AR Overview

Overview

Accounts Receivable (AR) refers to the money owed to a company by its clients for products or services that have been delivered but have yet to be paid for by the clients.. The core AR objects are Customer , Item and Invoice. Learn more about the objects using Metaprise API.

• Invoice - a request for payment that lists the products or services the company delivered and the amount due.
• Customer - represent the customers of Metaprise partners and can be either organizations or individuals (persons).
• Product Item - represents the specific services, materials, or physical or digital goods sold by an entity.

Business rules

• An invoice must have at least one Line for either a sales item or an inline subtotal.
• An invoice must have Customer populated.
• If ShipAddr, BillAddr, or both are not provided, the appropriate customer address from the referenced Customer object is used to fill those values.
• If you have a large number of invoice and corresponding payment records that you wish to import to the Metaprise, sort the invoice and payment records in chronological order and use the batch resource to send invoice and payments batches of 10, one after the other, to ensure any open invoices get credited with their payments.
• If an invoice is taxable, you can select Metaprise inherent tax or create a new tax.