with you: Send Invoice Reminders Automatically or Manually in QuickBooks Online.

 

If there's anything else that I can help you with aside from working with your apps in QBO, please let me know by leaving a comment below. I'll be here to lend a helping hand. Take care always!

T
TorquilAuthorAnswer
May 20, 2022

In case anyone has the same issue here is the solution. 

 

When you create a QBO invoice via Integromat/Make it will blank the Message To Customers text from your invoices. You need to add it in to the Customer Memo field in the Create Invoice module in Integromat and that adds it to your invoices.

 

 

 

 

 

K
Kurt_M
May 20, 2022

Hi there, @Torquil. Thank you for sharing this information here in the thread.

 

If there's anything else that you'd like me to assist your with, always know that you're always welcome to post here in the Community anytime. Rest assured, our team is always ready to help you. Keep safe and have a great weekend!

 

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