Invoice

In this section, you will see how to do mapping for Invoice entity.

Field Mappings for Invoice:

CRM Attribute Name	QB Attribute Name	Description
Customer	Customer	Customer gets mapped to Customer.
Total Amount	Total	Gets calculated automatically.
Freight Amount	Shipping	Freight from CRM is taken over as Shipping on the Invoice.
Invoice Discount	Discount	Invoice Discount gets mapped to Discount.
Accounting Ref	Invoice #	Invoice # of QB invoice gets mapped to Accounting Ref in CRM.
Customer Address	Name/Address	Note: CRM addresses Lines are mapped to QB Address details as follows: CRM address <--> QB address Address Name + Address 1:Primary Contact Name + Street 1 + Street 2 + Street 3 <--> Address City <--> City State/Province <--> State/Province Zip/Postal Code <--> Zip/Postal Code Country/Region <--> Country/Region
Name	Memo	Name gets mapped to memo.
Shipping Method	Ship Via	Shipping method gets mapped to Ship Via.
Payment Terms	Terms	Payment Terms gets mapped to Terms.
Owner	Rep	Note: Here we check who is the owner of Invoice and then check what is the Sales Rep Id specified for that owner and then map that Sales Rep Id to QB Customer Rep and vice versa. This feature is unavailable in QuickBooks Online.
Requested Delivery Date	Ship Date	Requested Delivery Date gets mapped to Ship Date.
Invoice Product Mappings
Existing Product	Item code	CRM Product gets mapped to QB product.
Write-In Product	Item (Write In from special product mappings)	Write-In product gets mapped to item from special product mapping.
Unit	Unit of Measure	Unit gets mapped to UOM. Note: This feature is not supported in QuickBooks Online.
Price Per unit	Price per each	Price Per Unit gets mapped to Price.
Quantity	Quantity	Quantity gets mapped to Quantity.
Amount	Amount	Note: Amount gets calculated automatically in QB.
Manual Discount	Item (Discount from special product mappings)	Manual Discount gets mapped to Discount from special product mappings.

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