Invoice Update Cancelled

1

Hi All,

I need some assistance on how I can the accomplish this process for our client using API. P.S I am new to FreeAgent,

Our client has customer who enrolls for courses and when they enroll they can pay partial which will be split into 6 months. So in FreeAgent we create 6 invoices. Now this bit is easy and its has already been integrated however, part I am struggling is when customer unenroll from course and they can unenroll in any months.

So what the process needs to look like is if the customer unenroll in month 4, we need to cancel the invoice for month 5 and 6. I had a look at the API documents but could not find the right endpoint to use. Delete invoice is not the endpoint that I would like to use and its a hard delete, mark invoice as cancelled is only availalbe to use if the due date is in the past and I cannot find a way to update the invoice status as cancelled as the cancelled status is not in the attribute.

Thanks

2

How would you do this manually and how would you client’s accounts department prefer to see this in FreeAgent? Perhaps you could reach out to FreeAgent support and ask them what a best practice here would be from a manual perspective and then create your cancellation / credit note / some other method via the API to match that best practice.

1 Like
3

Hi Smcstewart,

Thank you for your response. I will contact support and get some best practice from their side.

Many Thanks.