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.
Last modified 4mo ago
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