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Tip
Available from CRM.COM R14.0.0

Excerpt
This method transfers money from an active wallet to its related accounts receivable or from an active accounts receivable to its related active wallet, if there is enough money.

Resource URL

Parameters

It determines if the money transferring will be performed from a wallet to an account or vice versa. The following options are supported:

WALLET_TO_ACCOUNT: If this mode is set then it is mandatory to specify a wallet from which the money transfer will be performed. The accounts receivable field is not applicable.

ACCOUNT_TO_WALLET: If this mode is set then it is mandatory to specify an accounts receivable from which the money transfer will be performed. The wallet field is not applicable.

Name

Type

Description

token

String

The token retrieved from the login method

mode

(mandatory)

String

wallet_identifier
(semi-optionalmandatory)

Wallet identifier

The identifier of the wallet from which the money will be transferred. Note that this information is applicable and mandatory only if the mode is set to WALLET_TO_ACCOUNT. The allowed wallets identifier fields are the following:

Include Page

	V4:wallet_identifier
	V4:wallet_identifier

accounts_receivable_identifier

(semi-optional)

Accounts Receivable Identifier

The identifier of the accounts receivable from to which the money will be transferred. Note that this information is applicable and mandatory only if the mode is set to ACCOUNT_TO_WALLET. If not specified then the wallet amount will be transferred to the accounts receivable that owns the wallet. The allowed accounts receivable identifier fields are the following:

Include Page

	V4:accounts_receivable_identifier
	V4:accounts_receivable_identifier

Tip
Available from CRM.COM R14.1.0

amount

(mandatory)

Float

The amount that will be transferred from the active wallet to its related accounts receivable or from the active accounts receivable to its related active wallet based on the mode selected. This amount is in the accounts receivable's currency which is also the wallet's currency.

fields_set

(optional)

List of Strings, comma separated

A list of fields that should be included in the results. If not specified then all the available fields will be returned

Restrictions

It is mandatory to specify one of the semi-optional parameters. Only one of those parameters is allowed to be specified.

Response Data

Name

Type

Description

wallet_balance

Number

The balance of the wallet after the transfer

wallet_alternative_balance

Number

The balance of the wallet in wallet alternative currency, after the transfer

Tip
Available form CRM.COM R14.2.0

accounts_receivable_balance

Number

The balance of the account after the transfer

wallet_transaction

Wallet Transaction object

The wallet transaction that was created during the transfer

credit_note

Credit Note object

The credit note that was created during the transfer

Anchor

	transfer to account reference data
	transfer to account reference data

Referred Objects Response Data

Include Page

	V4:wallet_transaction_completeshort
	V4:wallet_complete_transaction_short

Include Page

	V4:credit_note_short
	V4:credit_note_short

Examples

Expand

title	Example 1

HTTP Method: POST

Request:

Body:

Code Block

theme	Confluence
language	js
linenumbers	true

 {
  "token":"{{token}}",
  "wallet_identifier":{"number":"W0000000576"},
  "amount":20
}

Response:

Code Block

theme	Confluence
language	javascript
linenumbers	true

 {
    "data": {
        "credit_note": {
            "posted_on": "2017-09-05T14:24:46",
            "number": "433",
            "total_amount": 20,
            "issued_on": "2017-09-05T14:24:46",
            "currency_rate_period": null,
            "id": "36ADA3EFA8074E1680214C25555F4DDF",
            "life_cycle_state": "POSTED",
            "reference_number": "608"
        },
        "wallet_balance": 851,
        "wallet_transaction": {
            "number": "67606",
            "amount": 20,
            "wallet": {
                "number": "W0000000576",
                "accounts_receivable": {
                    "number": "ACR0000000334",
                    "name": "ACR0000000334 Marina Antoniadou",
                    "id": "0BBD8595621F43E58327A7DBB19EF2D9",
                    "life_cycle_state": "ACTIVE",
                    "account_owner": {
                        "company_profile": null,
                        "company_name": null,
                        "name": null,
                        "last_name": "Antoniadou",
                        "id": "BC7F051E0EF54BB1A7BD138BE3FA4704",
                        "life_cycle_state": "FINANCIAL",
                        "middle_name": null,
                        "title": null,
                        "type": "PERSON",
                        "first_name": "Marina",
                        "demographics": {
                            "name_day": {
                                "month": null,
                                "day": null
                            },
                            "id_number": "369874",
                            "gender": "FEMALE",
                            "date_of_birth": {
                                "month": null,
                                "year": null,
                                "day": null
                            },
                            "industry_sector": null,
                            "passport_number": null,
                            "industry": null,
                            "social_security_number": null,
                            "passport_issued_by_country": null
                        }
                    }
                },
                "id": "E551DAE770A549DF94085FB33C50EC53",
                "life_cycle_state": "EFFECTIVE"
            },
            "log_information": {
                "created_by_unit": {
                    "alternative_code": "adminunit",
                    "group_name": "Main Group",
                    "community_name": "Community",
                    "name": "Admin Unit",
                    "description": "admin unit",
                    "id": "1"
                },
                "updated_by_unit": {
                    "alternative_code": "adminunit",
                    "group_name": "Main Group",
                    "community_name": "Community",
                    "name": "Admin Unit",
                    "description": "admin unit",
                    "id": "1"
                },
                "created_date": "2017-09-05T14:24:46",
                "updated_date": "2017-09-05T14:24:46",
                "updated_by_user": {
                    "person_name": "CRM COM",
                    "id": "1",
                    "username": "MPAdministrator"
                },
                "created_by_user": {
                    "person_name": "CRM COM",
                    "id": "1",
                    "username": "MPAdministrator"
                }
            },
            "caused_by_entity": null,
            "currency_rate_period": null,
            "id": "CEBBBD92551D4A74ACC02688832C86C2",
            "life_cycle_state": "EFFECTIVE",
            "extra_added_amount": null,
            "type": {
                "alternative_code": "WI",
                "name": "Wallet Invoice",
                "description": null,
                "id": "45522EB7F330448EB7B392318B1EC4B7",
                "classification": "DEBIT"
            },
            "caused_by_entity_id": null
        },
        "accounts_receivable_balance": 10270.19
    },
    "status": {
        "code": "OK",
        "description": "",
        "message": ""
    }
}

Versions Compared

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Key

Resource URL

Parameters

Restrictions

Response Data

Examples