Real-Time QuickBooks Invoices Inside Zendesk Support
Empower your support team to view requester invoice balances, generate instant payment links, and send invoices via QuickBooks without ever leaving their Zendesk tickets.
Billing clarity right where support happens.
Eliminate context switching. Support agents can view customer invoice history, overdue balances, generate Intuit payment links, and trigger automated invoice delivery without ever opening QuickBooks or asking accounting.
Built for Support Speed
Stop asking accounting. Give agents immediate billing answers.
Instant Customer Balance Badge
When an agent opens a ticket, Heirview immediately looks up the ticket requester in QuickBooks and shows their total outstanding balance, payment terms, and past-due alerts directly at the top of the sidebar.
1-Click Payment Link Generation
Customer asks how to pay? Click "Payment Link" on any open invoice to generate an official Intuit online payment link. The agent copies it to their ticket reply in a single click.
Resend Invoices Directly via QBO
Trigger an official invoice email delivery directly through QuickBooks Online's email infrastructure, ensuring delivery from your company's verified accounting address.
Architecture & Security
Cloudflare Edge backend with AES-256 token encryption.
The Zendesk App Framework proxy injects your backend API key server-side using secure: true. No API keys, Intuit client secrets, or tokens are ever exposed in agent browser DevTools.
Deployed across Cloudflare's global 300+ city edge network using Hono and Cloudflare D1. Invoices are cached for 5 minutes per requester, slashing redundant QBO API calls by up to 90%.