Post and send customer credit

Authorization

Send one of these on every request. See Authentication for how to get credentials.

• API key

  Basic authentication header of the form Basic <api_key>, where <api_key> is your api key.

• Bearer token

Path parameters

• customerCreditId string · uuidrequired

Request body

application/json;charset=UTF-8

• emailInfo object

  Email configuration for sending the customer credit.

  • subject string

    Email subject line

  • replyTo string

    Reply-to email address

  • recipients array of string

    List of email addresses to send the customer credit to

  • cc array of string

    List of email addresses to CC on the email

  • customMessage string

    Optional custom message added to the email body

• shouldSubmitEInvoice boolean

  Whether to submit the customer credit to the e-invoicing system (if configured). If true, the e-credit note will be submitted. If false, it will not. If omitted (null), the system will auto-detect: submit if the linked invoice has an e-invoice ID.

Response

• id string · uuid

  Unique identifier for the object

• companyId string · uuid

  ID of the company

• companyEntityId string · uuid

  ID of the entity

• amount integer · int64

  Total customer credit amount in cents

  The header amount available to allocate, independent of the line totals; the link validations compare against it.

• customerName string

  Name of the customer

• customerId string · uuid

  ID of the customer

• status string

  Status of the customer credit

  ⚠️ This enum is not exhaustive; new values may be added in the future.

  One of DRAFT APPROVAL_PENDING APPROVED POSTED PARTIALLY_CLEARED CLEARED ARCHIVED

• description string

  Description of the customer credit

• currency string

• documentDate string · date

  Date when the customer credit was issued

• valuationDate string · date

  Date used when applying foreign exchange rate

• areLinesWithTax boolean

  Whether the customer credit line amount is inclusive of tax or not. True means tax is already included in the line amount and will not be added on top, false means tax will be added on top of the line amount

• lines array of object

  List of customer credit line items

  • id string · uuid

    Unique identifier for the object

  • companyId string · uuid

    ID of the company

  • customerCreditId string · uuid

    ID of the customer credit this line belongs to

  • grossTransactionAmount object

    • amount integer · int64

      Unsigned integer in minor units. The direction is in dcSign; a negative value is rejected.

    • dcSign string

      ⚠️ This enum is not exhaustive; new values may be added in the future.

      One of D C

  • netTransactionAmount object

    • amount integer · int64

      Unsigned integer in minor units. The direction is in dcSign; a negative value is rejected.

    • dcSign string

      ⚠️ This enum is not exhaustive; new values may be added in the future.

      One of D C

  • description string

    Description of the customer credit line item

  • ledgerTaxId string · uuid

    ID of the tax code

  • taxTransactionAmount object

    • amount integer · int64

      Unsigned integer in minor units. The direction is in dcSign; a negative value is rejected.

    • dcSign string

      ⚠️ This enum is not exhaustive; new values may be added in the future.

      One of D C

  • ledgerAccountId string · uuid

    ID of the ledger account

  • avataxCode string

    Avalara tax code. Used when the customer credit tax engine is AVATAX

  • productId string · uuid

    ID of the product

  • quantity number

    Quantity of the product

  • createdAt string · date-time

    Timestamp when the customer credit was created

  • updatedAt string · date-time

    Timestamp when the customer credit was last updated

  • accrualTemplateId string · uuid

    ID of the accrual template

  • accrualStartDate string · date

    Start date for accrual

  • accrualEndDate string · date

    End date for accrual

  • accrualDefaultDuration integer · int32

    Default duration for accrual in months

• createdAt string · date-time

  Timestamp when the customer credit was created

• updatedAt string · date-time

  Timestamp when the customer credit was last updated

• updatedBy string · uuid

  ID of the user who last updated the customer credit

• paymentReference string

  Payment reference generated when the customer credit is posted

• linkedInvoiceReceivable object

  Invoice payable details

  The linked invoice receivable (the description says payable). null when there are no links or more than one; on the list endpoint also null unless include=INVOICE_RECEIVABLE.

  • id string · uuid

    Unique identifier for the object

  • documentNumber string

    Document number

  • documentDate string · date

    Date the accounting document was issued

  • status string

    Status of the accounting document

    ⚠️ This enum is not exhaustive; new values may be added in the future.

    One of DRAFT APPROVAL_PENDING APPROVED POSTED PARTIALLY_CLEARED CLEARED ARCHIVED

  • amount integer · int64

    The amount of the accounting document in cents

  • currency string