I am using the FA API to systemically send invoices from our CRM into FreeAgent. I was a little bit disappointed to learn that there is a level of autoreconcilliation, if the guess setting is enabled for the bank feed. However these only looks at the amount (£). We try our best to inform customers to use our CRM reference as their payment reference (90% uptake), I’d like to know if there is a way through API to either enhance the autoreconcilliation to automatically detect payments and mark invoices as paid. Or whether I need to send a subsequent instruction from our CRM to mark the invoice as paid
Hi, I’m James, one of the engineers at FreeAgent.
You’re right: the invoice reconciliation looks to match the unpaid amount on the invoice with the value of the bank transaction in order to mark an invoice as paid. It does do that matching based on the currency of the invoice and the bank account.
The most reliable way to mark the invoice as paid would be to send an API call to update it yourself setting status=paid.