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Hello,
Creating an invoice and generating a portal link is perfectly possible through the API. You first have to create the invoice, and line items, then call send to desktop, and finally generate a portal link.
I've attached a code sample which does this below for a simple invoice
var MAPIsvc = new MethodAPIService.Service();
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StickerBrad,
Yes you should still be able to convert a lead to a customer by updating the lead status to false. You need to use MethodAPIUpdateV2 to set IsLeadStatusOnly to false where the RecordID matches the lead you want to convert into a customer. Here’s some sample c# code that does this:
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StickerBrad,
Since you are inserting already paid items, You'll want to look at using Sales Receipts rather than Sales Orders. You'll first create the Sales Receipt header (Table = SalesReceipts), and then insert the items purchased as Sales Receipt Lines (Table = SalesReceiptLines) The total from the Sales Receipt Lines ...
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Hello,
You need to use MethodAPIUpdateV2 to set IsLeadStatusOnly to false where the RecordID matches the lead you want to convert into a customer. Here’s some sample c# code that does this:
var MAPIsvc = new MethodAPIService.Service();
string ...
Page 1 of 1 (4 items)
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