Search results by user ID 80385

Re: API Limits - How to Manage and Coordinate API Processes?

sp9001 — Tue, 07 Nov 2023 20:05:45 GMT

This looks like daily limits, is there a way to see the per minute transaction limits?

Re: Best Practices for recording and applying payment to invoices

sp9001 — Tue, 07 Nov 2023 19:59:23 GMT

Can you send me some examples of this being done succesfully?

Weird float problem with Invoices

sp9001 — Tue, 07 Nov 2023 19:17:40 GMT

We're sending invoices to method and the infromation is changing after we send. I'm not sure why.

------------------

Subtotal: Sent as a string with a different value, received as an integer ("6815.00" vs 4590).

SalesTaxTotal: Sent as a string with a different value, received as a float ("885.95" vs 596.7).

These are two items that I'm not sure about. I dont know why they are changing in value, I understand changing type, but the number should at least be the same. Does method have any logging for this sort of thing that I can get access to so I can figure this out?

Best Practices for recording and applying payment to invoices

sp9001 — Wed, 26 Jul 2023 01:10:28 GMT

When we collect payment on an invoice through our website is there a better way to apply payment than to post a payment record to payments and then link the invoice ID and the payment ID with an applypaymenttxn record?

Sorry applypaymenttxn might not be the exact table but its something like that.

Or is there another endpoint I should be using?

Multiple records

sp9001 — Tue, 02 May 2023 14:27:42 GMT

Since there is a 50 record limit when initially creating say an invoice, and invoice lines, whats the best way to insert the rest of the lines?

Are you able to just include 50 more lines as a single transaction to the invoiceline endpoint or do I need to do a separate transaction for each line?

Re: Recorded Payment Deposit Account

sp9001 — Mon, 13 Mar 2023 00:48:09 GMT

I've updated the field, but it did not seem to make a difference. Is there something else I need to update along with it?

Recorded Payment Deposit Account

sp9001 — Mon, 06 Mar 2023 02:01:05 GMT

I'm looking for some best practices for changing the deposit account used when someone does an online payment to an invoice.

I've found in the payment app where it searches the paymentgateway table and tries to grab the DepositToAccount - RecordID, is it safe to just update that table record or is there a better way to update it?

Re: API POST Contact / Not OtherName

sp9001 — Wed, 08 Feb 2023 02:07:25 GMT

Fantastic, thanks for the clarification. I really appreciate your help with tis

Re: API POST Contact / Not OtherName

sp9001 — Sun, 05 Feb 2023 02:46:49 GMT

Ok I think the problem I was running into was that I was hitting the Contact end point, and nothing was happening. But I hit the customer end point and it will make the entity, and the contact at the same time?

Is that similar if I am making a new customer from an action set? Do I create a new record in the customer table instead of the contact or entity table?

Re: API POST Contact / Not OtherName

sp9001 — Fri, 03 Feb 2023 03:45:24 GMT

I'm sorry. I guess then what I'm trying to do is create a new entity that does not set it self as the type "OtherName"

When I post to the entity end point say this data

{
"Name": "Prime Ribs",
"FullName": "Prime Ribs",
"EntityType": "Customer",
"IsActive": true,
"Sublevel": 0,
"CompanyName": "Prime Ribs",
"NameOnCard": "Prime Ribs",
"NameOnCheck": "Solis Foods",
"TenantID": 1,
"Currency": "CAD",
"Currency_RecordID": 196
}

It comes back like this

{
"RecordID": 305,
"Name": "Prime Ribs",
"FullName": "Prime Ribs",
"EntityType": "OtherName",

How can I create a new customer type, and not Entity type?