{"id":2589,"date":"2023-11-16T15:22:17","date_gmt":"2023-11-16T04:52:17","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=2589"},"modified":"2023-11-16T15:22:17","modified_gmt":"2023-11-16T04:52:17","slug":"using-qbo-payment-terms-for-procore-claims","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/using-qbo-payment-terms-for-procore-claims\/","title":{"rendered":"Using QBO Payment Terms for Procore Claims"},"content":{"rendered":"\n<p>1. Within OneCore, Navigate to <strong>Invoices > General Settings<\/strong>. <\/p>\n\n\n\n<p>2. Select which field to use from the Procore claim as the QBO invoice&#8217;s or bill&#8217;s date.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"126\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-1024x126.png\" alt=\"\" class=\"wp-image-2591\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-1024x126.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-300x37.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-768x94.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-50x6.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-60x7.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1-100x12.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-invoice-date-for-hcc-and-cc-1.png 1106w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. Select &#8216;<strong>QBO Payment Terms<\/strong>&#8216; in the drop-down for &#8216;<strong>Invoice Due Date Type<\/strong>&#8216;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"190\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/select-qbo-payment-terms-1024x190.png\" alt=\"\" class=\"wp-image-2592\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms-1024x190.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms-300x56.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms-768x142.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms-50x9.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms-60x11.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms-100x19.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/select-qbo-payment-terms.png 1377w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>4. With this option selected, we will use the mapped <strong>QBO contact&#8217;s payment terms<\/strong> for a<strong> head contract<\/strong> or <strong>commitment claim<\/strong>.<\/p>\n\n\n\n<p>5. If the mapped QBO contact doesn&#8217;t have payment terms set up, the integration will use the entered <strong>payment terms as a default<\/strong>. Here&#8217;s an example:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"186\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/11\/default-payment-terms-1024x186.png\" alt=\"\" class=\"wp-image-2593\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms-1024x186.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms-300x54.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms-768x139.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms-50x9.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms-60x11.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms-100x18.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/11\/default-payment-terms.png 1432w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>1. Within OneCore, Navigate to Invoices > General Settings. 2. Select which field to use from the Procore claim as the QBO invoice&#8217;s or bill&#8217;s date. 3. Select &#8216;QBO Payment Terms&#8216; in the drop-down for &#8216;Invoice Due Date Type&#8216;. 4. With this option selected, we will use the mapped QBO&#8230;<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[71,67,70],"ht-kb-tag":[47,25,64],"class_list":["post-2589","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-transactions-commitment-claims-qbo","ht_kb_category-faq-qbo","ht_kb_category-transactions-head-contract-qbo","ht_kb_tag-check","ht_kb_tag-procore","ht_kb_tag-qbo"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2589","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=2589"}],"version-history":[{"count":1,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2589\/revisions"}],"predecessor-version":[{"id":2594,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2589\/revisions\/2594"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2589"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2589"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2589"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}