Quickbooks Online Create A Payment Action

How is the quickbooks online create a payment action handled in this scenario.

Customer Mr Jones

Pays a total of $20

For Invoice No. 1 $11 and Invoice No. 2 for $9

how does the create a payment action allocate the payment over the 2 separate invoices? How should this be best accomplished.

Hi @AussiePete,

Thank you for sharing the details with us.

Please note that when a customer makes a combined payment for multiple invoices (for example, $20 covering Invoice #1 for $11 and Invoice #2 for $9), the allocation will not happen automatically unless the payment is clearly mapped to each respective invoice.

To handle this scenario effectively in Pabbly Connect, you can follow the approach below:

1. Capture Invoice-Level Details
   Ensure that your payment source (trigger step) includes:
   
   • Invoice Doc Number (or Invoice ID)
   • Amount applicable to each invoice
   • Ideally, this data should be structured as an array, where each item contains:
   
   
   • Invoice Doc Number
   • Corresponding payment amount
2. Enable Advanced Response Format
   While capturing the response, select the advance response format so you receive the data in a structured (advanced) format.
3. Use Iterator
   Add an Iterator step to loop through each item in the array.
   Each iteration will represent one invoice-payment pair.
4. Find Invoice
   Add a Find Invoice action and map the Invoice Doc Number coming from the iterator.
5. Create Payment
   After that, add the Create Payment action and map:
   
   • Customer
   • Invoice ID (from previous step)
   • Amount (specific to that invoice from iterator)

• Process $11 for Invoice #1
• Process $9 for Invoice #2

This method ensures proper allocation and avoids reconciliation issues in QuickBooks.

Please let us know if you need help structuring the array or setting up the iterator—we will be happy to assist further.