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GET accounts_receivable/configuration/payment_preferences/list
This method returns the payment preferences that are allowed to be used in the system, as specified in the active accounts receivable definition. Multiple payment preferences are returned by each call
Resource URL
Parameters
Name | Type | Description |
token | String | The token retrieved from the login method |
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 |
Response Data
Name | Type | Description |
|---|
id | String | The id of the retrieved payment preference |
name | String | The name of the retrieved payment preference |
alternative_code | String | The alternative code of the retrieved payment preference |
| type | Sting | The type of the payment preference, such as - DIRECT_DEBIT,
- STRIPE_PAYMENT_GATEWAY,
- PAYPAL_PAYMENT_GATEWAY,
- BRAINTREE_PAYMENT_GATEWAY
- GENERIC_PAYMENT_GATEWAY,
- CUSTOM_PAYMENT_GATEWAY,
- WALLET,
- OTHER,
- CUSTOM_1,
- CUSTOM_2,
- CUSTOM_3,
- CUSTOM_4,
- CUSTOM_5
|
| description | Sting | The description of the retrieved payment preference |
| default | Boolean | It determines if the presentment payment is set as the default in the accounts receivable definition |
Examples
Example 1
HTTP Method: GET
Request:
Response:
GET accounts_receivable/configuration/presentment_preferences/list
This method returns the presentment preferences that are allowed to be used in the system, as specified in the active accounts receivable definition. Multiple presentment preferences are returned by each call
Resource URL
Parameters
Name | Type | Description |
token | String | The token retrieved from the login method |
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 |
Response Data
Name | Type | Description |
|---|
id | String | The id of the retrieved presentment preference |
name | String | The name of the retrieved presentment preference |
alternative_code | String | The alternative code of the retrieved presentment preference |
type | Sting | The presentment method type which can be one of the following: POST, EMAIL, SMS, F2F, OTHER, CUSTOM_1, CUSTOM_2, CUSTOM_3, CUSTOM_4, CUSTOM_5 |
| state | String | The state of the presentment preference, which can be ACTIVE or INACTIVE |
| description | String | A description of the presentment preference |
| default | Boolean | It determines if the presentment preference is set as the default in the accounts receivable definition |
contact_information | Contact Information Object | The contact information related with the retrieved presentment preference |
Referred Objects Response Data
contact_information object response data
Name | Type | Description |
|---|
id | String | The ID of the retrieved contact information |
type | String | The type of the retrieved contact information which can be PERSON or COMPANY |
life_cycle_state | String | The lifecycle state of the retrieved contact information which can be MARKETING or FINANCIAL |
name | String | The full name of the retrieved contact information |
first_name | String | The first name of the retrieved contact information |
middle_name | String | The middle name of the retrieved contact information |
last_name | String | The last name of the retrieved contact information |
title | String | The title of the retrieved contact information |
| company_name | Sting | The company name of the retrieved contact information |
demographics | Demographics Object | The demographics information of the retrieved contact information |
company_profile | Company profile object | The company profile of the retrieve contact information |
Referred Objects Response Data
demographics object response data
Name | Type | Description |
| gender | String | The gender of the retrieved contact information which can be MALE or FEMALE |
id_number | String | The ID number of the retrieved contact information |
| id_number_expiration_date | Date | The ID number's expiration date of the retrieved contact information |
passport_number | String | The passport number of the retrieved contact information |
| passport_number_expiration_date | Date | The passport's expiration date of the retrieved contact information |
social_security_number | String | The social security number of the retrieved contact information |
date_of_birth | Date of Birth Object | The date of birth of the retrieved contact information |
name_day | Name Day Object | The name day of the retrieved contact information |
country_of_residence | Country Object | The country of residence of the retrieved contact information |
id_issued_by_country | Country Object | The ID issued country of retrieved contact information |
passport_issued_by_country | Country Object | The passport issued country of retrieved contact information |
industry | Industry Object | The industry of retrieved contact information |
industry_sector | Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
date_of_birth object response data
Name | Type | Description |
|---|
day | Integer | The day of the retrieved date of birth |
month | Integer | The month of the retrieved date of birth |
year | Integer | The year of the retrieved date of birth |
name_day object response data
Name | Type | Description |
|---|
day | Integer | The day of the retrieved name day |
month | Integer | The month of the retrieved name day |
country object response data
Name | Type | Description |
|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
| alternative_code | String | The alternative code of the retrieved country |
| dialing_code | String | The dialing code of the retrieved country |
| two_character_code | String | The two character code of the retrieved country |
| three_character_code | String | The three character code of the retrieved country |
| country_flag | Image Object | The flag of the retrieved country |
Referred Objects Response Data
country_flag object response data
Name | Type | Description |
|---|
id | String | The ID of the retrieved country flag |
| file | File Object | The information of the attached file |
Referred Objects Response Data
file object response data
Name | Type | Description |
|---|
| file_name | String | The name of the file |
| file_content_url | String | The url that can be used to access the actual content of the file |
| file_mime_type | String | The mime type of the attached file |
industry object response data
Name | Type | Description |
|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
industry sector object response data
Name | Type | Description |
|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
company profile object response data
Name | Type | Description |
| profile_year | Number | The profile year of the retrieved contact information |
annual_turnover | Number | The annual turnover of the retrieved contact information |
established_date | Date | The established date of the retrieved contact information |
| number_of_employees | Number | The number of employees of the retrieved contact information |
| registration_number | String | The registration number of the retrieved contact information |
| vat_registration_number | String | The vat registration number of the retrieved contact information |
| vat_registered_by | String | The vat registration by of the retrieved contact information |
| vat_registration_date | Date | The vat registration date of the retrieved contact information |
| tax_reference_number | String | The tax referenece number of the retrieved contact information |
registered_in_country | Country Object | The country of residence of the retrieved contact information |
industry | Industry Object | The industry of retrieved contact information |
industry_sector | Industry sector Object | The sector of retrieved contact information |
Referred Objects Response Data
country object response data
Name | Type | Description |
|---|
id | String | The id of the retrieved country |
name | String | The name of the retrieved country |
| alternative_code | String | The alternative code of the retrieved country |
| dialing_code | String | The dialing code of the retrieved country |
| two_character_code | String | The two character code of the retrieved country |
| three_character_code | String | The three character code of the retrieved country |
| country_flag | Image Object | The flag of the retrieved country |
Referred Objects Response Data
country_flag object response data
Name | Type | Description |
|---|
id | String | The ID of the retrieved country flag |
| file | File Object | The information of the attached file |
Referred Objects Response Data
file object response data
Name | Type | Description |
|---|
| file_name | String | The name of the file |
| file_content_url | String | The url that can be used to access the actual content of the file |
| file_mime_type | String | The mime type of the attached file |
industry object response data
Name | Type | Description |
|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
industry sector object response data
Name | Type | Description |
|---|
id | String | The id of the retrieved industry sector |
name | String | The name of the retrieved industry sector |
alternative_code | String | The alternative code of the retrieved industry sector |
Examples
Example 1
HTTP Method: GET
Request:
Response:
GET accounts_receivable/configuration/classifications/list
This method returns the classifications that are allowed to be used in the system, as specified in the active accounts receivable definition. Multiple classifications are returned by each call
Resource URL
Parameters
Name | Type | Description |
token | String | The token retrieved from the login method |
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 |
Response Data
Name | Type | Description |
|---|
id | String | The id of the retrieved classification |
name | String | The name of the retrieved classification |
alternative_code | String | The alternative code of the retrieved classification |
| description | Sting | The description of the retrieved classification |
| default | Boolean | It determines if the classification is set as the default in the active accounts receivable definition |
Examples
Example 1
HTTP Method: GET
Request:
Response:
GET accounts_receivable/configuration/banks/list
This method returns the banks that are allowed to be used in the system, as specified in the active accounts receivable definition. Note that banks can be used in payment preferences, only if the selected payment preference is of type direct debit. Multiple banks are returned by each call
Resource URL
Parameters
Name | Type | Description |
token | String | The token retrieved from the login method |
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 |
Response Data
Name | Type | Description |
|---|
id | String | The id of the retrieved bank |
name | String | The name of the retrieved bank |
alternative_code | String | The alternative code of the retrieved bank |
| description | String | The description of the retrieved bank |
| bank_branches_set | Set of Bank Branch Objects | The bank branches related with the retrieved bank |
Referred Objects Response Data
bank branches referred response objet
Name | Type | Description |
|---|
id | String | The id of the retrieved bank branch |
name | String | The name of the retrieved bank branch |
alternative_code | String | The alternative code of the retrieved bank branch |
| description | String | The description of the retrieved bank branch |
Examples
Example 1
HTTP Method: GET
Request:
Response:
GET accounts_receivable/configuration/bank_account_types/list
This method returns the bank account types that are allowed to be used in the system, as specified in the active accounts receivable definition. Multiple bank account types are returned by each call
Resource URL
Parameters
Name | Type | Description |
token | String | The token retrieved from the login method |
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 |
Response Data
Name | Type | Description |
id | String | The id of the retrieved bank account type |
name | String | The name of the retrieved bank account type |
alternative_code | String | The alternative code of the retrieved bank account type |
| description | String | The description of the retrieved bank account type |
Examples
Example 1
HTTP Method: GET
Request:
Response:
GET accounts_receivable/configuration/credit_ratings/list
This method returns the credit ratings that are allowed to be used in the system, as specified in the active accounts receivable definition. Multiple credit ratings are returned by each call
Resource URL
Parameters
Name | Type | Description |
token | String | The token retrieved from the login method |
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 |
Response Data
Name | Type | Description |
|---|
id | String | The id of the retrieved industry |
name | String | The name of the retrieved industry |
code | String | The code of the retrieved industry |
| description | String | The description of the retrieved industry |
| parent_id | String | The id of the retrieved category's parent industry |
Examples
Example 1
HTTP Method: GET
Request:
Response: