ContributionsMost RecentMost LikesSolutionsRe: Pipelines Quickbooks channel help I am now having a hard time trying to update an invoice. I have created an invoice and now have a pipeline to update the invoice but every time the pipeline updates the invoice, it just overwrites the top line. ------------------------------ Joseph Mahon ------------------------------ Re: Quickbooks Online Pipeline - Add Invoice Line Item Having the same issue and wondering if there is a fix. ------------------------------ Joseph Mahon ------------------------------ Re: UTF-8 in Gmail Channel Following to see if anyone can figure out how to attach a file from a file field and send via Gmail. I have tried all combinations from the file field and have tried extracting the URL but nothing seems to work for me. ------------------------------ Joseph Mahon ------------------------------ Re: Pipelines Quickbooks channel help I figured it out! Thank you for your help. Sometimes it just takes a little nudging. You were correct. I just needed to move the last two steps out of the "For Each" loop! Thank you! ------------------------------ Joseph Mahon ------------------------------ Re: Pipelines Quickbooks channel help Yeah I think I do actually now that you say it. I can't figure out how to do it differently though. Because of our set up, I have this pipeline as a few steps. I plan to schedule it. So it will search on the same day every month Here is the set up: A. Create a record in the invoice table (Parent) B. Search for records in the child table that have not been invoiced C. Relate records in step B to newly created parent invoice in step A and mark them as having been created D. Search for records in step C that are related to the record created in step A. (While writing this, not sure if I need this step) E. Create Quickbooks Invoice. ------------------------------ Joseph Mahon ------------------------------ Re: Pipelines Quickbooks channel help I know this is an old post but I am running into an issue. When I follow this, it is creating sequential invoices. It finds the first record and creates an invoice. Then it finds the second record and creates another invoice with both line items, then the third. So if it finds 10 records, it creates 10 invoices. ------------------------------ Joseph Mahon ------------------------------ Re: Extracting Parts Of Text Oh boy I hope you are ready for a little messy and something we have been patching together as we progress. The [Billing Summarized] field is created by a long bulky formula to summarize all of the potential billing fields that get entered. It looks like this (only longer): If([Physical Therapy Evaluation-Low Complexity Billing]!="",[Physical Therapy Evaluation-Low Complexity Billing] & "\n","")& If([Physical Therapy Evaluation-Moderate Complexity Billing]!="",[Physical Therapy Evaluation-Moderate Complexity Billing] & "\n","")& If([Physical Therapy Evaluation-High Complexity Billing]!="",[Physical Therapy Evaluation-High Complexity Billing] & "\n","")& If([Physical Therapy Re-evaluation Billing]!="",[Physical Therapy Re-evaluation Billing] & "\n","")& If([Therapeutic Exercise Billing]!="",[Therapeutic Exercise Billing] & "\n","")& If([Neuromuscular Reeducation Billing]!="",[Neuromuscular Reeducation Billing] & "\n","")& If([Therapeutic Activity Billing]!="",[Therapeutic Activity Billing] & "\n","")& If([Gait Training Billing]!="",[Gait Training Billing] & "\n","")& If([Manual Therapy Billing]!="",[Manual Therapy Billing] & "\n","")& The fields above are generated from other fields as well that look like this: If([Physical Therapy Evaluation-Low Complexity Units]>=1, "97161 Physical Therapy Evaluation-Low Complexity " & [Physical Therapy Evaluation-Low Complexity Units] & " Unit") You can see I have the actual individual fields already. The issue is that when we map them with the API there cannot be blanks. There can be up to 6 lines total on a claim. So I ultimately need to translate whatever gets billed to Claim 1, Claim 2, Claim 3, Claim 4 etc and we need it to only be the code and the units billed example: 97110 Therapeutic Exercise 1 Unit(s) Claim Code 1: 97110 Claim Code 1 Units: 1 ------------------------------ Joseph Mahon ------------------------------ Extracting Parts Of Text I have a formula text field that displays a summary of all billing fields. It combines the billing code, the description of the code, and how many units have been billed. We used to manually enter these into a 3rd party system, but we are building out an API and need to separate parts of each line into it's own field. It looks like this: [Billing Summarized]: 97110 Therapeutic Exercise 1 Unit(s) 97112 Neuromuscular Reeducation 1 Unit(s) 97530 Therapeutic Activity 1 Unit(s) 97140 Manual Therapy 1 Unit(s) With the above example I need: [Line 1]:97110 [Line 1 Units]: 1 [Line 2]: 97112 [Line 2 Units]:1 [Line 3]:97530 [Line 3 Units]: 1 Etc ------------------------------ Joseph Mahon ------------------------------ Re: Rich Text Field appearance as a LookUp Field I figured it out. For some reason it doesn't populate until I save & close. ------------------------------ Joseph Mahon ------------------------------ Re: Rich Text Field appearance as a LookUp Field I am copying and pasting into a formula rich text field. It doesn't pull through to the child table. I don't understand what could be happening. I tested it earlier in the day and it worked. I had realized that I was putting my data into the wrong table so I deleted the field (in the wrong parent table) and did the exact same thing in the new table and now it does not pull through. ------------------------------ Joseph Mahon ------------------------------