The API & Emailing Invoices

AccountRight 2019.3 opens up the ability to email Sales invoices from the AccountRight software using the API.

There are a few conditions that the AccountRight must meet in-order to be able to use this functionality. They are as follows:

• The file must be online.
• The file needs to be set up to email from AccountRight rather than an using another email program. (For steps on how to set this up, check out this help article here - Set up AccountRight to send emails)

This change means the introduction of 5 new endpoints. Check out the endpoint doc's here 

• /Sale/Invoice/Service/{invoice_uid}/email
• /Sale/Invoice/Item/{invoice_uid}/email
• /Sale/Invoice/Timebilling/{invoice_uid}/email
• /Sale/Invoice/Professional/{invoice_uid}/email
• /Sale/Invoice/Miscellaneous/{invoice_uid}/email

The email endpoints only support the ability to POST. Here is a sample of what the body of the POST request will look like

{
 "FormTemplate": "Pre-Printed Invoice",
 "From": {
 "Email": "barry.benson@thehive.com",
 "Name": "Barry B. Benson"
 },
 "Subject": "Invoice #000338 - Honey Collection",
 "Message": "Dear Sir/Madam,\nPlease find the invoice enclosed for your Bee-Approved Honey(tm).\nPleasure doing business with you!",
 "To": [
 {
 "Email": "vanessa@email.com",
 "Name": "Vanessa Bloome"
 }
 ]
}

 If the POST is successful, the response code 202 Accepted will be returned with no body. The email will appear in the Sent Emails list in the AccountRight file.