Access payment schedule from a quote via api

zmcCarty5456

Would be really helpful if the payment schedule was referenceable either within the CRM itself or the API. By accessing the payment schedule from a quote, it unlocks the ability to create reminders, generate invoices, and track pipelines more effectively

6 Replies
MiguelCosta
Participant | Platinum Partner

Any news about this? 

DRebellon
Contributor | Elite Partner

This would be great.

 

We need to automate the creation of quotes with a deposit payment link, but haven't been able to override the payment module.

 

Best way would be to create a payment_schedule split between the deposit amount and the remaining balance, but this isn't possible via API at the moment.

CFarnleitner
Member

This is required, yes!

 

Apparently payment_schedule is a valid association type in the quotes API, returning an ID. However, without an endpoint to fetch data for a particular payment schedule ID the information that there is a payment schedule is pretty much useless.

MIsbrecht
Participant

Bumping this up, is there any movement on making the payment_schedule data available via api endpoint, or even through custom coded workflows? I'm currently working on a project that needs this functionality, but even though I can add the "Payment Schedule" is available in the custom coded workflows to be selected, none of the fields available provide any useful data. Even the Record ID won't return when testing. 

MichaelMeneses
Participant

Any news about this? [2]

jmbray
Contributor

+1