QBO ↔ Scoro Quote-to-Cash

Open Scoro in the ProMount by Vancomm entity. Create a new Project (fixture: #3031 “QBO TEST Project”) and link it to the company (fixture: #565 QBO Test Customer LLC). Ensure there’s a contact person (fixture: #566 QBO Test Buyer).

Make sure the product exists in the catalog (fixture: #4409 ZTEST-PLT-6X6-14-G, $1.00, group V2_Raw Materials, named per the product-naming convention).

From inside the project, click New Quote. Add product #4409 ($1.00). Apply the quote-level discount: triple-click the Discount field, type 5, Tab. Scoro auto-calculates the discount line on the PDF — it hides when 0%.

Result (fixture: Quote 3290, No. 5): Subtotal $1.00 — Discount (5%) −$0.05 — Total (USD) $0.95.

Quote 3290 PDF. The discount line is auto-rendered because the 5% field is non-zero. “This quote requires a 50% deposit at order confirmation.”

From the quote/order: Invoices → New prepayment invoice, set the advance to 50%. Scoro creates a prepayment for $0.50 (50% of $0.95, rounded to the configured precision).

Prepayments cannot be created via the API — they’re UI-only to mint. But they’re fully readable and writable via the REST API afterward (including invoices/prepayments/modify).

Fixture: Prepayment 128, No. 2.

This is the core of the bridge. In production the Scoro prepayment-created webhook triggers the Worker automatically. For this walk it was driven manually:

cd workers/scoro-qbo-bridge
npx esbuild src/index.ts --bundle --format=esm --platform=node \
  --outfile=dist-node/index.mjs
doppler run -p vancomm -c dev_vancomm -- node test/drive.mjs \
  POST /process/prepayment/128 \
  '{"customerId":"9","billEmail":"worker-test@example.com"}'

What the Worker does (src/routes/process.ts → lib/qbo.ts + lib/scoro.ts):

1. Calls invoices/prepayments/view/128 → reads sum=1.00, prepayment_percent=50.
2. Computes deposit amount: sum × prepayment_percent = $0.50 (the advance, not the full sum).
3. Creates a QBO deposit invoice (Customer Deposit item #4 → liability #15) for $0.50, online payment enabled.
4. GET invoice/{id}?include=invoiceLink&minorversion=75 → pulls the Intuit InvoiceLink.
5. Calls invoices/prepayments/modify → writes <a href="…">Pay online</a> into c_qbo_invoice_link. The Worker echoes back prepayment_percent + custom_fields so the 50% advance isn’t reset to 100%.

Verified response (2026-05-25):

{
  "ok": true,
  "scoroPrepaymentId": 128,
  "fullSum": 1,
  "prepaymentPercent": 50,
  "depositAmount": 0.5,
  "qboInvoiceId": "26",
  "payLink": "https://connect.intuit.com/portal/app/CommerceNetwork/view/scs-v1-…",
  "wroteAnchorTo": "c_qbo_invoice_link"
}

The Scoro prepayment record now shows the live pay-link in the c_qbo_invoice_link custom field:

Scoro prepayment 128 record after the Worker ran. The “Pay online” anchor is live in the c_qbo_invoice_link custom field — rendered as a clickable link because the HTML-format flag is ON.

And the same link renders on the customer-facing prepayment (deposit) PDF:

Prepayment 128 PDF. Math reconciles: “To be paid in advance (50%): 0.50” matches the Worker’s computed deposit amount. The Pay online link in PAYMENT INSTRUCTIONS is the live Intuit hosted invoice link.

In production the customer clicks Pay online and QBO records the payment; the Worker (on a QBO payment webhook) posts the receipt back to Scoro. For this walk both steps were driven manually:

# (a) Simulate the customer paying the QBO deposit invoice
doppler run -p vancomm -c dev_vancomm -- node test/drive.mjs \
  POST /process/qbo-payment \
  '{"customerId":"9","invoiceId":"26","amount":0.50}'
# → { "ok": true, "qboPaymentId": "27" }

# (b) Post the receipt against the Scoro prepayment
doppler run -p vancomm -c dev_vancomm -- node test/drive.mjs \
  POST /process/receipt \
  '{"prepaymentId":128,"contactId":565,"sum":0.50}'
# → { "ok": true, "reconciledPrepaymentId": 128 }

Receipts reference the prepayment by prepayment_id (is_prepayment:1, invoice_id:0). After this, prepayment 128 is reconciled (off Outstanding) — the deposit is received.

From the customer’s perspective, clicking Pay online opens the Intuit-hosted invoice page:

The Intuit-hosted pay-link page after QBO payment 27 was recorded. Mhondoro Capital Partners, LLC — amount $0.50 — Paid / $0.00 balance due. End-to-end confirmed live across both systems on 2026-05-25.

Move the order through the pipeline: In Process → Completed / Ready to Invoice. No QBO interaction at this stage — this is pure production work and internal pipeline management.

Status: built and doc-verified; final-invoice live walk pending an order fixture.

1. Create the final (balance) invoice in Scoro from the quote/order. Scoro credits the received prepayment, leaving the remaining balance. The Invoice V2 template (49) carries the same c_qbo_invoice_link field, so the regular-invoice pay-link applies here too.
2. Connector syncs to QBO (Invoices = From Scoro). Customer pays via the pay-link.
3. Receipts = To Scoro auto-marks the Scoro invoice paid in full — no Worker needed for this loop. Then set the order to Shipped/Picked Up (pipeline stage 10) = delivered.