Use default template in mailing Invoice

Hello guys,

I am in a big mess, that I am not able to attach the template in invoicing
mail,
and If I am sending the html in “body”, parameter its giving 403 forbidden
error,

Please suggest me the possiblities, As how mark as schedule will work, Can
i set time after one hour, or anything like that,
as I am trying and result is : 403

Please help ASAP.
thanks in advance

Hi Vipul,

A quick search of the API group brings up this
threadhttps://groups.google.com/forum/#!searchin/freeagent_api/reminder/freeagent_api/kec9KWnryBc/XUXHC0TIZRcJ,
as well as this
onehttps://groups.google.com/forum/#!searchin/freeagent_api/reminder/freeagent_api/KNunyptVCWE/3F9ET3gBu_gJ.
Unfortunately, we don’t support managing invoice reminders via the API just
yet.

Cheers,

-J

Hi Vipul,

If you mark the
invoicehttps://dev.freeagent.com/docs/invoices#mark-invoice-as-sentas
sent, then create
an invoice paymenthttps://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation,
you should still then be able to email the invoice to the
contacthttps://dev.freeagent.com/docs/invoices#email-an-invoiceas
you require.

-J

hi Jonathan,

I am trying to mail this invoice Id: 8376502, and whatever Email is passing
in from getting mail as like bcc, can i stop this with code. because i am
getting two emails one from “from” and one from “to”.

I have also search for set and unset the email reminders for a contact’s
unpaid invoice.
but not able any way to do that, can u suggest any way.

Please reply for email reminder, its important…

thanks

VipulOn Tuesday, 11 March 2014 16:32:16 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

Not sure I understand what you mean: can you give me the ID of the invoice
you’re trying to email?

-J

On Tue, Mar 11, 2014 at 10:49 AM, vipul Kumar <dashin...@gmail.com<javascript:> wrote:

hi jonathan,

I think that option is for GUI base interface, because this check is
disabled, and
still getting the same mails, showing that i am the sender,

Please have a look at logs…

On Tuesday, 11 March 2014 16:13:05 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

“Email a copy to Sender” is a setting controlled by the user when
setting up their email templates in FreeAgent.

-J

On Tue, Mar 11, 2014 at 10:39 AM, vipul Kumar dashin...@gmail.comwrote:

thanks for updating me,

There is one more problem, that when I mail invoice to the user, then
the mail is automatically shoots to “from” and “to” both.
while m not marking the option, send to sender as well.

How to overcome this problem…

Please reply.

On Tuesday, 11 March 2014 15:06:56 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

If you mark the invoicehttps://dev.freeagent.com/docs/invoices#mark-invoice-as-sentas sent, then create
an invoice paymenthttps://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation,
you should still then be able to email the invoice to the contacthttps://dev.freeagent.com/docs/invoices#email-an-invoiceas you require.

-J


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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774


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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Hi Vipul,

Glad I could help. I’m not sure I understand your question, though. You can
see a contact’s account balance by requesting the contact resource directly:

https://dev.freeagent.com/docs/contacts#get-a-single-contact

or see all invoices related to a contact:

https://dev.freeagent.com/docs/invoices#list-all-invoices-related-to-a-contact

Are you having problems using either of these?

-J

Hi Vipul,

In FreeAgent, “paid” isn’t a status that you set on an invoice (as you’ll
see from the docs, there’s no “mark as paid” transition). To pay an
invoice, you need to create a bank transaction explanation for the invoice
amount that cites the invoice in its paid_invoice field:

https://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation

-JOn Tuesday, 25 February 2014 06:25:11 UTC, vipul Kumar wrote:

hi Jonathan,

I want to know can we set the status of invoice paid in first time,
or we have to follow the full process,
I have two posiblities in my mind,

  1. Save invoice as draft --> send Invoice -->Mark as sent --> add a
    payment in bank transation --> assume that its paid,

  2. Save invoice as draft --> Send invoice --> Mark as Paid,

  3. Save Invoice as draft --> Send Invoice --> Mark as sent -->Paid

Please make me confirm, that which of the above approach is possible. and
easy to manage.
Please Reply ASAP.

On Monday, 24 February 2014 20:03:03 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

The tags supported within HTML emails are discussed here:

http://www.freeagent.com/support/kb/invoicing/styling-emails

As to linking off to invoices for download, FreeAgent attaches the PDF
invoice to your outbound email, so there’s no need to provide a link to it.

-J

Hi Vipul,

“Email a copy to Sender” is a setting controlled by the user when setting
up their email templates in FreeAgent.

-JOn Tue, Mar 11, 2014 at 10:39 AM, vipul Kumar dashing.vipul@gmail.comwrote:

thanks for updating me,

There is one more problem, that when I mail invoice to the user, then the
mail is automatically shoots to “from” and “to” both.
while m not marking the option, send to sender as well.

How to overcome this problem…

Please reply.

On Tuesday, 11 March 2014 15:06:56 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

If you mark the invoicehttps://dev.freeagent.com/docs/invoices#mark-invoice-as-sentas sent, then create
an invoice paymenthttps://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation,
you should still then be able to email the invoice to the contacthttps://dev.freeagent.com/docs/invoices#email-an-invoiceas you require.

-J


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“FreeAgent API” group.
To unsubscribe from this group and stop receiving emails from it, send an
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Visit this group at http://groups.google.com/group/freeagent_api.
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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Hi Vipul,

Not sure I understand what you mean: can you give me the ID of the invoice
you’re trying to email?

-JOn Tue, Mar 11, 2014 at 10:49 AM, vipul Kumar dashing.vipul@gmail.comwrote:

hi jonathan,

I think that option is for GUI base interface, because this check is
disabled, and
still getting the same mails, showing that i am the sender,

Please have a look at logs…

On Tuesday, 11 March 2014 16:13:05 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

“Email a copy to Sender” is a setting controlled by the user when setting
up their email templates in FreeAgent.

-J

On Tue, Mar 11, 2014 at 10:39 AM, vipul Kumar dashin...@gmail.comwrote:

thanks for updating me,

There is one more problem, that when I mail invoice to the user, then
the mail is automatically shoots to “from” and “to” both.
while m not marking the option, send to sender as well.

How to overcome this problem…

Please reply.

On Tuesday, 11 March 2014 15:06:56 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

If you mark the invoicehttps://dev.freeagent.com/docs/invoices#mark-invoice-as-sentas sent, then create
an invoice paymenthttps://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation,
you should still then be able to email the invoice to the contacthttps://dev.freeagent.com/docs/invoices#email-an-invoiceas you require.

-J


You received this message because you are subscribed to the Google
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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774


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To unsubscribe from this group and stop receiving emails from it, send an
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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Thanks for reply,

Actually, It was not showing till yesterday, but now it showing fine,
thanks for help,
Please can you also tell me the process of mark a contact as hidden, as i
do not want to delete him / her due to related invoices…

May you get me this time buddy.On Tuesday, 25 February 2014 17:38:24 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

Glad I could help. I’m not sure I understand your question, though. You
can see a contact’s account balance by requesting the contact resource
directly:

https://dev.freeagent.com/docs/contacts#get-a-single-contact

or see all invoices related to a contact:

https://dev.freeagent.com/docs/invoices#list-all-invoices-related-to-a-contact

Are you having problems using either of these?

-J

hi Jonathan,

I want to know can we set the status of invoice paid in first time,
or we have to follow the full process,
I have two posiblities in my mind,

  1. Save invoice as draft --> send Invoice -->Mark as sent --> add a payment
    in bank transation --> assume that its paid,

  2. Save invoice as draft --> Send invoice --> Mark as Paid,

  3. Save Invoice as draft --> Send Invoice --> Mark as sent -->Paid

Please make me confirm, that which of the above approach is possible. and
easy to manage.
Please Reply ASAP.On Monday, 24 February 2014 20:03:03 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

The tags supported within HTML emails are discussed here:

http://www.freeagent.com/support/kb/invoicing/styling-emails

As to linking off to invoices for download, FreeAgent attaches the PDF
invoice to your outbound email, so there’s no need to provide a link to it.

-J

Thanks for reply Jonathan,

One more Question i have about this conversation, that When i send the
contact ID in invoice, and invoice is also showing the contact of that
person,
So why can’t i not able seeing the invoices and due balance in contact, How
can i get the invoice in any contact dashboard.

When i generate a invoice by GUI, then invoice shows like tucked with
contact, but when i generate it by code, why not it showing in this manner,

Please answer this, AS Contact hiding is also not working.

thanks in advanceOn Tuesday, 25 February 2014 15:10:41 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

In FreeAgent, “paid” isn’t a status that you set on an invoice (as you’ll
see from the docs, there’s no “mark as paid” transition). To pay an
invoice, you need to create a bank transaction explanation for the invoice
amount that cites the invoice in its paid_invoice field:

https://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation

-J

On Tuesday, 25 February 2014 06:25:11 UTC, vipul Kumar wrote:

hi Jonathan,

I want to know can we set the status of invoice paid in first time,
or we have to follow the full process,
I have two posiblities in my mind,

  1. Save invoice as draft --> send Invoice -->Mark as sent --> add a
    payment in bank transation --> assume that its paid,

  2. Save invoice as draft --> Send invoice --> Mark as Paid,

  3. Save Invoice as draft --> Send Invoice --> Mark as sent -->Paid

Please make me confirm, that which of the above approach is possible. and
easy to manage.
Please Reply ASAP.

On Monday, 24 February 2014 20:03:03 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

The tags supported within HTML emails are discussed here:

http://www.freeagent.com/support/kb/invoicing/styling-emails

As to linking off to invoices for download, FreeAgent attaches the PDF
invoice to your outbound email, so there’s no need to provide a link to it.

-J

Thanks for try that,

Please can u also tell about the email reminders of any contact’s unpaid
invoice.
can we use any option to do that.On Wednesday, 12 March 2014 16:07:28 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

Having tried this out myself, I think I see what you’re saying: regardless
of whether the option is selected or not in the UI, the invoice always
seems to be copied to the sender. I’ll investigate further and see what is
happening here.

Cheers,

-J

On Wed, Mar 12, 2014 at 6:56 AM, vipul Kumar <dashin...@gmail.com<javascript:> wrote:

hi Jonathan,

I am trying to mail this invoice Id: 8376502, and whatever Email is
passing in from getting mail as like bcc, can i stop this with code.
because i am getting two emails one from “from” and one from “to”.

I have also search for set and unset the email reminders for a contact’s
unpaid invoice.
but not able any way to do that, can u suggest any way.

Please reply for email reminder, its important…

thanks

Vipul

On Tuesday, 11 March 2014 16:32:16 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

Not sure I understand what you mean: can you give me the ID of the
invoice you’re trying to email?

-J

On Tue, Mar 11, 2014 at 10:49 AM, vipul Kumar dashin...@gmail.comwrote:

hi jonathan,

I think that option is for GUI base interface, because this check is
disabled, and
still getting the same mails, showing that i am the sender,

Please have a look at logs…

On Tuesday, 11 March 2014 16:13:05 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

“Email a copy to Sender” is a setting controlled by the user when
setting up their email templates in FreeAgent.

-J

On Tue, Mar 11, 2014 at 10:39 AM, vipul Kumar dashin...@gmail.comwrote:

thanks for updating me,

There is one more problem, that when I mail invoice to the user, then
the mail is automatically shoots to “from” and “to” both.
while m not marking the option, send to sender as well.

How to overcome this problem…

Please reply.

On Tuesday, 11 March 2014 15:06:56 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

If you mark the invoicehttps://dev.freeagent.com/docs/invoices#mark-invoice-as-sentas sent, then create
an invoice paymenthttps://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation,
you should still then be able to email the invoice to the contacthttps://dev.freeagent.com/docs/invoices#email-an-invoiceas you require.

-J


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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774


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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774


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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified
www.freeagent.com

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Hi jonathan,

I have tried both ways, and now m not facing the error,
But when i am sending full html of mail, then its ommiting some of the code (tags),
Please help that what should i send in body parameter.

Or if there is anyway to set default template with it, that will be beneficiary.

Appreciate ur reply.
Thanks

Hi Vipul,

The tags supported within HTML emails are discussed here:

As to linking off to invoices for download, FreeAgent attaches the PDF
invoice to your outbound email, so there’s no need to provide a link to it.

-J

Thanks for reply buddy,

I have look at that already, but I those was old conversation i thought
that this may introduce in version 2,
By the way thanks for updating me…

Please have a look to email sender issue, and please update this thread if
possible.

thanks.On Wednesday, 12 March 2014 18:00:50 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

A quick search of the API group brings up this threadhttps://groups.google.com/forum/#!searchin/freeagent_api/reminder/freeagent_api/kec9KWnryBc/XUXHC0TIZRcJ,
as well as this onehttps://groups.google.com/forum/#!searchin/freeagent_api/reminder/freeagent_api/KNunyptVCWE/3F9ET3gBu_gJ.
Unfortunately, we don’t support managing invoice reminders via the API just
yet.

Cheers,

-J

hello jonathan,

I have one more concern about invoicing process, I have generated and
invoice and mark paid too,
but I need to ask that,
The process is … we create a invoice then, send invoice to customer, then
do the payment entry…
Can we do the payment entry, and then send the paid invoice to customer.

thanks for last replyOn Monday, 24 February 2014 16:37:32 UTC+5:30, vipul Kumar wrote:

Hello guys,

I am in a big mess, that I am not able to attach the template in invoicing
mail,
and If I am sending the html in “body”, parameter its giving 403 forbidden
error,

Please suggest me the possiblities, As how mark as schedule will work, Can
i set time after one hour, or anything like that,
as I am trying and result is : 403

Please help ASAP.
thanks in advance

Hi Vipul,

The API doesn’t currently support changing status for Contacts.

-JOn Tue, Feb 25, 2014 at 12:15 PM, vipul Kumar dashing.vipul@gmail.comwrote:

Thanks for reply,

Actually, It was not showing till yesterday, but now it showing fine,
thanks for help,
Please can you also tell me the process of mark a contact as hidden, as i
do not want to delete him / her due to related invoices…

May you get me this time buddy.

On Tuesday, 25 February 2014 17:38:24 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

Glad I could help. I’m not sure I understand your question, though. You
can see a contact’s account balance by requesting the contact resource
directly:

https://dev.freeagent.com/docs/contacts#get-a-single-contact

or see all invoices related to a contact:

https://dev.freeagent.com/docs/invoices#list-all-
invoices-related-to-a-contact

Are you having problems using either of these?

-J


You received this message because you are subscribed to the Google Groups
“FreeAgent API” group.
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Visit this group at http://groups.google.com/group/freeagent_api.
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Jonathan Barrett, Senior Engineer

FreeAgent: Accounting software, simplified

+44 (0)131 447 0011

Follow us on Twitter: @freeagent https://twitter.com/freeagent

FreeAgent Central Ltd, 40 Torphichen Street, Edinburgh EH3 8JB
Registered in Scotland SC316774

Thanks for reply Jonathan,

The link is fine, but how will this template, apply to my mail, which i am passing in body, because when i am sending body tag empty, its giving me 403…

thanks for updating me,

There is one more problem, that when I mail invoice to the user, then the
mail is automatically shoots to “from” and “to” both.
while m not marking the option, send to sender as well.

How to overcome this problem…

Please reply.On Tuesday, 11 March 2014 15:06:56 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

If you mark the invoicehttps://dev.freeagent.com/docs/invoices#mark-invoice-as-sentas sent, then create
an invoice paymenthttps://dev.freeagent.com/docs/bank_transaction_explanations#create-a-bank-transaction-explanation,
you should still then be able to email the invoice to the contacthttps://dev.freeagent.com/docs/invoices#email-an-invoiceas you require.

-J

Hi Vipul,

We now support an email_to_sender attribute
https://dev.freeagent.com/docs/invoices#email-an-invoice when emailing an
invoice (can be true or false). Does this solve your issue?

Cheers,
IoanOn Wednesday, March 12, 2014 12:34:42 PM UTC, vipul Kumar wrote:

Thanks for reply buddy,

I have look at that already, but I those was old conversation i thought
that this may introduce in version 2,
By the way thanks for updating me…

Please have a look to email sender issue, and please update this thread if
possible.

thanks.

On Wednesday, 12 March 2014 18:00:50 UTC+5:30, Jonathan Barrett wrote:

Hi Vipul,

A quick search of the API group brings up this thread
https://groups.google.com/forum/#!searchin/freeagent_api/reminder/freeagent_api/kec9KWnryBc/XUXHC0TIZRcJ,
as well as this one
https://groups.google.com/forum/#!searchin/freeagent_api/reminder/freeagent_api/KNunyptVCWE/3F9ET3gBu_gJ.
Unfortunately, we don’t support managing invoice reminders via the API just
yet.

Cheers,

-J