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API - Customer POST/PUT Endpoints: add Send/Print Dunning Letters to DTO

by Anonymous (Updated ‎18-11-2020 17:31 by Yıldırım VISMA )
Status: In backlog

In screen AR303000 under the tab Invoice settings there is a section with Print and E-mail settings containing the following checkboxes:

 

- Send dunning letters via e-mail

- Print dunning letters

 

See also the following image (please note that this is the Dutch version so the English translation might differ slightly).

image.png

 

Unfortunately these two checkboxes can't be set from the API directly.

They can be set via customerClass and referring to that customerClassId in the POST or PUT of the Customer. However that means a lot of other settings would be reverted to the defaults that have been set in that customer class.

So that isn't really an option when updating a Customer via the API when certain settings have been modified manually in Visma in the meantime.

 

Therefore I would suggest adding these settings to the DTO so we can set them directly from the API, just like the other checkboxes in this section.

 

Just like you can already specify the other checkboxes (see below) ...

 "printInvoices": {
    "value": true
  },
  "sendInvoicesByEmail": {
    "value": true
  },
  "printStatements": {
    "value": true
  },
  "sendStatementsByEmail": {
    "value": true
  },

... I would suggest providing a way to specify sending and printing dunning letters, something like:

  "printDunningLetters": {
    "value": true
  },
  "sendDunningsLettersByEmail": {
    "value": true
  },

 

Kind regards,

 

Eddy Zeelen

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