Use “Record payment against a QuickBooks invoice” in Recued. It books money received against an invoice you already sent, so the invoice is marked paid instead of staying open. This is the step that closes an invoiced job. You approve it before it is made.
Record payment against a QuickBooks invoice
Use “Record payment against a QuickBooks invoice” in Recued. It books money received against an invoice you already sent, so the invoice is marked paid instead of staying open. This is the step that closes an invoiced job. You approve it before it is made.
Complete workflow
Quote to Cash - QuickBooks
10 pinned recipes
Use Quote to Cash - QuickBooks in Recued to run a small business's sales paperwork: quote the work, invoice it when the customer agrees, then record the payment that closes it. Sales paid on the spot get their own workflow. Ten ready-to-run workflows, including one that turns an enquiry you already received into a priced quotation. Send each document from your accounting system or your own outbox. Changes are approved first.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Create a QuickBooks quote” in Recued. It turns the price you agreed with a customer into a real quotation in your accounts, ready to send. You approve the change before it is made.
Use “Turn a quote request into a QuickBooks quote” in Recued. It takes an enquiry a customer already sent you, finds or matches them in your accounts, and raises the priced quotation against their record. You approve the change before it is made.
Use “Send a QuickBooks quote” in Recued. It emails a quotation to the customer using your accounting system's own template and sender, so they get the branding they already recognise. You approve the send before it happens.
Use “Email a QuickBooks quote from your own outbox” in Recued. It attaches the quotation PDF to a message sent from your own mail account, so the covering note is yours and the whole send is recorded. You approve the send before it happens.
Use “Turn an accepted QuickBooks quote into an invoice” in Recued. It copies the agreed lines and the tax onto a new invoice and links it back to the quote, so the quote stops sitting in your pipeline unanswered. You approve the change before it is made.
Show all 10 recipes
Use “Send a QuickBooks invoice” in Recued. It emails an invoice to the customer using your accounting system's own template and sender, so they get the branding they already recognise. You approve the send before it happens.
Use “Email a QuickBooks invoice from your own outbox” in Recued. It attaches the invoice PDF to a message sent from your own mail account, so the covering note is yours and the whole send is recorded. You approve the send before it happens.
Use “Record a QuickBooks sale paid on the spot” in Recued. It books a sale the customer paid for at the time, so the takings and their receipt are one document. Use it only when you never raised an invoice — if you did, record the payment against that invoice instead, or the sale is counted twice.
Use “QuickBooks quote pipeline” in Recued. It shows the quotes still waiting on a customer decision and the accepted ones not yet turned into invoices, so nothing agreed goes unbilled. It reads information without changing anything.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (37 steps)
invoice_id_value
trim
Trim whitespace from setting invoice id
id_guard
guard
Stop if invoice id value is empty
invoice
?
invoice_found
compare
Check if invoice result Invoice Id has data
invoice_guard
guard
Stop if invoice found equals
customer_id_value
default
Apply default
has_customer
compare
Check if customer id value has data
customer_guard
guard
Stop if has customer equals
balance
to_number
Convert invoice result Invoice Balance to a number
balance_outstanding
compare
Check if balance is greater than 0
balance_guard
guard
Stop if balance outstanding equals
amount_specified
compare
Check if setting amount is greater than 0
payment_amount
ternary
Apply ternary
amount_positive
compare
Check if payment amount is greater than 0
amount_guard
guard
Stop if amount positive equals
overpayment
compare
Check if payment amount is greater than balance
payment_date_value
trim
Trim whitespace from setting payment date
has_payment_date
compare
Check if payment date value has data
payment_date_arg
ternary
Apply ternary
payment_method_value
trim
Trim whitespace from setting payment method id
has_payment_method
compare
Check if payment method value has data
payment_method_arg
ternary
Apply ternary
deposit_account_value
trim
Trim whitespace from setting deposit account id
has_deposit_account
compare
Check if deposit account value has data
deposit_account_arg
ternary
Apply ternary
payment_ref_value
trim
Trim whitespace from setting payment reference
has_payment_ref
compare
Check if payment ref value has data
payment_ref_arg
ternary
Apply ternary
invoice_number
default
Apply default
provenance_note
template
Generate text from a template
created
?
payment_id
default
Apply default
recorded_ok
compare
Check if payment id has data
unapplied
to_number
Convert created result Payment UnappliedAmt to a number
fully_applied
compare
Check if unapplied equals 0
booked_to_undeposited
compare
Check if has deposit account equals false
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
amount
setting
=
0
invoice id
setting
=
[object Object]
quickbooks
setting
=
payment date
setting
=
payment method id
setting
=
payment reference
setting
=
deposit account id
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.