Quickbooks integration: Problems with properties
We are using hubspots quickbooks integration, but are running into a couple of issues when trying to run reports on the data that comes back into hubspot.
Issue 1: Partial payments - there is no way to see how much of the invoice was actually paid. We have the "invoice billed amount" property but that doesnt tell us how much was paid, and how much is still outstanding. With the "Paid in full" invoice status, we can imply that the full billed amount has been paid, but with partial payments we have no way of knowing how much has been paid, which is throwing a wrench into our reporting on hubspot.
Issue 2: Multiple invoices - if there is multiple invoices on one deal, for instance if a customer requested a product upgrade after the first invoice was already paid, only the most recent invoice is reflected in the invoice properties. For some properties this is an understandable limitation, like invoice status for example, however for "invoice amount billed" it would be ideal if the numbers were combined.
We would like if the invoice properties were changed as follows:
Rename existing properties for clarity:
e.g. Invoice status -> Most recent invoice status
Add new properties for better reporting:
Invoice(s) total amount billed: would reflect the combined amount billed of all attached invoices
Invoice(s) total amount paid: would reflect the combined amount paid of all attached invoices
Invoice(s) total amount outstanding: would relcect the combined amount outstanding of all attached invoices.