I’m very new to make and would like a bit of a helping hand.
I would like to achieve the following:
I send invoices to customers using Xero. The invoices are sent with a custom pay now button which is through clover. The customer can click on it and enter the payment amount manually to pay the invoice. The payment shows up as a order in clover. I would like to create a scenario that will pull all the orders from clover, then match those orders to invoices that are awaiting payment in xero. If it finds a match the scenario would create a payment record for that invoice.
I have setup the scenario with the first step being the Clover Search Order module which when run retrieves all the orders from clover in unique bundles.
What would be the best way to go from there?
Any help would and guidance would be much appreciated. Thank you.
Please try using ‘Search for Invoices’ module to get a list of existing invoices and filter in Make can help compare numbers i.e. payment made via Clover Vs amount in invoice, if condition matches, ‘Create a Payment’ can be used to record the payment.
I am having issues with getting the search invoice module to return results based on invoice amount. Just doesn’t want to work or I’m doing somehting wrong.
If you need further assistance, please provide the following:
1. Screenshots of module fields and filters
Please share screenshots of relevant module fields and filters in question? It would really help other community members to see what you’re looking at.
You can upload images here using the Upload icon in the text editor:
2. Scenario blueprint
Please export the scenario blueprint file to allow others to view the mappings and settings. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.
(Note: Exporting your scenario will not include private information or keys to your connections)
Please provide the input and output bundles of the modules by running the scenario (or get from the scenario History tab), then click the white speech bubble on the top-right of each module and select “Download input/output bundles”.
A.
Save each bundle contents in your text editor as a bundle.txt file, and upload it here into this discussion thread.
@Raj_Bajaj This is exactly what i would like to accompish but since i am so new, is there any why you could draft a template scenrio and share it with me to help me out with this?
