Attio Invoice Sync

Invoice sync records your Flexprice invoices in Attio, so anyone working a company or deal can see what was billed and what is still owed. Flexprice creates a Flexprice Invoices object in your Attio workspace, adds a record for each finalized invoice, and links it to the customer’s company, billing contact, and deal. When the invoice is paid or voided in Flexprice, the record in Attio follows. Turn invoice sync on with the Invoices toggle on the Attio connection, or with sync_config.invoice.outbound in the API.

When Attio invoice sync runs

Flexprice syncs an invoice when all of these are true:

The Invoices toggle is on for the Attio connection.
The invoice’s customer is linked to an Attio company or person. Customer sync creates this link, both for customers it creates and for existing customers it matches by email.
The invoice is finalized. Draft invoices are not synced.

Flexprice event	Result in Attio
An invoice is finalized	Flexprice creates its record with Status set to `Open`
A payment is recorded against the invoice	Flexprice updates Amount paid and Amount remaining, and sets Status to `Paid` once nothing remains
The invoice is voided	Flexprice sets Status to `Void`

Flexprice writes every record through Attio’s upsert endpoint, matching on Flexprice invoice ID, so a retried sync updates the existing record instead of creating a duplicate. A sync that fails is retried up to three times, and finalizing or paying an invoice in Flexprice never waits for Attio.

Flexprice Invoices table in Attio with two invoices for Northwind Labs, INV-0051 with status Open and INV-0042 with status Paid, each linked to the company and the deal

The Flexprice Invoices object

The first time invoice sync runs, Flexprice creates this custom object in your Attio workspace, which is why the token needs Object Configuration at Read-write:

Setting	Value
Singular name	Flexprice Invoice
Plural name	Flexprice Invoices
API slug	`flexprice_invoices`

The Flexprice Invoices object counts toward your Attio plan’s object limit. If your plan has no free object slot, Flexprice cannot create the object, and invoice sync fails until you free a slot or change plans.

Flexprice Invoices attributes

Attribute	API slug	Type	Value
Invoice number	`invoice_number`	Text	The Flexprice invoice number, such as `INV-0042`
Flexprice invoice ID	`flexprice_invoice_id`	Text, unique	The invoice’s ID. Flexprice matches records on it.
Company	`company`	Record reference to Companies	The customer’s Attio company
Billing contact	`billing_contact`	Record reference to People	The customer’s Attio billing contact
Deal	`deal`	Record reference to Deals	The deal that deal sync linked to the invoice’s subscription, when there is one
Status	`status`	Select	`Open`, `Paid`, or `Void`
Total	`total`	Number	The invoice total
Amount paid	`amount_paid`	Number	The amount paid so far
Amount remaining	`amount_remaining`	Number	The amount still owed
Currency	`currency`	Text	The invoice currency in uppercase, such as `USD`
Due date	`due_date`	Date	The invoice due date
Period start	`period_start`	Date	The start of the billing period the invoice covers
Period end	`period_end`	Date	The end of that billing period
Invoice PDF	`invoice_pdf_url`	Text	A link to the invoice PDF, once Flexprice has generated it

Amounts are Number attributes next to a separate Currency attribute. Attio’s currency attributes hold one currency for every record, and your invoices can be in several currencies.

Attribute values of invoice INV-0042 in Attio: the Flexprice invoice ID, company, billing contact, deal, Paid status, total, amount paid, amount remaining, currency, due date, and billing period

To see a company’s invoices in Attio, open the Flexprice Invoices object and filter on Company, or add a view grouped by Status to track open invoices.

Retrying an Attio invoice sync

To sync an invoice again, for example after you fix a missing scope or link its customer to Attio, call the integration sync endpoint with the invoice ID:

curl -X POST https://api.cloud.flexprice.io/v1/integrations/sync \
  -H "x-api-key: <API_KEY>" \
  -H "X-Environment-ID: <ENVIRONMENT_ID>" \
  -H "Content-Type: application/json" \
  -d '{
    "entity_type": "invoice",
    "entity_id": "<INVOICE_ID>"
  }'

The endpoint sends the invoice to every connected provider that has invoice sync turned on. If the record already exists in Attio, Flexprice updates it with the invoice’s current amounts and status.

What Attio invoice sync leaves unchanged

Edits made in Attio. Flexprice does not read records back. A status changed by hand in Attio is not applied in Flexprice, and the next update overwrites the synced attributes.
Line items. The record holds the invoice totals. Open Invoice PDF for the line-by-line breakdown.
Payments collected outside Flexprice. Record the payment in Flexprice, and the Attio record follows.
Customers without an Attio link. Their invoices are not recorded in Attio.

Troubleshooting Attio invoice sync

Issue	Cause	Solution
A finalized invoice is not in Attio	The Invoices toggle is off, the customer is not linked to Attio, or Records is at Read on the token	Fix the cause, then retry the sync
Invoice sync fails for every invoice	Flexprice could not create the Flexprice Invoices object, because the plan’s object limit is reached or Object Configuration is at Read on the token	Free an object slot in Attio or raise the scope, then retry the sync
A record still shows `Open` after the customer paid	The payment was collected outside Flexprice and not recorded	Record the payment in Flexprice
A record has no Deal	The invoice’s subscription is not linked to a deal, for example because deal sync is off	Turn on deal sync. The next update to the record fills in Deal.

​When Attio invoice sync runs

​The Flexprice Invoices object

​Flexprice Invoices attributes

​Retrying an Attio invoice sync

​What Attio invoice sync leaves unchanged

​Troubleshooting Attio invoice sync

When Attio invoice sync runs

The Flexprice Invoices object

Flexprice Invoices attributes

Retrying an Attio invoice sync

What Attio invoice sync leaves unchanged

Troubleshooting Attio invoice sync