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Tip

Available from CRM.COM R16.0.0


Excerpt

This method sets up the payments preferences of an Accounts Receivable which opt in for automatic payments on purchases whenever the credit limit is exceeded or when the Wallet is used as the payment method. A single Accounts Receivable is updated by each call


Tip

Wallet as a payment method is available from CRM.COM R17.0.0

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Account Receivable Identifier

The identifier of the account receivable to be updated. The allowed account receivable identifier fields are the following:

Include Page
V4:accounts_receivable_identifier_post
V4:accounts_receivable_identifier_post

enabled_payment_method_identifier

(optional)

Payment Preference Identifier

The identifier of the payment preference to be set as the opt in for subscriptions payment method for the accounts receivable. The allowed payment preference identifier fields are the following

Include Page
V4:payment_preference_identifier
V4:payment_preference_identifier

fields_set

(optional)

List of Strings, comma separatedA list of fields that should be included in the results. If not specified then all the available fields will be returned

Anchor
accounts_receivable_set_up_recurring_payments referred objects
accounts_receivable_set_up_recurring_payments referred objects

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Expand
titleExample 1

HTTP Method: POST 


Request 


Body

Code Block
languagejavascript
themeConfluencelanguagejavascript
linenumberstrue
 

 

Response

Code Block
 {
    "token": "{{token}}",
    "accounts_receivable_identifier": { "number": "ACR0000013910"},
    "enabled_payment_method_identifier": { "alternative_code": "SP" }
}


Response

Code Block
 {
    "data": {
        "notes": null,
        "log_information": {
            "created_by_unit": {
                "alternative_code": "adminunit",
                "group_name": "Main Group",
                "community_name": "CommunityA",
                "name": "Admin Unit",
                "description": "admin unit",
                "id": "1"
            },
            "updated_by_unit": {
                "alternative_code": "adminunit",
                "group_name": "Main Group",
                "community_name": "CommunityA",
                "name": "Admin Unit",
                "description": "admin unit",
                "id": "1"
            },
            "created_date": "2019-03-06T09:08:30",
            "updated_date": "2019-03-06T15:33:20",
            "updated_by_user": {
                "person_name": "CRM COM",
                "id": "1",
                "email": "dev@crm.com",
                "username": "MPAdministrator"
            },
            "created_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "email": "dev@crm.com",
                "username": "MPAdministrator"
            }
        },
        "payment_preferences_set": [
            {
                "payment_preference": {
                    "alternative_code": "SP",
                    "name": "Stripe Payment",
                    "description": null,
                    "id": "27869C712D2A4B22BB5AC35AB1E42DC7",
                    "type": "STRIPE_PAYMENT_GATEWAY"
                },
                "bank_branch": null,
                "opt_in_for_purchases": true,
                "bank_account_number": null,
                "notes": null,
                "mandate_termination_date": null,
                "payment_medium_brand": null,
                "mandate_signing_date": null,
                "opt_in_for_subscriptions": true,
                "use_for_recurring_payments": false,
                "payment_medium_type": null,
                "bank": null,
                "unique_mandate_reference": null,
                "cards_set": [
                    {
                        "expiration_year": 2022,
                        "card_holder_name": "MMI",
                        "payment_gateway_reference_number": "card_1EAtqpE0IcJRGs11VkuvhnCo",
                        "expiration_month": 4,
                        "id": "2D1398612169453DB0B21176D3E5AB30",
                        "type": "CREDIT",
                        "brand": "VISA",
                        "last_digits": "**** **** **** 4242"
                    }
                ],
                "payment_medium_identifier": null,
                "account_holder": null,
                "iban": null,
                "default_card": {
                    "expiration_year": 2022,
                    "card_holder_name": "MMI",
                    "payment_gateway_reference_number": "card_1EAtqpE0IcJRGs11VkuvhnCo",
                    "expiration_month": 4,
                    "id": "2D1398612169453DB0B21176D3E5AB30",
                    "type": "CREDIT",
                    "brand": "VISA",
                    "last_digits": "**** **** **** 4242"
                },
                "business_identifier_code": null,
                "id": "3A721F5396204C1989FAECBEA630C851",
                "bank_account_type": null
            }
        ],
        "owned_by_group": {
            "alternative_code": "MG",
            "community_name": "CommunityA",
            "name": "Main Group",
            "description": "Main Group ",
            "id": "1"
        },
        "description": null,
        "contact_information": {
            "company_profile": null,
            "company_name": null,
            "name": "Test  06032019_01",
            "last_name": "06032019_01",
            "id": "56D77DCD7F1A49099244E9E41A85A928",
            "life_cycle_state": "FINANCIAL",
            "middle_name": null,
            "title": null,
            "type": "PERSON",
            "first_name": "Test",
            "demographics": {
                "id_number": "06032019_01",
                "gender": null,
                "country_of_residence": {
                    "alternative_code": "CYP",
                    "three_character_code": "CYP",
                    "name": "CYPRUS",
                    "id": "181",
                    "two_character_code": "CY"
                },
                "date_of_birth": {
                    "month": null,
                    "year": null,
                    "day": null
                },
                "industry_sector": null,
                "industry": null,
                "name_day": {
                    "month": null,
                    "day": null
                },
                "passport_number_expiration_date": null,
                "id_number_expiration_date": null,
                "passport_number": null,
                "social_security_number": null,
                "id_issued_by_country": null,
                "passport_issued_by_country": null
            }
        },
        "billing_address": {
            "country": {
                "alternative_code": "CYP",
                "three_character_code": "CYP",
                "name": "CYPRUS",
                "id": "181",
                "two_character_code": "CY"
            },
            "apartment_number": null,
            "care_of": null,
            "is_primary": false,
            "municipality": null,
            "type": "HOME",
            "udf_date_2": null,
            "udf_date_1": null,
            "udf_date_4": null,
            "street_name": "Test",
            "udf_date_3": null,
            "udf_float_3": null,
            "udf_float_4": null,
            "udf_string_15": null,
            "po_box_postal_code": null,
            "udf_string_16": null,
            "udf_string_13": null,
            "udf_string_14": null,
            "udf_string_11": null,
            "udf_string_12": null,
            "id": "DC5D4A789C0842BE9655F1F39A9D85AC",
            "state": "Active",
            "udf_string_10": null,
            "udf_float_1": null,
            "floor": null,
            "udf_float_2": null,
            "udf_string_2": null,
            "area": null,
            "udf_string_3": null,
            "udf_string_4": null,
            "udf_string_5": null,
            "udf_string_1": null,
            "po_box": null,
            "town_city": null,
            "district": null,
            "street_number": "5",
            "postal_code": null,
            "udf_string_6": null,
            "udf_string_7": null,
            "udf_string_8": null,
            "udf_string_9": null
        },
        "primary_account": true,
        "type": "CUSTOMER",
        "partner_account": false,
        "udf_date_2": null,
        "udf_date_1": null,
        "udf_date_4": null,
        "udf_date_3": null,
        "number": "ACR0000013910",
        "udf_float_3": null,
        "udf_float_4": null,
        "balance": 69.1,
        "credit_limit": 70,
        "credit_period": {
            "credit_period_uot": "DAYS",
            "credit_period_operator": "PLUS_MINUS",
            "credit_period": 6,
            "credit_period_after_x_months": 1,
            "credit_period_setting": "ON_THE_XTH_DAY",
            "credit_period_day_of_month": 10
        },
        "currency": {
            "suffix_symbol": null,
            "prefix_symbol": "€",
            "decimal_part_name": null,
            "code": "EUR",
            "integer_part_name": null,
            "id": "2",
            "life_cycle_state": "EFFECTIVE"
        },
        "id": "8355FE083B454C28BA6C77E4B41953DC",
        "opening_balance": 0,
        "udf_float_1": null,
        "udf_float_2": null,
        "udf_string_2": null,
        "opening_balance_date": null,
        "udf_string_3": null,
        "udf_string_4": null,
        "udf_string_5": null,
        "privacy_level": null,
        "presentment_preferences_set": [],
        "udf_string_1": null,
        "life_cycle_state": "ACTIVE",
        "classification": {
            "alternative_code": "VC",
            "name": "VIP Customer",
            "id": "F36179059928D40AC42DF66A67364021"
        },
        "usage_allowance_limits": {
            "percentage_of_allowed_exceeded_usage_limit": 10,
            "usage_allowance_organisational_units": [],
            "accumulated_maximum_rated_amount_per_transaction": null,
            "usage_services_allowance": [],
            "block_services_not_included_in_usage_allowance_limits_settings": 0,
            "accumulated_maximum_usage_per_day": "200000",
            "accumulated_maximum_usage_per_month": "300000",
            "block_usage_consumption_when_all_amounts_exceed_credit_limit": 0,
            "accumulated_maximum_rated_amount_per_month": "99574.2719999999972",
            "currency": {
                "suffix_symbol": null,
                "prefix_symbol": "€",
                "decimal_part_name": null,
                "code": "EUR",
                "integer_part_name": null,
                "id": "2",
                "life_cycle_state": "EFFECTIVE"
            },
            "accumulated_maximum_rated_amount_per_day": "49787.1359999999986",
            "accumulated_maximum_usage_per_transaction": null
        },
        "credit_limit_status": "NOT_EXCEEDED",
        "parent_account": false,
        "credit_rating": {
            "code": "A",
            "name": "key_a_-_subject_to_low_credit_risk"
        },
        "name": "ACR0000013910 Test  06032019_01",
        "outstanding_amount": 0,
        "udf_string_6": null,
        "recurring_payments_preferences": {
            "recurring_payment_preference": {
                "payment_preference": {
                    "alternative_code": "SP",
                    "name": "Stripe Payment",
                    "description": null,
                    "id": "27869C712D2A4B22BB5AC35AB1E42DC7",
                    "type": "STRIPE_PAYMENT_GATEWAY"
                },
                "bank_branch": null,
                "opt_in_for_purchases": true,
                "bank_account_number": null,
                "notes": null,
                "mandate_termination_date": null,
                "payment_medium_brand": null,
                "mandate_signing_date": null,
                "opt_in_for_subscriptions": true,
                "use_for_recurring_payments": false,
                "payment_medium_type": null,
                "bank": null,
                "unique_mandate_reference": null,
                "cards_set": [
                    {
                        "expiration_year": 2022,
                        "card_holder_name": "MMI",
                        "payment_gateway_reference_number": "card_1EAtqpE0IcJRGs11VkuvhnCo",
                        "expiration_month": 4,
                        "id": "2D1398612169453DB0B21176D3E5AB30",
                        "type": "CREDIT",
                        "brand": "VISA",
                        "last_digits": "**** **** **** 4242"
                    }
                ],
                "payment_medium_identifier": null,
                "account_holder": null,
                "iban": null,
                "default_card": {
                    "expiration_year": 2022,
                    "card_holder_name": "MMI",
                    "payment_gateway_reference_number": "card_1EAtqpE0IcJRGs11VkuvhnCo",
                    "expiration_month": 4,
                    "id": "2D1398612169453DB0B21176D3E5AB30",
                    "type": "CREDIT",
                    "brand": "VISA",
                    "last_digits": "**** **** **** 4242"
                },
                "business_identifier_code": null,
                "id": "3A721F5396204C1989FAECBEA630C851",
                "bank_account_type": null
            },
            "wallet_top_up_rules": {}
        },
        "udf_string_7": null,
        "accounting_period": null,
        "access_tokens_set": [],
        "udf_string_8": null
    },
    "status": {
        "code": "OK",
        "description": "",
        "message": ""
    }
}