Search results by user ID 6767

Re: Sending method invoice (API)

Method_Alexander — Mon, 16 Mar 2015 17:27:11 GMT

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();
string account = txtAccountName.Text;
string email = txtLoginEmail.Text;
string pwd = txtLoginPassword.Text;

string recordId = "";
string tablename = "Invoice";
string[ fields = "Customer,BillAddressAddr1,DueDate,TxnDate".Split(',');
string[ values = "Fake Company,123 Fake St,2015-03-16 12:00:00,2015-03-16 12:00:00".Split(',');
txtResponse.Text = MAPIsvc.MethodAPIInsert(account, email, pwd, tablename, fields, values, ref recordId);

tablename = "InvoiceLine";
fields = "InvoiceRecordID,Item,Quantity,Rate,RateInclusive,SalesTaxCode".Split(',');
values = (recordId+",Hours,10,25,25,Non").Split(',');
txtResponse.Text = MAPIsvc.MethodAPIInsert(account, email, pwd, tablename, fields, values, ref recordId);

txtResponse.Text = MAPIsvc.MethodAPIActionSendToDesktopV2(account, email, pwd, "", "Invoice", recordId);

txtResponse.Text = MAPIsvc.MethodAPIGetScreenURLV4(account, email, pwd, null, "MIurl", "Customers", "Recent Transactions", null, null, null, true, "Contacts_Portal","289");

Re: Sales Order vs Sales Receipt vs Invoice

Method_Alexander — Fri, 20 Feb 2015 18:07:56 GMT

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:

var MAPIsvc = new MethodAPIService.Service();

string account = txtAccountName.Text;

string email = txtLoginEmail.Text;

string pwd = txtLoginPassword.Text;

string RecordID_To_Update = "446";

string tablename = "Customer";

string[ updatefields = "IsLeadStatusOnly".Split(',');

string[ updatevalues = "false".Split(',');

txtResponse.Text = MAPIsvc.MethodAPIUpdateV2(account, email, pwd, "", tablename, updatefields, updatevalues,RecordID_To_Update);

Re: Sales Order vs Sales Receipt vs Invoice

Method_Alexander — Thu, 19 Feb 2015 15:53:00 GMT

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 will add up to create the total amount for the Sales Receipt.

I've attached a code snippet of how to accomplish this.

var MAPIsvc = new MethodAPIService.Service();
string account = txtAccountName.Text;
string email = txtLoginEmail.Text;
string pwd = txtLoginPassword.Text;
string recordId = "";
string tablename = "SalesReceipt";
string[ fields = "Customer,BillAddressAddr1,DueDate,TxnDate".Split(',');
string[ values = "Angy Trees,123 Fake St,2015-01-01 12:00:00,2015-01-01 12:00:00".Split(',');
txtResponse.Text = MAPIsvc.MethodAPIInsert(account, email, pwd, tablename, fields, values, ref recordId);

tablename = "SalesReceiptLine";
fields = "SalesReceiptRecordID,Item,Quantity,Rate,SalesTaxCode".Split(',');
values = (recordId+",Hours,10,10,NON").Split(',');
txtResponse.Text = MAPIsvc.MethodAPIInsert(account, email, pwd, tablename, fields, values, ref recordId);

Re: Edit Customer Field

Method_Alexander — Thu, 12 Feb 2015 15:21:39 GMT