Create QuickBooks Online invoices for new YouLi trip payments
Make your bookkeeper happy and more efficient by creating a QuickBooks Online invoice for every new payment received on YouLi automatically. Match payments from credit card settlements, bank transfers, or any other payment method to individual customer invoices for reconciliation. Then go to the next level by tracking commissions, account accruals, and taxes.
Make your bookkeeper happy and more efficient by creating a QuickBooks Online invoice for every new payment received on YouLi automatically. Match payments from credit card settlements, bank transfers, or any other payment method to individual customer invoices for reconciliation. Then go to the next level by tracking commissions, account accruals, and taxes.
- When this happens...New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Invoice
Adds a new invoice (with line item support).
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TripRequired
Try ItTripRequired
Try ItTripRequired
Try ItTripRequired
First NameRequired
Last Name
EmailRequired
Phone Number
Registration Note
Send Confirmation
Invitee Category Name
New Payment on Any Owned Trip
Triggers when a traveler makes a payment on any of your Trip Pages.
Try ItNew Registration on Any Owned Trip
Triggers when a traveler enters their email on any of your Trip Pages and becomes "REGISTERED". Note that this also triggers if they change from Declined to Registered on their profile.
Try ItNew Task Response on Any Owned Trip
Triggers when a traveler responds to a task on any of your Trip Pages.
Try ItOnly continue if...Required