Create CustomerCreditV2 record

curl --request POST \
  --url https://api.dualentry.com/public/v3-alpha/customer-credits/ \
  --header 'Content-Type: application/json' \
  --header 'X-API-KEY: <api-key>' \
  --data '
{
  "date": "2023-12-25",
  "company_id": 123,
  "exchange_rate": 123,
  "bill_to_address": "",
  "ship_to_address": "",
  "billing_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "shipping_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "supply_date": "2023-12-25",
  "place_of_supply": "<string>",
  "tax_registration_numbers": {
    "company": [
      {
        "type": "<string>",
        "number": "<string>",
        "region": "<string>"
      }
    ],
    "counterparty": [
      {
        "type": "<string>",
        "number": "<string>",
        "region": "<string>"
      }
    ]
  },
  "tax_metadata": {},
  "custom_fields": [
    {}
  ],
  "transaction_date": "2023-12-25",
  "auto_calculate_tax": "required",
  "invoice_number": 123,
  "cash_sale_number": 123,
  "customer_id": 123,
  "memo": "",
  "reference_number": "",
  "items": [],
  "attachments": [],
  "record_status": "posted",
  "contract_id": 123
}
'

import requests

url = "https://api.dualentry.com/public/v3-alpha/customer-credits/"

payload = {
    "date": "2023-12-25",
    "company_id": 123,
    "exchange_rate": 123,
    "bill_to_address": "",
    "ship_to_address": "",
    "billing_address": {
        "street": "<string>",
        "city": "<string>",
        "postal_code": "<string>",
        "state": "",
        "country": "",
        "second_line": "",
        "name": "<string>"
    },
    "shipping_address": {
        "street": "<string>",
        "city": "<string>",
        "postal_code": "<string>",
        "state": "",
        "country": "",
        "second_line": "",
        "name": "<string>"
    },
    "supply_date": "2023-12-25",
    "place_of_supply": "<string>",
    "tax_registration_numbers": {
        "company": [
            {
                "type": "<string>",
                "number": "<string>",
                "region": "<string>"
            }
        ],
        "counterparty": [
            {
                "type": "<string>",
                "number": "<string>",
                "region": "<string>"
            }
        ]
    },
    "tax_metadata": {},
    "custom_fields": [{}],
    "transaction_date": "2023-12-25",
    "auto_calculate_tax": "required",
    "invoice_number": 123,
    "cash_sale_number": 123,
    "customer_id": 123,
    "memo": "",
    "reference_number": "",
    "items": [],
    "attachments": [],
    "record_status": "posted",
    "contract_id": 123
}
headers = {
    "X-API-KEY": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'X-API-KEY': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    date: '2023-12-25',
    company_id: 123,
    exchange_rate: 123,
    bill_to_address: '',
    ship_to_address: '',
    billing_address: {
      street: '<string>',
      city: '<string>',
      postal_code: '<string>',
      state: '',
      country: '',
      second_line: '',
      name: '<string>'
    },
    shipping_address: {
      street: '<string>',
      city: '<string>',
      postal_code: '<string>',
      state: '',
      country: '',
      second_line: '',
      name: '<string>'
    },
    supply_date: '2023-12-25',
    place_of_supply: '<string>',
    tax_registration_numbers: {
      company: [{type: '<string>', number: '<string>', region: '<string>'}],
      counterparty: [{type: '<string>', number: '<string>', region: '<string>'}]
    },
    tax_metadata: {},
    custom_fields: [{}],
    transaction_date: '2023-12-25',
    auto_calculate_tax: 'required',
    invoice_number: 123,
    cash_sale_number: 123,
    customer_id: 123,
    memo: '',
    reference_number: '',
    items: [],
    attachments: [],
    record_status: 'posted',
    contract_id: 123
  })
};

fetch('https://api.dualentry.com/public/v3-alpha/customer-credits/', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.dualentry.com/public/v3-alpha/customer-credits/",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'date' => '2023-12-25',
    'company_id' => 123,
    'exchange_rate' => 123,
    'bill_to_address' => '',
    'ship_to_address' => '',
    'billing_address' => [
        'street' => '<string>',
        'city' => '<string>',
        'postal_code' => '<string>',
        'state' => '',
        'country' => '',
        'second_line' => '',
        'name' => '<string>'
    ],
    'shipping_address' => [
        'street' => '<string>',
        'city' => '<string>',
        'postal_code' => '<string>',
        'state' => '',
        'country' => '',
        'second_line' => '',
        'name' => '<string>'
    ],
    'supply_date' => '2023-12-25',
    'place_of_supply' => '<string>',
    'tax_registration_numbers' => [
        'company' => [
                [
                                'type' => '<string>',
                                'number' => '<string>',
                                'region' => '<string>'
                ]
        ],
        'counterparty' => [
                [
                                'type' => '<string>',
                                'number' => '<string>',
                                'region' => '<string>'
                ]
        ]
    ],
    'tax_metadata' => [
        
    ],
    'custom_fields' => [
        [
                
        ]
    ],
    'transaction_date' => '2023-12-25',
    'auto_calculate_tax' => 'required',
    'invoice_number' => 123,
    'cash_sale_number' => 123,
    'customer_id' => 123,
    'memo' => '',
    'reference_number' => '',
    'items' => [
        
    ],
    'attachments' => [
        
    ],
    'record_status' => 'posted',
    'contract_id' => 123
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.dualentry.com/public/v3-alpha/customer-credits/"

	payload := strings.NewReader("{\n  \"date\": \"2023-12-25\",\n  \"company_id\": 123,\n  \"exchange_rate\": 123,\n  \"bill_to_address\": \"\",\n  \"ship_to_address\": \"\",\n  \"billing_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"shipping_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"supply_date\": \"2023-12-25\",\n  \"place_of_supply\": \"<string>\",\n  \"tax_registration_numbers\": {\n    \"company\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ],\n    \"counterparty\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ]\n  },\n  \"tax_metadata\": {},\n  \"custom_fields\": [\n    {}\n  ],\n  \"transaction_date\": \"2023-12-25\",\n  \"auto_calculate_tax\": \"required\",\n  \"invoice_number\": 123,\n  \"cash_sale_number\": 123,\n  \"customer_id\": 123,\n  \"memo\": \"\",\n  \"reference_number\": \"\",\n  \"items\": [],\n  \"attachments\": [],\n  \"record_status\": \"posted\",\n  \"contract_id\": 123\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("X-API-KEY", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.dualentry.com/public/v3-alpha/customer-credits/")
  .header("X-API-KEY", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"date\": \"2023-12-25\",\n  \"company_id\": 123,\n  \"exchange_rate\": 123,\n  \"bill_to_address\": \"\",\n  \"ship_to_address\": \"\",\n  \"billing_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"shipping_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"supply_date\": \"2023-12-25\",\n  \"place_of_supply\": \"<string>\",\n  \"tax_registration_numbers\": {\n    \"company\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ],\n    \"counterparty\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ]\n  },\n  \"tax_metadata\": {},\n  \"custom_fields\": [\n    {}\n  ],\n  \"transaction_date\": \"2023-12-25\",\n  \"auto_calculate_tax\": \"required\",\n  \"invoice_number\": 123,\n  \"cash_sale_number\": 123,\n  \"customer_id\": 123,\n  \"memo\": \"\",\n  \"reference_number\": \"\",\n  \"items\": [],\n  \"attachments\": [],\n  \"record_status\": \"posted\",\n  \"contract_id\": 123\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.dualentry.com/public/v3-alpha/customer-credits/")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["X-API-KEY"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"date\": \"2023-12-25\",\n  \"company_id\": 123,\n  \"exchange_rate\": 123,\n  \"bill_to_address\": \"\",\n  \"ship_to_address\": \"\",\n  \"billing_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"shipping_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"supply_date\": \"2023-12-25\",\n  \"place_of_supply\": \"<string>\",\n  \"tax_registration_numbers\": {\n    \"company\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ],\n    \"counterparty\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ]\n  },\n  \"tax_metadata\": {},\n  \"custom_fields\": [\n    {}\n  ],\n  \"transaction_date\": \"2023-12-25\",\n  \"auto_calculate_tax\": \"required\",\n  \"invoice_number\": 123,\n  \"cash_sale_number\": 123,\n  \"customer_id\": 123,\n  \"memo\": \"\",\n  \"reference_number\": \"\",\n  \"items\": [],\n  \"attachments\": [],\n  \"record_status\": \"posted\",\n  \"contract_id\": 123\n}"

response = http.request(request)
puts response.read_body

{
  "bill_to_address": "<string>",
  "ship_to_address": "<string>",
  "transaction_ids": [
    123
  ],
  "internal_id": 123,
  "number": 123,
  "invoice_number": 123,
  "cash_sale_number": 123,
  "date": "2023-12-25",
  "transaction_date": "2023-12-25",
  "company_id": 123,
  "company_name": "<string>",
  "company_currency": "<string>",
  "currency_iso_4217_code": "AED",
  "exchange_rate": "<string>",
  "amount": "<string>",
  "used_amount": "<string>",
  "remaining_amount": "<string>",
  "memo": "<string>",
  "reference_number": "<string>",
  "record_status": "draft",
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z",
  "billing_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "shipping_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "customer_id": 123,
  "customer_name": "<string>",
  "attachments": [],
  "custom_fields": [],
  "integration_remote_records": [],
  "created_by": {
    "actor_type": "<string>",
    "email": "<string>",
    "first_name": "<string>",
    "last_name": "<string>",
    "via": "<string>",
    "agent_id": 123,
    "agent_name": "<string>",
    "timestamp": "2023-11-07T05:31:56Z"
  },
  "updated_by": {
    "actor_type": "<string>",
    "email": "<string>",
    "first_name": "<string>",
    "last_name": "<string>",
    "via": "<string>",
    "agent_id": 123,
    "agent_name": "<string>",
    "timestamp": "2023-11-07T05:31:56Z"
  },
  "code": "<string>",
  "items": [],
  "contract_id": 123,
  "contracted": false,
  "e_invoice": {
    "filing_id": 123,
    "status": "queued",
    "country": "AA",
    "send_held": true,
    "needs_attention": true,
    "authority_reference": "<string>",
    "lifecycle": "authority_clearance",
    "send_held_reason": "awaiting_clearance",
    "blocked_reason": "workspace_missing"
  },
  "has_more_lines": false,
  "lines_count": 0
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

Customer Credits

Create CustomerCreditV2 record

Create a new CustomerCreditV2 record with the provided data. Validates all required fields and business rules.

Side effects

If an approval workflow matches this request, DualEntry can set record_status back to draft.
If this request posts a credit for an invoice that DualEntry filed, DualEntry checks the credit note with the authority and queues the filing.

Additional validations

Fails with 422 if the credit names an invoice whose e-invoice the authority has not cleared. The e_invoicing key holds the reason. Post the credit after the authority clears the invoice.
Fails with 422 if the e-invoice of the posted record has data that the authority refuses. The e_invoicing key lists the reasons.

POST

public

v3-alpha

customer-credits

Create CustomerCreditV2 record

curl --request POST \
  --url https://api.dualentry.com/public/v3-alpha/customer-credits/ \
  --header 'Content-Type: application/json' \
  --header 'X-API-KEY: <api-key>' \
  --data '
{
  "date": "2023-12-25",
  "company_id": 123,
  "exchange_rate": 123,
  "bill_to_address": "",
  "ship_to_address": "",
  "billing_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "shipping_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "supply_date": "2023-12-25",
  "place_of_supply": "<string>",
  "tax_registration_numbers": {
    "company": [
      {
        "type": "<string>",
        "number": "<string>",
        "region": "<string>"
      }
    ],
    "counterparty": [
      {
        "type": "<string>",
        "number": "<string>",
        "region": "<string>"
      }
    ]
  },
  "tax_metadata": {},
  "custom_fields": [
    {}
  ],
  "transaction_date": "2023-12-25",
  "auto_calculate_tax": "required",
  "invoice_number": 123,
  "cash_sale_number": 123,
  "customer_id": 123,
  "memo": "",
  "reference_number": "",
  "items": [],
  "attachments": [],
  "record_status": "posted",
  "contract_id": 123
}
'

import requests

url = "https://api.dualentry.com/public/v3-alpha/customer-credits/"

payload = {
    "date": "2023-12-25",
    "company_id": 123,
    "exchange_rate": 123,
    "bill_to_address": "",
    "ship_to_address": "",
    "billing_address": {
        "street": "<string>",
        "city": "<string>",
        "postal_code": "<string>",
        "state": "",
        "country": "",
        "second_line": "",
        "name": "<string>"
    },
    "shipping_address": {
        "street": "<string>",
        "city": "<string>",
        "postal_code": "<string>",
        "state": "",
        "country": "",
        "second_line": "",
        "name": "<string>"
    },
    "supply_date": "2023-12-25",
    "place_of_supply": "<string>",
    "tax_registration_numbers": {
        "company": [
            {
                "type": "<string>",
                "number": "<string>",
                "region": "<string>"
            }
        ],
        "counterparty": [
            {
                "type": "<string>",
                "number": "<string>",
                "region": "<string>"
            }
        ]
    },
    "tax_metadata": {},
    "custom_fields": [{}],
    "transaction_date": "2023-12-25",
    "auto_calculate_tax": "required",
    "invoice_number": 123,
    "cash_sale_number": 123,
    "customer_id": 123,
    "memo": "",
    "reference_number": "",
    "items": [],
    "attachments": [],
    "record_status": "posted",
    "contract_id": 123
}
headers = {
    "X-API-KEY": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {'X-API-KEY': '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    date: '2023-12-25',
    company_id: 123,
    exchange_rate: 123,
    bill_to_address: '',
    ship_to_address: '',
    billing_address: {
      street: '<string>',
      city: '<string>',
      postal_code: '<string>',
      state: '',
      country: '',
      second_line: '',
      name: '<string>'
    },
    shipping_address: {
      street: '<string>',
      city: '<string>',
      postal_code: '<string>',
      state: '',
      country: '',
      second_line: '',
      name: '<string>'
    },
    supply_date: '2023-12-25',
    place_of_supply: '<string>',
    tax_registration_numbers: {
      company: [{type: '<string>', number: '<string>', region: '<string>'}],
      counterparty: [{type: '<string>', number: '<string>', region: '<string>'}]
    },
    tax_metadata: {},
    custom_fields: [{}],
    transaction_date: '2023-12-25',
    auto_calculate_tax: 'required',
    invoice_number: 123,
    cash_sale_number: 123,
    customer_id: 123,
    memo: '',
    reference_number: '',
    items: [],
    attachments: [],
    record_status: 'posted',
    contract_id: 123
  })
};

fetch('https://api.dualentry.com/public/v3-alpha/customer-credits/', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.dualentry.com/public/v3-alpha/customer-credits/",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'date' => '2023-12-25',
    'company_id' => 123,
    'exchange_rate' => 123,
    'bill_to_address' => '',
    'ship_to_address' => '',
    'billing_address' => [
        'street' => '<string>',
        'city' => '<string>',
        'postal_code' => '<string>',
        'state' => '',
        'country' => '',
        'second_line' => '',
        'name' => '<string>'
    ],
    'shipping_address' => [
        'street' => '<string>',
        'city' => '<string>',
        'postal_code' => '<string>',
        'state' => '',
        'country' => '',
        'second_line' => '',
        'name' => '<string>'
    ],
    'supply_date' => '2023-12-25',
    'place_of_supply' => '<string>',
    'tax_registration_numbers' => [
        'company' => [
                [
                                'type' => '<string>',
                                'number' => '<string>',
                                'region' => '<string>'
                ]
        ],
        'counterparty' => [
                [
                                'type' => '<string>',
                                'number' => '<string>',
                                'region' => '<string>'
                ]
        ]
    ],
    'tax_metadata' => [
        
    ],
    'custom_fields' => [
        [
                
        ]
    ],
    'transaction_date' => '2023-12-25',
    'auto_calculate_tax' => 'required',
    'invoice_number' => 123,
    'cash_sale_number' => 123,
    'customer_id' => 123,
    'memo' => '',
    'reference_number' => '',
    'items' => [
        
    ],
    'attachments' => [
        
    ],
    'record_status' => 'posted',
    'contract_id' => 123
  ]),
  CURLOPT_HTTPHEADER => [
    "Content-Type: application/json",
    "X-API-KEY: <api-key>"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.dualentry.com/public/v3-alpha/customer-credits/"

	payload := strings.NewReader("{\n  \"date\": \"2023-12-25\",\n  \"company_id\": 123,\n  \"exchange_rate\": 123,\n  \"bill_to_address\": \"\",\n  \"ship_to_address\": \"\",\n  \"billing_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"shipping_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"supply_date\": \"2023-12-25\",\n  \"place_of_supply\": \"<string>\",\n  \"tax_registration_numbers\": {\n    \"company\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ],\n    \"counterparty\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ]\n  },\n  \"tax_metadata\": {},\n  \"custom_fields\": [\n    {}\n  ],\n  \"transaction_date\": \"2023-12-25\",\n  \"auto_calculate_tax\": \"required\",\n  \"invoice_number\": 123,\n  \"cash_sale_number\": 123,\n  \"customer_id\": 123,\n  \"memo\": \"\",\n  \"reference_number\": \"\",\n  \"items\": [],\n  \"attachments\": [],\n  \"record_status\": \"posted\",\n  \"contract_id\": 123\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("X-API-KEY", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://api.dualentry.com/public/v3-alpha/customer-credits/")
  .header("X-API-KEY", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"date\": \"2023-12-25\",\n  \"company_id\": 123,\n  \"exchange_rate\": 123,\n  \"bill_to_address\": \"\",\n  \"ship_to_address\": \"\",\n  \"billing_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"shipping_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"supply_date\": \"2023-12-25\",\n  \"place_of_supply\": \"<string>\",\n  \"tax_registration_numbers\": {\n    \"company\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ],\n    \"counterparty\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ]\n  },\n  \"tax_metadata\": {},\n  \"custom_fields\": [\n    {}\n  ],\n  \"transaction_date\": \"2023-12-25\",\n  \"auto_calculate_tax\": \"required\",\n  \"invoice_number\": 123,\n  \"cash_sale_number\": 123,\n  \"customer_id\": 123,\n  \"memo\": \"\",\n  \"reference_number\": \"\",\n  \"items\": [],\n  \"attachments\": [],\n  \"record_status\": \"posted\",\n  \"contract_id\": 123\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.dualentry.com/public/v3-alpha/customer-credits/")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["X-API-KEY"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"date\": \"2023-12-25\",\n  \"company_id\": 123,\n  \"exchange_rate\": 123,\n  \"bill_to_address\": \"\",\n  \"ship_to_address\": \"\",\n  \"billing_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"shipping_address\": {\n    \"street\": \"<string>\",\n    \"city\": \"<string>\",\n    \"postal_code\": \"<string>\",\n    \"state\": \"\",\n    \"country\": \"\",\n    \"second_line\": \"\",\n    \"name\": \"<string>\"\n  },\n  \"supply_date\": \"2023-12-25\",\n  \"place_of_supply\": \"<string>\",\n  \"tax_registration_numbers\": {\n    \"company\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ],\n    \"counterparty\": [\n      {\n        \"type\": \"<string>\",\n        \"number\": \"<string>\",\n        \"region\": \"<string>\"\n      }\n    ]\n  },\n  \"tax_metadata\": {},\n  \"custom_fields\": [\n    {}\n  ],\n  \"transaction_date\": \"2023-12-25\",\n  \"auto_calculate_tax\": \"required\",\n  \"invoice_number\": 123,\n  \"cash_sale_number\": 123,\n  \"customer_id\": 123,\n  \"memo\": \"\",\n  \"reference_number\": \"\",\n  \"items\": [],\n  \"attachments\": [],\n  \"record_status\": \"posted\",\n  \"contract_id\": 123\n}"

response = http.request(request)
puts response.read_body

{
  "bill_to_address": "<string>",
  "ship_to_address": "<string>",
  "transaction_ids": [
    123
  ],
  "internal_id": 123,
  "number": 123,
  "invoice_number": 123,
  "cash_sale_number": 123,
  "date": "2023-12-25",
  "transaction_date": "2023-12-25",
  "company_id": 123,
  "company_name": "<string>",
  "company_currency": "<string>",
  "currency_iso_4217_code": "AED",
  "exchange_rate": "<string>",
  "amount": "<string>",
  "used_amount": "<string>",
  "remaining_amount": "<string>",
  "memo": "<string>",
  "reference_number": "<string>",
  "record_status": "draft",
  "created_at": "2023-11-07T05:31:56Z",
  "updated_at": "2023-11-07T05:31:56Z",
  "billing_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "shipping_address": {
    "street": "<string>",
    "city": "<string>",
    "postal_code": "<string>",
    "state": "",
    "country": "",
    "second_line": "",
    "name": "<string>"
  },
  "customer_id": 123,
  "customer_name": "<string>",
  "attachments": [],
  "custom_fields": [],
  "integration_remote_records": [],
  "created_by": {
    "actor_type": "<string>",
    "email": "<string>",
    "first_name": "<string>",
    "last_name": "<string>",
    "via": "<string>",
    "agent_id": 123,
    "agent_name": "<string>",
    "timestamp": "2023-11-07T05:31:56Z"
  },
  "updated_by": {
    "actor_type": "<string>",
    "email": "<string>",
    "first_name": "<string>",
    "last_name": "<string>",
    "via": "<string>",
    "agent_id": 123,
    "agent_name": "<string>",
    "timestamp": "2023-11-07T05:31:56Z"
  },
  "code": "<string>",
  "items": [],
  "contract_id": 123,
  "contracted": false,
  "e_invoice": {
    "filing_id": 123,
    "status": "queued",
    "country": "AA",
    "send_held": true,
    "needs_attention": true,
    "authority_reference": "<string>",
    "lifecycle": "authority_clearance",
    "send_held_reason": "awaiting_clearance",
    "blocked_reason": "workspace_missing"
  },
  "has_more_lines": false,
  "lines_count": 0
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

{
  "errors": {},
  "success": false,
  "error_code": "<string>",
  "error_reason": "<string>"
}

Authorizations

X-API-KEY

string

header

required

Headers

Idempotency-Key

string

Optional. A unique value (a UUID works well) identifying this operation. If the request is repeated with the same key, the original response is replayed instead of the operation running again, so a retry cannot create a duplicate record. Results are replayable for 48 hours. Reusing a key with a different request body returns 422.

Maximum string length: 255

Body

application/json

Input schema for creating Customer Credit records.

date

string<date>

required

company_id

integer

required

currency_iso_4217_code

enum<string>

required

Available options:

AED,

AFN,

ALL,

AMD,

ANG,

AOA,

ARS,

AUD,

AWG,

AZN,

BAM,

BBD,

BDT,

BGN,

BHD,

BIF,

BMD,

BND,

BOB,

BRL,

BSD,

BTN,

BWP,

BYN,

BZD,

CAD,

CDF,

CHF,

CLF,

CLP,

CNY,

COP,

CRC,

CUP,

CVE,

CZK,

DJF,

DKK,

DOP,

DZD,

EGP,

ERN,

ETB,

EUR,

FJD,

FKP,

GBP,

GEL,

GHS,

GIP,

GMD,

GNF,

GTQ,

GYD,

HKD,

HNL,

HTG,

HUF,

IDR,

ILS,

INR,

IQD,

IRR,

ISK,

JMD,

JOD,

JPY,

KES,

KGS,

KHR,

KMF,

KPW,

KRW,

KWD,

KYD,

KZT,

LAK,

LBP,

LKR,

LRD,

LSL,

LYD,

MAD,

MDL,

MGA,

MKD,

MMK,

MNT,

MOP,

MRU,

MUR,

MVR,

MWK,

MXN,

MYR,

MZN,

NAD,

NGN,

NIO,

NOK,

NPR,

NZD,

OMR,

PAB,

PEN,

PGK,

PHP,

PKR,

PLN,

PYG,

QAR,

RON,

RSD,

RUB,

RWF,

SAR,

SBD,

SCR,

SDG,

SEK,

SGD,

SHP,

SLL,

SOS,

SRD,

STN,

SVC,

SYP,

SZL,

THB,

TJS,

TMT,

TND,

TOP,

TRY,

TTD,

TWD,

TZS,

UAH,

UGX,

USD,

UYU,

UZS,

VES,

VND,

VUV,

WST,

XAF,

XAG,

XAU,

XCD,

XDR,

XOF,

XPD,

XPF,

XPT,

YER,

ZAR,

ZMW,

ZWL

exchange_rate

required

bill_to_address

string | null

default:""

deprecated

Deprecated: send the structured billing_address / shipping_address instead.

ship_to_address

string | null

default:""

deprecated

Deprecated: send the structured billing_address / shipping_address instead.

billing_address

AddressSchemaIn · object | null

Show child attributes

shipping_address

AddressSchemaIn · object | null

Show child attributes

supply_date

string<date> | null

place_of_supply

string | null

Maximum string length: 2

tax_registration_numbers

TaxRegistrationNumbersSnapshot · object | null

Show child attributes

tax_metadata

object | null

Show child attributes

custom_fields

Custom Fields · object[] | null

transaction_date

string<date> | null

auto_calculate_tax

enum<string> | null

Set to "required" to calculate tax for every line and replace any supplied tax amounts before saving, or return 422 when calculation cannot complete. Omit the field to keep caller-supplied tax. The calculation supports native US sales tax (the DualEntry tax engine) and Avalara Sales Tax, VAT, and GST. Native VAT and GST return 422, because this field does not select a rate. Tax addresses: money-in uses shipping_address, then billing_address, then the customer saved address. Money-out uses ship_from_address and ship_to_address, then the vendor and company saved addresses. When a money-in payload has no address, DualEntry copies the customer saved address to billing_address and shipping_address. A money-out record saves only the ship addresses that the payload sends. Returns 422 when calculation cannot resolve a required address.

Available options:

required

invoice_number

integer | null

cash_sale_number

integer | null

customer_id

integer | null

If this customer is intercompany, DualEntry also writes a transaction in the elimination company.

memo

string

default:""

reference_number

string

default:""

items

PublicCustomerCreditItemIn · object[]

Show child attributes

attachments

AttachmentSchemaOut · object[]

Show child attributes

record_status

enum<string>

default:posted

Available options:

draft,

posted,

archived

contract_id

integer | null

Response

bill_to_address

string

required

deprecated

Deprecated: send the structured billing_address / shipping_address instead.

ship_to_address

string

required

deprecated

Deprecated: send the structured billing_address / shipping_address instead.

transaction_ids

integer[]

required

internal_id

integer

required

number

integer

required

invoice_number

integer | null

required

cash_sale_number

integer | null

required

date

string<date>

required

Posting date (GL date) - the date when the transaction is recorded in the general ledger

transaction_date

string<date>

required

Transaction date (inception date) - the date when the transaction actually occurred

company_id

integer

required

company_name

string

required

company_currency

string

required

currency_iso_4217_code

enum<string> | null

required

Available options:

AED,

AFN,

ALL,

AMD,

ANG,

AOA,

ARS,

AUD,

AWG,

AZN,

BAM,

BBD,

BDT,

BGN,

BHD,

BIF,

BMD,

BND,

BOB,

BRL,

BSD,

BTN,

BWP,

BYN,

BZD,

CAD,

CDF,

CHF,

CLF,

CLP,

CNY,

COP,

CRC,

CUP,

CVE,

CZK,

DJF,

DKK,

DOP,

DZD,

EGP,

ERN,

ETB,

EUR,

FJD,

FKP,

GBP,

GEL,

GHS,

GIP,

GMD,

GNF,

GTQ,

GYD,

HKD,

HNL,

HTG,

HUF,

IDR,

ILS,

INR,

IQD,

IRR,

ISK,

JMD,

JOD,

JPY,

KES,

KGS,

KHR,

KMF,

KPW,

KRW,

KWD,

KYD,

KZT,

LAK,

LBP,

LKR,

LRD,

LSL,

LYD,

MAD,

MDL,

MGA,

MKD,

MMK,

MNT,

MOP,

MRU,

MUR,

MVR,

MWK,

MXN,

MYR,

MZN,

NAD,

NGN,

NIO,

NOK,

NPR,

NZD,

OMR,

PAB,

PEN,

PGK,

PHP,

PKR,

PLN,

PYG,

QAR,

RON,

RSD,

RUB,

RWF,

SAR,

SBD,

SCR,

SDG,

SEK,

SGD,

SHP,

SLL,

SOS,

SRD,

STN,

SVC,

SYP,

SZL,

THB,

TJS,

TMT,

TND,

TOP,

TRY,

TTD,

TWD,

TZS,

UAH,

UGX,

USD,

UYU,

UZS,

VES,

VND,

VUV,

WST,

XAF,

XAG,

XAU,

XCD,

XDR,

XOF,

XPD,

XPF,

XPT,

YER,

ZAR,

ZMW,

ZWL

exchange_rate

string

required

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d{0,16}0*$

amount

string

required

Total transaction amount

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d{0,2}0*$

used_amount

string

required

Amount that was already applied to Invoices through Customer Refunds or Customer Prepayment Applications

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d{0,2}0*$

remaining_amount

string

required

Amount that can be applied to Invoices through Customer Refunds or Customer Prepayment Applications

Pattern: ^(?!^[-+.]*$)[+-]?0*\d*\.?\d{0,2}0*$

memo

string

required

reference_number

string

required

record_status

enum<string>

required

Available options:

draft,

posted,

archived

created_at

string<date-time>

required

Date and time the record was created

updated_at

string<date-time>

required

Date and time the record was last updated

billing_address

AddressSchemaOut · object | null

Show child attributes

shipping_address

AddressSchemaOut · object | null

Show child attributes

customer_id

integer | null

customer_name

string | null

attachments

PublicAttachmentSchemaOut · object[]

Show child attributes

custom_fields

CustomFieldValuePairOutputSchema · object[]

Show child attributes

integration_remote_records

IntegrationRemoteRecordSchemaOut · object[]

Show child attributes

created_by

AuditActorSchemaOut · object | null

Schema for audit actor information.

Show child attributes

updated_by

AuditActorSchemaOut · object | null

Schema for audit actor information.

Show child attributes

code

string | null

items

PublicCustomerCreditItemOut · object[]

Show child attributes

contract_id

integer | null

contracted

boolean

default:false

e_invoice

PublicEInvoiceSummarySchemaOut · object | null

The e-invoice filing of the record. Null when DualEntry did not file it. Not in v1.

Show child attributes

has_more_lines

boolean

default:false

lines_count

integer

default:0

Overview

V3 (alpha)

Create CustomerCreditV2 record

Authorizations

Headers

Body

Response