![]() ![]() There are a couple of ways to correspond with the recipient of your invoice. This will depend on your state, business type, and your own legal desires, you’ll need to write the legal specifications on your invoices, pertaining to things like payment processing or outstanding payment penalties.Īnd with that, your invoice is done! Make sure to review it so that you’re not under or over-charging your customers, as once it’s paid, it’ll be a lot harder to fix. This helps with filing (for both you and your customers), and can also serve as a reminder for when you need to follow up with payment reminders, especially if you have several outstanding invoices at a time. Make sure that everything is dated correctly. You’ll also want to make sure that taxes are correctly calculated based on your state. ![]() Calculate the Grand TotalĪ simple but crucial step, add up the cost of all the supplies and hours that were used on the project (as well as taking off any discounts or deductions, which can be automated through some invoice software) in order to get the final total that is owed by the customer. These should all be listed individually so that both you and your customer understand the cost of the project. For example, if you were creating an invoice for a fence your business built, you’d tally up the cost of all the lumber and nails, while also adding in your hourly rate and man hours on the project. Tally up all the resources and time spent on the product or service. List the Goods or Services You’re Charging for Some invoice software require higher level plans to allow you to add logos and branding, but others include it on all of their plans. After all, it’s a lot more reassuring for a customer to receive a virtual invoice with the correct branding rather than just a document telling them to send money to a recipient. This isn’t strictly essential, but will make your business look a lot more official, as well as ensure your customer that they’re paying the right person. You’ll want to add your logo, colors, and overall branding to your invoices. A good example is Zoho which offers 16 templates. Many of these come preloaded with various templates that you can use to add your own flair to your business’s personality. The best way to get a wide selection of invoice templates is by using an invoice software platform. Invoices aren’t going to be the most visually dazzling documents in the world, but you can use premade templates to jazz up your invoices. Here are the specific steps you need to follow in order to make top-notch invoices for your business. I know that there is a Restful endpoint at: I've created a test invoice but no email has come through. ![]() The only other possible values for that ENUM are NOT_SET and EMAIL_SENT. tEmailStatus( EmailStatusEnum.NEED_TO_SEND ) tBillEmail( customer.getPrimaryEmailAddr() ) I've also tried setting the EmailStatus field on the Invoice during creation, e.g. which is why I'm assuming it is possible to do with the SDK, but I don't know that for sure. Invoice can be printed and emailed to a customer. The preamble for the Invoice class in that JavaDoc says. I've looked through the QBO v3 JavaDoc and I can't see any relevant class that would help me do this (maybe something that expects an Invoice as parameter). The Invoice object doesn't seem to have any function that would send the email. Customer customer = getCustomer() Ĭom. invoice = createInvoice(customer) After successfully creating an invoice e.g. I would like to send an email regarding a newly created invoice to a customer programmatically using the Java SDK for QuickBooks Online. ![]()
0 Comments
Leave a Reply. |