Jump to content

Evaluating the product. Expecting a move from Zoho. Question about billing.


Recommended Posts

Posted

I see in the API where I can create customers and invoices and invoice lines.  In zoho I can make an API call to bill the customer.  Does Sage do the same?  (not seeing it at first glance).

Posted

Hi Todd,

Welcome to the community and thank you for your question.

Sage is our brand name to which there are many different products. If you can provide the product name and region your are evaluating that would help us answer your question.

" In zoho I can make an API call to bill the customer" - Is this invoking a method that allows the bill to be sent to the customer via an email service?

Thanks

Mark

  • 2 weeks later...
Posted

Hi Todd,

The creation of a sales_invoice is the charge to the customer which is then allocated to a contact_payment to pay the sales_invoice fully or partially depending on the payment amount. 

https://developer.sage.com/accounting/reference/invoicing-sales/#tag/Sales-Invoices
https://developer.sage.com/accounting/reference/payments/#tag/Contact-Payments
https://developer.sage.com/accounting/guides/concepts/payments/
https://developer.sage.com/accounting/guides/concepts/invoicing/

Sage Business Cloud Accounting Technical Support is available from https://www.sage.com/en-gb/support/resources/?GroupId=125&ProductId=218 and in the SageCity community.

Thanks

Mark

Please sign in to comment

You will be able to leave a comment after signing in



Sign In Now
×
×
  • Create New...