Credit Notes

Create Credit Note

Changed on

Create Credit Note

post/accounting/credit-notes

Request

  • Base URL: https://unify.apideck.com
  • URL: https://unify.apideck.com/accounting/credit-notes
  • Auth: API key in header Authorization

Query parameters

rawboolean

Include raw response. Mostly used for debugging purposes

Headers

x-apideck-consumer-idstring required

ID of the consumer which you want to get or push data from

x-apideck-app-idstring required

The ID of your Unify application

x-apideck-service-idstring

Provide the service id you want to call (e.g., pipedrive). Only needed when a consumer has activated multiple integrations for a Unified API.

x-apideck-company-idstring

The ID of the company to scope requests to. For connectors that support multi-company, this overrides the default company configured in connection settings.

idempotency-keystring

A unique key you generate for one create or update, to make retrying it safe. If the request times out or fails with an uncertain outcome, resend it with the same key and the same body: the record is created, or the update applied, at most once. Keys are 1-255 printable ASCII characters (a UUID is recommended) and are accepted bare or as a quoted string. A key is remembered for 24 hours from its first use, or for the connector's own deduplication window where that is shorter (Xero: 6 minutes; Sage Intacct REST: 1 hour); after that, the same key is treated as a new request, so retry within the window. Some connectors also replay an error to retries with the same key: if retries keep returning the same error, check whether the record exists before sending it again with a new key. Reusing a key with a different body returns 422, and retrying while the first attempt is still running returns 409. A key is bound to its first request even if that request was rejected, so after fixing a rejected body, send it with a new key. Connectors that cannot honour the key on this operation reject the request with 400 instead of writing unprotected.

Request body

idstring required

Unique identifier representing the entity

numberstring nullable

Credit note number.

company_idstring nullable

The company ID the transaction belongs to

location_idstring nullable

The ID of the location

department_idstring nullable

The ID of the department

currency'UNKNOWN_CURRENCY' | 'AED' | 'AFN' | 'ALL' | 'AMD' | 'ANG' | 'AOA' | 'ARS' | 'AUD' | 'AWG' | 'AZN' | 'BAM' | 'BBD' | 'BDT' | 'BGN' | 'BHD' | 'BIF' | 'BMD' | 'BND' | 'BOB' | 'BOV' | 'BRL' | 'BSD' | 'BTN' | 'BWP' | 'BYR' | 'BZD' | 'CAD' | 'CDF' | 'CHE' | 'CHF' | 'CHW' | 'CLF' | 'CLP' | 'CNY' | 'COP' | 'COU' | 'CRC' | 'CUC' | 'CUP' | 'CVE' | 'CZK' | 'DJF' | 'DKK' | 'DOP' | 'DZD' | 'EGP' | 'ERN' | 'ETB' | 'EUR' | 'FJD' | 'FKP' | 'GBP' | 'GEL' | 'GHS' | 'GIP' | 'GMD' | 'GNF' | 'GTQ' | 'GYD' | 'HKD' | 'HNL' | 'HRK' | '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' | 'LTL' | 'LVL' | 'LYD' | 'MAD' | 'MDL' | 'MGA' | 'MKD' | 'MMK' | 'MNT' | 'MOP' | 'MRO' | 'MUR' | 'MVR' | 'MWK' | 'MXN' | 'MXV' | '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' | 'SSP' | 'STD' | 'SVC' | 'SYP' | 'SZL' | 'THB' | 'TJS' | 'TMT' | 'TND' | 'TOP' | 'TRC' | 'TRY' | 'TTD' | 'TWD' | 'TZS' | 'UAH' | 'UGX' | 'USD' | 'USN' | 'USS' | 'UYI' | 'UYU' | 'UZS' | 'VEF' | 'VND' | 'VUV' | 'WST' | 'XAF' | 'XAG' | 'XAU' | 'XBA' | 'XBB' | 'XBC' | 'XBD' | 'XCD' | 'XDR' | 'XOF' | 'XPD' | 'XPF' | 'XPT' | 'XTS' | 'XXX' | 'YER' | 'ZAR' | 'ZMK' | 'ZMW' | 'BTC' | 'ETH' nullable

Indicates the associated currency for an amount of money. Values correspond to ISO 4217.

currency_ratenumber nullable

Currency Exchange Rate at the time entity was recorded/generated.

tax_inclusiveboolean nullable

Amounts are including tax

sub_totalnumber nullable

Sub-total amount, normally before tax.

total_amountnumber required

Amount of transaction

total_taxnumber nullable

Total tax amount applied to this invoice.

tax_codestring nullable

Applicable tax id/code override if tax is not supplied on a line item basis.

balancenumber nullable

The balance reflecting any payments made against the transaction.

remaining_creditnumber nullable

Indicates the total credit amount still available to apply towards the payment.

status'draft' | 'authorised' | 'posted' | 'partially_paid' | 'paid' | 'voided' | 'deleted'

Status of credit notes

referencestring nullable

Optional reference message ie: Debit remittance detail.

date_issuedstring date-time

Date credit note issued - YYYY:MM::DDThh:mm:ss.sTZD

date_paidstring date-time nullable

Date credit note paid - YYYY:MM::DDThh:mm:ss.sTZD

type'accounts_receivable_credit' | 'accounts_payable_credit'

Whether this credit note reduces an amount owed by a customer (accounts receivable) or owed to a supplier (accounts payable). accounts_payable_credit support is connector-specific — most connectors only expose the accounts-receivable side. Check the connector's gotchas for known deviations.

notestring nullable

Optional note to be associated with the credit note.

termsstring nullable

Optional terms to be associated with the credit note.

terms_idstring nullable

The ID of the payment terms

custom_mappingsCustomMappings nullable

When custom mappings are configured on the resource, the result is included here.

row_versionstring nullable

A binary value used to detect updates to a object and prevent data conflicts. It is incremented each time an update is made to the object.

updated_bystring nullable

The user who last updated the object.

created_bystring nullable

The user who created the object.

updated_atstring date-time nullable

The date and time when the object was last updated.

created_atstring date-time nullable

The date and time when the object was created.

Example request

{
  "id": "123456",
  "number": "OIT00546",
  "customer": {
    "id": "12345",
    "display_id": "CUST00101",
    "display_name": "Windsurf Shop",
    "name": "Windsurf Shop",
    "company_name": "The boring company",
    "email": "boring@boring.com"
  },
  "company_id": "12345",
  "subsidiary": {
    "id": "12345",
    "display_id": "123456",
    "name": "Acme Inc."
  },
  "location_id": "12345",
  "department_id": "12345",
  "currency": "USD",
  "currency_rate": 0.69,
  "tax_inclusive": true,
  "sub_total": 27500,
  "total_amount": 49.99,
  "total_tax": 2500,
  "tax_code": "1234",
  "balance": 27500,
  "remaining_credit": 27500,
  "status": "authorised",
  "reference": "123456",
  "date_issued": "2021-05-01T12:00:00.000Z",
  "date_paid": "2021-05-01T12:00:00.000Z",
  "type": "accounts_receivable_credit",
  "account": {
    "id": "123456",
    "name": "Bank account",
    "nominal_code": "N091",
    "code": "453",
    "parent_id": "123456",
    "display_id": "123456"
  },
  "line_items": [
    {
      "id": "12345",
      "row_id": "12345",
      "code": "120-C",
      "line_number": 1,
      "description": "Model Y is a fully electric, mid-size SUV, with seating for up to seven, dual motor AWD and unparalleled protection.",
      "type": "sales_item",
      "tax_amount": 27500,
      "total_amount": 27500,
      "quantity": 1,
      "unit_price": 27500.5,
      "unit_of_measure": "pc.",
      "discount_percentage": 0.01,
      "discount_amount": 19.99,
      "service_date": "2024-01-15",
      "category_id": "12345",
      "location_id": "12345",
      "department_id": "12345",
      "subsidiary_id": "12345",
      "shipping_id": "12345",
      "memo": "Some memo",
      "prepaid": true,
      "item": {
        "id": "12344",
        "code": "120-C",
        "name": "Model Y"
      },
      "taxable": true,
      "tax_applicable_on": "Domestic_Purchase_of_Goods_and_Services",
      "tax_recoverability": "Fully_Recoverable",
      "tax_method": "Due_to_Supplier",
      "worktags": [
        {
          "id": "123456",
          "value": "New York"
        }
      ],
      "tax_rate": {
        "id": "123456",
        "code": "N-T",
        "name": "GST on Purchases",
        "rate": 10
      },
      "tracking_categories": [
        {
          "id": "123456",
          "code": "100",
          "name": "New York",
          "parent_id": "123456",
          "parent_name": "New York"
        }
      ],
      "ledger_account": {
        "id": "123456",
        "name": "Bank account",
        "nominal_code": "N091",
        "code": "453",
        "parent_id": "123456",
        "display_id": "123456"
      },
      "custom_fields": [
        {
          "id": "2389328923893298",
          "name": "employee_level",
          "ref_name": "Marketing",
          "description": "Employee Level",
          "value": "Uses Salesforce and Marketo"
        }
      ],
      "row_version": "1-12345",
      "updated_by": "12345",
      "created_by": "12345",
      "created_at": "2020-09-30T07:43:32.000Z",
      "updated_at": "2020-09-30T07:43:32.000Z"
    }
  ],
  "allocations": [
    {
      "id": "123456",
      "code": "N091",
      "amount": 49.99,
      "allocation_id": "123456"
    }
  ],
  "note": "Some notes about this credit note",
  "terms": "Some terms about this credit note",
  "terms_id": "12345",
  "billing_address": {
    "id": "123",
    "type": "primary",
    "string": "25 Spring Street, Blackburn, VIC 3130",
    "name": "HQ US",
    "line1": "Main street",
    "line2": "apt #",
    "line3": "Suite #",
    "line4": "delivery instructions",
    "line5": "Attention: Finance Dept",
    "street_number": "25",
    "city": "San Francisco",
    "state": "CA",
    "postal_code": "94104",
    "country": "US",
    "latitude": "40.759211",
    "longitude": "-73.984638",
    "county": "Santa Clara",
    "contact_name": "Elon Musk",
    "salutation": "Mr",
    "phone_number": "111-111-1111",
    "fax": "122-111-1111",
    "email": "elon@musk.com",
    "website": "https://elonmusk.com",
    "notes": "Address notes or delivery instructions.",
    "row_version": "1-12345"
  },
  "shipping_address": {
    "id": "123",
    "type": "primary",
    "string": "25 Spring Street, Blackburn, VIC 3130",
    "name": "HQ US",
    "line1": "Main street",
    "line2": "apt #",
    "line3": "Suite #",
    "line4": "delivery instructions",
    "line5": "Attention: Finance Dept",
    "street_number": "25",
    "city": "San Francisco",
    "state": "CA",
    "postal_code": "94104",
    "country": "US",
    "latitude": "40.759211",
    "longitude": "-73.984638",
    "county": "Santa Clara",
    "contact_name": "Elon Musk",
    "salutation": "Mr",
    "phone_number": "111-111-1111",
    "fax": "122-111-1111",
    "email": "elon@musk.com",
    "website": "https://elonmusk.com",
    "notes": "Address notes or delivery instructions.",
    "row_version": "1-12345"
  },
  "tracking_categories": [
    {
      "id": "123456",
      "code": "100",
      "name": "New York",
      "parent_id": "123456",
      "parent_name": "New York"
    }
  ],
  "custom_fields": [
    {
      "id": "2389328923893298",
      "name": "employee_level",
      "ref_name": "Marketing",
      "description": "Employee Level",
      "value": "Uses Salesforce and Marketo"
    }
  ],
  "row_version": "1-12345",
  "updated_by": "12345",
  "created_by": "12345",
  "updated_at": "2020-09-30T07:43:32.000Z",
  "created_at": "2020-09-30T07:43:32.000Z",
  "pass_through": [
    {
      "extend_paths": [
        {
          "path": "$.nested.property",
          "value": {
            "TaxClassificationRef": {
              "value": "EUC-99990201-V1-00020000"
            }
          }
        }
      ]
    }
  ]
}

Response

Credit Note created

status_codeinteger required

HTTP Response Status Code

statusstring required

HTTP Response Status

servicestring required

Apideck ID of service provider

resourcestring required

Unified API resource name

operationstring required

Operation performed

_rawRaw nullable

Raw response from the integration when raw=true query param is provided

Example response

{
  "status_code": 200,
  "status": "OK",
  "service": "xero",
  "resource": "credit-notes",
  "operation": "add",
  "data": {
    "id": "12345"
  }
}

Changes

  • ccc13ffd01b0Revision changes
    • info

      added the new optional header request parameter idempotency-key

  • 17a0dec24672Revision changes
    • info

      added the new optional request property //

    • info

      added the new optional request property ////