Auto Billing/Invoicing

Follow

Ray Harvey

• December 07, 2020 15:01
• Edited

Hi Team,

This might be a customization around Billing. Bottom-line I have a client who wants to automate invoicing/billing after the Billing is Posted. I have written a trigger which sets up billings based on a CPQ Quote and assigns the billing and billing lines to the Opportunity.

I was looking for information related to the Accounting Seed API in which you could send the Invoice with attached PDF to the Account Seed Contact on the account tied to the billing. Ideally if I could call this feature from the trigger after I confirmed the Billing has successfully posted.

Could you point me to any information on how this could be accomplished. Rather then clicking on the Create PDF Quick action Button just send the billing automatically after a check for valid email addresses. 

Thank you

0

• Official comment

  

  Halsey Sawyer

  • December 07, 2020 16:54

  Hi Ray,

  Here is some information around automated email billings: https://support.accountingseed.com/hc/en-us/articles/360043716454-Automate-Email-Billings

  Please feel free to create a case through our Support Portal with any other questions!

  Comment actions Permalink
• 

  Ray Harvey

  • December 08, 2020 15:09

  Thank you Halsey. 

  0

  Comment actions Permalink

Please sign in to leave a comment.