• Hi there,

    I’m using the plugin to create a customer and create an invoice. The problem I’m having is for when the customer is already in QuickBooks we get this error:

    {“Error”:[{“Message”:”Duplicate Name Exists Error”,”Detail”:”The name supplied already exists. : null”,”code”:”6240″}],”type”:”ValidationFault”}

    Then, when it tries to do the invoice it gives us this error:

    {“Error”:[{“Message”:”CustomerRef is required”,”Detail”:”CustomerRef is missing in the request”,”code”:”6560″,”element”:”Invoice”}],”type”:”ValidationFault”}

    What do I need to do to get the plugin to handle it better when the customer already exists? I need it to see the customer already exists and still create the invoice for the customer.

    Look forward to your help. Thanks!

    Sam

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author CRM Perks

    (@crmperks)

    quickbooks does not allow duplicate names ( it usually happens when email is different but name is same ) , try creating contact with same name and email in QB UI , you will see same error

    Thread Starter pinkbirch

    (@pinkbirch)

    Thank you, I get that it doesn’t allow duplicate names. What I’m trying to figure out is how to have the plugin handle that situation intelligently.

    This is what the plugin should do:
    – QB says customer exists
    – Plugin gets ID of customer and passes over to the invoice feed
    – Invoice is created connected to the customer that already existed.

    If that’s not possible then at a minimum we should be able to have the invoice still create but not connect to a customer. Right now that feed is failing because the customer feed fails.

    How can we get it setup to handle it better when a customer already exists?

Viewing 2 replies - 1 through 2 (of 2 total)
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