todd cormack Posted October 23, 2023 Posted October 23, 2023 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).
Steel, Mark Posted October 24, 2023 Posted October 24, 2023 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
todd cormack Posted November 6, 2023 Author Posted November 6, 2023 So re-formatted question. We are looking at Accounting. What I don't see at first glance is the ability to charge a customer for an invoice. https://developer.sage.com/accounting/guides/concepts/invoicing/
Steel, Mark Posted November 7, 2023 Posted November 7, 2023 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
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