Debt management

Technical walkthrough for implementing debt management workflows.

Implement debt management in 5 easy steps

1. Authorize access

   Your user must first authorize your application to access their accounting platform (e.g., Xero, Lexware Office, Sevdesk) via an authorization flow (e.g., OAuth, API key) through maesn Connect.

2. Retrieve filtered list of invoices

   Start by retrieving a list of invoices by calling GET /invoices and applying the appropriate filters, for example payment status or due date, to give your users an overview of their unpaid invoices.

3. Show invoice details

   When the end user has selected a specific invoice, present all the details including line items by calling GET /invoices/{id}.

4. Retrieve the invoice document (optional)

   Present original PDF documents by calling GET /invoices/{id}/document.

5. Retrieve payments (optional)

   Periodically retrieve payments by calling GET /payments to stop reminders as soon as the invoice has been paid.