AR Integration

Why Integrate AR?

Your platform tracks invoices. Thred turns them into financial intelligence:

Revenue recognition - P&L updates as invoices are sent/paid
Cash flow tracking - Outstanding invoices = predictable cash inflows
Auto-reconciliation - Bank payments match to invoices automatically

What to Send

Invoices - Revenue transactions POST /v1/platform/businesses/{id}/invoices/ When: Invoice created in your system Why: Starts the AR cycle, recognizes revenue Invoice Payments - Customer payments POST /v1/platform/businesses/{id}/invoices/payments/ When: Payment received (bank transfer, card, cash) Why: Reduces AR balance, updates cash position Refunds - Customer credits POST /v1/platform/businesses/{id}/invoices/refunds/ When: Order canceled, overpayment, return Why: Reverses revenue, creates refund payable Refund Payments - Outbound refunds POST /v1/platform/businesses/{id}/invoices/refunds/{refund_id}/payments/ When: Money sent back to customer Why: Clears refund liability

Integration Patterns

Pattern 1: Invoice-first (SaaS, professional services)

User creates invoice in your app
POST invoice to Thred
Customer pays → POST payment
Done: Revenue recognized, AR cleared

Pattern 2: Payment-first (e-commerce, retail)

Customer pays at checkout
POST invoice + payment together
Return/cancel → POST refund + refund payment
Done: Revenue and refunds tracked

Example: Create Invoice

invoice_data = {
    "external_id": f"invoice-{your_invoice_id}",
    "customer_id": customer_id,
    "invoice_number": "INV-001",
    "sent_at": "2026-06-11T10:00:00Z",
    "due_at": "2026-07-11T10:00:00Z",
    "line_items": [
        {
            "description": "Monthly Subscription",
            "quantity": 1,
            "unit_price": 9900,  # £99.00 in minor units
            "tax_code": "EXEMPT"
        }
    ]
}

response = requests.post(
    f"https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/invoices/",
    headers={"Authorization": f"Bearer {business_token}"},
    json=invoice_data
)

Use GET /v1/platform/businesses/{id}/tax-codes/ before sending taxable invoices. Unknown tax codes are rejected, and taxable line items are rejected for customers marked tax_exempt.

Example: Record Payment

payment_data = {
    "external_id": f"payment-{your_payment_id}",
    "invoice_id": invoice_id,
    "amount_cents": 9900,
    "payment_date": "2025-01-20",
    "payment_method": "bank_transfer"
}

response = requests.post(
    f"https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/invoices/payments/",
    headers={"Authorization": f"Bearer {business_token}"},
    json=payment_data
)

Priority

Start with:

Invoices - Essential for revenue tracking
Payments - Track what’s been paid
Refunds (if applicable) - Handle returns

Skip credit notes and write-offs initially. Add later if needed. Next: Connect bank accounts for automated transaction sync.

Let's Get Started

AI Access (MCP)

Importing Business Activity

Embedded Accounting

Technical Guides

Why Integrate AR?

What to Send

Integration Patterns

Example: Create Invoice

Example: Record Payment

Priority

​Why Integrate AR?

​What to Send

​Integration Patterns

​Example: Create Invoice

​Example: Record Payment

​Priority

Why Integrate AR?

What to Send

Integration Patterns

Example: Create Invoice

Example: Record Payment

Priority