In xero, if we create a contact. Using that contact we perform couple of sales invoice and purchase bills and few of them get paid. Now I want to obtain the list of the invoices groupedBy ContactID in php
Xero have recently released functionality that allows this in an easy way.
You can use the ContactIDs query parameter on the invoices endpoint like the following:
GET ../Invoices?ContactIDs=623e392d-7402-40e4-a54c-fdf29783e9a4
You can also do this for more than one ContactID by supplying a comma separated list of ContactIDs.
You can find more information about this in this handy blog post
Related
Anyone know if it's possible to retrieve the customer name related to a transaction from the API?
I see it under "Paid by" if I follow the "payment_url" in the connect v1 https://connect.squareup.com/v1/{{location_id}}/payments/{{payment_id}} endpoint but can't see to find it anywhere else
Background: I'm working on a ticketing system that breaks out items by item_category so a kitchen gets only food items and the bar gets only drink items.
I have queues and itemized tickets by category BUT I can't seem to find the customer's name anywhere
You'll need to utilize the V2 Transactions API. When you call ListTransactions or RetrieveTransaction (ListTransactions), the Transaction object will have an array of Tenders, tenders, which has a field called customer_id. With this id, you will be able to pass it to RetrieveCustomer (RetrieveCustomer) to find out their name. Note that if you're not explicitly filling out their name, the name might not be available (an "instant profile" (Instant Profiles) will be created with whatever information can be retrieve from the card used to pay).
Update: Alternatively, as suggested by #Dan, would be to strip the payment_url from a V1 RetrievePayment (RetrievePayment) which includes the transaction_id at the end of the URL: https://squareup.com/dashboard/sales/transactions/TRANSACTION_ID. This is more efficient as you won't need to loop through transactions, and allow you to send it straight to RetrieveTransaction.
I want to retrieve a list of orders using the Square API. The call to retrieve orders is a POST call with a String array of order_ids however I'm not sure where I can get this information. In the docs they said I can use the ListTransactions endpoint to get this information but I'm not able to find the order_id within the response.
The documentation to retrieve Orders located at: https://docs.connect.squareup.com/api/connect/v2#endpoint-batchretrieveorders
see sample response of ListTransactions: https://docs.connect.squareup.com/api/connect/v2#endpoint-listtransactions
The Orders API does not support listing of orders. To access order
details, you will need to fetch the order's ID by querying
transactions using the ListTransactions and RetrieveTransaction
endpoints, and then fetching the order using the BatchRetrieveOrders
endpoint
Reference: https://docs.connect.squareup.com/articles/orders-api-overview
The goal is to get a list of recent transactions/orders that list out exactly what was purchased. The Transactions model doesn't contain Items whereas the Orders model does.
The Transaction object will include an order_id field if you included it during the Charge request. If you did not pass the order_id to the Charge request, then it will not show up.
Furthermore - just for clarity's sake, if you use Square Point of Sale, or if you haven't included the order_id previously but still would like to view itemizations for transactions, please look at V1 ListPayments which will include it even if there's no order_id.
References:
https://docs.connect.squareup.com/api/connect/v2#type-transaction
https://docs.connect.squareup.com/api/connect/v1#get-payments
I am working on xero-api and have successfully retrieved the invoice, contact and payment from the api. But am unable to list out the list out bills from the api.
Bills are also retrieved from the Invoices endpoint so you might be already retrieving them. Bills have a Type of ACCPAY and sales invoices have a type of ACCREC.
So you could make a request like GET /Invoices?where=Type=="ACCPAY" to retrieve only the Bills.
We need to invoice donations that are linked to an analytics account.
We have about 400 projects for which a user can make a donation.
A project is linked to a analytic account and only 1 donation per invoice.
As I understand it correctly, OpenERP/Odoo uses an invoice based on the analytic account to which it is associated at item level.
This would mean that we need to add for every new project/analytic account a new product item to invoice that is linked to the analytic account.
I find this not a good maintainable approach.
So what would be a other approach to invoice projects and make sure that the invoice item is linked to the analytic account?
you are right in odoo you need to select analytic account manually for each associated item.
what you need to do is if you want to set auto analytic account when product will be selected on invoice line.
Create custom module add m2o field inside product and override the on change method of invoice line which will automatically set the analytic account.
I am building a .net service to getOrders from ebay. my service runs fine, however I dont know how should I handle data.
For example I am using CreateTimeTo and CreateTimeFrom Filter to return orders from past 24 hours. I save them into my database, now some orders return no Address info.
My question is, Whats the best way to hadnle/update already imported orders into my database. Say for example order imported into my system wa without shiping info, and customer completed shipping info after a week, how would I update that order in my system?
Thanks
I would definitely use modtimefrom modtimeto filter. Ih this way you can get all order that have been modiefied in last "x interval". This way you will get either new orders and modified (checkout complete - paid - shipped) and so on. My favourite filter anyway is NumberOfDays. This one acts as ModTimeFrom/ModTimeTo but is way more simple and you don't have to deal with dates.
An order without address means buyer has not completed checkout (no payment selected so no shipping address as well yet).
Once buyer completes checkout or order is mark as paid the entire address will be avaible.
You can get buyer default address shipping by using call GetSellerTransaction
I hope i understood your question and to be helpful.