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I am in need of a custom built program that can be integrated into QuickBooks Enterprise 13.0. The program that I am in need of would be used for invoice/statement creation and delivery. Basically here is what I am in need of:
Ability to import my invoice transactions with a CSV file.
Each transaction on the invoice will need to be populated with the following columns (Order Date, Report #, Name, Ordering Agent, Reference, Item, Description, Transaction Amount & Payment Amount (if accepted at the time of order). So that is a total of 9 columns that are needed for each line item transaction on the invoice.
I also need for the invoices to pull in any payments made on the client's account that have been received so that they show on the invoice as well as the newly generated invoice details sent into QuickBooks.
I am able to send a copy of the invoice layout that I am looking for if you are interested in more information on the project.
Invoices will need to be able to be created, and then emailed to the clients in a pdf format in a bulk method as well as individually if needed.