Heartland by Maxmel Tech

heartland provides payment processing, point of sale, payroll, and business solutions for various industries integrating with make com enables users to automate financial workflows, streamline transactions, and enhance business operations by connecting heartland services with other apps limited documentation we currently can't provide complete documentation for heartland because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from heartland and public sources to create detailed guides about heartland heartland is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=heartland\&app slug=heartland community\&app unique id=heartland yab6cu app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/heartland community/ click the install button follow the on screen instructions to complete the setup heartland modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add item to a purchase order adds a new item to an existing purchase order, helping you keep your order details up to date add item to a receipt adds a new item to your receipt, letting you keep track of additional products or services add item to a return adds a new item to an existing return process, helping you manage product returns more efficiently create a customer adds a new customer to your account, saving their details in the system create a gift card creates a new gift card in your account, ready for you to use or share with someone else create a purchase order creates a new purchase order in your system, helping you manage and track your orders easily create a receipt generates a detailed receipt for a specific transaction create a return creates a return request for a specific order or product in your system create a sales order creates a new sales order in your system, helping you keep track of customer purchases create a ticket creates a new support ticket in your ticketing system to help track and manage customer requests create a user adds a new user account to your system create a vendor adds a new vendor to the selected service for you create an inventory transfer creates a transfer to move inventory items from one location to another create an invoice generates a new invoice using the information you provide create an item creates a new item in your selected app or service get a customer fetches detailed information about a specific customer from the service get a gift card fetches a specific gift card from your account on the service get a purchase order fetches detailed information about a specific purchase order get a receipt fetches detailed information about a specific receipt using its id from the service get a return fetches detailed information about a specific return get a sales order finds and displays the details of a specific sales order using its id get a ticket fetches the details of a specific ticket get a user gets detailed information about a specific user get a vendor gets detailed information about a specific vendor get an inventory transfer fetches detailed information about a specific inventory transfer get an invoice fetches detailed information about a specific invoice get an item fetches a specific item from your selected source list customers gets a list of all your customers from your account list gift cards fetches and displays a list of available gift cards from your account list inventory transactions fetches a detailed list of your inventory transactions, helping you keep track of all inventory movements list inventory transfers fetches a list of all inventory transfers from your account, allowing you to view recent and past stock movements list invoice lines fetches a detailed list of individual items or services included on your invoices list invoices gets a list of all your invoices, so you can easily review and manage them list items fetches and displays a list of items from your selected source list purchase order lines fetches and displays all the line items from a specific purchase order list receipt lines fetches a detailed list of individual items or services from your receipts list return lines gets a detailed list of all return line items for your orders list sales orders fetches a list of all your sales orders, so you can easily view and manage them list tickets fetches a list of all available tickets from your account list users fetches a list of all users from your account list vendors gets a list of all purchase vendors from your account make an api call allows you to make a custom api request to the service using your authorized account update a customer updates the information for an existing customer in your system, such as their name, contact details, or address update a sales order updates an existing sales order with the details you provide, such as customer information, items, or order status update a ticket updates an existing ticket in the system by adding new details or making changes to its information update a user updates an existing user's information with the details you provide update a vendor updates an existing vendor’s details with the latest information you provide update an inventory transfer update the details or make changes to an existing inventory transfer update an invoice allows you to update an existing invoice with new details or changes update an item updates an existing item in the collection or database you choose watch events monitor and receive notifications for new events as they happen templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} heartland resources you can have access to more resources related to this app on the following links https //heartland us https //startintegrate com/apps/commerce/heartland yab6cu https //www make com/en/hq/app invitation/b37596a8d4a84902b547e8acdd03b79f https //www make com/en/integrations/heartland community help us improve this documentation have experience with heartland? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=heartland\&app slug=heartland community\&app unique id=heartland yab6cu sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone