Update 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

Headers

• X-Idempotency-Key string

Request body

application/json;charset=UTF-8

• companyEntityId string · uuid

  ID of the entity

• customerId string · uuid

  ID of the customer

• documentDate string · date

  Date when the customer credit was issued

• 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

• customProperties array of object

  List of custom properties associated with the customer credit

  • groupId string · uuid

  • valueIds array of string · uuid

    Catalogue value ids for this group. Required; send [] (with an empty inlineValues) to clear the group. SINGLE_SELECT and MULTI_SELECT groups accept nothing else. See Custom properties on writes.

  • inlineValues array of string

    Literal values for TEXT, NUMERIC, BOOLEAN and DATE groups, as strings (yyyy-MM-dd for dates). Rejected on select groups with CUSTOM_PROPERTY_VALUE_TYPE_MISMATCH. See Custom properties on writes.

• description string

  Description of the customer credit

• currency string

• amount integer · int64

  Total customer credit amount in cents

• documentNumber string

  Unique customer credit number. If not provided, one will be generated automatically when the invoice is opened.

• documentTemplateId string · uuid

  ID of the document template that the customer credit will use

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

• 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