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Accounting API: Contacts

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Add customer sales defaults and Financial details on contacts api

Add ability to view and update customer finical details
- Credit limits.
- Credit Terms (Invoice due date).
- Outstanding balances (possibly read only).
- Discount.

This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.

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Mark Soden shared this idea  ·   ·  Report…  ·  Admin →
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  • Mark Soden commented  ·   ·  Report

    Add ability to view and update customer finical details
    - Credit limits.
    - Credit Terms (Invoice due date).
    - Outstanding balances (possibly read only).
    - Discount.

    This will allow among other for 3rd part vetting process of customer onboarding to be seamlessly integrated.