10-12-2018 03:15 PM
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.
a month ago
@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.
a week ago - last edited a week ago
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.