Allowing "Balance Owing" field to be updated via API
We have built multiple custom Accounting integrations and this is the only field we cannot touch. Cin7 has great functionality in terms of credit limit vs. balance owing in sales orders. We are unable to use it as the “Balance Owing” field cannot be updated via API.
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3 comments
Can you not create a custom contact field, add it to the contact form and update that field instead? Obviously you can't hide the inbuilt balance owning field but surely this would be better than nothing? Personally I've had problems with the balance owing field anyway. If a payment gets posted via the API then whilst the balance owing field does get updated, unfortunately the last modified date of the contact does not, and so it's not a simple exercise to know that something has changed against that contact.
Hi Alan,
We already have that workaround in place, but the reason we want to update the “Balance Owing” field is due to other functions it possesses.
When a contact's Balance Owing is over the Credit Limit and an order is placed in the SO, it comes up with a “On Hold” writing, and standard users can only save the order as a draft.
Thanks,
Chris
I am using Cin7 with Xero and occasionally the balance owing is incorrect for a contact, but the reason for this is always that the incoming customer payment that was posted in Xero was not posted against the original sales invoice which got pushed into Xero from Cin7. If someone posts a manual unallocated payment then the sync doesn't know which invoice to post it back to in Cin7 and therefore it throws out the calculation. Are you wanting to update the balance owing in order to work around a similar issue? Can your integration detect unallocated payments and require a user to manually select the Cin7 invoice to which it relates, and therefore allow the calculation to be corrected that way? Sometimes we just give up and manually post a payment in Cin7 to correct the issue.
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