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Tip

Available from CRM.COM R13.1.0


Excerpt

This method adds a Payment Preference Preferences to an Accounts Receivable. A single Multiple Accounts Receivable's Payment Preference is Preferences can be added by each call. Only one Accounts Receivable is updated by each call

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 whose payment preferences will be updated. The allowed account receivable identifier fields are the following:

Include Page
V4:accounts_receivable_identifier_post
V4:accounts_receivable_identifier_post

payment_preferences_set

(mandatoryoptional)

Set of Payment Preferences Object      

The payment preferences of the retrieved accounts receivable that will be added

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

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Expand
titleExample 1

HTTP Method: POST

 


Request

Body:

Code Block
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 {
  "token": "{{token}}",
 "accounts_receivable_identifier" : {
     "number" : "ACR0000001392"
    },
  "payment_preferences_set":
    [
       
       {
           "account_holder": "Ekaterini Tzirtzipi",
           "is_default":true,
           "bank_account_number": "001002001",
           "payment_preference_identifier":{"name":"Paypal Payment"},
           "payment_medium_identifier":"e_tzirtzipi@crm.com"
       }
    ]
}

Response

Code Block
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Response

Code Block
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 {
    "data": {
        "notes": null,
        "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": "2017-07-28T12:26:08",
            "updated_date": "2017-07-28T12:26:10",
            "updated_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "email": null,
                "username": "MPAdministrator"
            },
            "created_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "email": null,
                "username": "MPAdministrator"
            }
        },
        "payment_preferences_set": [
            {
                "payment_preference": {
                    "alternative_code": "PP_1",
                    "name": "Paypal Payment",
                    "description": null,
                    "id": "7E9E4D27B0AB4D4981D7D3B4E682F6E0",
                    "type": "PAYPAL_PAYMENT_GATEWAY"
                },
                "bank_branch": null,
                "bank_account_number": "001002001",
                "notes": null,
                "payment_medium_brand": null,
                "use_for_recurring_payments": false,
                "payment_medium_type": null,
                "bank": null,
                "cards_set": [],
                "payment_medium_identifier": "e_tzirtzipi@crm.com",
                "account_holder": "Ekaterini Tzirtzipi",
                "default_card": null,
                "id": "AE4B3A15D3554D9FBEDC80D0BAF8D76D",
                "bank_account_type": null
            },
            {
                "payment_preference": {
                    "alternative_code": "TC_1",
                    "name": "Custom 1",
                    "description": null,
                    "id": "4F566DD555FD4C3DAFDDF4A2B2B3692B",
                    "type": "CUSTOM1"
                },
                "bank_branch": null,
                "bank_account_number": null,
                "notes": null,
                "payment_medium_brand": null,
                "use_for_recurring_payments": false,
                "payment_medium_type": null,
                "bank": null,
                "cards_set": [],
                "payment_medium_identifier": "080",
                "account_holder": null,
                "default_card": null,
                "id": "7F933FF760E74FA1A08B46B8814D36F3",
                "bank_account_type": null
            }
        ],
        "owned_by_group": {
            "alternative_code": "MG",
            "community_name": "Community",
            "name": "Main Group",
            "description": "Main Group",
            "id": "1"
        },
        "description": null,
        "contact_information": {
            "company_profile": null,
            "company_name": null,
            "name": null,
            "last_name": "Τζιηρτζιηπή",
            "id": "7B7A165FD2804DA59BFE70F353F79579",
            "life_cycle_state": "FINANCIAL",
            "middle_name": "νΊΚοΥ",
            "title": null,
            "type": "PERSON",
            "first_name": "Κατερίνα",
            "demographics": {
                "name_day": {
                    "month": null,
                    "day": null
                },
                "id_number": null,
                "gender": null,
                "date_of_birth": {
                    "month": null,
                    "year": null,
                    "day": null
                },
                "industry_sector": null,
                "passport_number": null,
                "industry": null,
                "social_security_number": null,
                "id_issued_by_country": null,
                "passport_issued_by_country": null
            }
        },
        "billing_address": null,
        "primary_account": true,
        "type": "CUSTOMER",
        "udf_date_2": null,
        "udf_date_1": null,
        "udf_date_4": null,
        "udf_date_3": null,
        "number": "ACR0000001392",
        "udf_float_3": null,
        "udf_float_4": null,
        "balance": null,
        "credit_period_operator": "PLUS",
        "credit_period": 0,
        "currency": {
            "suffix_symbol": "N/A",
            "prefix_symbol": "€",
            "decimal_part_name": "cents",
            "code": "EUR",
            "integer_part_name": "euro",
            "id": "2"
        },
        "id": "76FBE26DE50D424987AC4CC69619A9C5",
        "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": {
            "number": "14",
            "name": "PL Group A_Share_Low",
            "id": "9DCEFDA9D56145978C265085CD146810",
            "hierarchy_level": 1
        },
        "presentment_preferences_set": [],
        "udf_string_1": null,
        "life_cycle_state": "ACTIVE",
        "classification": {
            "alternative_code": "E",
            "name": "Employee",
            "id": "E093533DA53A4167C69762073D1B13A8"
        },
        "credit_limit_status": null,
        "credit_rating": {
            "code": "AAA",
            "name": "key_aaa_-_subject_to_minimal_credit_risk"
        },
        "name": "ACR0000001392 Κατερίνα Τζιηρτζιηπή",
        "outstanding_amount": null,
        "udf_string_6": null,
        "udf_string_7": null,
        "accounting_period": null,
        "access_tokens_set": [],
        "udf_string_8": null
    },
    "status": {
        "code": "OK",
        "description": "",
        "message": ""
    }
}



Expand
titleExample 2

HTTP Method: POST


Request

Body:

Code Block
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{
  "token": "{{token}}",
 "accounts_receivable_identifier" : {
     "number" : "ACR0000001392"
    },
  "payment_preferences_set":
    [
       "payment_preference_identifier":{"name":"Stripe Payment"},
	   "cards_set":
	   [
			{
				"number":"**** **** **** 4242",
				"expiration_month":1,
				"expiration_year":2020,
				"card_security_code":2020,
				"card_holder_name":"MMI",
				"default":true,
				"address_line_1":"address_line_1",
				"address_line_2":"address_line_2",
				"address_city":"address_city",
				"address_zip":"address_zip",
				"address_state":"address_state",
				"address_country":"address_country"
			}
		]       
    ]
}

Response

Code Block
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 {
    "data": {
        "notes": "CRM COM\t7/6/2018 12:47:05\tWeb API Test\tCRM COM\t7/6/2018 12:47:33\tWeb API Test\tCRM COM\t7/6/2018 12:51:09\tWeb API Test",
        "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": "2018-06-07T09:02:23",
            "updated_date": "2018-06-07T11:52:42",
            "updated_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "username": "MPAdministrator"
            },
            "created_by_user": {
                "person_name": "MPAdministrator",
                "id": "1",
                "username": "MPAdministrator"
            }
        },
        "payment_preferences_set": [
            {
                "payment_preference": {
                    "alternative_code": "SP",
                    "name": "Stripe Payment",
                    "description": "Stripe",
                    "id": "27869C712D2A4B22BB5AC35AB1E42DC7",
                    "type": "STRIPE_PAYMENT_GATEWAY"
                },
                "bank_branch": null,
                "bank_account_number": null,
                "notes": null,
                "mandate_termination_date": null,
                "payment_medium_brand": null,
                "mandate_signing_date": null,
                "payment_medium_type": null,
                "bank": null,
                "unique_mandate_reference": null,
                "cards_set": [
                    {
                        "expiration_year": 2020,
                        "card_holder_name": "MMI",
                        "payment_gateway_reference_number": "card_1CaMkbE0IcJRGs11mCLMpPrW",
                        "expiration_month": 1,
                        "id": "E8ADCD8199D4462E924D361BCF2FFA1C",
                        "type": "CREDIT",
                        "brand": "VISA",
                        "last_digits": "**** **** **** 4242"
                    }
                ],
                "payment_medium_identifier": null,
                "account_holder": null,
                "iban": null,
                "default_card": {
                    "expiration_year": 2020,
                    "card_holder_name": "MMI",
                    "payment_gateway_reference_number": "card_1CaMkbE0IcJRGs11mCLMpPrW",
                    "expiration_month": 1,
                    "id": "E8ADCD8199D4462E924D361BCF2FFA1C",
                    "type": "CREDIT",
                    "brand": "VISA",
                    "last_digits": "**** **** **** 4242"
                },
                "business_identifier_code": null,
                "id": "DE67CD3826C0481BA68DD6491F76BD2C",
                "bank_account_type": null
            }
        ],
        "owned_by_group": {
            "alternative_code": "MG",
            "community_name": "Community",
            "name": "Main Group",
            "description": "Main Group",
            "id": "1"
        },
        "description": null,
        "contact_information": {
            "company_profile": null,
            "company_name": null,
            "name": null,
            "last_name": "07062018_01",
            "id": "6373D7F9F7C640D89B9B14DF28E23F2B",
            "life_cycle_state": "FINANCIAL",
            "middle_name": null,
            "title": null,
            "type": "PERSON",
            "first_name": "Test",
            "demographics": {
                "id_number": "07062018_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": {
            "apartment_number": null,
            "care_of": null,
            "country": {
                "alternative_code": "CYP",
                "three_character_code": "CYP",
                "name": "CYPRUS",
                "id": "181",
                "two_character_code": "CY"
            },
            "municipality": null,
            "type": "BUSINESS",
            "udf_date_2": null,
            "udf_date_1": null,
            "street_name": "A",
            "udf_date_4": null,
            "udf_date_3": null,
            "udf_float_3": null,
            "udf_float_4": null,
            "po_box_postal_code": null,
            "udf_string_15": null,
            "udf_string_16": null,
            "udf_string_13": null,
            "udf_string_14": null,
            "udf_string_11": null,
            "udf_string_12": null,
            "id": "15165BE5C8C6492FB71106EF088DD067",
            "state": "Active",
            "udf_string_10": null,
            "floor": null,
            "udf_float_1": null,
            "udf_float_2": null,
            "area": null,
            "udf_string_2": 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": null,
            "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": "ACR0000001954",
        "udf_float_3": null,
        "udf_float_4": null,
        "balance": null,
        "credit_period": {},
        "currency": {
            "suffix_symbol": "N/A",
            "prefix_symbol": "€",
            "decimal_part_name": "cents",
            "code": "EUR",
            "integer_part_name": "euro",
            "id": "2",
            "life_cycle_state": "EFFECTIVE"
        },
        "id": "973946BC04B24EB6BB0F7A86427ED92E",
        "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": {
            "number": "14",
            "name": "PL Group A_Share_Low",
            "id": "9DCEFDA9D56145978C265085CD146810",
            "hierarchy_level": 1
        },
        "presentment_preferences_set": [],
        "udf_string_1": null,
        "life_cycle_state": "ACTIVE",
        "classification": {
            "alternative_code": "E",
            "name": "Employee",
            "id": "E093533DA53A4167C69762073D1B13A8"
        },
        "credit_limit_status": null,
        "parent_account": false,
        "credit_rating": {
            "code": "AAA",
            "name": "key_aaa_-_subject_to_minimal_credit_risk"
        },
        "name": "ACR0000001954 Test 07062018_01",
        "outstanding_amount": null,
        "udf_string_6": null,
        "recurring_payments_preferences": {
            "recurring_payment_preference": null,
            "wallet_top_up_rules": {}
        },
        "udf_string_7": null,
        "accounting_period": null,
        "access_tokens_set": [],
        "udf_string_8": null
    },
    "status": {
        "code": "OK",
        "description": "",
        "message": ""
    }
}