capabilities.work

Create Customer and Invoice

A 3-step recipe with Intuit. We can help you get access.

Recipe · 3 steps

Create Customer and Invoice

with Intuit · Accounts Receivable Management

Create a customer then invoice them in a single chained flow.

  1. Create the customer record from the supplied display name and contacts.
  2. Raise an invoice that references the newly created customer.
  3. Read the invoice back to confirm calculated totals and balance.
What you'll need to have ready
  • accessToken: OAuth 2.0 bearer access token for the QuickBooks company.
  • displayName: Unique display name for the new customer.
  • companyName: Optional company name for the customer.
  • email: Primary email address for the customer.
  • lineAmount: Amount for the single invoice line item.
  • lineDescription: Description for the single invoice line item.
For your developer

Arazzo workflow intuit:create-customer-and-invoice, 3 operations: createCustomer → createInvoice → readInvoice. Specs on APIs.io.