I am looking for the most efficient way to retrieve the Accounts Receivable balance for a specific customer using the Manager.io API. While I can access customer data via the standard /api/ endpoints, it returns data incl balances for all customers; I need to retrieve it for a specific customer by searching with their Customer Key. Is there a specific endpoint to get customer balance, Any guidance on the correct endpoint structure for live balances would be appreciated.
Hello @Zohaib_Saeed,
The most efficient way is using api2 endpoint /customers and make sure to select AccountsReceivable in the fields
This will give you the list of all customers with up-to-date receivable balances.
Hi @Ealfardan , thank you for your response.
The current endpoint returns a list of all customers, but I only need the balance for one customer at a time using their customer key.
I want to avoid running heavy queries that update my entire database. Instead, I need to fetch the most up-to-date balance specifically when a staff member opens a customer record or generates an invoice.
Is there a specific endpoint for Accounts Receivable that accepts a customer key? Alternatively, can you provide the balance data via the /customer/{key} endpoint so I can retrieve specific customer data instead of the full list?
Best Regards
Zohaib S
There isn’t any at this point, however, this isn’t a heavy query.
Give it a try.