ChargePreset

Get charge presets

List charge presets for the authenticated company. A charge preset is a reusable, company-scoped template for a charge or discount line on a sales order, purchase, or invoice. Applying a preset copies its name, type, and amount onto the order's charge line; the line then keeps those values on its own, so editing or deleting the preset never changes charges already applied — only future applications. A charge applied from a preset references it via the charge's charge_preset field.

Results are scoped to your company and ordered oldest-first by creation time. Deleted presets are excluded. The response is paginated — follow the next_page URL to page through the full set.

Required permission: any of settings_permissions_charge_presets, or create/edit permission for orders, purchases, or invoices.

get/public/v1/charge-presets

Query parameters

idsstring[]

Restrict the result to specific charge presets by ID (the same ID returned as each preset's id). Repeat the bracketed key once per ID. Unknown IDs simply match nothing; an empty list is treated as no filter. At most 200 IDs may be given. A malformed ID is rejected with a 400.

inserted_datetimestring

Filter to charge presets by their creation datetime, given as a comma-separated start,end pair of ISO8601 datetimes (inclusive). Either bound may be omitted for an open-ended range: 2022-07-10T00:00:00Z, matches on or after that instant, ,2022-07-10T00:00:00Z matches on or before it.

updated_datetimestring

Filter to charge presets by their last-updated datetime, given as a comma-separated start,end pair of ISO8601 datetimes (inclusive). Either bound may be omitted for an open-ended range.

pagestring

Page selector. Page size is fixed by the server; paginate by following the next_page URL in each response rather than building page selectors yourself — it is null on the last page. next_page uses page[after]=<cursor>, an opaque token marking where the next page resumes; pass it back exactly as given, and only to the endpoint that issued it. This is seek-based, so every page stays fast no matter how deep you page.

Response

A list of charge presets

Changes

No recorded changes to this endpoint across all 1 revision of this API.