qb_receive_payment
Records a customer payment and applies it to open invoices, validating for wrong customer, already-paid, or over-applied invoices. Preview the entry, then confirm to post it to QuickBooks.
Instructions
Records a customer payment and applies it to open invoices (Customers > Receive Payments). amount is in the customer's currency. apply_to: [{"invoice_ref": "INV-001", "amount": ...} or {"txn_id": ..., "amount"}]; the same invoice listed twice is applied once with the summed amount. deposit_to_account: bank account or Undeposited Funds (QuickBooks requires an account in the customer's currency or the home currency). exchange_rate: home-currency units per 1 unit of the customer's currency. Refuses invoices of another customer, already paid, or over-applied. Two steps (preview + confirm_code).
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"customer": "<customer>",
"txn_date": "<txn_date>",
"amount": "<amount>",
"apply_to": "<apply_to>"
},
"name": "qb_receive_payment"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| memo | No | ||
| amount | Yes | ||
| run_id | No | ||
| apply_to | Yes | ||
| currency | No | ||
| customer | Yes | ||
| txn_date | Yes | ||
| ar_account | No | ||
| ref_number | No | ||
| confirm_code | No | ||
| exchange_rate | No | ||
| payment_method | No | ||
| deposit_to_account | No | ||
| expected_company_file | No |