1

Realize the 'sync contacts' use case

Start by implementing the synchronize contacts use case to ensure the customers or suppliers across your database and your customer’s accounting system are in sync.

2

Fetch chart of accounts or items

You will need to specify a general ledger Account or an Item on each line of the Invoice or Bill. These could be stored in your database or be based on user input, but more likely it will be sensible to fetch it from the customer’s accounting or ERP system:

  • Call the GET /accounts endpoint to fetch the accounts from your customer’s accounting system.

or

  • Call the GET /items endpoint to fetch the items registered in the accounting platform.
3

Implement a trigger to create invoices

Decide when to transfer bills or invoices to your customer’s accounting platform. It could be a button within your application’s frontend or listening for a specific event.

4

Create the invoice

Create the bill or invoice in your customer’s accounting platform by calling POST /invoices or POST /bills respectively.

Voilà! Your customers can receive bills and invoices in the accounting platform of their choice!