@Mallory_Durrick Yeah, I’m sorry it’s so complex
Unfortunately, there’s not a way via our API or Make/Zapier to check if an ID is a company ID or client ID without calling one of the retrieve endpoints… then you have to make a 2nd call to get the details, and add filters, etc…
It would work the same way if writing code directly with our API. One nice feature to have would be for the List Invoices endpoint to return recipientType as either client or company - then, no one would have to make an extra call to figure out the nature of the ID.
I will add this as a feature request, it would make this scenario so much simpler! ![]()