This article covers
How does the option “Sync voided invoices from Chargebee as credit notes in QuickBooks” on the Quickbooks Integration page work?
Solution
You can enable the “Sync voided invoices from Chargebee as credit notes in QuickBooks” option under Apps > Quickbooks> Manage Mapping page.
Please find below how the sync works when the option is disabled vs when it is enabled.
Scenario | Sub scenario | Result |
1. Sync voided invoices from Chargebee as credit notes in QuickBooks is off | 1.1 Create an invoice → void it in CB → Sync to QB | The invoice is synced to QB in Voided status |
1.Sync voided invoices from Chargebee as credit notes in QuickBooks is off | 1.2 Create an invoice → Sync to QB → void it in CB → Sync to QB
| The invoice is synced to QB in Voided status
|
2. Sync voided invoices from Chargebee as credit notes in QuickBooks is on | 2.1 Create an invoice → void it in CB → Sync to QB | Invoice will be skipped and won't be synced. |
2. Sync voided invoices from Chargebee as credit notes in QuickBooks is on | 2.2 Create an invoice → Sync to QB → void it in CB → Sync to QB
| Credit Note with the same amount as the invoice will be created. Invoice status change from payment due/open to paid. |
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