Subject says it all.
I am aware that there is no API to get status of Invoice in Quickbooks online.
I have handled a few cases using due date and balance columns.
Open if not paid.
Paid if balance is 0.
Overdue if due date is less
then the current date.
What other cases (with calculation logic) I have to handle?
Related
The Microsoft Bookings app provides a Booking Page that displays a series of available times slots for booking appointments. These times are based on several factors, depending on the settings applied by the Bookings app's administrator. These factors include: business hours, staff hours, previously booked appointments, the service's scheduling policy, and staff calendar availability (if staff have appointments set outside of the Bookings app in Outlook).
Is there a built-in method within the Microsoft Graph (Beta) Bookings API that returns a list of available time slots based on these factors? I cannot seem to locate this functionality in the beta documentation. I can find calls to show things like business hours and the scheduling policy of the services, but nothing that will aggregate these into available time slots, taking into account the availability of the staff from their Outlook calendars.
My logic is, if there is functionality for this in the Bookings app, it may be present in the API as well. I hope this isn't just wishful thinking.
I am creating this survey to track exit interviews for my job. I am wondering, and could not find anywhere, if i fill up my 100 responses for one survey then what happens? Will I not be able to ever view the next ones over 100? Can I just delete old survey responses and view new ones? Will these new ones be recorded in the data of the surveys? Do I have to make another identical survey to record more responses?
Thanks
Pretty clearly described on their pricing page.
With a free plan, you can collect more than 100 responses, but you can only view the first 100 responses. Upgrade at any time to access additional responses. Our STANDARD Monthly plan includes 1000 responses per monthly billing cycle across all your surveys with a $0.15 charge per additional response. All annual plans include an unlimited number of responses.
If you need more than their free trial offers, pay for the service.
We have two .NET apps used to import customers and transactions into our db.
One is "client" app running on QB user's side another one is a small web service to interact with web connector.
We save all custmers and their "base class" transactions / changes in our DB and display on a web site. Users can see their transaction information there. Problem is that customer's balance does not always get equal to Sum(Amount) for their transactions. We already know that a customer can have a job (sub level customer) and count those transactions too. Still it appeared that a customer can get payment discounts and we needed to count that too.
What is a reliable way of counting customer's balance which always coinside with to their balance ?
I read a post about using Balance Detail Reports but I'd like not use it.
Thanks,
Vlad
It's hard to give a exact answer as there's a lot of little pieces that you may be missing, we don't know how you are calculating your totals so it's just guess work here. Here's a list of the transactions that I know of that effect a customer's balance, along with some things to look for.
Invoices can have a subtotal and sales tax which should both increase the balance.
Receive Payments can have discounts which should also reduce the balance along with the payment amount.
Journal Entries against Accounts Receivable for the Customer will either increase or decrease the balance depending on if it's a debit or credit to the AR account.
Credit Memos should reduce the balance.
Keep in mind there may be more than one Accounts Receivable account, so you need to make sure you don't filter for all A/R accounts on Journal Entries.
Your best bet to figure out what you are missing is to find a customer who has a different balance than what you calculated and review your detailed transactions vs. the detailed transaction for the customer in QuickBooks.
I have a rails application that has a subscription aspect with three plan levels depending on price tier. For example, 0-1000 messages is $10, 1001-10000 is $20, and a $0.01 surcharge on both for going over the quota amount.
Each User has many Messages. What's the best way (high level) to keep track of each user's message usage and overages and charge them accordingly?
I think you'll need these elements:
Way to track number of messages (caching)
Way to track payment system (how to calculate surcharges etc)
Scheduled process of charging
Messages
To track the sent messages, you need a caching system (calculating on the fly will be expensive). I don't have that much experience here, but I'd recommend looking at Redis (you may wish to research caching here)
I would use Redis to store a key/value pair for all the month's messages. So when a message is created in your DB, have a mechanism to add the update to a Redis hash (which will belong to a user ID)
Instagram info on Redis
Redis Hashes (store message date per username)
The Redis key/values will be to store the message timestamp (created_at) & the user_id of the message. This means you'll be able to reference the month's Redis store & dump to another db (to reference later on), allowing you to calculate how many messages each user sent
Payments
To enable a tier-based pricing structure, you'll need to be able to calculate the monthly invoices to send out. This should be an internal system, basically creating a mechanism to present a user with an invoice, and sending them to a payment provider to transfer the funds
To calculate the invoice, you'll basically need to run a rake task to do this:
Cycle through the user's Redis store
Store the Redis store in a db (maybe)
Take a "count" of messages
Use simple algorithm to determine price
Create priced invoice & associated record in invoice_messages table (where you can itemise message usage)
Scheduling
Although a relatively small feature, you'll need to schedule your invoice creation
I'm actually thinking about this currently (not much experience), so to do this, you'll need to set up a rake task to cycle through when a user should be invoiced. Depending on your app, you'll have to determine the right invoice date & then run the previous steps depending on it
I am working with the Intuit Web Connector.
I am able to add customers using "customerAdd" and by using "openBalance" it creates an invoice.
I have tried everything to make it create an invoice number (the invoice that gets created has no number, just blank).
I would also like to have the item, qty and description.
Is this a job for "invoiceAdd"?
Thanks for looking.
If you're trying to create an Invoice, you should be using InvoiceAdd.
The only time you should be using OpenBalance is if the customer has an outstanding balance that's not the result of an invoice that you'll have in QuickBooks. e.g. if you're migrating from another accounting platform, you might have an open balance for someone when moving from the other system.
Beyond that, you should never be creating customers with an OpenBalance.
Instead, create an actual invoice. Here are some examples:
qbXML examples
InvoiceAdd example