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New Member
Posts: 10
Registered: ‎10-03-2018

Re: UCRM API

Although the API allows you to specify multiple invoices to which to apply a payment, it does not allow you to specify how much of the payment should be applied to each invoice.  I need this in order to be able to accurately duplicate my existing database into ucrm.

Ubiquiti Employee
Posts: 3,386
Registered: ‎12-10-2015
Kudos: 1209
Solutions: 263

Re: UCRM API

@cz_ranger currently, the invoice items aren't editable with API but we will investigate what we can do.

@pengdahl this action is not even possible in the UI. The payment can be attached to the chosen invoices but the amount is liked automatically from the oldest to the newest invoice. As a workaround, I suggest you just push all invoices and then all payments. The final client's balance will be correct.
Member
Posts: 227
Registered: ‎01-18-2017
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Re: UCRM Plugins, UCRM API

[ Edited ]

In order to properly transfer payments from UCRM to QBO (or any other accounting system) we need to be able to get payments in ascending order from the API like we can do for clients and invoices.

 

PM sent to Petr.

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Ubiquiti Employee
Posts: 3,386
Registered: ‎12-10-2015
Kudos: 1209
Solutions: 263

Re: UCRM Plugins, UCRM API

We will look into it. Meanwhile, you can reorder the items in your API script.
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