Thank customers when they pay a QuickBooks invoice

A quick thank-you after a payment keeps customers happy and confirms you received it. When a payment pays off an invoice in QuickBooks, this emails the invoice's billing address a short thank-you with the amount paid.

Payments of $10,000 or more are also posted in Slack so the team can see them. If an invoice has no billing email, only the Slack post is made.

QuickBooks OnlineWhen an invoice is paid in QuickBooks. Save it as invoice.When an invoice is paid in QuickBooks. Save it as invoice.

If invoice.email isn't blankIf invoice.email isn't blank

Yes

Thank the customerSend an email to invoice.email. Save it as thanks. Subject: Thank you for paying invoice invoice.doc_numberHello invoice.customer_name, Thank you. We received your payment of invoice.total_display for invoice invoice.doc_number. We appreciate your business.Gmail

No

No steps

If invoice.total is greater than or equal to 10000If invoice.total is greater than or equal to 10000

Yes

Tell the team about the big paymentSend message to channel. Save it as team_note.invoice.customer_name paid invoice invoice.doc_number: invoice.total_displaySlack

No

No steps