This guide helps Accounts Receivable companies automate the creation and reconciliation of invoices, invoice payments, invoice credit notes, and sales orders with their customers’ respective accounting systems.
company_id
will be generated once your customer completes the authentication flow. This company_id
will be used to read and write data to their accounting platform.contact_id
is required to post an Invoice, so if the customer doesn’t exist on the accounting platform, you’ll first have to create a new customer using the POST/contacts.document_type_id
, which represents the platform_id
that will be returned after you create a Invoice.