Import of invoices

1

Hello everyone,

we look for some good accounting cloud software and Emily from Support Team
reffered me to this group.
We provide a new web project (currently fully available only in the Czech
Republic) and I need to resolve some specific issues before we can use
FreeAgent.

  1. Our system generates and sends invoices itself and we want to keep this
    feature on our side. So, my question is, is it possible to import invoices
    from our system (in batch or via API)? I know you offer API with “create an
    invoice” feature but I don’t know if it can be used for import we need. We
    don’t want to send any emails from your service as long as all our services
    are prepaid.

  2. The second “problem” with API is we cannot add an attachment to invoice
    (but it can be done for bill). We keep records in our side but it would be
    great to keep attachments also in the accounting system.

So, I hope you understand what we need. Is it possible?

Thanks a lot!

2

Hello guys, can anyone help?

3

Hi Zdeněk!

My name is Dave and I am one of the Support Engineers here at FreeAgent.
Thanks for your interest in our product and our API, I’m sure I can help to
answer your questions.

  1. Whilst our API doesn’t support the “import” of invoices from one format
    to another, you can certainly create new invoices via POST request, as
    you’ve already spotted.
    Don’t worry, by default invoices won’t be sent to your clients, so long as
    the attributes send_new_invoice_emails, send_reminder_emails and send_thank_you_emails aren’t included in your parameters.
  1. Whilst it’s not possible to add an attachment to the invoice itself, you
    can add an attachment to the associated Invoice Payment!
    When you create an invoice in FreeAgent, it’ll show as “unpaid” and
    “outstanding” in your accounts. Since your clients have already paid the
    invoice, you’ll need to create a new “Bank Transaction Explanation” to show
    the invoice as having been paid. When you create a new “Bank Transaction
    Explanation”, you can pass through your (Base64 encoded) attachment and
    it’ll be saved against the Invoice Payment.

I hope this helps!

Kind regards,
Dave JOn 8 January 2016 at 15:37, Zdeněk H. zdenek.hofler@asaritech.com wrote:

Hello everyone,

we look for some good accounting cloud software and Emily from Support
Team reffered me to this group.
We provide a new web project (currently fully available only in the Czech
Republic) and I need to resolve some specific issues before we can use
FreeAgent.

  1. Our system generates and sends invoices itself and we want to keep this
    feature on our side. So, my question is, is it possible to import invoices
    from our system (in batch or via API)? I know you offer API with “create an
    invoice” feature but I don’t know if it can be used for import we need. We
    don’t want to send any emails from your service as long as all our services
    are prepaid.

  2. The second “problem” with API is we cannot add an attachment to invoice
    (but it can be done for bill). We keep records in our side but it would be
    great to keep attachments also in the accounting system.

So, I hope you understand what we need. Is it possible?

Thanks a lot!

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David Jones
Senior Support Engineer

FreeAgent

4

Thanks a lot, Dave! This is what I need!

Dne pondělí 18. ledna 2016 11:01:03 UTC+1 David Jones napsal(a):