Push an invoice
Overview
This page aims to showcase how to synchronize a specific invoice, the possible issues during the synchronization, and how to troubleshoot them.
Before pushing an invoice, you are required to have a synchronized connection between Monite and your accounting system.
1. Before pushing an invoice
The following requirements must be met before pushing an invoice to your accounting system:
- Either the entity setting
accounting
must be specified, or each product listed on an invoice (both catalog products and inline products) must have the.ledger_account_ids .products ledger_account_id
specified. - The accounting system must include tax rates with the same numerical values as used in the invoice in Monite.
- If the invoice includes special deductions or incentives, the entity setting
accounting
must be specified..tax_ids .deductions
2. Run the synchronization
The synchronization automatically happens every 24 hours following the initial synchronization between Monite and the entity’s accounting system. This action maps all the related objects between Monite and the accounting system.
You can also trigger the data synchronization on demand by calling POST /accounting_connections
:
The successful response confirms the synchronization was triggered. The processing time may vary according to the amount of data synchronized:
Monite will automatically push all invoices when they are moved from the draft
to issued
status.
3. Check for a specific invoice
The synchronization time may vary according to the size of the invoice. You can check the status of the synchronization by calling GET /accounting_synced_records
.
The query parameter object_type
is mandatory. You can sort and filter the results by other fields. For the full list of available sort and filter parameters, see the GET /accounting_synced_records
endpoint:
The successful response returns the record of the synced document, as well as the synced_record_id
:
Troubleshooting
Failed syncs return the errors
field, which contains the error status with details:
Here are some possible reasons for errors and the suggested approach:
Tax rate does not exist
Ensure that a tax rate with the exact numerical value exists in the accounting platform. Receivable line items include the accounting_tax_rate_id
field, which allows overriding the default tax rate when pushing invoices to an accounting system. Valid tax rate IDs can be retrieved using the GET /accounting_tax_rates
endpoint.
You can re-try to push the invoice manually by calling POST /accounting_synced_records
. This action requires the synced_record_id
of the related error entry.
If you continue to experience issues and need further assistance with the accounting integration, please contact our Support Team.