Overview

Workadu offers a comprehensive invoice solution designed to empower sellers to issue invoices at their convenience, utilizing versatile tools. With the Workadu platform (reference API), you can seamlessly incorporate Workadu invoice capabilities into your applications, facilitating the handling of online, in-app, and in-person invoice. Additionally, these API grant you the ability to publish and send the invoices to customers and to myData (greek tax system) as e-invoices

Prerequisites

You will need the following in order to start your integration:

• a Workadu account - sing up for free here
  
• an API-key - learn how to get your key
• predefine you invoice document types that you will use. Note down the ids of these types - find out your account series (document types)
• predefine your invoice document types for transactions, like cash, bank deposit, credit card or your own type (you will need both fiscal and transaction ids) -  find out your account series (document types for transactions) 
• Have an integration with EFT POS systems – See integration steps and available integrations here.
• Have an integration with a provider:
• Novus Conceptus – Integration guide here.
• Impact – Integration guide here.
• Have an integration with AADE books (myDATA).

Implementation

Follow these steps to create an Invoice with the following order :

Repeat the 4th step to add more lines to your invoice. 

1. Authenticate and add headers to your call - reference here 

curl https://app.workadu.com/api/services -u based64_API_KEY:

2. Create a new customer and get its id - reference API customers

curl https://app.workadu.com/api/customers \ 
-u wk_abcd123123abcd1234: \
-d fullname = John Doe \
-d email = john@doe.com

3. Create a draft invoice - reference API invoice

curl https://app.workadu.com/api/invoices \ 
-u wk_abcd123123abcd1234: \
-d customer_id = 1234 \
-d payment_type = 1234 \
-d series_id = 2100

series_id is the document type id for example invoice or receipt or credit invoice. The id you will find it at the app.
payment_type is the series id of the payment method selected, for example cash or credit card. The id you will find it at the app.

4. Add invoice lines a the invoice - reference API invoice line

curl https://app.workadu.com/api/invoiceline \ 
-u wk_abcd123123abcd1234: \
-d  invoice_id = 1231 \
-d description=  "2 days charge" \
-d amount = 12.00

5. Publish the invoice - reference API invoice publish

curl https://app.workadu.com/invoices/publish \ 
-u wk_abcd123123abcd1234: \
-d  invoice_id = 1231 \
-d send = true \
-d aade_send = true

send option will publish and send the invoice to customer, aade_send is necessary for this case. (pos payments) and this call will result in a json response of "awaiting for pos payment".

6. Check the invoice status - reference API invoice publish

curl https://app.workadu.com/api/invoices/1231 \ 
-u wk_abcd123123abcd1234:

This will return the current status of the invoice, allowing you to track the progress of the POS payment.

Go Live

In order to go live you should do the following steps :

• Upgrade your workadu subscription - check plans and upgrade
  
• Get your myData api keys. You must have an aade user account - click here to login and issue the keys (ERP API keys)
• Enable myData integration from integrations panel at your workadu account (you will need myData api keys) -watch the how to video (in greek) 
• Start issuing invoices