Sage Business Cloud Accounting – Gotchas

Bill payments are filtered using the transaction_type_id parameter, which defaults to VENDOR_PAYMENT. Use the type filter to retrieve other payment transaction types.

The allocations field is not returned in responses. To retrieve allocation details, use the proxy API to call /contact_allocations?contact_id={customer_id}.

Pass allocations in the allocations array. The first allocation is supported on all plans; additional allocations (2+) require higher than "Start" plan. The allocations field is not returned in responses. To retrieve allocation details, use the proxy API to call /contact_allocations?contact_id={customer_id}.

The allocations field is not returned in responses. To retrieve allocation details, use the proxy API to call /contact_allocations?contact_id={customer_id}.

Allocations cannot be modified after credit note creation.

To fetch service items, you must include filter[type]=service in your request parameters

Only draft and submitted can be set as the invoice status on create/update. status: "draft" saves a non-posting draft (Sage DRAFT) that does not affect the accounts; status: "submitted" posts the invoice as UNPAID (awaiting payment). paid and partially_paid cannot be set via the status field — Sage derives those from recorded payments, so register a payment/allocation against the invoice instead.

Posted (non-draft) invoices require a due_date when the customer has no default credit days configured; draft invoices have no such requirement.

To fetch service items, you must include filter[type]=service in your request parameters

Payments are retrieved using the transaction_type_id parameter which defaults to CUSTOMER_RECEIPT. Use the type filter to retrieve other payment transaction types.