FreeAgent – Gotchas

Service ID: freeagent

FreeAgent's powerful and easy-to-use accounting software for UK businesses brings everything together – from invoices and expenses to Self Assessment tax returns, payroll and MTD-compatible VAT filing. Take a.

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6 gotchas across 3 resources

These are connector-specific behaviors and limitations to be aware of when integrating.

Customers2 gotchas

allcustomersAll

In FreeAgent, newly created customers will not appear in customer list responses until an invoice has been assigned to them. This is because FreeAgent only classifies contacts as customers once they have associated invoices. See [Set up a contact as a customer or a supplier](https://support.freeagent.com/hc/en-gb/articles/115001217850-Set-up-a-contact-as-a-customer-or-a-supplier) for more details.

addcustomersAdd

You can create customer contacts, but they will not be visible in customer list responses until an invoice is assigned to them. FreeAgent only classifies contacts as customers after they have associated transactions. See [Set up a contact as a customer or a supplier](https://support.freeagent.com/hc/en-gb/articles/115001217850-Set-up-a-contact-as-a-customer-or-a-supplier) for more information.

Invoice Items3 gotchas

allinvoiceItemsAll

We use **price list items** from FreeAgent to support invoice items. To access stock items, please use the [Proxy API](https://developers.apideck.com/apis/proxy/reference). **Related resources:** - [Price List Items](https://dev.freeagent.com/docs/price_list_items) - [Stock Items](https://dev.freeagent.com/docs/stock_items) - [Stock Items via Proxy API](https://developers.apideck.com/apis/proxy/reference)

addinvoiceItemsAdd

We use **price list items** from FreeAgent to support invoice items. To access stock items, please use the [Proxy API](https://developers.apideck.com/apis/proxy/reference). **Related resources:** - [Price List Items](https://dev.freeagent.com/docs/price_list_items) - [Stock Items](https://dev.freeagent.com/docs/stock_items) - [Stock Items via Proxy API](https://developers.apideck.com/apis/proxy/reference)

oneinvoiceItemsOne

We use **price list items** from FreeAgent to support invoice items. To access stock items, please use the [Proxy API](https://developers.apideck.com/apis/proxy/reference). **Related resources:** - [Price List Items](https://dev.freeagent.com/docs/price_list_items) - [Stock Items](https://dev.freeagent.com/docs/stock_items) - [Stock Items via Proxy API](https://developers.apideck.com/apis/proxy/reference)

oneprofitAndLossOne

FreeAgent's Profit and Loss API has a date range limitation. The specified period must be **12 months or less, or contained within a single accounting year**. Periods that exceed 12 months and span multiple accounting years will return an error.