Not sure which category to put this in but here goes…
I’m creating an onboarding automation using Zapier that includes quickfile. I fill in a google form with the new client details, which then creates a client in quickfile via zapier and sends an invoice.
When i manually create a client, I always disable Stripe and Paypal options for the invoice and allow pdf attachments. THere is no option to do this in zapier module.
Is there any way that i can disable Stripe and Paypal and allow pdfs by default in quickfile because its something that I always have to do manually.
Therefore I could then use the zap to then send an invoice afterwards. I don’t want to send an invoice with these payment options available to the new client. THanks