GET payments/show

This method returns information related with a payment. A single payment is returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

payment_identifier

(mandatory)

Payment identifier

The identifier of the payment that should be returned as a result. The allowed payment identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the payment
number (semi-optional)	String	The number of the payment
reference_number (semi-optional)	String	The reference number of the payment
back_office_code (semi-optional)	String	The back office code of the payment Available from CRM.COM R9.1.0

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
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The state of the retrieved payment which can be one of the following: DRAFT, REJECTED, POSTED, CANCELLED
payment_amount	Number	The amount of the payment
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
received_on	Date	The date that the payment was received
notes	String	Shared notes for the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
back_office_code	String	The back office code of the retrieved payment Available from CRM.COM R9.1.0
udf_string_1	String	User Defined Field of type String
udf_string_2	String	User Defined Field of type String
udf_string_3	String	User Defined Field of type String
udf_string_4	String	User Defined Field of type String
udf_string_5	String	User Defined Field of type String
udf_string_6	String	User Defined Field of type String
udf_string_7	String	User Defined Field of type String
udf_string_8	String	User Defined Field of type String
udf_float_1	Float	User Defined Field of type Float
udf_float_2	Float	User Defined Field of type Float
udf_float_3	Float	User Defined Field of type Float
udf_float_4	Float	User Defined Field of type Float
udf_date_1	Date	User Defined Field of type Date
udf_date_2	Date	User Defined Field of type Date
udf_date_3	Date	User Defined Field of type Date
udf_date_4	Date	User Defined Field of type Date
accounts_receivable	Accounts Receivable Object	The related accounts receivable For releases prior CRM.COM R14.0.0, the related Accounts Receivable Object is retrieved always From CRM.COM R14.0.0 and onwards, Accounts Receivable Object will be retrieved only if the payment was posted against it
voucher	Voucher Object	The related voucher Available from CRM.COM R14.0.0
type	Financial transaction type object	The financial transaction type of the payment
category	Financial transaction category object	The category of the payment
payment_method	Payment method object	The payment method of that payment
received_by_user	User object	The user who actually received the payment
received_by_unit	Unit object	The unit who actually received the payment Deprecated from CRM.COM R18.0.0
received_by_business_unit	Business Unit object	The business unit who actually received the payment Available from CRM.COM R18.0.0
rejection_reason	Financial transaction rejection reason object	The reason that the payment was rejected
card	Payment Gateway Card Object	The card that was charged by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_preference	Accounts Receivable Payment Preference Object	The accounts receivable payment preference that were used by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed Available from CRM.COM R11.0.0
accounting_period_information	Accounting Period Information object	The accounting period information of the retrieved payment. This is applicable only if the payment was processed within an Accounting Period Closing process run. Available from CRM.COM R10.0.0
currency_rate_period	Currency Rate Period object	The currency rate period based on which the payment's amounts were calculated Available from CRM.COM R10.0.0
invoices_to_pay_set	Set of invoice objects	The invoices that were intended to be paid
bills_to_pay_set	Set of bill objects	The bills that were intended to be paid
products_to_pay_set	Set of products	The products that were intended to be paid Available from CRM.COM R12.0.0
bills_paid	Set of bill objects	The bill(s) actually paid through the payment Available from CRM.COM R14.28.0
payment_cancellation	Payment Cancellation Object	The payment cancellation related with the retrieved payment, if it was cancelled Available from CRM.COM R14.5.0
log_information	Log Information Object	The log information related with the retrieved payment

Referred Objects Response Data

accounts_receivable object response data

Name	Type	Description
id	String	The ID of the retrieved accounts receivable
number	String	The number of the retrieved accounts receivable
name	String	The name of the retrieved accounts receivable
life_cycle_state	String	The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED
account_owner	Contact information object	The contact information owning the accounts receivable

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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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

voucher response data object

Name	Type	Description
id	String	The ID of the retrieved voucher
number	String	The number of the retrieved voucher
value	Number	The value of the retrieved voucher
extra_added_value	Number	The extra added value of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is only available if the voucher type classification is "Payment Voucher"
life_cycle_state	String	The life cycle state of the retrieved voucher which can be DRAFT, ACCEPTED_FOR_ACTIVATION, NOT_ACCEPTED_FOR_ACTIVATION, ACTIVATED, USED, CANCELLED, PURGED From CRM.COM R14.0.0 and onwards the applicable life cycle state of the retrieved voucher of type with classification "Refund Voucher" can be ACTIVATED, USED, PURGED
type	Voucher Type object	The type information of the retrieved voucher
lot	Vouchers Lot Object	The lot of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is available only if the voucher type classification is "Payment Voucher"

Referred Objects Response Data

voucher_type response data object

Name	Type	Description
Id	String	The ID of the retrieved voucher type
name	String	The Name of the retrieved voucher type
alternative_code	String	The Alternative Code of the retrieved voucher type
value_options	String	Defines if the value should be fixed, as defined in the voucher type, or a variable, as defined during the creation of the vouchers. The supported options are FIXED and VARIABLE From CRM.COM R13.1.0* and onwards for voucher types of classification equal to "Electronic Voucher" the supported option is VARIABLE* From CRM.COM R14.0.0 and onwards for voucher types of classification equal to "Refund Voucher" the supported option is VARIABLE
classification	String	The Classification of the retrieved voucher type Available from CRM.COM R13.1.0
description	String	The Description of the retrieved voucher type

lot response data object

Name	Type	Description
Id	String	The ID of the retrieved lot
number	String	The number of the retrieved lot
alternative_code	String	The alternative code of the retrieved lot
description	String	The description of the retrieved lot

financial_transaction_type response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction type
name	String	The Name of the retrieved financial transaction type
alternative_code	String	The Alternative code of the retrieved financial transaction type
description	String	The Description of the retrieved financial transaction type
classification	Sting	The Classification of the retrieved financial transaction category which can be one of the following: INVOICE, INVOICE_CANCELLATION, CREDIT_NOTE, PAYMENT, PAYMENT_CANCELLATION, REFUND, WRITE_OFF WRITE_OFF classification is available from CRM.COM R13.0.0

financial_transaction_category response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction category
name	String	The Name of the retrieved financial transaction category
code	String	The code of the retrieved financial transaction category
description	String	The Description of the retrieved financial transaction category

payment_method object response data

Name	Type	Description
id	String	The id of the retrieved payment method
name	String	The name of the retrieved payment method
alternative_code	String	The alternative code of the retrieved payment method
description	String	The description of the retrieved payment method

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

rejection_reason response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction rejection reason
name	String	The Name of the retrieved financial transaction rejection reason
alternative_code	String	The Alternative code of the retrieved financial transaction rejection reason
description	String	The Description of the retrieved financial transaction rejection reason

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounts_receivable_payment_preference object response data

Name	Type	Description
id	String	The ID of the retrieved payment preference
account_holder	String	The account holder of the retrieved payment preference
bank_account_number	String	The bank account number of the retrieved payment preference
default	Boolean	Indicates if the retrieved payment preference is the default for the related accounts receivable
state	String	Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE Available from CRM.COM R15.0.0
use_for_recurring_payments	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable. Depracated from CRM.COM R16.0.0 (and replaced by opt_in_for_subscriptions). The parameter will still function but it will not be maintained
opt_in_for_subscriptions	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to its subscriptions. Available from CRM.COM R16.0.0
opt_in_for_purchases	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to purchases. Available from CRM.COM R16.0.0
notes	String	The notes of the retrieved payment preference object. Available from CRM.COM R10.1.0
payment_medium_identifier	String	The payment medium identifier related with the retrieved payment preference Available from CRM.COM R11.0.0
iban	String	The international bank account number Available from CRM.COM R13.1.0
business_identifier_code	String	The business identifier code that identifies the bank Available from CRM.COM R13.1.0
unique_mandate_reference	Number	The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor Available from CRM.COM R13.1.0
mandate_signing_date	Date	The date that the mandate was signed Available from CRM.COM R13.1.0
mandate_termination_date	Date	The date that the mandate will be terminated. No payments should be send after that date (inclusive) Available from CRM.COM R13.1.0
payment_preference	Payment Preference Object	The payment preference of the retrieved payment preference
bank_account_type	Bank Account Type Object	The bank account type related with the retrieved payment preference
bank	Bank Object	The bank related with the retrieved payment preference
bank_branch	Bank Branch Object	The bank branch related with the retrieved payment preference
payment_medium_type	Payment Medium Type	The payment medium type related with the retrieved payment preference Available from CRM.COM R11.0.0
payment_medium_brand	Payment Medium Brand	The payment medium brand related with the retrieved payment preference Available from CRM.COM R11.0.0
default_card	Payment Gateway Card Objects	It defines the default payment gateway card that should be used while automatically creating payments against that specific accounts receivable. The default card is also set on payments done using the specific payment preference, although the user can modify this information, by selecting an additional card.
cards_set	Set Payment Gateway Card Objects	The set of all payment gateway cards which are related with the specific accounts receivable payment preference

Referred Objects Response Data

payment_preference object 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 BRAINTREE_PAYMENT_GATEWAY and CUSTOM_PAYMENT_GATEWAY are available from CRM.COM R14.2.0 WALLET available from CRM.COM R17.0.0
description	Sting	The description of the retrieved payment preference

bank_account_type object 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

bank object 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

bank_branch object response data

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

payment_medium_type object response data

Name	Type	Description
id	String	The id of the retrieved payment medium type
name	String	The name of the retrieved payment medium type
alternative_code	String	The alternative code of the retrieved payment medium type
description	String	The description of the retrieved payment medium type

payment_medium_brand object response data

Name	Type	Description
id	String	The id of the retrieved payment medium brand
name	String	The name of the retrieved payment medium brand
alternative_code	String	The alternative code of the retrieved payment medium brand
description	String	The description of the retrieved payment medium brand

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

payment_gateway_cards object response data

Name	Type	Description
default	Boolean	Indicates if the retrieved payment gateway card is the default for the related accounts receivable payment preference
card	Payment Gateway Card Object	The represented payment gateway card

Referred Objects Response Data

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounting period information object response data

Name	Type	Description
accounting_period_date	Date	The Date on which the Accounting Period was set on the financial transaction
accounting_period	Accounting Period Object	The Accounting Period of the financial transaction.

Referred Objects Response Data

accounting period object response data

Name	Type	Description
number	String	The Accounting Period's number
name	String	The Accounting Period's name
from_date	Date	The Accounting Period's from date
to_date	Date	The Accounting Period's to date
life_cycle_state	Sting	The Accounting Period's life cycle state. Available values are OPEN and CLOSED
closed_date	Date	The Accounting Period's closed date. Available only for Accounting Periods in Closed life cycle state

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

invoice object response data

Name	Type	Description
id	String	The ID of the retrieved invoice
number	String	The number of the retrieved invoice
reference_number	String	The reference number of the retrieved invoice
life_cycle_state	String	The life cycle state of the invoice. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED
issued_on	Date	The date that the invoice was issued
posted_on	Date	The date that the invoice was posted
due_on	Date	The date that the credit period for that specific invoice is ending.
total_amount	Number	The total amount of the invoice
outstanding_amount	Number	The total outstanding amount of the invoice
unsettled_amount	Number	The total unsettled amount of the invoice
currency_rate_period	Currency Rate Period object	The currency rate period based on which the invoice's amounts were calculated Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill
life_cycle_state	String	The life cycle state of the bill. One of the following values is returned: POSTED, PRESENTED, PRESENTED_CONFIRMED, PRESENTED_REJECTED
from_date	Date	The date from which the accounts receivable is billed for
to_date	Date	The date until which the accounts receivable is billed for
due_date	Date	The due date of bill. The field is calculated dynamically. The maximum due date of related invoices. Available from CRM.COM R12.4.0
total_billed_amount	Number	The total billed amount
total_amount_to_be_paid	Number	The total amount to be paid
bill_status	String	The status of the bill in terms of it is settled or not.The supported values are the following: SETTLED, UNSETTLED, PARTIALLY_SETTLED
currency	Currency object	The bill's currency Available from CRM.COM R10.0.0

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill_paid object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill

product object response data

Name	Type	Description
Id	String	The ID of the product
code	String	The code of product
alternative_code	String	The alternative code of product
description	String	The description of product
priority_level	Integer	The priority level of the product Available from CRM.COM R12.3.0
global_rate	Global Rate Object	The global rate of the retrieved product Available from CRM.COM R15.0.0
product_type	Product type object	The type of the product

Referred Objects Response Data

product_type object data response

Name	Type	Description
Id	String	The ID of the retrieved product type
name	String	The Name of the retrieved product type
alternative_code	String	The Alternative Code of the retrieved product type
description	String	The Description of the retrieved product type
classification	String	The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_type	String	The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_type	String	The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_method	String	The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioning	Boolean	The flag shows if the retrieved product type is used for provisioning
udr_type	Usage Detail Record Type	The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE
meter_reading_type	Meter Reading Type	The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0

Referred Objects Response Data

usage_detail_record_type object data response

Name	Type	Description
Id	String	The ID of the retrieved usage detail record type
name	String	The Name of the retrieved usage detail record type
alternative_code	String	The Alternative Code of the retrieved usage detail record type
description	String	The Description of the retrieved usage detail record type
unit_of_measurement	String	The Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

meter_reading_type object data response

Name	Type	Description
Id	String	The ID of the retrieved meter reading type
name	String	The Name of the retrieved meter reading type
alternative_code	String	The Alternative Code of the retrieved meter reading type
classification	String	The Classification of the retrieved meter reading type
description	String	The Description of the retrieved meter reading type
unit_of_measurement	String	The Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

global rate object response data

Name	Type	Description
id	String	The ID of the retrieved rate
rate_model	String	The price plan rate model which can be one of the following: QUANTITYBASED QUANTITYANDPERIODBASED BILLABLEPERIODBASED DURATIONBASED FLATFEEBASED USAGEBASED From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED
global_base_amount	Number	The base price of the product in the Global Price Plan
base_rate_applied_per	String	The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between Period Period_Item
uot	String	The 'UOT' applicable for the rate Seconds Minute Hour Day Week Month Year Available for one-time services
time_period	Time Period Object	The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.
uom	String	The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification

Referred Objects Response Data

period object response data

Name

Type

Description

time_period_value

Number

The time period value

time_period_uot

String

The time period unit of time. The supported values are the following:

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

payment cancellation object response data

Name	Type	Description
id	String	The ID of the retrieved payment cancellation
number	String	The number of the retrieved payment cancellation
reference_number	String	The reference number of the retrieved payment cancellation
life_cycle_state	String	The life cycle state of the payment cancellation. the only available value is POSTED.
issued_on	Date	The date that the payment cancellation was issued
posted_on	Date	The date that the payment cancellation was posted
payment_amount	Number	The total amount of the payment cancellation
processed_by_payment_gateway	String	The payment gateway that processed the payment cancellation
payment_gateway_reference_number	String	A reference to the number of the payment cancellation that was created on the payment gateway

log_information object response data

Name	Type	Description
created_date	Date	The date that the retrieved record was created
updated_date	Date	The last date that the retrieved record was updated
created_by_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
created_by_business_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0
created_by_user	User Object	The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled
updated_by_unit	Unit Object	The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
updated_by_business_unit	Unit Object	The last unit that updated the retrieved record Available from CRM.COM R18.0.0
updated_by_user	User Object	The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

Examples

Example 1

HTTP Method: GET

Request:

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "invoices_to_pay_set":
        [
            {
                "total_amount": 138,
                "issued_on": "2014-07-14T10:31:15",
                "life_cycle_state": "POSTED",
                "number": "I00000294",
                "due_on": "2014-08-17T10:35:57",
                "id": "176AB06AE6DBFDB103182C67C68A2A8B",
                "outstanding_amount": 0,
                "reference_number": "322",
                "posted_on": "2014-07-14T10:35:57"
            }
        ],
        "udf_float_1": null,
        "udf_float_2": null,
        "udf_float_3": null,
        "udf_float_4": null,
        "number": "96",
        "udf_string_1": null,
        "udf_string_2": null,
        "udf_string_3": null,
        "received_by_unit":
        {
            "community_name": "Main Community",
            "group_name": "Main Group",
            "name": "Admin Unit",
            "id": "48305F8849E3C18B227C5BE3A27BA6DF",
            "description": "r1",
            "alternative_code": "MG"
        },
        "udf_string_4": null,
        "udf_string_5": null,
        "udf_string_6": null,
        "udf_string_7": null,
        "udf_string_8": null,
        "accounts_receivable":
        {
            "account_owner":
            {
                "last_name": "Johnson",
                "middle_name": null,
                "company_profile": null,
                "type": "PERSON",
                "first_name": "Peter",
                "name": "Peter Johnson",
                "id": "C73D1572FEA76C37A08945ECE4DECC98",
                "company_name": null,
                "demographics":
                {
                    "gender": "MALE",
                    "passport_issued_by_country": null,
                    "passport_number": "7839023",
                    "social_security_number": "98374",
                    "country_of_residence":
                    {
                        "name": "CYPRUS",
                        "id": "181"
                    },
                    "industry_sector":
                    {
                        "name": "GOVERNMENTAL",
                        "id": "A9BDEBD4D8FAEDB0BACE40C041156D12"
                    },
                    "date_of_birth":
                    {
                        "month": 4,
                        "day": 6,
                        "year": 1985
                    },
                    "name_day":
                    {
                        "month": 6,
                        "day": 29
                    },
                    "id_number": "984783",
                    "id_issued_by_country":
                    {
                        "name": "CYPRUS",
                        "id": "181"
                    },
                    "industry": null
                }
            },
            "life_cycle_state": "ACTIVE",
            "number": "192",
            "name": "Peter Johnson Premium",
            "id": "2C5FC6F615FA9E798487AC0C293ECCE6"
        },
        "received_by_user":
        {
            "person_name": "JackH",
            "username": "JackH",
            "id": "B8650C555C4EA8C741103961276E7773",
            "email": "j_hadjicosti@crm.com"
        },
        "bills_to_pay_set":
        [
        ],
        "id": "830C6B800A1EAB42EA8D670ED6871E41",
        "posted_on": "2014-07-14T10:41:13",
        "udf_date_1": null,
        "udf_date_2": null,
        "udf_date_3": null,
        "udf_date_4": null,
        "log_information":
        {
            "updated_date": "2014-07-14T10:41:14",
            "created_by_unit":
            {
                "community_name": "Main Community",
                "group_name": "Main Group",
                "name": "Admin Unit",
                "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                "description": "r1",
                "alternative_code": "MG"
            },
            "created_date": "2014-07-14T10:40:29",
            "updated_by_unit":
            {
                "community_name": "Main Community",
                "group_name": "Main Group",
                "name": "Admin Unit",
                "id": "48305F8849E3C18B227C5BE3A27BA6DF",
                "description": "r1",
                "alternative_code": "MG"
            },
            "created_by_user":
            {
                "person_name": "JackH",
                "username": "JackH",
                "id": "B8650C555C4EA8C741103961276E7773",
                "email": "j_hadjicosti@crm.com"
            },
            "updated_by_user":
            {
                "person_name": "JackH",
                "username": "JackH",
                "id": "B8650C555C4EA8C741103961276E7773",
                "email": "j_hadjicosti@crm.com"
            }
        },
        "payment_amount": 60,
        "issued_on": "2014-07-14T10:40:29",
        "life_cycle_state": "POSTED",
        "type":
        {
            "classification": "PAYMENT",
            "name": "Invoices Balance Payment",
            "id": "9CC46F8C0A203CCA7A40B58825E74704",
            "description": null,
            "alternative_code": "INVBALPAY"
        },
        "payment_method":
        {
            "name": "Bank Transfer",
            "id": "PM7",
            "description": "Bank Transfer",
            "alternative_code": "BT"
        },
        "back_office_code": null,
        "rejection_reason": null,
        "received_on": "2014-07-14T10:40:29",
        "reference_number": "111",
        "category": null
    }
}

Example 2

HTTP Method: GET

Request:

Response:

{
  "data": {
    "notes": null,
    "received_by_user": {
      "person_name": "mmay",
      "id": "969C508EE99B478EB34570A3BD9BBC13",
      "email": null,
      "username": "mmay"
    },
    "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": "2016-03-17T08:30:19",
      "updated_date": "2016-03-17T08:30:41",
      "updated_by_user": {
        "person_name": "mmay",
        "id": "969C508EE99B478EB34570A3BD9BBC13",
        "email": null,
        "username": "mmay"
      },
      "created_by_user": {
        "person_name": "mmay",
        "id": "969C508EE99B478EB34570A3BD9BBC13",
        "email": null,
        "username": "mmay"
      }
    },
    "currency_rate_period": {
      "from_date": "C7D7ED57F21B47028144967E015DCBE5",
      "to_date": 2.3,
      "rate": 2.3,
      "inverse_rate": 0.23000000417232513,
      "currency": {
        "suffix_symbol": null,
        "prefix_symbol": "£",
        "decimal_part_name": null,
        "code": "GBP",
        "integer_part_name": null,
        "id": "9"
      },
      "id": "C7D7ED57F21B47028144967E015DCBE5"
    },
    "udf_date_2": null,
    "type": {
      "alternative_code": "P",
      "name": "Payment",
      "description": null,
      "id": "PAYMENT",
      "classification": "PAYMENT"
    },
    "udf_date_1": null,
    "udf_date_4": null,
    "udf_date_3": null,
    "number": "71",
    "udf_float_3": null,
    "udf_float_4": null,
    "invoices_to_pay_set": [],
    "received_by_unit": {
      "alternative_code": "adminunit",
      "group_name": "Main Group",
      "community_name": "Community",
      "name": "Admin Unit",
      "description": "admin unit",
      "id": "1"
    },
    "rejection_reason": null,
    "received_on": "2016-03-17T08:30:19",
    "id": "DC9A5F1BF6194B24A71723D721E7AAD1",
    "udf_float_1": null,
    "udf_float_2": null,
    "payment_method": {
      "alternative_code": "C",
      "name": "Cash",
      "description": "Cash",
      "id": "C"
    },
    "udf_string_2": null,
    "udf_string_3": null,
    "accounting_period_information": null,
    "udf_string_4": null,
    "udf_string_5": null,
    "udf_string_1": null,
    "bills_to_pay_set": [],
    "payment_amount": 50,
    "accounts_receivable": {
      "number": "ACR0000000083",
      "name": "ACR0000000083 Bob A",
      "id": "A124AE2BB6604E18AFDEA2B5AB0D6E2B",
      "life_cycle_state": "TERMINATED",
      "account_owner": {
        "company_profile": null,
        "company_name": null,
        "name": "Bob A",
        "last_name": "A",
        "id": "7F1E4BDCE2D4430791FCB9F00B43F1A9",
        "life_cycle_state": "MARKETING",
        "middle_name": null,
        "title": null,
        "type": "PERSON",
        "first_name": "Bob",
        "demographics": {
          "name_day": {
            "month": null,
            "day": null
          },
          "id_number": null,
          "gender": null,
          "country_of_residence": {
            "alternative_code": "IRN",
            "three_character_code": null,
            "name": "IRAN (ISLAMIC REPUBLIC OF)",
            "id": "231",
            "two_character_code": 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
        }
      }
    },
    "life_cycle_state": "POSTED",
    "reference_number": "111",
    "posted_on": "2016-03-17T08:30:40",
    "issued_on": "2016-03-17T08:30:19",
    "udf_string_6": null,
    "category": null,
    "udf_string_7": null,
    "udf_string_8": null,
    "card": null,
    "back_office_code": null
  },
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

GET payments/list

This method returns information related with payments. Multiple payments are returned by each call

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the payments that should be returned as a result should be allocated. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

type_identifier

(optional)

Financial transaction type identifier

The financial transaction type of the payment that should be returned as a result. The allowed financial transaction type identifier field are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

payment_method_identifier

(optional)

Payment method identifier

The payment method of the payment that should be returned as a result. The allowed payment method identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment method

name

(semi-optional)

String

The name of the payment method

alternative_code

(semi-optional)

String

The alternative code of the payment method

number_of_results

(optional)

Number

The number of results that can be retrieved through each call

Available from CRM.COM R13.0.0

offset

(optional)

Number

Defines the number of entities that should be skipped from the results. If it is set to 0 then none results should be skipped, otherwise the results will begin from the provided offset number

Available from CRM.COM R13.0.0

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
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The state of the retrieved payment which can be one of the following: DRAFT, REJECTED, POSTED, CANCELLED
payment_amount	Number	The amount of the payment
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
received_on	Date	The date that the payment was received
notes	String	Shared notes for the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
back_office_code	String	The back office code of the retrieved payment Available from CRM.COM R9.1.0
udf_string_1	String	User Defined Field of type String
udf_string_2	String	User Defined Field of type String
udf_string_3	String	User Defined Field of type String
udf_string_4	String	User Defined Field of type String
udf_string_5	String	User Defined Field of type String
udf_string_6	String	User Defined Field of type String
udf_string_7	String	User Defined Field of type String
udf_string_8	String	User Defined Field of type String
udf_float_1	Float	User Defined Field of type Float
udf_float_2	Float	User Defined Field of type Float
udf_float_3	Float	User Defined Field of type Float
udf_float_4	Float	User Defined Field of type Float
udf_date_1	Date	User Defined Field of type Date
udf_date_2	Date	User Defined Field of type Date
udf_date_3	Date	User Defined Field of type Date
udf_date_4	Date	User Defined Field of type Date
accounts_receivable	Accounts Receivable Object	The related accounts receivable For releases prior CRM.COM R14.0.0, the related Accounts Receivable Object is retrieved always From CRM.COM R14.0.0 and onwards, Accounts Receivable Object will be retrieved only if the payment was posted against it
voucher	Voucher Object	The related voucher Available from CRM.COM R14.0.0
type	Financial transaction type object	The financial transaction type of the payment
category	Financial transaction category object	The category of the payment
payment_method	Payment method object	The payment method of that payment
received_by_user	User object	The user who actually received the payment
received_by_unit	Unit object	The unit who actually received the payment Deprecated from CRM.COM R18.0.0
received_by_business_unit	Business Unit object	The business unit who actually received the payment Available from CRM.COM R18.0.0
rejection_reason	Financial transaction rejection reason object	The reason that the payment was rejected
card	Payment Gateway Card Object	The card that was charged by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_preference	Accounts Receivable Payment Preference Object	The accounts receivable payment preference that were used by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed Available from CRM.COM R11.0.0
accounting_period_information	Accounting Period Information object	The accounting period information of the retrieved payment. This is applicable only if the payment was processed within an Accounting Period Closing process run. Available from CRM.COM R10.0.0
currency_rate_period	Currency Rate Period object	The currency rate period based on which the payment's amounts were calculated Available from CRM.COM R10.0.0
invoices_to_pay_set	Set of invoice objects	The invoices that were intended to be paid
bills_to_pay_set	Set of bill objects	The bills that were intended to be paid
products_to_pay_set	Set of products	The products that were intended to be paid Available from CRM.COM R12.0.0
bills_paid	Set of bill objects	The bill(s) actually paid through the payment Available from CRM.COM R14.28.0
payment_cancellation	Payment Cancellation Object	The payment cancellation related with the retrieved payment, if it was cancelled Available from CRM.COM R14.5.0
log_information	Log Information Object	The log information related with the retrieved payment

Referred Objects Response Data

accounts_receivable object response data

Name	Type	Description
id	String	The ID of the retrieved accounts receivable
number	String	The number of the retrieved accounts receivable
name	String	The name of the retrieved accounts receivable
life_cycle_state	String	The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED
account_owner	Contact information object	The contact information owning the accounts receivable

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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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

voucher response data object

Name	Type	Description
id	String	The ID of the retrieved voucher
number	String	The number of the retrieved voucher
value	Number	The value of the retrieved voucher
extra_added_value	Number	The extra added value of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is only available if the voucher type classification is "Payment Voucher"
life_cycle_state	String	The life cycle state of the retrieved voucher which can be DRAFT, ACCEPTED_FOR_ACTIVATION, NOT_ACCEPTED_FOR_ACTIVATION, ACTIVATED, USED, CANCELLED, PURGED From CRM.COM R14.0.0 and onwards the applicable life cycle state of the retrieved voucher of type with classification "Refund Voucher" can be ACTIVATED, USED, PURGED
type	Voucher Type object	The type information of the retrieved voucher
lot	Vouchers Lot Object	The lot of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is available only if the voucher type classification is "Payment Voucher"

Referred Objects Response Data

voucher_type response data object

Name	Type	Description
Id	String	The ID of the retrieved voucher type
name	String	The Name of the retrieved voucher type
alternative_code	String	The Alternative Code of the retrieved voucher type
value_options	String	Defines if the value should be fixed, as defined in the voucher type, or a variable, as defined during the creation of the vouchers. The supported options are FIXED and VARIABLE From CRM.COM R13.1.0* and onwards for voucher types of classification equal to "Electronic Voucher" the supported option is VARIABLE* From CRM.COM R14.0.0 and onwards for voucher types of classification equal to "Refund Voucher" the supported option is VARIABLE
classification	String	The Classification of the retrieved voucher type Available from CRM.COM R13.1.0
description	String	The Description of the retrieved voucher type

lot response data object

Name	Type	Description
Id	String	The ID of the retrieved lot
number	String	The number of the retrieved lot
alternative_code	String	The alternative code of the retrieved lot
description	String	The description of the retrieved lot

financial_transaction_type response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction type
name	String	The Name of the retrieved financial transaction type
alternative_code	String	The Alternative code of the retrieved financial transaction type
description	String	The Description of the retrieved financial transaction type
classification	Sting	The Classification of the retrieved financial transaction category which can be one of the following: INVOICE, INVOICE_CANCELLATION, CREDIT_NOTE, PAYMENT, PAYMENT_CANCELLATION, REFUND, WRITE_OFF WRITE_OFF classification is available from CRM.COM R13.0.0

financial_transaction_category response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction category
name	String	The Name of the retrieved financial transaction category
code	String	The code of the retrieved financial transaction category
description	String	The Description of the retrieved financial transaction category

payment_method object response data

Name	Type	Description
id	String	The id of the retrieved payment method
name	String	The name of the retrieved payment method
alternative_code	String	The alternative code of the retrieved payment method
description	String	The description of the retrieved payment method

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

rejection_reason response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction rejection reason
name	String	The Name of the retrieved financial transaction rejection reason
alternative_code	String	The Alternative code of the retrieved financial transaction rejection reason
description	String	The Description of the retrieved financial transaction rejection reason

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounts_receivable_payment_preference object response data

Name	Type	Description
id	String	The ID of the retrieved payment preference
account_holder	String	The account holder of the retrieved payment preference
bank_account_number	String	The bank account number of the retrieved payment preference
default	Boolean	Indicates if the retrieved payment preference is the default for the related accounts receivable
state	String	Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE Available from CRM.COM R15.0.0
use_for_recurring_payments	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable. Depracated from CRM.COM R16.0.0 (and replaced by opt_in_for_subscriptions). The parameter will still function but it will not be maintained
opt_in_for_subscriptions	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to its subscriptions. Available from CRM.COM R16.0.0
opt_in_for_purchases	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to purchases. Available from CRM.COM R16.0.0
notes	String	The notes of the retrieved payment preference object. Available from CRM.COM R10.1.0
payment_medium_identifier	String	The payment medium identifier related with the retrieved payment preference Available from CRM.COM R11.0.0
iban	String	The international bank account number Available from CRM.COM R13.1.0
business_identifier_code	String	The business identifier code that identifies the bank Available from CRM.COM R13.1.0
unique_mandate_reference	Number	The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor Available from CRM.COM R13.1.0
mandate_signing_date	Date	The date that the mandate was signed Available from CRM.COM R13.1.0
mandate_termination_date	Date	The date that the mandate will be terminated. No payments should be send after that date (inclusive) Available from CRM.COM R13.1.0
payment_preference	Payment Preference Object	The payment preference of the retrieved payment preference
bank_account_type	Bank Account Type Object	The bank account type related with the retrieved payment preference
bank	Bank Object	The bank related with the retrieved payment preference
bank_branch	Bank Branch Object	The bank branch related with the retrieved payment preference
payment_medium_type	Payment Medium Type	The payment medium type related with the retrieved payment preference Available from CRM.COM R11.0.0
payment_medium_brand	Payment Medium Brand	The payment medium brand related with the retrieved payment preference Available from CRM.COM R11.0.0
default_card	Payment Gateway Card Objects	It defines the default payment gateway card that should be used while automatically creating payments against that specific accounts receivable. The default card is also set on payments done using the specific payment preference, although the user can modify this information, by selecting an additional card.
cards_set	Set Payment Gateway Card Objects	The set of all payment gateway cards which are related with the specific accounts receivable payment preference

Referred Objects Response Data

payment_preference object 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 BRAINTREE_PAYMENT_GATEWAY and CUSTOM_PAYMENT_GATEWAY are available from CRM.COM R14.2.0 WALLET available from CRM.COM R17.0.0
description	Sting	The description of the retrieved payment preference

bank_account_type object 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

bank object 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

bank_branch object response data

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

payment_medium_type object response data

Name	Type	Description
id	String	The id of the retrieved payment medium type
name	String	The name of the retrieved payment medium type
alternative_code	String	The alternative code of the retrieved payment medium type
description	String	The description of the retrieved payment medium type

payment_medium_brand object response data

Name	Type	Description
id	String	The id of the retrieved payment medium brand
name	String	The name of the retrieved payment medium brand
alternative_code	String	The alternative code of the retrieved payment medium brand
description	String	The description of the retrieved payment medium brand

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

payment_gateway_cards object response data

Name	Type	Description
default	Boolean	Indicates if the retrieved payment gateway card is the default for the related accounts receivable payment preference
card	Payment Gateway Card Object	The represented payment gateway card

Referred Objects Response Data

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounting period information object response data

Name	Type	Description
accounting_period_date	Date	The Date on which the Accounting Period was set on the financial transaction
accounting_period	Accounting Period Object	The Accounting Period of the financial transaction.

Referred Objects Response Data

accounting period object response data

Name	Type	Description
number	String	The Accounting Period's number
name	String	The Accounting Period's name
from_date	Date	The Accounting Period's from date
to_date	Date	The Accounting Period's to date
life_cycle_state	Sting	The Accounting Period's life cycle state. Available values are OPEN and CLOSED
closed_date	Date	The Accounting Period's closed date. Available only for Accounting Periods in Closed life cycle state

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

invoice object response data

Name	Type	Description
id	String	The ID of the retrieved invoice
number	String	The number of the retrieved invoice
reference_number	String	The reference number of the retrieved invoice
life_cycle_state	String	The life cycle state of the invoice. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED
issued_on	Date	The date that the invoice was issued
posted_on	Date	The date that the invoice was posted
due_on	Date	The date that the credit period for that specific invoice is ending.
total_amount	Number	The total amount of the invoice
outstanding_amount	Number	The total outstanding amount of the invoice
unsettled_amount	Number	The total unsettled amount of the invoice
currency_rate_period	Currency Rate Period object	The currency rate period based on which the invoice's amounts were calculated Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill
life_cycle_state	String	The life cycle state of the bill. One of the following values is returned: POSTED, PRESENTED, PRESENTED_CONFIRMED, PRESENTED_REJECTED
from_date	Date	The date from which the accounts receivable is billed for
to_date	Date	The date until which the accounts receivable is billed for
due_date	Date	The due date of bill. The field is calculated dynamically. The maximum due date of related invoices. Available from CRM.COM R12.4.0
total_billed_amount	Number	The total billed amount
total_amount_to_be_paid	Number	The total amount to be paid
bill_status	String	The status of the bill in terms of it is settled or not.The supported values are the following: SETTLED, UNSETTLED, PARTIALLY_SETTLED
currency	Currency object	The bill's currency Available from CRM.COM R10.0.0

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill_paid object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill

product object response data

Name	Type	Description
Id	String	The ID of the product
code	String	The code of product
alternative_code	String	The alternative code of product
description	String	The description of product
priority_level	Integer	The priority level of the product Available from CRM.COM R12.3.0
global_rate	Global Rate Object	The global rate of the retrieved product Available from CRM.COM R15.0.0
product_type	Product type object	The type of the product

Referred Objects Response Data

product_type object data response

Name	Type	Description
Id	String	The ID of the retrieved product type
name	String	The Name of the retrieved product type
alternative_code	String	The Alternative Code of the retrieved product type
description	String	The Description of the retrieved product type
classification	String	The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_type	String	The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_type	String	The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_method	String	The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioning	Boolean	The flag shows if the retrieved product type is used for provisioning
udr_type	Usage Detail Record Type	The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE
meter_reading_type	Meter Reading Type	The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0

Referred Objects Response Data

usage_detail_record_type object data response

Name	Type	Description
Id	String	The ID of the retrieved usage detail record type
name	String	The Name of the retrieved usage detail record type
alternative_code	String	The Alternative Code of the retrieved usage detail record type
description	String	The Description of the retrieved usage detail record type
unit_of_measurement	String	The Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

meter_reading_type object data response

Name	Type	Description
Id	String	The ID of the retrieved meter reading type
name	String	The Name of the retrieved meter reading type
alternative_code	String	The Alternative Code of the retrieved meter reading type
classification	String	The Classification of the retrieved meter reading type
description	String	The Description of the retrieved meter reading type
unit_of_measurement	String	The Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

global rate object response data

Name	Type	Description
id	String	The ID of the retrieved rate
rate_model	String	The price plan rate model which can be one of the following: QUANTITYBASED QUANTITYANDPERIODBASED BILLABLEPERIODBASED DURATIONBASED FLATFEEBASED USAGEBASED From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED
global_base_amount	Number	The base price of the product in the Global Price Plan
base_rate_applied_per	String	The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between Period Period_Item
uot	String	The 'UOT' applicable for the rate Seconds Minute Hour Day Week Month Year Available for one-time services
time_period	Time Period Object	The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.
uom	String	The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification

Referred Objects Response Data

period object response data

Name

Type

Description

time_period_value

Number

The time period value

time_period_uot

String

The time period unit of time. The supported values are the following:

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

payment cancellation object response data

Name	Type	Description
id	String	The ID of the retrieved payment cancellation
number	String	The number of the retrieved payment cancellation
reference_number	String	The reference number of the retrieved payment cancellation
life_cycle_state	String	The life cycle state of the payment cancellation. the only available value is POSTED.
issued_on	Date	The date that the payment cancellation was issued
posted_on	Date	The date that the payment cancellation was posted
payment_amount	Number	The total amount of the payment cancellation
processed_by_payment_gateway	String	The payment gateway that processed the payment cancellation
payment_gateway_reference_number	String	A reference to the number of the payment cancellation that was created on the payment gateway

log_information object response data

Name	Type	Description
created_date	Date	The date that the retrieved record was created
updated_date	Date	The last date that the retrieved record was updated
created_by_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
created_by_business_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0
created_by_user	User Object	The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled
updated_by_unit	Unit Object	The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
updated_by_business_unit	Unit Object	The last unit that updated the retrieved record Available from CRM.COM R18.0.0
updated_by_user	User Object	The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

Examples

Example 1

HTTP Method: GET

Request:

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    [
        {
            "life_cycle_state": "POSTED",
            "id": "830C6B800A1EAB42EA8D670ED6871E41",
            "reference_number": "111"
        },
        {
            "life_cycle_state": "POSTED",
            "id": "F29426EFD767C7F35AC5BB179B8F7669",
            "reference_number": "113"
        }
    ]
}

Example 2

HTTP Method: GET

Request:

Response:

{
  "data": [
    {
      "number": "193",
      "currency_rate_period": {
        "from_date": "C7D7ED57F21B47028144967E015DCBE5",
        "to_date": 2.3,
        "rate": 2.3,
        "inverse_rate": 0.23000000417232513,
        "currency": {
          "suffix_symbol": null,
          "prefix_symbol": "£",
          "decimal_part_name": null,
          "code": "GBP",
          "integer_part_name": null,
          "id": "9"
        },
        "id": "C7D7ED57F21B47028144967E015DCBE5"
      },
      "id": "903E34629A664CC5A1AEB075E900D928"
    },
    {
      "number": null,
      "currency_rate_period": null,
      "id": "47F2EFF06269489ABAC36F9BECBC959D"
    },
    {
      "number": null,
      "currency_rate_period": null,
      "id": "948D1D8A1C9A4A799B81A098D16C2616"
    },
    {
      "number": "172",
      "currency_rate_period": null,
      "id": "E95D1D226980434286FB0F4AFA394D43"
    }
  ],
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

GET payments/get_latest

This method is used to get the latest payments that were submitted against a specific accounts receivable

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the payments that should be returned as a result should be allocated. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

type_identifier

(optional)

Financial transaction type identifier

The financial transaction type of the payment that should be returned as a result. The allowed financial transaction type identifier field are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

payment_method_identifier

(optional)

Payment method identifier

The payment method of the payment that should be returned as a result. The allowed payment method identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment method

name

(semi-optional)

String

The name of the payment method

alternative_code

(semi-optional)

String

The alternative code of the payment method

number

(mandatory)

Number

The number of payments to be retrieved, starting from the latest one

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
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The state of the retrieved payment which can be one of the following: DRAFT, REJECTED, POSTED, CANCELLED
payment_amount	Number	The amount of the payment
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
received_on	Date	The date that the payment was received
notes	String	Shared notes for the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
back_office_code	String	The back office code of the retrieved payment Available from CRM.COM R9.1.0
udf_string_1	String	User Defined Field of type String
udf_string_2	String	User Defined Field of type String
udf_string_3	String	User Defined Field of type String
udf_string_4	String	User Defined Field of type String
udf_string_5	String	User Defined Field of type String
udf_string_6	String	User Defined Field of type String
udf_string_7	String	User Defined Field of type String
udf_string_8	String	User Defined Field of type String
udf_float_1	Float	User Defined Field of type Float
udf_float_2	Float	User Defined Field of type Float
udf_float_3	Float	User Defined Field of type Float
udf_float_4	Float	User Defined Field of type Float
udf_date_1	Date	User Defined Field of type Date
udf_date_2	Date	User Defined Field of type Date
udf_date_3	Date	User Defined Field of type Date
udf_date_4	Date	User Defined Field of type Date
accounts_receivable	Accounts Receivable Object	The related accounts receivable For releases prior CRM.COM R14.0.0, the related Accounts Receivable Object is retrieved always From CRM.COM R14.0.0 and onwards, Accounts Receivable Object will be retrieved only if the payment was posted against it
voucher	Voucher Object	The related voucher Available from CRM.COM R14.0.0
type	Financial transaction type object	The financial transaction type of the payment
category	Financial transaction category object	The category of the payment
payment_method	Payment method object	The payment method of that payment
received_by_user	User object	The user who actually received the payment
received_by_unit	Unit object	The unit who actually received the payment Deprecated from CRM.COM R18.0.0
received_by_business_unit	Business Unit object	The business unit who actually received the payment Available from CRM.COM R18.0.0
rejection_reason	Financial transaction rejection reason object	The reason that the payment was rejected
card	Payment Gateway Card Object	The card that was charged by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_preference	Accounts Receivable Payment Preference Object	The accounts receivable payment preference that were used by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed Available from CRM.COM R11.0.0
accounting_period_information	Accounting Period Information object	The accounting period information of the retrieved payment. This is applicable only if the payment was processed within an Accounting Period Closing process run. Available from CRM.COM R10.0.0
currency_rate_period	Currency Rate Period object	The currency rate period based on which the payment's amounts were calculated Available from CRM.COM R10.0.0
invoices_to_pay_set	Set of invoice objects	The invoices that were intended to be paid
bills_to_pay_set	Set of bill objects	The bills that were intended to be paid
products_to_pay_set	Set of products	The products that were intended to be paid Available from CRM.COM R12.0.0
bills_paid	Set of bill objects	The bill(s) actually paid through the payment Available from CRM.COM R14.28.0
payment_cancellation	Payment Cancellation Object	The payment cancellation related with the retrieved payment, if it was cancelled Available from CRM.COM R14.5.0
log_information	Log Information Object	The log information related with the retrieved payment

Referred Objects Response Data

accounts_receivable object response data

Name	Type	Description
id	String	The ID of the retrieved accounts receivable
number	String	The number of the retrieved accounts receivable
name	String	The name of the retrieved accounts receivable
life_cycle_state	String	The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED
account_owner	Contact information object	The contact information owning the accounts receivable

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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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

voucher response data object

Name	Type	Description
id	String	The ID of the retrieved voucher
number	String	The number of the retrieved voucher
value	Number	The value of the retrieved voucher
extra_added_value	Number	The extra added value of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is only available if the voucher type classification is "Payment Voucher"
life_cycle_state	String	The life cycle state of the retrieved voucher which can be DRAFT, ACCEPTED_FOR_ACTIVATION, NOT_ACCEPTED_FOR_ACTIVATION, ACTIVATED, USED, CANCELLED, PURGED From CRM.COM R14.0.0 and onwards the applicable life cycle state of the retrieved voucher of type with classification "Refund Voucher" can be ACTIVATED, USED, PURGED
type	Voucher Type object	The type information of the retrieved voucher
lot	Vouchers Lot Object	The lot of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is available only if the voucher type classification is "Payment Voucher"

Referred Objects Response Data

voucher_type response data object

Name	Type	Description
Id	String	The ID of the retrieved voucher type
name	String	The Name of the retrieved voucher type
alternative_code	String	The Alternative Code of the retrieved voucher type
value_options	String	Defines if the value should be fixed, as defined in the voucher type, or a variable, as defined during the creation of the vouchers. The supported options are FIXED and VARIABLE From CRM.COM R13.1.0* and onwards for voucher types of classification equal to "Electronic Voucher" the supported option is VARIABLE* From CRM.COM R14.0.0 and onwards for voucher types of classification equal to "Refund Voucher" the supported option is VARIABLE
classification	String	The Classification of the retrieved voucher type Available from CRM.COM R13.1.0
description	String	The Description of the retrieved voucher type

lot response data object

Name	Type	Description
Id	String	The ID of the retrieved lot
number	String	The number of the retrieved lot
alternative_code	String	The alternative code of the retrieved lot
description	String	The description of the retrieved lot

financial_transaction_type response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction type
name	String	The Name of the retrieved financial transaction type
alternative_code	String	The Alternative code of the retrieved financial transaction type
description	String	The Description of the retrieved financial transaction type
classification	Sting	The Classification of the retrieved financial transaction category which can be one of the following: INVOICE, INVOICE_CANCELLATION, CREDIT_NOTE, PAYMENT, PAYMENT_CANCELLATION, REFUND, WRITE_OFF WRITE_OFF classification is available from CRM.COM R13.0.0

financial_transaction_category response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction category
name	String	The Name of the retrieved financial transaction category
code	String	The code of the retrieved financial transaction category
description	String	The Description of the retrieved financial transaction category

payment_method object response data

Name	Type	Description
id	String	The id of the retrieved payment method
name	String	The name of the retrieved payment method
alternative_code	String	The alternative code of the retrieved payment method
description	String	The description of the retrieved payment method

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

rejection_reason response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction rejection reason
name	String	The Name of the retrieved financial transaction rejection reason
alternative_code	String	The Alternative code of the retrieved financial transaction rejection reason
description	String	The Description of the retrieved financial transaction rejection reason

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounts_receivable_payment_preference object response data

Name	Type	Description
id	String	The ID of the retrieved payment preference
account_holder	String	The account holder of the retrieved payment preference
bank_account_number	String	The bank account number of the retrieved payment preference
default	Boolean	Indicates if the retrieved payment preference is the default for the related accounts receivable
state	String	Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE Available from CRM.COM R15.0.0
use_for_recurring_payments	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable. Depracated from CRM.COM R16.0.0 (and replaced by opt_in_for_subscriptions). The parameter will still function but it will not be maintained
opt_in_for_subscriptions	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to its subscriptions. Available from CRM.COM R16.0.0
opt_in_for_purchases	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to purchases. Available from CRM.COM R16.0.0
notes	String	The notes of the retrieved payment preference object. Available from CRM.COM R10.1.0
payment_medium_identifier	String	The payment medium identifier related with the retrieved payment preference Available from CRM.COM R11.0.0
iban	String	The international bank account number Available from CRM.COM R13.1.0
business_identifier_code	String	The business identifier code that identifies the bank Available from CRM.COM R13.1.0
unique_mandate_reference	Number	The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor Available from CRM.COM R13.1.0
mandate_signing_date	Date	The date that the mandate was signed Available from CRM.COM R13.1.0
mandate_termination_date	Date	The date that the mandate will be terminated. No payments should be send after that date (inclusive) Available from CRM.COM R13.1.0
payment_preference	Payment Preference Object	The payment preference of the retrieved payment preference
bank_account_type	Bank Account Type Object	The bank account type related with the retrieved payment preference
bank	Bank Object	The bank related with the retrieved payment preference
bank_branch	Bank Branch Object	The bank branch related with the retrieved payment preference
payment_medium_type	Payment Medium Type	The payment medium type related with the retrieved payment preference Available from CRM.COM R11.0.0
payment_medium_brand	Payment Medium Brand	The payment medium brand related with the retrieved payment preference Available from CRM.COM R11.0.0
default_card	Payment Gateway Card Objects	It defines the default payment gateway card that should be used while automatically creating payments against that specific accounts receivable. The default card is also set on payments done using the specific payment preference, although the user can modify this information, by selecting an additional card.
cards_set	Set Payment Gateway Card Objects	The set of all payment gateway cards which are related with the specific accounts receivable payment preference

Referred Objects Response Data

payment_preference object 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 BRAINTREE_PAYMENT_GATEWAY and CUSTOM_PAYMENT_GATEWAY are available from CRM.COM R14.2.0 WALLET available from CRM.COM R17.0.0
description	Sting	The description of the retrieved payment preference

bank_account_type object 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

bank object 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

bank_branch object response data

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

payment_medium_type object response data

Name	Type	Description
id	String	The id of the retrieved payment medium type
name	String	The name of the retrieved payment medium type
alternative_code	String	The alternative code of the retrieved payment medium type
description	String	The description of the retrieved payment medium type

payment_medium_brand object response data

Name	Type	Description
id	String	The id of the retrieved payment medium brand
name	String	The name of the retrieved payment medium brand
alternative_code	String	The alternative code of the retrieved payment medium brand
description	String	The description of the retrieved payment medium brand

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

payment_gateway_cards object response data

Name	Type	Description
default	Boolean	Indicates if the retrieved payment gateway card is the default for the related accounts receivable payment preference
card	Payment Gateway Card Object	The represented payment gateway card

Referred Objects Response Data

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounting period information object response data

Name	Type	Description
accounting_period_date	Date	The Date on which the Accounting Period was set on the financial transaction
accounting_period	Accounting Period Object	The Accounting Period of the financial transaction.

Referred Objects Response Data

accounting period object response data

Name	Type	Description
number	String	The Accounting Period's number
name	String	The Accounting Period's name
from_date	Date	The Accounting Period's from date
to_date	Date	The Accounting Period's to date
life_cycle_state	Sting	The Accounting Period's life cycle state. Available values are OPEN and CLOSED
closed_date	Date	The Accounting Period's closed date. Available only for Accounting Periods in Closed life cycle state

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

invoice object response data

Name	Type	Description
id	String	The ID of the retrieved invoice
number	String	The number of the retrieved invoice
reference_number	String	The reference number of the retrieved invoice
life_cycle_state	String	The life cycle state of the invoice. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED
issued_on	Date	The date that the invoice was issued
posted_on	Date	The date that the invoice was posted
due_on	Date	The date that the credit period for that specific invoice is ending.
total_amount	Number	The total amount of the invoice
outstanding_amount	Number	The total outstanding amount of the invoice
unsettled_amount	Number	The total unsettled amount of the invoice
currency_rate_period	Currency Rate Period object	The currency rate period based on which the invoice's amounts were calculated Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill
life_cycle_state	String	The life cycle state of the bill. One of the following values is returned: POSTED, PRESENTED, PRESENTED_CONFIRMED, PRESENTED_REJECTED
from_date	Date	The date from which the accounts receivable is billed for
to_date	Date	The date until which the accounts receivable is billed for
due_date	Date	The due date of bill. The field is calculated dynamically. The maximum due date of related invoices. Available from CRM.COM R12.4.0
total_billed_amount	Number	The total billed amount
total_amount_to_be_paid	Number	The total amount to be paid
bill_status	String	The status of the bill in terms of it is settled or not.The supported values are the following: SETTLED, UNSETTLED, PARTIALLY_SETTLED
currency	Currency object	The bill's currency Available from CRM.COM R10.0.0

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill_paid object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill

product object response data

Name	Type	Description
Id	String	The ID of the product
code	String	The code of product
alternative_code	String	The alternative code of product
description	String	The description of product
priority_level	Integer	The priority level of the product Available from CRM.COM R12.3.0
global_rate	Global Rate Object	The global rate of the retrieved product Available from CRM.COM R15.0.0
product_type	Product type object	The type of the product

Referred Objects Response Data

product_type object data response

Name	Type	Description
Id	String	The ID of the retrieved product type
name	String	The Name of the retrieved product type
alternative_code	String	The Alternative Code of the retrieved product type
description	String	The Description of the retrieved product type
classification	String	The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_type	String	The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_type	String	The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_method	String	The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioning	Boolean	The flag shows if the retrieved product type is used for provisioning
udr_type	Usage Detail Record Type	The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE
meter_reading_type	Meter Reading Type	The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0

Referred Objects Response Data

usage_detail_record_type object data response

Name	Type	Description
Id	String	The ID of the retrieved usage detail record type
name	String	The Name of the retrieved usage detail record type
alternative_code	String	The Alternative Code of the retrieved usage detail record type
description	String	The Description of the retrieved usage detail record type
unit_of_measurement	String	The Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

meter_reading_type object data response

Name	Type	Description
Id	String	The ID of the retrieved meter reading type
name	String	The Name of the retrieved meter reading type
alternative_code	String	The Alternative Code of the retrieved meter reading type
classification	String	The Classification of the retrieved meter reading type
description	String	The Description of the retrieved meter reading type
unit_of_measurement	String	The Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

global rate object response data

Name	Type	Description
id	String	The ID of the retrieved rate
rate_model	String	The price plan rate model which can be one of the following: QUANTITYBASED QUANTITYANDPERIODBASED BILLABLEPERIODBASED DURATIONBASED FLATFEEBASED USAGEBASED From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED
global_base_amount	Number	The base price of the product in the Global Price Plan
base_rate_applied_per	String	The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between Period Period_Item
uot	String	The 'UOT' applicable for the rate Seconds Minute Hour Day Week Month Year Available for one-time services
time_period	Time Period Object	The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.
uom	String	The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification

Referred Objects Response Data

period object response data

Name

Type

Description

time_period_value

Number

The time period value

time_period_uot

String

The time period unit of time. The supported values are the following:

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

payment cancellation object response data

Name	Type	Description
id	String	The ID of the retrieved payment cancellation
number	String	The number of the retrieved payment cancellation
reference_number	String	The reference number of the retrieved payment cancellation
life_cycle_state	String	The life cycle state of the payment cancellation. the only available value is POSTED.
issued_on	Date	The date that the payment cancellation was issued
posted_on	Date	The date that the payment cancellation was posted
payment_amount	Number	The total amount of the payment cancellation
processed_by_payment_gateway	String	The payment gateway that processed the payment cancellation
payment_gateway_reference_number	String	A reference to the number of the payment cancellation that was created on the payment gateway

log_information object response data

Name	Type	Description
created_date	Date	The date that the retrieved record was created
updated_date	Date	The last date that the retrieved record was updated
created_by_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
created_by_business_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0
created_by_user	User Object	The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled
updated_by_unit	Unit Object	The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
updated_by_business_unit	Unit Object	The last unit that updated the retrieved record Available from CRM.COM R18.0.0
updated_by_user	User Object	The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

Examples

Example 1

HTTP Method: GET

Request:

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    [
        {
            "number": "98",
            "id": "F29426EFD767C7F35AC5BB179B8F7669",
            "reference_number": "113"
        },
        {
            "number": "96",
            "id": "830C6B800A1EAB42EA8D670ED6871E41",
            "reference_number": "111"
        }
    ]
}

Example 2

HTTP Method: GET

Request:

Response:

{
  "data": [
    {
      "number": "205",
      "currency_rate_period": null,
      "id": "3B4264EDB4F64B3DB87B945F1A76A2AA"
    },
    {
      "number": "186",
      "currency_rate_period": {
        "from_date": "C7D7ED57F21B47028144967E015DCBE5",
        "to_date": 2.3,
        "rate": 2.3,
        "inverse_rate": 0.23000000417232513,
        "currency": {
          "suffix_symbol": null,
          "prefix_symbol": "£",
          "decimal_part_name": null,
          "code": "GBP",
          "integer_part_name": null,
          "id": "9"
        },
        "id": "C7D7ED57F21B47028144967E015DCBE5"
      },
      "id": "9E14DCB9276145CBB933D76606179DF1"
    }
  ],
  "status": {
    "code": "OK",
    "description": "",
    "message": ""
  }
}

POST payments/create

This method is creating a new payment either in Draft or Posted state

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the payment should be allocated to. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the payment. The allowed financial transaction type identifier field are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

life_cycle_state

(mandatory)

String

The state of the retrieved payment which can be one of the following:

DRAFT, POSTED

payment_method_identifier

(mandatory)

Payment method identifier

The payment method of the payment. The allowed payment method identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment method

name

(semi-optional)

String

The name of the payment method

alternative_code

(semi-optional)

String

The alternative code of the payment method

payment_amount

(mandatory)

Number

The amount of the payment

intended_currency_identifier

(optional)

Currency Identifier

The currency that the user was intended to use for the payment. If specified then it is validated against the currency of the specified accounts receivable and if they don't match then an error is throw. Note that the intended currency is not saved within CRM.COM; it is just used for validation purposes. The allowed currency identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the currency

code

(semi-optional)

String

The code of the currency

Available from CRM.COM R11.0.0

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

received_on

(optional)

Date

The date that the payment was received. It defaults to the issued date if not specified

received_by_user_identifier

(optional)

User identifier

The user who actually received the payment. It defaults to the issued by user if not specified. The allowed user identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

received_by_unit_identifier

(optional)

Unit identifier

The unit who actually received the payment. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of the Unit

card_identifier

(mandatory on conditions)

Payment Gateway Card Identifier

The card that will be charged for the amount specified on the payment, by the related payment gateway provider. The allowed payment gateway card identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The id of the payment gateway card

payment_gateway_reference_number

(semi-optional)

String

The card's reference number as provided by the payment gateway

last_digits

(semi-optional)

String

The last digits of the card as provided by the payment gateway provider

The card is applicable and mandatory if the specified payment method is linked with a payment gateway system. Note that the retrieved cards are filtered based on the cards owned by the specified accounts receivable owner

Available from CRM.COM R5.0.0

accounts_receivable_payment_preference_identifier

(mandatory on conditions)

Accounts Receivable Payment Preference Identifier

The accounts receivable payment preferences that will be used by generic payment gateways to process the payment. The specified accounts receivable payment preferences should belong to the specified accounts receivable. This information is applicable and mandatory only if the payment will be processed by a generic payment gateway, as denoted by the selected payment method. The allowed accounts receivable payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of accounts receivable payment preference

payment_preference_identifier

(semi-optional)

Identifier

The identifier of the payment preference. The allowed payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of payment preference

name

(semi-optional)

String

The name of payment preference

alternative_code

(semi-optional)

String

The alternative code of payment preference

payment_medium_identifier

(semi-optional)

String

The payment medium identifier related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

bank_account_number

(semi-optional)

String

The bank account number related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

notes

(optional)

String

Shared notes for the payment

back_office_code

(optional)

String

A back office code for the payment. If specified then it should be unique

Available from CRM.COM R9.1.0

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

invoices_to_pay_set

(optional)

Set of invoice objects

The invoices that are intended to be paid

bills_to_pay_set

(optional)

Set of bill objects

The bills that are intended to be paid

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

Available from CRM.COM R10.0.0

Referred Parameter Objects

invoice parameter object data

Name

Type

Description

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice to be used. The allowed invoice identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the invoice
number (semi-optional)	String	The number of the invoice
reference_number (semi-optional)	String	The reference number of the invoice
back_office_code (semi-optional)	String	The back office code of the invoice Available from CRM.COM R9.1.0

bill parameter object data

Name

Type

Description

bill_identifier

(mandatory)

Bill identifier

The identifier of the bill to be used. The allowed bill identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the bill

number

(semi-optional)

String

The number of the bill

bill_number_check_digit

(mandatory on conditions)

Number

The check digit of the bill's number. Applicable and mandatory if the bill to be paid has such a check digit

Available from CRM.COM R14.0.0

accounts_receivable_check_digit

(mandatory on conditions)

Number

The check digit of the bill's accounts receivable number. Applicable and mandatory if the bill to be paid has such a check digit

Available from CRM.COM R14.0.0

bill_amount_check_digit

(mandatory on conditions)

Number

The check digit of the bill's amount. Applicable and mandatory if the bill to be paid has such a check digit

Available from CRM.COM R14.0.0

Restrictions

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

Response Data

payment object response data

Name	Type	Description
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The life cycle state of the payment. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED, PENDING_VERIFICATION
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
payment_amount	Number	The total amount of the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
currency_rate_period	Currency Rate Period	The currency rate period based on which the refund was created Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

Examples

Example 1

HTTP Method: POST

Request:

Body:

{
    "token": "825D7B5BB7F62E043A7C73B0FFBF124F",
    "accounts_receivable_identifier":{"number":"200"},
    "type_identifier":{"name":"Payment 1"},
    "life_cycle_state":"POSTED",
    "payment_method_identifier":{"name":"Stripe Payment Gateway"},
    "card_identifier":{"payment_gateway_reference_number":"card_15S0w0E0IcJRGs11e6ffmDXK"},
    "payment_amount":"50",
    "received_on":"2015-03-02T09:12:54",
    "received_by_user_identifier":{"username":"mpadministrator"},
    "received_by_unit_identifier":{"name":"Admin Unit"},
    "description":"Payment",
    "notes":"Payment note",
    "udf_string_1":"udf string 1",
   "udf_string_2":"udf string 2",
   "udf_string_3":"udf string 3",
   "udf_string_4":"udf string 4",
   "udf_string_5":"udf string 5",
   "udf_string_6":"udf string 6",
   "udf_string_7":"udf string 7",
   "udf_string_8":"udf string 8",
   "udf_float_1":10,
   "udf_float_2":20,
   "udf_float_3":30,
   "udf_float_4":40,
   "udf_date_1":"2014-05-05T15:49:59",
   "udf_date_2":"2014-06-05T15:49:59",
   "udf_date_3":"2014-07-05T15:49:59",
   "udf_date_4":"2014-08-05T15:49:59",
    "bills_to_pay_set": [
    {
       "bill_identifier":{"number":"163"},
    }]
}

Response:

{
       "status":
       {
           "message": null,
           "description": null,
           "code": "OK"
       },
       "data":
       {
           "payment_gateway_reference_number": "ch_15S1nyE0IcJRGs11wD2c3TUn",
           "payment_amount": 50,
           "issued_on": "2015-02-03T10:12:48",
           "processed_by_payment_gateway": "STRIPE",
           "life_cycle_state": "POSTED",
           "number": "245",
           "id": "BF2392E94DB88F496656F6AFE860A673",
           "reference_number": "277",
           "posted_on": "2015-02-03T10:12:52"
       }
}

Example 2

HTTP Method: POST

Request:

Body:

{
    "token": "825D7B5BB7F62E043A7C73B0FFBF124F",
    "fields_set":"number,payment_amount,id,payment_gateway_reference_number,posted_on",
    "accounts_receivable_identifier":{"name":"Dina Mika"},
    "type_identifier":{"name":"Payment 1"},
    "life_cycle_state":"POSTED",
    "payment_method_identifier":{"name":"Cash"},
    "payment_amount":"50",
    "received_on":"2016-08-06T09:12:54",
    "received_by_user_identifier":{"username":"mpadministrator"},
    "received_by_unit_identifier":{"name":"Admin Unit"},
    "description":"Payment",
    "notes":"Payment note",
    "udf_string_1":"udf string 1",
   "udf_string_2":"udf string 2",
   "udf_string_3":"udf string 3",
   "udf_string_4":"udf string 4",
   "udf_string_5":"udf string 5",
   "udf_string_6":"udf string 6",
   "udf_string_7":"udf string 7",
   "udf_string_8":"udf string 8",
   "udf_float_1":10,
   "udf_float_2":20,
   "udf_float_3":30,
   "udf_float_4":40,
   "udf_date_1":"2014-05-05T15:49:59",
   "udf_date_2":"2014-06-05T15:49:59",
   "udf_date_3":"2014-07-05T15:49:59",
   "udf_date_4":"2014-08-05T15:49:59"
}

Response:

{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "payment_amount": 50,
    "number": "366",
    "id": "B8D20D3D27E543F18C09D66945BAF7D2",
    "posted_on": "2016-06-09T13:10:43"
  }
}

Example 3

HTTP Method: POST

Request:

Body:

{
    "token": "825D7B5BB7F62E043A7C73B0FFBF124F",
    "accounts_receivable_identifier":{"number":"ACR0000000739"},
    "type_identifier":{"name":"Payment"},
    "life_cycle_state":"DRAFT",
    "payment_method_identifier":{"name":"Cash"},
    "payment_amount":"50",
    "intended_currency_identifier":{"code":"USD"},
    "received_on":"2016-05-09T09:12:54",
    "received_by_user_identifier":{"username":"mpadministrator"},
    "received_by_unit_identifier":{"name":"Admin Unit"},
    "description":"Payment",
    "notes":"Payment note"
 
}

Response:

 {
  "status": {
    "code": "COM.CRM.EXCEPTION.INVALIDCURRENCYEXCEPTION",
    "description": "Invalid currency %1. The currency must be %2.",
    "message": "Invalid Currency USD. The Currency Must Be EUR."
  }
}

POST payments/pay_invoice

This method is creating a new payment with the intention to pay the whole outstanding amount of a specific invoice. The method can be applied on a single invoice only. The payment is created in a posted state

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the payment should be allocated to. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the payment. The allowed financial transaction type identifier field are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

payment_method_identifier

(mandatory)

Payment method identifier

The payment method of the payment. The allowed payment method identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment method

name

(semi-optional)

String

The name of the payment method

alternative_code

(semi-optional)

String

The alternative code of the payment method

invoice_identifier

(mandatory)

Invoice identifier

The invoice to be paid. The allowed invoice identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the invoice
number (semi-optional)	String	The number of the invoice
reference_number (semi-optional)	String	The reference number of the invoice
back_office_code (semi-optional)	String	The back office code of the invoice Available from CRM.COM R9.1.0

received_on

(optional)

Date

The date that the payment was received. It defaults to the issued date if not specified

received_by_user_identifier

(optional)

User identifier

The user who actually received the payment. It defaults to the issued by user if not specified. The allowed user identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

received_by_unit_identifier

(optional)

Unit identifier

The unit who actually received the payment. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of the Unit

card_identifier

(mandatory on conditions)

Payment Gateway Card Identifier

The card that will be charged for the amount specified on the payment, by the related payment gateway provider. The allowed payment gateway card identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The id of the payment gateway card

payment_gateway_reference_number

(semi-optional)

String

The card's reference number as provided by the payment gateway

last_digits

(semi-optional)

String

The last digits of the card as provided by the payment gateway provider

The card is applicable and mandatory if the specified payment method is linked with a payment gateway system. Note that the retrieved cards are filtered based on the cards owned by the specified accounts receivable owner

Available from CRM.COM R5.0.0

accounts_receivable_payment_preference_identifier

(mandatory on conditions)

Accounts Receivable Payment Preference Identifier

The accounts receivable payment preferences that will be used by generic payment gateways to process the payment. The specified accounts receivable payment preferences should belong to the specified accounts receivable. This information is applicable and mandatory only if the payment will be processed by a generic payment gateway, as denoted by the selected payment method. The allowed accounts receivable payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of accounts receivable payment preference

payment_preference_identifier

(semi-optional)

Identifier

The identifier of the payment preference. The allowed payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of payment preference

name

(semi-optional)

String

The name of payment preference

alternative_code

(semi-optional)

String

The alternative code of payment preference

payment_medium_identifier

(semi-optional)

String

The payment medium identifier related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

bank_account_number

(semi-optional)

String

The bank account number related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

notes

(optional)

String

Shared notes for the payment

back_office_code

(optional)

String

A back office code for the payment. If specified then it should be unique

Available from CRM.COM R9.1.0

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

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

Available from CRM.COM R10.0.0

Restrictions

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

Response Data

payment object response data

Name	Type	Description
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The life cycle state of the payment. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED, PENDING_VERIFICATION
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
payment_amount	Number	The total amount of the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
currency_rate_period	Currency Rate Period	The currency rate period based on which the refund was created Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

Examples

Example 1

HTTP Method: POST

Request:

Body:

 {
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"accounts_receivable_identifier":{"number":"192"},
	"type_identifier":{"name":"Invoices Balance Payment"},
	"payment_method_identifier":{"name":"Direct Debit"},
	"category_identifier":{"name":"Invoice Payments"},
	"invoice_identifier":{"reference_number":"328"},
	"received_on":"2014-07-14T09:12:54",
	"received_by_user_identifier":{"username":"JackH"},
	"received_by_unit_identifier":{"name":"Admin Unit"},
}

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "payment_amount": 225,
        "issued_on": "2014-07-14T16:49:11",
        "life_cycle_state": "POSTED",
        "number": "100",
        "id": "83DFE781350877933A6FA2A51EF0F102",
        "reference_number": "115",
        "posted_on": "2014-07-14T16:49:11"
    }
}

Example 2

HTTP Method: POST

Request:

Body:

 {
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
    "accounts_receivable_identifier":{"name":"Dina Mika"},
    "fields_set":"number,reference_number,id,issued_on,payment_amount",
    "type_identifier":{"name":"Payment 1"},
    "payment_method_identifier":{"name":"Direct Debit"},
    "category_identifier":{"name":"Payment Category 1"},
    "invoice_identifier":{"reference_number":"2023"},
    "received_on":"2014-07-14T09:12:54",
    "received_by_user_identifier":{"username":"MPAdministrator"},
    "received_by_unit_identifier":{"name":"Admin Unit"}
}

Response:

{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "payment_amount": 55,
    "issued_on": "2016-06-09T13:15:44",
    "number": "367",
    "id": "10303722803F4FAAAF420243C30889F9",
    "reference_number": "388"
  }
}

POST payments/pay_bill

This method is creating a new payment with the intention to pay the whole outstanding amount of a specific bill. The method can be applied on a single billonly. The payment is created in a posted state

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

accounts_receivable_identifier

(mandatory)

Accounts receivable identifier

The identifier of the accounts receivable in which the payment should be allocated to. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the payment. The allowed financial transaction type identifier field are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment that should be returned as a result. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

payment_method_identifier

(mandatory)

Payment method identifier

The payment method of the payment. The allowed payment method identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment method

name

(semi-optional)

String

The name of the payment method

alternative_code

(semi-optional)

String

The alternative code of the payment method

bill_identifier

(mandatory)

Bill identifier

The invoice to be paid. The allowed invoice identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the bill

number

(semi-optional)

String

The number of the bill

received_on

(optional)

Date

The date that the payment was received. It defaults to the issued date if not specified

received_by_user_identifier

(optional)

User identifier

The user who actually received the payment. It defaults to the issued by user if not specified. The allowed user identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

received_by_unit_identifier

(optional)

Unit identifier

The unit who actually received the payment. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of the Unit

card_identifier

(mandatory on conditions)

Payment Gateway Card Identifier

The card that will be charged for the amount specified on the payment, by the related payment gateway provider. The allowed payment gateway card identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The id of the payment gateway card

payment_gateway_reference_number

(semi-optional)

String

The card's reference number as provided by the payment gateway

last_digits

(semi-optional)

String

The last digits of the card as provided by the payment gateway provider

The card is applicable and mandatory if the specified payment method is linked with a payment gateway system. Note that the retrieved cards are filtered based on the cards owned by the specified accounts receivable owner

Available from CRM.COM R5.0.0

accounts_receivable_payment_preference_identifier

(mandatory on conditions)

Accounts Receivable Payment Preference Identifier

The accounts receivable payment preferences that will be used by generic payment gateways to process the payment. The specified accounts receivable payment preferences should belong to the specified accounts receivable. This information is applicable and mandatory only if the payment will be processed by a generic payment gateway, as denoted by the selected payment method. The allowed accounts receivable payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of accounts receivable payment preference

payment_preference_identifier

(semi-optional)

Identifier

The identifier of the payment preference. The allowed payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of payment preference

name

(semi-optional)

String

The name of payment preference

alternative_code

(semi-optional)

String

The alternative code of payment preference

payment_medium_identifier

(semi-optional)

String

The payment medium identifier related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

bank_account_number

(semi-optional)

String

The bank account number related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

notes

(optional)

String

Shared notes for the payment

back_office_code

(optional)

String

A back office code for the payment. If specified then it should be unique

Available from CRM.COM R9.1.0

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

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

Available from CRM.COM R10.0.0

Restrictions

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

Response Data

payment object response data

Name	Type	Description
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The life cycle state of the payment. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED, PENDING_VERIFICATION
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
payment_amount	Number	The total amount of the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
currency_rate_period	Currency Rate Period	The currency rate period based on which the refund was created Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

Examples

Example 1

HTTP Method: POST

Request:

Body:

 {
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"accounts_receivable_identifier":{"number":"186"},
	"type_identifier":{"name":"Invoices Balance Payment"},
	"payment_method_identifier":{"name":"Direct Debit"},
	"category_identifier":{"name":"Bill Payments"},
	"bill_identifier":{"number":"128"},
	"received_on":"2014-07-14T09:12:54",
	"received_by_user_identifier":{"username":"JackH"},
	"received_by_unit_identifier":{"name":"Admin Unit"},
}

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "payment_amount": 100,
        "issued_on": "2014-07-14T17:01:43",
        "life_cycle_state": "POSTED",
        "number": "101",
        "id": "B88388BA9E05BCBBB4579A2D2EBB22DC",
        "reference_number": "116",
        "posted_on": "2014-07-14T17:01:44"
    }
}

Example 2

HTTP Method: POST

Request:

Body:

 {
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
    "accounts_receivable_identifier":{"name":"Dina Mika"},
    "fields_set":"number,reference_number,id,issued_on,payment_amount",
    "type_identifier":{"name":"Payment 1"},
    "payment_method_identifier":{"name":"Direct Debit"},
    "category_identifier":{"name":"Payment Category 1"},
    "bill_identifier":{"number":"BL001069"},
    "received_on":"2014-07-14T09:12:54",
    "received_by_user_identifier":{"username":"MPAdministrator"},
    "received_by_unit_identifier":{"name":"Admin Unit"}
}

Response:

{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "payment_amount": 10.11,
    "issued_on": "2016-06-09T13:23:14",
    "number": "368",
    "id": "7AE6408C118E40D6A71BEE37186B370E",
    "reference_number": "389"
  }
}

POST payments/post

This method is used to post a payment which is in draft state.

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

payment_identifier

(mandatory)

Payment identifier

The identifier of the payment that should be posted. Only payments in draft state can be specified.The allowed payment identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the payment
number (semi-optional)	String	The number of the payment
reference_number (semi-optional)	String	The reference number of the payment
back_office_code (semi-optional)	String	The back office code of the payment Available from CRM.COM R9.1.0

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

Available from CRM.COM R10.0.0

Restrictions

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

Response Data

payment object response data

Name	Type	Description
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The life cycle state of the payment. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED, PENDING_VERIFICATION
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
payment_amount	Number	The total amount of the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
currency_rate_period	Currency Rate Period	The currency rate period based on which the refund was created Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

Examples

Example 1

HTTP Method: POST

Request:

Body:

{
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"payment_identifier":{"reference_number":"117"},
}

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "payment_amount": 50,
        "issued_on": "2014-07-14T17:06:14",
        "life_cycle_state": "POSTED",
        "number": "102",
        "id": "4653BEFC9239043011096B329DFEF3F7",
        "reference_number": "117",
        "posted_on": "2014-07-14T17:07:13"
    }
}

Example 2

HTTP Method: POST

Request:

Body:

{
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
    "payment_identifier":{"reference_number":"366"},
    "fields_set":"number,payment_amount"
}

Response:

{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "payment_amount": 410,
    "number": "369"
  }
}

POST payments/reject

This method is used to reject a payment which is in draft state.

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

payment_identifier

(mandatory)

Payment Identifier

The identifier of the payment that should be posted. Only payments in draft state can be specified.The allowed payment identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the payment
number (semi-optional)	String	The number of the payment
reference_number (semi-optional)	String	The reference number of the payment
back_office_code (semi-optional)	String	The back office code of the payment Available from CRM.COM R9.1.0

rejection_reason_identifier

Rejection reason identifier

The reason that the payment is rejected. The allowed rejection reason identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the rejection reason

name

(semi-optional)

String

The name of the rejection reason

alternative_code

(semi-optional)

String

The alternative code of the rejection reason

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

payment object response data

Name	Type	Description
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The life cycle state of the payment. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED, PENDING_VERIFICATION
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
payment_amount	Number	The total amount of the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
currency_rate_period	Currency Rate Period	The currency rate period based on which the refund was created Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

Examples

Example 1

HTTP Method: POST

Request:

Body:

{
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"payment_identifier":{"reference_number":"118"},
	"rejection_reason_identifier":{"name":"Reject Due to Business Request"},
}

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "payment_amount": 50,
        "issued_on": "2014-07-14T17:06:28",
        "life_cycle_state": "REJECTED",
        "number": null,
        "id": "0ACCC72477BA606EE3B409400069F1BB",
        "reference_number": "118",
        "posted_on": null
    }
}

POST payments/cancel

This method is used to cancel a posted payment. A payment cancellation is created and posted to cancel the specified payment

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

payment_identifier

(mandatory)

Payment Identifier

The identifier of the payment that should be posted. Only payments in draft state can be specified.The allowed payment identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the payment
number (semi-optional)	String	The number of the payment
reference_number (semi-optional)	String	The reference number of the payment
back_office_code (semi-optional)	String	The back office code of the payment Available from CRM.COM R9.1.0

type_identifier

(mandatory)

Financial transaction type identifier

The financial transaction type of the payment cancellation. The allowed financial transaction type identifier field are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment cancellation. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

notes

(optional)

String

Shared notes for the payment cancellation

back_office_code

(optional)

String

A back office code for the payment cancellation. If specified then it should be unique

Available from CRM.COM R9.1.0

issue_reason

(optional)

String

A description of the reason that the payment cancellation is issued

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

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
payment	Payment object	The payment that was cancelled
payment_cancellation	Payment cancellation object	The payment cancellation that was created

Referred Objects Response Data

payment object response data

Name	Type	Description
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The life cycle state of the payment. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED, PENDING_VERIFICATION
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
payment_amount	Number	The total amount of the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
currency_rate_period	Currency Rate Period	The currency rate period based on which the refund was created Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

payment cancellation object response data

Name	Type	Description
id	String	The ID of the retrieved payment cancellation
number	String	The number of the retrieved payment cancellation
reference_number	String	The reference number of the retrieved payment cancellation
life_cycle_state	String	The life cycle state of the payment cancellation. the only available value is POSTED.
issued_on	Date	The date that the payment cancellation was issued
posted_on	Date	The date that the payment cancellation was posted
payment_amount	Number	The total amount of the payment cancellation
processed_by_payment_gateway	String	The payment gateway that processed the payment cancellation
payment_gateway_reference_number	String	A reference to the number of the payment cancellation that was created on the payment gateway

Examples

Example 1

HTTP Method: POST

Request:

Body:

{
	"token": "B8D7A12E9F91AFADE914B7330AFD08CB",
	"payment_identifier":{"reference_number":"117"},
	"type_identifier":{"name":"Payment Cancellation"},
	"category_identifier":{"name":"Cancellation Because of Mistake"},
}

Response:

{
    "status":
    {
        "message": null,
        "description": null,
        "code": "OK"
    },
    "data":
    {
        "payment":
        {
            "payment_amount": 50,
            "issued_on": "2014-07-14T17:06:14",
            "life_cycle_state": "POSTED",
            "number": "102",
            "id": "4653BEFC9239043011096B329DFEF3F7",
            "reference_number": "117",
            "posted_on": "2014-07-14T17:07:13"
        },
        "payment_cancellation":
        {
            "payment_amount": 50,
            "issued_on": "2014-07-14T17:21:06",
            "life_cycle_state": "POSTED",
            "number": "35",
            "id": "8F3613168562A73556CECA0FEA772AFE",
            "reference_number": "26",
            "posted_on": "2014-07-14T17:21:06"
        }
    }
}

POST payments/update

Available from CRM.COM R9.1.0

This method is used to update a single Payment but only as long as it is in Draft state.

Resource URL

Parameters

Name

Type

Description

token

String

The token retrieved from the login method

payment_identifier

(mandatory)

Payment Identifier

The identifier of the payment that should be updated. Only payments in draft state can be specified.The allowed payment identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the payment
number (semi-optional)	String	The number of the payment
reference_number (semi-optional)	String	The reference number of the payment
back_office_code (semi-optional)	String	The back office code of the payment Available from CRM.COM R9.1.0

accounts_receivable_identifier

(optional)

Accounts receivable identifier

The identifier of the payment's updated accounts receivable. The allowed accounts receivable identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the accounts receivable

number

(semi-optional)

String

The number of the accounts receivable

name

(semi-optional)

String

The name of the accounts receivable

type_identifier

(optional)

Financial transaction type identifier

The updated financial transaction type of the payment. Only financial transaction types with Payment classification can be specified. The allowed financial transaction type identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction type

name

(semi-optional)

String

The name of the financial transaction type

alternative_code

(semi-optional)

String

The alternative code of the financial transaction type

category_identifier

(optional)

Financial transaction category identifier

The financial transaction category of the payment. The allowed financial transaction category identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the financial transaction category

name

(semi-optional)

String

The name of the financial transaction category

code

(semi-optional)

String

The code of the financial transaction category

payment_method_identifier

(optional)

Payment Method identifier

The updated Payment Method of the payment. The allowed payment method identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the payment method

name

(semi-optional)

String

The name of the payment method

alternative_code

(semi-optional)

String

The alternative code of the payment method

card_identifier

(mandatory on conditions)

Payment Gateway Card Identifier

The card that will be charged for the amount specified on the payment, by the related payment gateway provider. The allowed payment gateway card identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The id of the payment gateway card

payment_gateway_reference_number

(semi-optional)

String

The card's reference number as provided by the payment gateway

last_digits

(semi-optional)

String

The last digits of the card as provided by the payment gateway provider

The card is applicable and mandatory if the specified payment method is linked with a payment gateway system. Note that the retrieved cards are filtered based on the cards owned by the specified accounts receivable owner

accounts_receivable_payment_preference_identifier

(mandatory on conditions)

Accounts Receivable Payment Preference Identifier

The accounts receivable payment preferences that will be used by generic payment gateways to process the payment. The specified accounts receivable payment preferences should belong to the specified accounts receivable. This information is applicable and mandatory only if the payment will be processed by a generic payment gateway, as denoted by the selected payment method. The allowed accounts receivable payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of accounts receivable payment preference

payment_preference_identifier

(semi-optional)

Identifier

The identifier of the payment preference. The allowed payment preference identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of payment preference

name

(semi-optional)

String

The name of payment preference

alternative_code

(semi-optional)

String

The alternative code of payment preference

payment_medium_identifier

(semi-optional)

String

The payment medium identifier related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

bank_account_number

(semi-optional)

String

The bank account number related with the accounts receivable payment preference

Available from CRM.COM R11.0.0

received_by_user_identifier

(optional)

User identifier

The user who actually received the payment. The allowed user identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the user

username

(semi-optional)

String

The username of the user

received_by_unit_identifier

(optional)

Unit identifier

The unit who actually received the payment. The allowed unit identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the Unit

name

(semi-optional)

String

The name of the Unit

alternative_code

(semi-optional)

String

The alternative code of the Unit

received_on

(optional)

Date

The date that the payment was received. It defaults to the issued date if not specified

payment_amount

(optional)

Number

The Payment's updated amount

intended_currency_identifier

(optional)

Currency Identifier

The currency that the user was intended to use for the payment. If specified then it is validated against the currency of the specified accounts receivable and if they don't match then an error is throw. Note that the intended currency is not saved within CRM.COM; it is just used for validation purposes. The allowed currency identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the currency

code

(semi-optional)

String

The code of the currency

Available from CRM.COM R11.0.0

notes

(optional)

String

Shared notes for the payment

back_office_code

(optional)

String

A back office code for the payment. If specified then it should be unique

udf_string_1

(optional)

String

User Defined Field of type String

udf_string_2

(optional)

String

User Defined Field of type String

udf_string_3

(optional)

String

User Defined Field of type String

udf_string_4

(optional)

String

User Defined Field of type String

udf_string_5

(optional)

String

User Defined Field of type String

udf_string_6

(optional)

String

User Defined Field of type String

udf_string_7

(optional)

String

User Defined Field of type String

udf_string_8

(optional)

String

User Defined Field of type String

udf_float_1

(optional)

Float

User Defined Field of type Float

udf_float_2

(optional)

Float

User Defined Field of type Float

udf_float_3

(optional)

Float

User Defined Field of type Float

udf_float_4

(optional)

Float

User Defined Field of type Float

udf_date_1

(optional)

Date

User Defined Field of type Date

udf_date_2

(optional)

Date

User Defined Field of type Date

udf_date_3

(optional)

Date

User Defined Field of type Date

udf_date_4

(optional)

Date

User Defined Field of type Date

invoices_to_pay_set

(optional)

Set of invoice objects

The invoices that are intended to be paid

If no records are specified in the set then nothing will be updated. To update a record use "action" : "update". To remove a record use "action" : "remove". To add a record use "action" : "add". Different actions can be used within the same set. For example:

"set": [
	   		{
            	"action": "update",
            	...........
        	},
			{
            	"action": "remove",
            	...........
			},
			{
            	"action": "add",
            	...........
			}
		]

bills_to_pay_set

(optional)

Set of bill objects

The bills that are intended to be paid

If no records are specified in the set then nothing will be updated. To update a record use "action" : "update". To remove a record use "action" : "remove". To add a record use "action" : "add". Different actions can be used within the same set. For example:

"set": [
	   		{
            	"action": "update",
            	...........
        	},
			{
            	"action": "remove",
            	...........
			},
			{
            	"action": "add",
            	...........
			}
		]

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

Referred Parameters Objects Data

invoice parameter object data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing information will be updated.The supported values are the following:

ADD, REMOVE

invoice_identifier

(mandatory)

Invoice identifier

The identifier of the invoice to be used. The allowed invoice identifier fields are the following:

Name	Type	Description
id (semi-optional)	String	The ID of the invoice
number (semi-optional)	String	The number of the invoice
reference_number (semi-optional)	String	The reference number of the invoice
back_office_code (semi-optional)	String	The back office code of the invoice Available from CRM.COM R9.1.0

bill parameter object data

Name

Type

Description

action

(mandatory)

String

Defines if a new or existing information will be updated.The supported values are the following:

ADD, REMOVE

bill_identifier

(mandatory)

Bill identifier

The identifier of the bill to be used. The allowed bill identifier fields are the following:

Name

Type

Description

id

(semi-optional)

String

The ID of the bill

number

(semi-optional)

String

The number of the bill

bill_number_check_digit

(mandatory on conditions)

Number

The check digit of the bill's number. Applicable and mandatory if the bill to be paid has such a check digit

Available from CRM.COM R14.0.0

accounts_receivable_check_digit

(mandatory on conditions)

Number

The check digit of the bill's accounts receivable number. Applicable and mandatory if the bill to be paid has such a check digit

Available from CRM.COM R14.0.0

bill_amount_check_digit

(mandatory on conditions)

Number

The check digit of the bill's amount. Applicable and mandatory if the bill to be paid has such a check digit

Available from CRM.COM R14.0.0

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
id	String	The ID of the retrieved payment
number	String	The number of the retrieved payment
reference_number	String	The reference number of the retrieved payment
life_cycle_state	String	The state of the retrieved payment which can be one of the following: DRAFT, REJECTED, POSTED, CANCELLED
payment_amount	Number	The amount of the payment
issued_on	Date	The date that the payment was issued
posted_on	Date	The date that the payment was posted
received_on	Date	The date that the payment was received
notes	String	Shared notes for the payment
processed_by_payment_gateway	String	The payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_gateway_reference_number	String	A reference to the number of the payment that was created on the payment gateway. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
back_office_code	String	The back office code of the retrieved payment Available from CRM.COM R9.1.0
udf_string_1	String	User Defined Field of type String
udf_string_2	String	User Defined Field of type String
udf_string_3	String	User Defined Field of type String
udf_string_4	String	User Defined Field of type String
udf_string_5	String	User Defined Field of type String
udf_string_6	String	User Defined Field of type String
udf_string_7	String	User Defined Field of type String
udf_string_8	String	User Defined Field of type String
udf_float_1	Float	User Defined Field of type Float
udf_float_2	Float	User Defined Field of type Float
udf_float_3	Float	User Defined Field of type Float
udf_float_4	Float	User Defined Field of type Float
udf_date_1	Date	User Defined Field of type Date
udf_date_2	Date	User Defined Field of type Date
udf_date_3	Date	User Defined Field of type Date
udf_date_4	Date	User Defined Field of type Date
accounts_receivable	Accounts Receivable Object	The related accounts receivable For releases prior CRM.COM R14.0.0, the related Accounts Receivable Object is retrieved always From CRM.COM R14.0.0 and onwards, Accounts Receivable Object will be retrieved only if the payment was posted against it
voucher	Voucher Object	The related voucher Available from CRM.COM R14.0.0
type	Financial transaction type object	The financial transaction type of the payment
category	Financial transaction category object	The category of the payment
payment_method	Payment method object	The payment method of that payment
received_by_user	User object	The user who actually received the payment
received_by_unit	Unit object	The unit who actually received the payment Deprecated from CRM.COM R18.0.0
received_by_business_unit	Business Unit object	The business unit who actually received the payment Available from CRM.COM R18.0.0
rejection_reason	Financial transaction rejection reason object	The reason that the payment was rejected
card	Payment Gateway Card Object	The card that was charged by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed
payment_preference	Accounts Receivable Payment Preference Object	The accounts receivable payment preference that were used by the payment gateway that processed the payment. This information becomes available only if the selected payment method is included in the payment gateway provider as a linked payment method, or if the payment is already posted and the information was already completed Available from CRM.COM R11.0.0
accounting_period_information	Accounting Period Information object	The accounting period information of the retrieved payment. This is applicable only if the payment was processed within an Accounting Period Closing process run. Available from CRM.COM R10.0.0
currency_rate_period	Currency Rate Period object	The currency rate period based on which the payment's amounts were calculated Available from CRM.COM R10.0.0
invoices_to_pay_set	Set of invoice objects	The invoices that were intended to be paid
bills_to_pay_set	Set of bill objects	The bills that were intended to be paid
products_to_pay_set	Set of products	The products that were intended to be paid Available from CRM.COM R12.0.0
bills_paid	Set of bill objects	The bill(s) actually paid through the payment Available from CRM.COM R14.28.0
payment_cancellation	Payment Cancellation Object	The payment cancellation related with the retrieved payment, if it was cancelled Available from CRM.COM R14.5.0
log_information	Log Information Object	The log information related with the retrieved payment

Referred Objects Response Data

accounts_receivable object response data

Name	Type	Description
id	String	The ID of the retrieved accounts receivable
number	String	The number of the retrieved accounts receivable
name	String	The name of the retrieved accounts receivable
life_cycle_state	String	The life cycle state of the accounts receivable. One of the following values is returned: ACTIVE, SUSPENDED, TERMINATED
account_owner	Contact information object	The contact information owning the accounts receivable

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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R14.0.0
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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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 Available from CRM.COM R15.1.0
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 Available from CRM.COM R15.1.0

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

voucher response data object

Name	Type	Description
id	String	The ID of the retrieved voucher
number	String	The number of the retrieved voucher
value	Number	The value of the retrieved voucher
extra_added_value	Number	The extra added value of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is only available if the voucher type classification is "Payment Voucher"
life_cycle_state	String	The life cycle state of the retrieved voucher which can be DRAFT, ACCEPTED_FOR_ACTIVATION, NOT_ACCEPTED_FOR_ACTIVATION, ACTIVATED, USED, CANCELLED, PURGED From CRM.COM R14.0.0 and onwards the applicable life cycle state of the retrieved voucher of type with classification "Refund Voucher" can be ACTIVATED, USED, PURGED
type	Voucher Type object	The type information of the retrieved voucher
lot	Vouchers Lot Object	The lot of the retrieved voucher From CRM.COM R14.0.0 and onwards this information is available only if the voucher type classification is "Payment Voucher"

Referred Objects Response Data

voucher_type response data object

Name	Type	Description
Id	String	The ID of the retrieved voucher type
name	String	The Name of the retrieved voucher type
alternative_code	String	The Alternative Code of the retrieved voucher type
value_options	String	Defines if the value should be fixed, as defined in the voucher type, or a variable, as defined during the creation of the vouchers. The supported options are FIXED and VARIABLE From CRM.COM R13.1.0* and onwards for voucher types of classification equal to "Electronic Voucher" the supported option is VARIABLE* From CRM.COM R14.0.0 and onwards for voucher types of classification equal to "Refund Voucher" the supported option is VARIABLE
classification	String	The Classification of the retrieved voucher type Available from CRM.COM R13.1.0
description	String	The Description of the retrieved voucher type

lot response data object

Name	Type	Description
Id	String	The ID of the retrieved lot
number	String	The number of the retrieved lot
alternative_code	String	The alternative code of the retrieved lot
description	String	The description of the retrieved lot

financial_transaction_type response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction type
name	String	The Name of the retrieved financial transaction type
alternative_code	String	The Alternative code of the retrieved financial transaction type
description	String	The Description of the retrieved financial transaction type
classification	Sting	The Classification of the retrieved financial transaction category which can be one of the following: INVOICE, INVOICE_CANCELLATION, CREDIT_NOTE, PAYMENT, PAYMENT_CANCELLATION, REFUND, WRITE_OFF WRITE_OFF classification is available from CRM.COM R13.0.0

financial_transaction_category response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction category
name	String	The Name of the retrieved financial transaction category
code	String	The code of the retrieved financial transaction category
description	String	The Description of the retrieved financial transaction category

payment_method object response data

Name	Type	Description
id	String	The id of the retrieved payment method
name	String	The name of the retrieved payment method
alternative_code	String	The alternative code of the retrieved payment method
description	String	The description of the retrieved payment method

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

rejection_reason response data object

Name	Type	Description
Id	String	The ID of the retrieved financial transaction rejection reason
name	String	The Name of the retrieved financial transaction rejection reason
alternative_code	String	The Alternative code of the retrieved financial transaction rejection reason
description	String	The Description of the retrieved financial transaction rejection reason

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounts_receivable_payment_preference object response data

Name	Type	Description
id	String	The ID of the retrieved payment preference
account_holder	String	The account holder of the retrieved payment preference
bank_account_number	String	The bank account number of the retrieved payment preference
default	Boolean	Indicates if the retrieved payment preference is the default for the related accounts receivable
state	String	Indicates if the retrieved payment preference is active or not. The supported values are ACTIVE or INACTIVE Available from CRM.COM R15.0.0
use_for_recurring_payments	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable. Depracated from CRM.COM R16.0.0 (and replaced by opt_in_for_subscriptions). The parameter will still function but it will not be maintained
opt_in_for_subscriptions	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to its subscriptions. Available from CRM.COM R16.0.0
opt_in_for_purchases	Boolean	Indicates if the specific Accounts Receivable Payment Preference will be used to automatically pay any unsettled bills allocated to the related accounts receivable, related to purchases. Available from CRM.COM R16.0.0
notes	String	The notes of the retrieved payment preference object. Available from CRM.COM R10.1.0
payment_medium_identifier	String	The payment medium identifier related with the retrieved payment preference Available from CRM.COM R11.0.0
iban	String	The international bank account number Available from CRM.COM R13.1.0
business_identifier_code	String	The business identifier code that identifies the bank Available from CRM.COM R13.1.0
unique_mandate_reference	Number	The unique reference, which identifies a mandate that was signed by a Debtor for any given Creditor Available from CRM.COM R13.1.0
mandate_signing_date	Date	The date that the mandate was signed Available from CRM.COM R13.1.0
mandate_termination_date	Date	The date that the mandate will be terminated. No payments should be send after that date (inclusive) Available from CRM.COM R13.1.0
payment_preference	Payment Preference Object	The payment preference of the retrieved payment preference
bank_account_type	Bank Account Type Object	The bank account type related with the retrieved payment preference
bank	Bank Object	The bank related with the retrieved payment preference
bank_branch	Bank Branch Object	The bank branch related with the retrieved payment preference
payment_medium_type	Payment Medium Type	The payment medium type related with the retrieved payment preference Available from CRM.COM R11.0.0
payment_medium_brand	Payment Medium Brand	The payment medium brand related with the retrieved payment preference Available from CRM.COM R11.0.0
default_card	Payment Gateway Card Objects	It defines the default payment gateway card that should be used while automatically creating payments against that specific accounts receivable. The default card is also set on payments done using the specific payment preference, although the user can modify this information, by selecting an additional card.
cards_set	Set Payment Gateway Card Objects	The set of all payment gateway cards which are related with the specific accounts receivable payment preference

Referred Objects Response Data

payment_preference object 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 BRAINTREE_PAYMENT_GATEWAY and CUSTOM_PAYMENT_GATEWAY are available from CRM.COM R14.2.0 WALLET available from CRM.COM R17.0.0
description	Sting	The description of the retrieved payment preference

bank_account_type object 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

bank object 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

bank_branch object response data

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

payment_medium_type object response data

Name	Type	Description
id	String	The id of the retrieved payment medium type
name	String	The name of the retrieved payment medium type
alternative_code	String	The alternative code of the retrieved payment medium type
description	String	The description of the retrieved payment medium type

payment_medium_brand object response data

Name	Type	Description
id	String	The id of the retrieved payment medium brand
name	String	The name of the retrieved payment medium brand
alternative_code	String	The alternative code of the retrieved payment medium brand
description	String	The description of the retrieved payment medium brand

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

payment_gateway_cards object response data

Name	Type	Description
default	Boolean	Indicates if the retrieved payment gateway card is the default for the related accounts receivable payment preference
card	Payment Gateway Card Object	The represented payment gateway card

Referred Objects Response Data

payment gateway card object response data

Name	Type	Description
id	String	The id of the retrieved payment gateway card
payment_gateway_reference_number	String	The card's reference number as provided by the payment gateway. This number is used to submit transactions on the payment gateway that will be processed using that card
card_holder_name	String	The card holders name, as provided during the registration of the card
brand	String	The card's brand, as provided by the payment gateway provider. The supported brands by the payment gateways are the following Stripe: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB, UNKNOWN Braintree: VISA, AMERICAN_EXPRESS, MAESTRO, MASTER_CARD, DISCOVER, JCB, DINERS_CLUB Payeezy: VISA, AMERICAN_EXPRESS, MASTER_CARD, DISCOVER Swedbank: VISA, MAESTRO, MASTER_CARD
expiration_month	Number	The card's expiration month, which can be from 1 to 12
expiration_year	Number	The card's expiration year which is a 4 digits number
type	String	The type of the card, as provided by the payment gateway provider. The supported types by the payment gateway are the following: Stripe: CREDIT, DEBIT, PREPAID, UNKNOWN
last_digits	String	The last 4 digits of the card as provided by the payment gateway provider. Those digits are masked with 12 asterisk characters for example ** * *** 4242
consumer_token	String	The consumer token

accounting period information object response data

Name	Type	Description
accounting_period_date	Date	The Date on which the Accounting Period was set on the financial transaction
accounting_period	Accounting Period Object	The Accounting Period of the financial transaction.

Referred Objects Response Data

accounting period object response data

Name	Type	Description
number	String	The Accounting Period's number
name	String	The Accounting Period's name
from_date	Date	The Accounting Period's from date
to_date	Date	The Accounting Period's to date
life_cycle_state	Sting	The Accounting Period's life cycle state. Available values are OPEN and CLOSED
closed_date	Date	The Accounting Period's closed date. Available only for Accounting Periods in Closed life cycle state

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

invoice object response data

Name	Type	Description
id	String	The ID of the retrieved invoice
number	String	The number of the retrieved invoice
reference_number	String	The reference number of the retrieved invoice
life_cycle_state	String	The life cycle state of the invoice. One of the following values is returned: DRAFT, REJECTED, POSTED, CANCELLED
issued_on	Date	The date that the invoice was issued
posted_on	Date	The date that the invoice was posted
due_on	Date	The date that the credit period for that specific invoice is ending.
total_amount	Number	The total amount of the invoice
outstanding_amount	Number	The total outstanding amount of the invoice
unsettled_amount	Number	The total unsettled amount of the invoice
currency_rate_period	Currency Rate Period object	The currency rate period based on which the invoice's amounts were calculated Available from CRM.COM R10.0.0

Referred Objects Response Data

currency rate period object response data

Name	Type	Description
id	String	The ID of the retrieved currency rate period
rate	Number	The exchange rate of the currency rate period
inverse_rate	Number	The inverse exchange rate of the currency rate period
from_date	Date	The date from which the exchange rate is valid
to_date	Date	The date until which the exchange rate is valid
currency	Currency Object	The Currency with which the returned exchange rate information refers to

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill
life_cycle_state	String	The life cycle state of the bill. One of the following values is returned: POSTED, PRESENTED, PRESENTED_CONFIRMED, PRESENTED_REJECTED
from_date	Date	The date from which the accounts receivable is billed for
to_date	Date	The date until which the accounts receivable is billed for
due_date	Date	The due date of bill. The field is calculated dynamically. The maximum due date of related invoices. Available from CRM.COM R12.4.0
total_billed_amount	Number	The total billed amount
total_amount_to_be_paid	Number	The total amount to be paid
bill_status	String	The status of the bill in terms of it is settled or not.The supported values are the following: SETTLED, UNSETTLED, PARTIALLY_SETTLED
currency	Currency object	The bill's currency Available from CRM.COM R10.0.0

Referred Objects Response Data

currency object response data

Name	Type	Description
id	String	The ID of the retrieved currency
code	String	The code of the retrieved currency
prefix_symbol	String	The prefix symbol for the specified currency
suffix_symbol	String	The suffix symbol for the specified currency
life_cycle_state	String	The life cycle state for the specified currency, which can be EFFECTIVE or NOT EFFECTIVE Available from CRM.COM R14.0.0
integer_part_name	String	The integer part name for the specified currency
decimal_part_name	String	The decimal part name for the specified currency

bill_paid object response data

Name	Type	Description
id	String	The ID of the retrieved bill
number	String	The number of the retrieved bill

product object response data

Name	Type	Description
Id	String	The ID of the product
code	String	The code of product
alternative_code	String	The alternative code of product
description	String	The description of product
priority_level	Integer	The priority level of the product Available from CRM.COM R12.3.0
global_rate	Global Rate Object	The global rate of the retrieved product Available from CRM.COM R15.0.0
product_type	Product type object	The type of the product

Referred Objects Response Data

product_type object data response

Name	Type	Description
Id	String	The ID of the retrieved product type
name	String	The Name of the retrieved product type
alternative_code	String	The Alternative Code of the retrieved product type
description	String	The Description of the retrieved product type
classification	String	The Classification of the retrieved product type which can be SERVICES or PHYSICALGOODS
service_type	String	The Service Type of the retrieved product type which can be TERMED, USAGE, ONETIME or EXPENSE
physical_good_type	String	The physical Good Type of the retrieved product type which can be TRACEABLE or NONTRACEABLE
composition_method	String	The Composition Method of the retrieved product type which can be FLAT, FLEXIBLEBUNDLE or FIXEDBUNDLE
used_for_provisioning	Boolean	The flag shows if the retrieved product type is used for provisioning
udr_type	Usage Detail Record Type	The UDR type related with the product type. This is applicable only if the product type is classified as SERVICES and the service type is set to USAGE
meter_reading_type	Meter Reading Type	The Meter Reading type related with the product type. This is applicable only for traceable physical goods Available from CRM.COM R14.0.0

Referred Objects Response Data

usage_detail_record_type object data response

Name	Type	Description
Id	String	The ID of the retrieved usage detail record type
name	String	The Name of the retrieved usage detail record type
alternative_code	String	The Alternative Code of the retrieved usage detail record type
description	String	The Description of the retrieved usage detail record type
unit_of_measurement	String	The Unit of measurement of the retrieved usage detail record type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

meter_reading_type object data response

Name	Type	Description
Id	String	The ID of the retrieved meter reading type
name	String	The Name of the retrieved meter reading type
alternative_code	String	The Alternative Code of the retrieved meter reading type
classification	String	The Classification of the retrieved meter reading type
description	String	The Description of the retrieved meter reading type
unit_of_measurement	String	The Unit of measurement of the retrieved meter reading type

Referred Objects Response Data

unit_of_measurement object response data

Name	Type	Description
id	String	The identifier of the Unit of measurement
name	String	The name of the Unit of measurement
description	String	The description of the Unit of measurement
alternative_code	String	The alternative code of the Unit of measurement

global rate object response data

Name	Type	Description
id	String	The ID of the retrieved rate
rate_model	String	The price plan rate model which can be one of the following: QUANTITYBASED QUANTITYANDPERIODBASED BILLABLEPERIODBASED DURATIONBASED FLATFEEBASED USAGEBASED From CRM.COM R17.0.0, QUANTITYANDMATURITYBASED is renamed to QUANTITYANDPERIODBASED
global_base_amount	Number	The base price of the product in the Global Price Plan
base_rate_applied_per	String	The value for 'Base Rate Applied per' Available when the rate model is 'Quantity & Quantity Based' and it is a selection between Period Period_Item
uot	String	The 'UOT' applicable for the rate Seconds Minute Hour Day Week Month Year Available for one-time services
time_period	Time Period Object	The period and unit of time for which the base amount is applicable for. This is available only on termed services rates.
uom	String	The 'UOM' applicable for the rate Available when the product type is of Usage Service Classification

Referred Objects Response Data

period object response data

Name

Type

Description

time_period_value

Number

The time period value

time_period_uot

String

The time period unit of time. The supported values are the following:

MINUTES, HOURS, DAYS, WEEKS, MONTHS, YEARS

payment cancellation object response data

Name	Type	Description
id	String	The ID of the retrieved payment cancellation
number	String	The number of the retrieved payment cancellation
reference_number	String	The reference number of the retrieved payment cancellation
life_cycle_state	String	The life cycle state of the payment cancellation. the only available value is POSTED.
issued_on	Date	The date that the payment cancellation was issued
posted_on	Date	The date that the payment cancellation was posted
payment_amount	Number	The total amount of the payment cancellation
processed_by_payment_gateway	String	The payment gateway that processed the payment cancellation
payment_gateway_reference_number	String	A reference to the number of the payment cancellation that was created on the payment gateway

log_information object response data

Name	Type	Description
created_date	Date	The date that the retrieved record was created
updated_date	Date	The last date that the retrieved record was updated
created_by_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
created_by_business_unit	Unit Object	The unit that created the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Available from CRM.COM R18.0.0
created_by_user	User Object	The user that created the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled
updated_by_unit	Unit Object	The last unit that updated the retrieved record From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled Deprecated from CRM.COM R18.0.0
updated_by_business_unit	Unit Object	The last unit that updated the retrieved record Available from CRM.COM R18.0.0
updated_by_user	User Object	The last user that updated the retrieved record From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

unit object response data

Name	Type	Description
id	String	The ID of the retrieved unit
name	String	The name of the retrieved unit
group_name	String	The name of the group that the retrieved unit belongs to
community_name	String	The name of the community that the retrieved unit belongs to
alternative_code	String	The alternative code of the retrieved unit
description	String	The description of the retrieved unit

business unit object response data

Name	Type	Description
id	String	The ID of the retrieved business unit
name	String	The name of the retrieved business unit
code	String	The code of the retrieved business unit
unified_code	String	The unified code of the retrieved business unit
description	String	The description of the retrieved business unit
parent_business_unit_name	String	The name of the parent business unit that the retrieved business unit belongs to

user object response data

Name	Type	Description
id	String	The ID of the retrieved user
username	String	The user name of the retrieved user
person_name	String	The full name of the retrieved user
email	String	The email of the retrieved user

Examples

Example 1

HTTP Method: POST

Request:

Body:

{
 "token":"35FA3612DEB94BF7A2FE2C9EC9EF406D",
  "payment_identifier":{"reference_number":"179"},
   "accounts_receivable_identifier":{"name":"Jessie01"},
   "category_identifier":{"name":"Payment Categories"},
    "received_on":"2015-03-02T09:12:54",
    "received_by_user_identifier":{"username":"mpadministrator"},
    "received_by_unit_identifier":{"name":"Admin Unit"},
    "back_office_code":"P000001",
    "notes":"Payment note",
   "udf_string_1":"udf string 1",
   "udf_string_2":"udf string 2",
   "udf_string_3":"udf string 3",
   "udf_string_4":"udf string 4",
   "udf_string_5":"udf string 5",
   "udf_string_6":"udf string 6",
   "udf_string_7":"udf string 7",
   "udf_string_8":"udf string 8",
   "udf_float_1":10,
   "udf_float_2":20,
   "udf_float_3":30,
   "udf_float_4":40,
   "udf_float_5":50,
   "udf_float_6":60,
   "udf_float_7":70,
   "udf_float_8":80,
   "udf_date_1":"2014-05-05T15:49:59",
   "udf_date_2":"2014-06-05T15:49:59",
   "udf_date_3":"2014-07-05T15:49:59",
   "udf_date_4":"2014-08-05T15:49:59",
     "bills_to_pay_set":
    [
       {
        "action":"add",
         "bill_identifier":{"number":"BL000128"}
       }
   ],
    "invoices_to_pay_set":
    [
       {
        "action":"add",
         "invoice_identifier":{"number":"I00000181"}
       }
   ]
}

Response:

{
  "status": {
    "message": "",
    "description": "",
    "code": "OK"
  },
  "data": {
    "invoices_to_pay_set": [
      {
        "issued_on": "2014-08-06T13:12:19",
        "total_amount": 16.5,
        "life_cycle_state": "POSTED",
        "unsettled_amount": null,
        "number": "I00000181",
        "due_on": "2014-08-05T00:00:00",
        "id": "3F8C3DE40431951F714C8162DBBA90BE",
        "reference_number": "181",
        "outstanding_amount": null,
        "posted_on": "2014-08-06T13:12:51"
      }
    ],
    "notes": "Panayiota Demou\t19/2/2015 11:48:47\tTest\tMarios Lannister\t4/5/2016 13:13:20\tPayment note\tMarios Lannister\t4/5/2016 13:20:34\tPayment note\tMarios Lannister\t4/5/2016 13:22:31\tPayment note\tMarios Lannister\t4/5/2016 13:24:53\tPayment note\tMarios Lannister\t4/5/2016 13:27:44\tPayment note\tMarios Lannister\t4/5/2016 13:30:03\tPayment note\tMarios Lannister\t4/5/2016 13:36:02\tPayment note\tMarios Lannister\t4/5/2016 13:36:50\tPayment note\tMarios Lannister\t4/5/2016 13:40:22\tPayment note\tMarios Lannister\t4/5/2016 13:40:43\tPayment note",
    "udf_float_1": 10,
    "udf_float_2": 20,
    "udf_float_3": 30,
    "number": null,
    "udf_float_4": 40,
    "udf_string_1": "udf string 1",
    "udf_string_2": "udf string 2",
    "udf_string_3": "udf string 3",
    "received_by_unit": {
      "community_name": "Internal Community",
      "id": "48305F8849E3C18B227C5BE3A27BA6DF",
      "name": "Admin Unit",
      "group_name": "Main Group",
      "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
      "alternative_code": "MG"
    },
    "udf_string_4": "udf string 4",
    "udf_string_5": "udf string 5",
    "card": null,
    "udf_string_6": "udf string 6",
    "udf_string_7": "udf string 7",
    "udf_string_8": "udf string 8",
    "received_by_user": {
      "person_name": "Marios Lannister",
      "username": "MPAdministrator",
      "id": "1",
      "email": "sakkascy1986@hotmail.com"
    },
    "accounts_receivable": {
      "account_owner": {
        "last_name": "Pickman",
        "middle_name": "Li",
        "life_cycle_state": "FINANCIAL",
        "company_profile": null,
        "title": "Mr",
        "first_name": "Jessie",
        "type": "PERSON",
        "id": "F9A629E466B1EF473CECD46F2A4D63F3",
        "name": null,
        "company_name": null,
        "demographics": {
          "gender": "MALE",
          "passport_issued_by_country": {
            "three_character_code": "USA",
            "two_character_code": "US",
            "id": "127",
            "name": "UNITED STATES",
            "alternative_code": null
          },
          "social_security_number": "434567",
          "passport_number": "54567432",
          "country_of_residence": {
            "three_character_code": "USA",
            "two_character_code": "US",
            "id": "127",
            "name": "UNITED STATES",
            "alternative_code": null
          },
          "name_day": {
            "month": 4,
            "day": 2
          },
          "date_of_birth": {
            "month": 11,
            "day": 1,
            "year": 1988
          },
          "id_number": "983452",
          "id_issued_by_country": {
            "three_character_code": "USA",
            "two_character_code": "US",
            "id": "127",
            "name": "UNITED STATES",
            "alternative_code": null
          }
        }
      },
      "life_cycle_state": "ACTIVE",
      "number": "170",
      "id": "903B55B02EAC74FE25E12F8786D44011",
      "name": "Jessie01"
    },
    "bills_to_pay_set": [
      {
        "total_amount_to_be_paid": 40.000000000000014,
        "to_date": null,
        "from_date": null,
        "life_cycle_state": "POSTED",
        "total_billed_amount": 40,
        "number": "BL000128",
        "bill_status": null,
        "id": "C4442CB68A6C45D2B977D13C3FDFA434"
      }
    ],
    "id": "FD0553CC902A7C57D6CAC9393754E346",
    "posted_on": null,
    "udf_date_1": "2014-05-05T15:49:59",
    "udf_date_2": "2014-06-05T15:49:59",
    "udf_date_3": "2014-07-05T15:49:59",
    "udf_date_4": "2014-08-05T15:49:59",
    "log_information": {
      "updated_date": "2016-05-04T10:40:46",
      "created_date": "2014-10-07T15:51:26",
      "created_by_unit": {
        "community_name": "Internal Community",
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",
        "name": "Admin Unit",
        "group_name": "Main Group",
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
        "alternative_code": "MG"
      },
      "updated_by_unit": {
        "community_name": "Internal Community",
        "id": "48305F8849E3C18B227C5BE3A27BA6DF",
        "name": "Admin Unit",
        "group_name": "Main Group",
        "description": "r1 Test Description for resource  request tab.Test Description for resource  request tab.",
        "alternative_code": "MG"
      },
      "created_by_user": {
        "person_name": "persia_xenopoulou",
        "username": "persia_xenopoulou",
        "id": "2A15084589E81D3DA7ABA3C7563F805E",
        "email": "p_xenopoulou@crm.com"
      },
      "updated_by_user": {
        "person_name": "Marios Lannister",
        "username": "MPAdministrator",
        "id": "1"
      }
    },
    "payment_amount": 150,
    "issued_on": "2014-10-07T15:51:26",
    "life_cycle_state": "DRAFT",
    "back_office_code": "P000001",
    "rejection_reason": null,
    "payment_method": {
      "id": "075CC59CC7EBCD818C6311E596615337",
      "name": "Cash",
      "description": "Cash",
      "alternative_code": "C"
    },
    "type": {
      "classification": "PAYMENT",
      "id": "84C4E6996B0DC91307D0D9DBBE7D325E",
      "name": "Payment 1",
      "description": "Payment 1",
      "alternative_code": "P1"
    },
    "received_on": "2015-03-02T09:12:54",
    "reference_number": "179",
    "category": {
      "id": "6BFF031A540EB9337C70022247C7A19B",
      "name": "Payment Categories",
      "description": "Payment Categories",
      "code": "PC"
    }
  }
}