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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, if there is enough money.

...

Name

Type

Description

token

String

The token retrieved from the login method

wallet_identifier
(mandatory)

Wallet identifier

The identifier of the wallet from which the money will be transferred. The allowed wallets identifier fields are the following:

Include Page
V4:wallet_identifier
V4:wallet_identifier

accounts_receivable_identifier

(optional)

Accounts Receivable Identifier

The identifier of the accounts receivable to which the money will be transferred. 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)

FloatThe amount that will be transferred from the active wallet to its related accounts receivable. 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

...

Name

Type

Description

wallet_balance

Number

The balance of the wallet after the transfer

wallet_alternative_balanceNumber

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

Tip

Available form CRM.COM R14.2.0

accounts_receivable_balanceNumberThe balance of the account after the transfer

wallet_transaction

StringWallet Transaction object

The wallet transaction that was created during the transfer

credit_noteCredit Note objectThe 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_short
V4:wallet_transaction_short

Include Page
V4:credit_note_short
V4:credit_note_short

...

Expand
titleExample 1

HTTP Method: POST

 

Request:

Body:

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

Response:

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 {
    "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": ""
    }
}