Sales
What a customer bought, what was collected, and what is still owed. Distinct from Billing, which is the bill WE send the tenant. Every total here is a LIST of amounts, one per currency — there is no exchange rate this system is entitled to invent.
Sales
What people bought. Requires `crm.view` or `sales.manage`.
Record a sale, its takings and its instalments
**One atomic call**, the same shape the connected CRM's own receipt
One sale, with its lines, takings and debts
One sale, with its lines, takings and debts
Edit an unconfirmed sale
**Drafts only.** An issued sale is not revised the way a quote is — it
Throw an untouched draft away
Refused once the sale has been issued (`sale_issued`) **and** refused
Issue it
Issue it
Call a sale off
The open instalments are voided — nobody owes money on a sale that did
Ask the carrier now
Polls the tracker for this order's followed parcel (doc 83 §8.4) and
Turn an accepted offer into a sale
The lines come from the quote's **snapshots**, not from the catalogue:
Payment links
The payment links sent (or waiting for approval) for a contact, an
Send a payment link for what is owed
Names an order (or an instalment) — never an amount: what is owed is
Approve the link Wiz asked for
Owner decision K2: the assistant never sends a payment link — it asks,
Reject the link Wiz asked for
Reject the link Wiz asked for
Withdraw an unpaid link
Withdrawn at PayTR too, so an old message cannot be paid. Money that arrives anyway is still recorded.
Send an open link again
Send an open link again
Give money back through the payment service
Owner decision K7: requires `payments.refund` (admin by default); Wiz
Money in and money back
Voided rows are **included and marked** by default: this is a ledger,
Record a collection or a refund
A refund is `direction: out` — a real payment the other way, not a void.
Mark a payment as never having happened
There is no delete. A payment row is a claim that money changed hands
The chasing list — who owes us, across everybody
`/api/contacts/{contact}/receivables` answers 'what does THIS person
What they bought, paid, and still owe
The oldest question in a CRM.
What this person still owes, instalment by instalment
`overdue` is **computed**, not stored: a stored flag needs a nightly job,