Invoices

To take advantage of the Unified Payments Dynamic Invoice functionality or PayNOW integrated cash application you must send invoice data to Unified Payments.  We offer many methods of getting this into our system, from batch processes (XML, JSON, Text file over FTP-S/SFTP) to direct API integration.  If you want to use a batch process please contact as as we support many formats and can work together on format and transmission method - we are extremely flexible.  To integrate via the API please inspect the API documentation at Invoice API Details.

Reasons to upload an Invoice to the Unified API:

• To send Dynamic Smart e-Invoices to your customers

• To enable automated cash application files from Unified to your ERP (These can be from payments made on Dynamic Invoices, PayNOW Payments, or in the Virtual Terminal.  To enable this please contact us to discuss the cash application file format and transport.)

• To manage invoices and payments in the Unified Cloud platform.  In our cloud platform you can see all the outstanding invoices for a customer and payments made

Invoices can be associated with a customer entity, this ties the invoice to the customer within the Unified Cloud platform.  To do this you must first create a Customer entity and then pass the Unified customer id in the customer_id field of the Invoice create JSON.