Data types
Invoices (Sales / Purchase Entries)
Definition
Sales and purchase entries provide the API route for creating customer invoices (sales) and supplier invoices (purchases) in the accounting system.They abstract the underlying accounting complexity while ensuring that every transaction is properly reflected in the ledger.
Purpose
- Simplify invoice creation for users by providing a business-friendly interface.
- Automatically generate balanced journal entries behind the scenes, ensuring accounting integrity.
- Standardize behavior across accounting systems, whether or not the target system natively supports invoices.
- Ensure proper linkage to ledger accounts for revenue, expenses, taxes, and receivables/payables.
- Integrate with payment reconciliation processes and matching workflows.
Data Abstraction Logic
- Target system supports invoices: creates native invoice objects in the accounting software.
- Target system lacks invoice support: automatically generates equivalent journal entries to produce the same accounting result.
- Guarantees
Endpoints
| Method | Endpoint | Description |
|---|---|---|
| POST | Create Sale/Purchase Entry | Create a single sale/purchase entry |
| POST | Create Sale/Purchase Entry (Multiple Plans) | Create multiple entries with analytic plans |
| GET | Get Invoices by Type | List invoices by type (sale/purchase) |
| GET | Get One Invoice | Retrieve a specific invoice |
| GET | Get One Invoice (Multiple Analytic Plans) | Retrieve invoice with multiple analytic plans |
| GET | Get Invoices by Type (Multiple Analytic Plans) | List invoices by type with multiple analytic plans |