Autotask invoice is not showing but the QuickBooks invoice is.

Modified on Fri, 14 Jun at 1:33 PM

Issue-An invoice was created in Autotask and when a client wants to see it as a PDF they cannot see the Autotask invoice, just the QuickBooks Invoice.




Solution-When Benji Pays attempts to get the PDF for an invoice from Autotask we must search by invoice number via Autotasks API.


In this case, Autotask is returning more than one invoice for invoice number "17981". Because there is more than one invoice returned, we cannot be certain which one to display, and so the system will fall back to the QBO invoice based on your integration settings - you can turn the fall back off, but then the user will only see an error, which may be what you prefer.  


To solve this, you'd need to remove one of the duplicate numbered invoices in Autotask, or change this invoice's number to one that is unique.  


To turn off the QBO pdf fallback, you can go to "Settings >> Integration Settings" and edit your Autotask integration.   Turn the "Fall back to accounting PDF" option off and save the settings.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article