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Accounting Bill a Customer

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Recipe · 3 steps

Accounting Bill a Customer

with Merge · Financial Management

Create a customer contact and raise an invoice against it.

  1. Create the contact and flag it as a customer.
  2. Raise an invoice against the newly created contact.
  3. Read the created invoice back to confirm it was persisted against the contact.
What you'll need to have ready
  • authorization: Production access token with the required "Bearer " prefix.
  • accountToken: The account token identifying the linked accounting end user.
  • contactName: The name of the contact (customer) to create.
  • emailAddress: The contact's email address.
  • invoiceType: The invoice type, e.g. ACCOUNTS_RECEIVABLE or ACCOUNTS_PAYABLE.
  • number: The invoice number.
  • issueDate: The invoice issue date (ISO 8601).
  • dueDate: The invoice due date (ISO 8601).
  • totalAmount: The total amount of the invoice.
  • memo: An optional memo for the invoice.
For your developer

Arazzo workflow merge:create-contact-and-invoice, 3 operations: {$sourceDescriptions.subpackageContactsApi.url}#/paths/~1accounting~1v1~1contacts/post → {$sourceDescriptions.subpackageInvoicesApi.url}#/paths/~1accounting~1v1~1invoices/post → {$sourceDescriptions.subpackageInvoicesApi.url}#/paths/~1accounting~1v1~1invoices~1{id}/get. Specs on APIs.io.

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