Merge Docs

Create invoices

ACCT

Serve specific industries by either automating invoice or bill creation, or creating approval processes around sending invoices or bills to third-party accounting systems

1. See “sync customers or suppliers” use case

You have already followed the “Sync Customers or Suppliers” use case to ensure the contacts across your database and your customer’s accounting system are in sync.

See Use Case

Sync Customers or Suppliers

2. Retrieve chart of accounts or items

You’ll have to specify a general ledger Account or Item on each line item of the Invoice/Bill. We suggest keeping this data in sync by storing the data in the GET /accounts and GET /items endpoints.

3. Build a trigger to create invoices

Identify when to send bills or invoices to your customer’s accounting platform. This could be a button or form within your app’s frontend or event-based logic.

4. Create an invoice

Submit a POST /invoice request to create the Bill or Invoice in your customer’s Accounting platform.

Your customers automatically will be able to recieve invoices in their chosen accounting platform!