LedgerPro

Create invoice Create a new QuickBooks invoice with customer, line items, amounts, due date and memo populated dynamically from upstream step data.

Send invoice Send an existing QuickBooks invoice to the customer by email — triggered by workflow conditions or on a schedule.

Create expense Log a new expense or bill in QuickBooks with vendor, amount, category, date and reference populated from upstream data — useful for automated receipt processing workflows.

Create customer Create a new QuickBooks customer record with name, email, address and custom fields from upstream step data.

Update customer Update one or more properties on an existing QuickBooks customer — billing address, payment terms, notes or custom fields.

Record payment Log a payment against an outstanding QuickBooks invoice — triggered by a Stripe payment event or an upstream confirmation step.

Create credit note Create a QuickBooks credit note against an existing invoice — triggered by refund events, order cancellations or amendment workflows.

Retrieve customer balance Fetch the current outstanding balance for a QuickBooks customer — useful for credit check workflows or payment reminder automation.