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KashFlow

The KashFlow modules enable you to monitor, publish or update posts, photos, and videos in your KashFlow account.

Getting Started with KashFlow

Prerequisites

Connecting KashFlow to Ibexa Connect

To connect your KashFlow account to Ibexa Connect follow these steps:

1. Log in to your KashFlow account.

2. Navigate to Apps > API Settings. Activate the Enabled checkbox, disable the Restrict Access to specific IP addresses option and click Update.

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3. Go to Ibexa Connect and open the KashFlow module's Create a connection dialog.

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4. Enter your KashFlow credentials to the respective fields and click the Continue button to establish the connection.

The connection has been established. You can proceed with setting up the module.

Customers

List Customers

Retrieves all customers in your account.

Limit Set the maximum number of customers Ibexa Connect will return during one execution cycle.

Get a Customer

Retrieves customer details.

Customer ID Enter (map) or select the ID of the customer you want to retrieve details for.

Create a Customer

Creates a new customer.

Name

Enter (map) or select the ID of the customer you want to retrieve details for.

Contact

Enter the full contact name of the customer.

Telephone

Enter the customer's telephone number.

Mobile

Enter the customer's mobile number.

Fax

Enter the customer's fax number.

Email

Enter the customer's email address(es).

Address

Enter the customer's billing address lines.

Country Name

Enter the customer's billing address country name.

Country Code

Enter the customer's billing address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’).

Postcode

Enter the customer's billing address postcode.

Website

Enter the customer website URI.

EC

Select the Yes option if the customer is VAT Registered in another EC Member.

Outside EC

Select the Yes option if the customer is VAT registered outside of the EC.

Notes

Enter the additional free-text.

Source

Enter the ID for the source assigned to the customer.

Discount

Enter the discount percentage for this customer.

Show Discount

Enable this option if the customer is specified to receive a discount.

Payment Terms

Enter the number of days used to define the Due Date on Invoices from the Issue Date.

Currency ID

Enter the ID for the customer's default currency.

Contact Title

Enter the customer contact's title.

Contact First Name

Enter the customer contact's first name.

Contact Last Name

Enter the customer contact's last name.

Customer Has Delivery Address

Select the Yes option if the customer is specified as having a delivery address separate from their billing address.

Delivery Address

Fill in the customer delivery address lines.

Delivery Country Name

Enter the customer delivery address country name.

Delivery Country Code

Enter the customer delivery address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)

Delivery Postcode

Enter the customer delivery address postal code.

VAT Number

Enter the customer's VAT number.

Extra Fields

Add the custom fields values.

Each item will be used as a value to a custom customer text field in the order they are set up your account. You may find custom fields settings at your account: Settings -> Custom Customer Fields.

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Extra Checkboxes

Add the custom checkbox values.

Each item will be used as a value to a custom customer checkbox in the order they are set up at your account. You may find custom fields settings at your account: Settings -> Custom Customer Fields.

Update a Customer

Updates an existing customer.

Customer ID Enter (map) or select the ID of the customer you want to update.
Name Enter (map) the name of the customer you want to update.

Please find the descriptions of the fields in the Create a Customer section above.

Delete a Customer

Deletes a customer.

Customer ID Enter (map) or select the ID of the customer you want to delete.

Invoices

List Invoices

Retrieves all customer's invoices.

Customer ID Enter (map) or select the ID of the customer you want to list invoices for.
Limit Set the maximum number of invoices Ibexa Connect will return during one execution cycle.

Get an Invoice

Retrieves customer's invoice details.

Customer ID Enter (map) or select the ID of the customer you want to list invoices for.
Invoice ID Enter (map) the ID of the invoice you want to retrieve details for.

Create an Invoice

Creates a new invoice.

Customer ID Enter (map) or select the ID of the customer you want to list invoices for.
Invoice Date Enter the date when the invoice is issued. See the list of supported date and time formats.
Due Date Enter the invoice due date. See the list of supported date and time formats.
Paid Select the Yes option if the document is an Invoice or Receipt and is completely paid.
Customer Reference Enter the customer reference number.
Project ID Enter the ID or select the project associated with the document
Currency Code Enter the currency code in the ISO 4217 standard.
** Exchange Rate ** Enter the exchange rate for the specified currency.
** Lines ** Specify the invoice lines.
** Delivery Address ** Enter the information about the delivery address.
** Use Custom Delivery Address ** If the document is a Quote or Invoice and a Delivery Address is defined to be used.

Update an Invoice

Updates an existing invoice.

Customer ID Enter (map) or select the ID of the customer you want to update the invoice for.
Invoice ID Enter (map) the ID of the invoice you want to update.

Please find the descriptions of the fields in the Create an Invoice section above.

Delete an Invoice

Deletes an invoice.

Customer ID Enter (map) or select the ID of the customer you want to delete the invoice for.
Invoice ID Enter (map) the ID of the invoice you want to delete.

Make an API Call

Allows you to perform a custom API call.

API Method

Select the action you want to perform.

For the descriptions of available endpoints, refer to the KashFlow API Documentation.

Body

Enter the body content for your API call in JSON format. You can use the JSON > Create JSON module to define names and values.