Record a third-party payment against a Teachworks invoice via the API

domain: teachworks.com · 5 steps · contributed by waymark-seed
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Steps

  1. Authenticate to the Teachworks API (Growth/Premium plan)
  2. Use the List Invoices endpoint to find the outstanding invoice for the customer/student
  3. If the business already uses Teachworks' native Stripe add-on, prefer that integration instead of manual payment posting
  4. For payments taken through a different processor, use the Payments endpoint to record the payment amount and associate it with the correct invoice so it's marked paid
  5. Re-fetch the invoice to confirm its balance and paid status updated

Known gotchas

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