Creating an invoice and setting some additional options

1

Hi,

I am using the API to create Invoices and it is working well! However, the
resulting invoice is missing a few of the options I would like and I
wondered if I was missing the parameters to provide them (or whether they
could be requested for future versions of the API).

In no particular order:

  • Set Payment Options
  • Set to Email Payment reminders
  • Set to Email a Thank You
  • Set to always show BIC and IBAN

Thanks,
Dan

2

Hi Dan,

I’ve added your request to add flags for setting payment reminders & thank
yous, and to always show BIC and Iban to our API trello board.

With regard to your request to add payment options to the API - are you
referring to PayPal, Stripe, GoCardless etc? If so this is a little more
complex as we’d need to add a discovery mechanism for developers to
determine whether these payment methods are valid/configured/enabled for
the account.

Regards,
Paul.On Saturday, 28 June 2014 16:14:44 UTC+1, Dan Garner wrote:

Hi,

I am using the API to create Invoices and it is working well! However, the
resulting invoice is missing a few of the options I would like and I
wondered if I was missing the parameters to provide them (or whether they
could be requested for future versions of the API).

In no particular order:

  • Set Payment Options
  • Set to Email Payment reminders
  • Set to Email a Thank You
  • Set to always show BIC and IBAN

Thanks,
Dan

3

Hi FreeAgent

same here we would like to see set payment options as part of the API, also
on our current FreeAgent account when adding an invoice all new invoices
have pre set payment options already with the option to tick others would
this not be possible via the API as if not we are going to have to add
GoCardless and Stripe ourselfs which is going to be a fair bit of extra
work considering FreeAgent has this feature already.On Saturday, June 28, 2014 4:14:44 PM UTC+1, Dan Garner wrote:

Hi,

I am using the API to create Invoices and it is working well! However, the
resulting invoice is missing a few of the options I would like and I
wondered if I was missing the parameters to provide them (or whether they
could be requested for future versions of the API).

In no particular order:

  • Set Payment Options
  • Set to Email Payment reminders
  • Set to Email a Thank You
  • Set to always show BIC and IBAN

Thanks,
Dan

4

Hi Paul,

That is great, thank you.

Regarding the payment options, I am indeed referring to the PayPal, Stripe
and GoCardless options. Having these default to off is actually the road
block for our implementation, meaning that manual intervention is required
whenever we create an invoice through the API (we can’t email it out until
those options are enabled).

Our current flow is as follows:

  • Customer raises an Order in a 3rd party system
  • API kicks off, creates the invoice - great!
  • We manually login to FreeAgent, find the draft invoice and adjust the
    Payment Options, IBAN and reminder settings
  • We manually email (this could be done through the API already)

Thanks,
Dan

5

Hi Stuart,

I took the approach of emailing the invoice in a separate API call after
the call to create - but couldn’t set the reminders through that call
either.

Cheers,
Dan

6

Hi Stuart,

This isn’t something we have support for at the moment, so I’ve added your
request to email statements of account to our API development Trello board.

Regards,
Paul.On Wednesday, 2 July 2014 12:17:08 UTC+1, sjeff...@gmail.com wrote:

that’s quite funny as this is exactly the question I was going to ask. so
as its on the same topic I’m going to hijack, slightly!

in addition though, is it possible to also send the invoice by email using
the templates, and subscribe to reminders.

slightly more off topic, is it also possible to send statements?

thanks

stuart

On Saturday, June 28, 2014 4:14:44 PM UTC+1, Dan Garner wrote:

Hi,

I am using the API to create Invoices and it is working well! However,
the resulting invoice is missing a few of the options I would like and I
wondered if I was missing the parameters to provide them (or whether they
could be requested for future versions of the API).

In no particular order:

  • Set Payment Options
  • Set to Email Payment reminders
  • Set to Email a Thank You
  • Set to always show BIC and IBAN

Thanks,
Dan

7

yeah that’s what im doing already.

just a shame not to be able to take advantage of the email templates and
reminders!On Thursday, July 3, 2014 4:15:32 PM UTC+1, Dan Garner wrote:

Hi Stuart,

I took the approach of emailing the invoice in a separate API call after
the call to create - but couldn’t set the reminders through that call
either.

Cheers,
Dan

8

that’s quite funny as this is exactly the question I was going to ask. so
as its on the same topic I’m going to hijack, slightly!

in addition though, is it possible to also send the invoice by email using
the templates, and subscribe to reminders.

slightly more off topic, is it also possible to send statements?

thanks

stuartOn Saturday, June 28, 2014 4:14:44 PM UTC+1, Dan Garner wrote:

Hi,

I am using the API to create Invoices and it is working well! However, the
resulting invoice is missing a few of the options I would like and I
wondered if I was missing the parameters to provide them (or whether they
could be requested for future versions of the API).

In no particular order:

  • Set Payment Options
  • Set to Email Payment reminders
  • Set to Email a Thank You
  • Set to always show BIC and IBAN

Thanks,
Dan

9

Hi everyone,

Just a quick pointer to Online Payment Methods where we’ve announced support (in beta currently) for online payment methods in the API.

Hope that helps,
Paul.