clients
Update client
Changed onPUT /api/v1/clients/{id}
Handles the updating of a client by id
🚨 Important
When creating (or updating) a client you must include the child contacts with all mutating requests. Client contacts cannot be modified in isolation.
put/api/v1/clients/{id}
Request
- Base URLhttps://demo.invoiceninja.com
- Authnone declared. Required headers: X-API-TOKEN, X-Requested-With
- TypeScriptA function with typed inputs. Its response is checked against the schema.
Path parameters
idstring string required
The Client Hashed ID
Query parameters
indexstring
Example:user
Replaces the default response index from data to a user specific string
ie.
?index=new_index
response is wrapped
{
'new_index' : [
.....
]
}
includestring
Include child relationships of the Client Object. ie ?include=documents,system_logs
Available includes:
contacts [All contacts related to the client]
documents [All documents related to the client]
gateway_tokens [All payment tokens related to the client]
activities [All activities related to the client]
ledger [The client ledger]
system_logs [System logs related to the client]
group_settings [The group settings object the client is assigned to]
Usage:
/api/v1/clients?include=contacts,documents,activities
Headers
X-API-TOKENstring required
Example:TOKEN
The API token to be used for authentication
X-Requested-Withstring required
Example:XMLHttpRequest
Used to send the XMLHttpRequest header
Request body
Example request
{
"id": "Opnel5aKBz",
"contacts": [
{
"first_name": "Sarah",
"last_name": "Johnson",
"phone": "+1-555-123-4567",
"custom_value1": "Preferred Customer",
"custom_value2": "West Region",
"custom_value3": "Referral: Jane Smith",
"custom_value4": "Account #12345",
"email": "sarah.johnson@example.com",
"password": "$2y$10$92IXUNpkjO0rOQ5byMi.Ye4oKoEa3Ro9llC/.og/at2.uheWG/igi",
"send_email": true
}
],
"name": "Bob & Co Housekeeping",
"website": "https://www.boandco-housekeeping.com",
"private_notes": "Client prefers email communication over phone calls",
"industry_id": 5,
"size_id": 2,
"address1": "123 Main St",
"address2": "Apt 4B",
"city": "Beverly Hills",
"state": "California",
"postal_code": "90210",
"phone": "555-3434-3434",
"custom_value1": "Preferred contact: Email",
"custom_value2": "Account manager: John Doe",
"custom_value3": "VIP client: Yes",
"custom_value4": "Annual contract value: $50,000",
"vat_number": "VAT123456",
"number": "CL-0001",
"shipping_address1": "5 Wallaby Way",
"shipping_address2": "Suite 5",
"shipping_city": "Perth",
"shipping_state": "Western Australia",
"shipping_postal_code": "6110",
"shipping_country_id": 4,
"group_settings_id": "Opnel5aKBz",
"routing_id": "Opnel5aKBz3489-dfkiu-2239-sdsd",
"classification": "individual",
"settings": {
"currency_id": "1",
"timezone_id": "15",
"date_format_id": "15",
"military_time": true,
"language_id": "1",
"show_currency_code": true,
"payment_terms": 1,
"company_gateway_ids": "1,2,3,4",
"custom_value1": "Custom Label",
"custom_value2": "Custom Label",
"custom_value3": "Custom Label",
"custom_value4": "Custom Label",
"default_task_rate": 10,
"send_reminders": true,
"enable_client_portal_tasks": true,
"email_style": "light",
"reply_to_email": "email@gmail.com",
"bcc_email": "email@gmail.com, contact@gmail.com",
"pdf_email_attachment": true,
"ubl_email_attachment": true,
"email_style_custom": "<HTML></HTML>",
"counter_number_applied": "when_sent",
"quote_number_applied": "when_sent",
"custom_message_dashboard": "Please pay invoices immediately",
"custom_message_unpaid_invoice": "Please pay invoices immediately",
"custom_message_paid_invoice": "Thanks for paying this invoice!",
"custom_message_unapproved_quote": "Please approve quote",
"lock_invoices": true,
"auto_archive_invoice": true,
"auto_archive_quote": true,
"auto_convert_quote": true,
"inclusive_taxes": true,
"task_number_pattern": "{$year}-{$counter}",
"task_number_counter": 1,
"reminder_send_time": 32400,
"expense_number_pattern": "{$year}-{$counter}",
"expense_number_counter": 1,
"vendor_number_pattern": "{$year}-{$counter}",
"vendor_number_counter": 1,
"ticket_number_pattern": "{$year}-{$counter}",
"ticket_number_counter": 1,
"payment_number_pattern": "{$year}-{$counter}",
"payment_number_counter": 1,
"invoice_number_pattern": "{$year}-{$counter}",
"invoice_number_counter": 1,
"quote_number_pattern": "{$year}-{$counter}",
"quote_number_counter": 1,
"client_number_pattern": "{$year}-{$counter}",
"client_number_counter": 1,
"credit_number_pattern": "{$year}-{$counter}",
"credit_number_counter": 1,
"recurring_invoice_number_prefix": "R",
"reset_counter_frequency_id": 1,
"reset_counter_date": "2019-01-01",
"counter_padding": 1,
"shared_invoice_quote_counter": true,
"update_products": true,
"convert_products": true,
"fill_products": true,
"invoice_terms": "Invoice Terms are...",
"quote_terms": "Quote Terms are...",
"invoice_taxes": 1,
"invoice_design_id": "1",
"quote_design_id": "1",
"invoice_footer": "1",
"invoice_labels": "1",
"tax_rate1": 10,
"tax_name1": "GST",
"tax_rate2": 10,
"tax_name2": "GST",
"tax_rate3": 10,
"tax_name3": "GST",
"payment_type_id": "1",
"custom_fields": "{}",
"email_footer": "A default email footer",
"email_sending_method": "default",
"gmail_sending_user_id": "F76sd34D",
"email_subject_invoice": "Your Invoice Subject",
"email_subject_quote": "Your Quote Subject",
"email_subject_payment": "Your Payment Subject",
"email_template_invoice": "<HTML></HTML>",
"email_template_quote": "<HTML></HTML>",
"email_template_payment": "<HTML></HTML>",
"email_subject_reminder1": "<HTML></HTML>",
"email_subject_reminder2": "<HTML></HTML>",
"email_subject_reminder3": "<HTML></HTML>",
"email_subject_reminder_endless": "<HTML></HTML>",
"email_template_reminder1": "<HTML></HTML>",
"email_template_reminder2": "<HTML></HTML>",
"email_template_reminder3": "<HTML></HTML>",
"email_template_reminder_endless": "<HTML></HTML>",
"enable_portal_password": true,
"show_accept_invoice_terms": true,
"show_accept_quote_terms": true,
"require_invoice_signature": true,
"require_quote_signature": true,
"name": "Acme Co",
"company_logo": {},
"website": "https://www.acme.com",
"address1": "Suite 888",
"address2": "5 Jimbo Way",
"city": "Sydney",
"state": "Florisa",
"postal_code": "90210",
"phone": "555-213-3948",
"email": "joe@acme.co",
"country_id": "1",
"vat_number": "32 120 377 720",
"page_size": "A4",
"font_size": 9,
"primary_font": "roboto",
"secondary_font": "roboto",
"email_template_statement": "template matter",
"email_subject_statement": "subject matter",
"quote_footer": "the quote footer",
"email_subject_custom1": "Custom Subject 1",
"email_subject_custom2": "Custom Subject 2",
"email_subject_custom3": "Custom Subject 3",
"email_template_custom1": "<HTML>",
"email_template_custom2": "<HTML>",
"email_template_custom3": "<HTML>",
"num_days_reminder1": 9,
"num_days_reminder2": 9,
"num_days_reminder3": 9,
"schedule_reminder1": "after_invoice_date",
"schedule_reminder2": "after_invoice_date",
"schedule_reminder3": "after_invoice_date",
"late_fee_amount1": 10,
"late_fee_amount2": 20,
"late_fee_amount3": 100,
"endless_reminder_frequency_id": "1",
"default_expense_payment_type_id": "0",
"e_invoice_type": "EN16931",
"mailgun_endpoint": "api.mailgun.net or api.eu.mailgun.net",
"client_initiated_payments_minimum": 10,
"custom_sending_email": "bob@gmail.com",
"company_logo_size": 100,
"email_alignment": "left",
"postmark_secret": "123456",
"mailgun_secret": "123456",
"mailgun_domain": "sandbox123456.mailgun.org",
"besr_id": "123456",
"qr_iban": "CH123456",
"email_subject_purchase_order": "Purchase Order",
"email_template_purchase_order": "Please see attached your purchase order.",
"purchase_order_public_notes": "Please see attached your purchase order.",
"purchase_order_terms": "Please see attached your purchase order.",
"purchase_order_footer": "Please see attached your purchase order.",
"purchase_order_design_id": "hd677df",
"purchase_order_number_pattern": "PO-000000",
"purchase_order_number_counter": 1,
"page_numbering_alignment": "left",
"email_from_name": "Bob Smith",
"entity_send_time": 9,
"reply_to_name": "Bob Smith",
"recurring_invoice_number_pattern": "R-000000",
"recurring_invoice_number_counter": 1,
"client_portal_under_payment_minimum": 10,
"auto_bill_date": "on_send_date",
"primary_color": "#ffffff",
"secondary_color": "#ffffff",
"auto_bill": "off",
"client_portal_terms": "Please see attached your invoice.",
"client_portal_privacy_policy": "These are the terms of use for using the client portal.",
"portal_design_id": "hd677df",
"late_fee_endless_percent": 10,
"late_fee_endless_amount": 10,
"email_signature": "Bob Smith"
}
}Response
Returns the client object
Example response
{
"id": "Opnel5aKBz",
"contacts": [
{
"id": "Opnel5aKBz",
"user_id": "Opnel5aKBz",
"client_id": "Opnel5aKBz",
"first_name": "John",
"last_name": "Doe",
"phone": "555-152-4524",
"accepted_terms_version": "A long set of ToS",
"password": "*****",
"confirmation_code": "333-sdjkh34gbasd",
"token": "333-sdjkh34gbasd",
"contact_key": "JD0X52bkfZlJRiroCJ0tcSiAjsJTntZ5uqKdiZ0a",
"is_primary": true,
"confirmed": true,
"is_locked": true,
"send_email": true,
"failed_logins": 3,
"email_verified_at": 134341234234,
"last_login": 134341234234,
"created_at": 134341234234,
"updated_at": 134341234234,
"deleted_at": 134341234234
}
],
"user_id": "Ua6Rw4pVbS",
"assigned_user_id": "Ua6Rw4pVbS",
"name": "Jim's Housekeeping",
"website": "https://www.jims-housekeeping.com",
"private_notes": "Client prefers email communication over phone calls",
"client_hash": "asdfkjhk342hjhbfdvmnfb1",
"industry_id": 5,
"size_id": 2,
"address1": "123 Main St",
"address2": "Apt 4B",
"city": "Beverly Hills",
"state": "California",
"postal_code": "90210",
"phone": "555-3434-3434",
"custom_value1": "Preferred contact: Email",
"custom_value2": "Account manager: John Doe",
"custom_value3": "VIP client: Yes",
"custom_value4": "Annual contract value: $50,000",
"vat_number": "VAT123456",
"number": "CL-0001",
"shipping_address1": "5 Wallaby Way",
"shipping_address2": "Suite 5",
"shipping_city": "Perth",
"shipping_state": "Western Australia",
"shipping_postal_code": "6110",
"shipping_country_id": 4,
"balance": 500,
"paid_to_date": 2000,
"credit_balance": 100,
"last_login": 1628686031,
"created_at": 1617629031,
"updated_at": 1628445631,
"group_settings_id": "Opnel5aKBz",
"routing_id": "Opnel5aKBz3489-dfkiu-2239-sdsd",
"payment_balance": 100,
"settings": {
"currency_id": "1",
"timezone_id": "15",
"date_format_id": "15",
"military_time": true,
"language_id": "1",
"show_currency_code": true,
"payment_terms": 1,
"company_gateway_ids": "1,2,3,4",
"custom_value1": "Custom Label",
"custom_value2": "Custom Label",
"custom_value3": "Custom Label",
"custom_value4": "Custom Label",
"default_task_rate": 10,
"send_reminders": true,
"enable_client_portal_tasks": true,
"email_style": "light",
"reply_to_email": "email@gmail.com",
"bcc_email": "email@gmail.com, contact@gmail.com",
"pdf_email_attachment": true,
"ubl_email_attachment": true,
"email_style_custom": "<HTML></HTML>",
"counter_number_applied": "when_sent",
"quote_number_applied": "when_sent",
"custom_message_dashboard": "Please pay invoices immediately",
"custom_message_unpaid_invoice": "Please pay invoices immediately",
"custom_message_paid_invoice": "Thanks for paying this invoice!",
"custom_message_unapproved_quote": "Please approve quote",
"lock_invoices": true,
"auto_archive_invoice": true,
"auto_archive_quote": true,
"auto_convert_quote": true,
"inclusive_taxes": true,
"task_number_pattern": "{$year}-{$counter}",
"task_number_counter": 1,
"reminder_send_time": 32400,
"expense_number_pattern": "{$year}-{$counter}",
"expense_number_counter": 1,
"vendor_number_pattern": "{$year}-{$counter}",
"vendor_number_counter": 1,
"ticket_number_pattern": "{$year}-{$counter}",
"ticket_number_counter": 1,
"payment_number_pattern": "{$year}-{$counter}",
"payment_number_counter": 1,
"invoice_number_pattern": "{$year}-{$counter}",
"invoice_number_counter": 1,
"quote_number_pattern": "{$year}-{$counter}",
"quote_number_counter": 1,
"client_number_pattern": "{$year}-{$counter}",
"client_number_counter": 1,
"credit_number_pattern": "{$year}-{$counter}",
"credit_number_counter": 1,
"recurring_invoice_number_prefix": "R",
"reset_counter_frequency_id": 1,
"reset_counter_date": "2019-01-01",
"counter_padding": 1,
"shared_invoice_quote_counter": true,
"update_products": true,
"convert_products": true,
"fill_products": true,
"invoice_terms": "Invoice Terms are...",
"quote_terms": "Quote Terms are...",
"invoice_taxes": 1,
"invoice_design_id": "1",
"quote_design_id": "1",
"invoice_footer": "1",
"invoice_labels": "1",
"tax_rate1": 10,
"tax_name1": "GST",
"tax_rate2": 10,
"tax_name2": "GST",
"tax_rate3": 10,
"tax_name3": "GST",
"payment_type_id": "1",
"custom_fields": "{}",
"email_footer": "A default email footer",
"email_sending_method": "default",
"gmail_sending_user_id": "F76sd34D",
"email_subject_invoice": "Your Invoice Subject",
"email_subject_quote": "Your Quote Subject",
"email_subject_payment": "Your Payment Subject",
"email_template_invoice": "<HTML></HTML>",
"email_template_quote": "<HTML></HTML>",
"email_template_payment": "<HTML></HTML>",
"email_subject_reminder1": "<HTML></HTML>",
"email_subject_reminder2": "<HTML></HTML>",
"email_subject_reminder3": "<HTML></HTML>",
"email_subject_reminder_endless": "<HTML></HTML>",
"email_template_reminder1": "<HTML></HTML>",
"email_template_reminder2": "<HTML></HTML>",
"email_template_reminder3": "<HTML></HTML>",
"email_template_reminder_endless": "<HTML></HTML>",
"enable_portal_password": true,
"show_accept_invoice_terms": true,
"show_accept_quote_terms": true,
"require_invoice_signature": true,
"require_quote_signature": true,
"name": "Acme Co",
"company_logo": {},
"website": "https://www.acme.com",
"address1": "Suite 888",
"address2": "5 Jimbo Way",
"city": "Sydney",
"state": "Florisa",
"postal_code": "90210",
"phone": "555-213-3948",
"email": "joe@acme.co",
"country_id": "1",
"vat_number": "32 120 377 720",
"page_size": "A4",
"font_size": 9,
"primary_font": "roboto",
"secondary_font": "roboto",
"email_template_statement": "template matter",
"email_subject_statement": "subject matter",
"quote_footer": "the quote footer",
"email_subject_custom1": "Custom Subject 1",
"email_subject_custom2": "Custom Subject 2",
"email_subject_custom3": "Custom Subject 3",
"email_template_custom1": "<HTML>",
"email_template_custom2": "<HTML>",
"email_template_custom3": "<HTML>",
"num_days_reminder1": 9,
"num_days_reminder2": 9,
"num_days_reminder3": 9,
"schedule_reminder1": "after_invoice_date",
"schedule_reminder2": "after_invoice_date",
"schedule_reminder3": "after_invoice_date",
"late_fee_amount1": 10,
"late_fee_amount2": 20,
"late_fee_amount3": 100,
"endless_reminder_frequency_id": "1",
"default_expense_payment_type_id": "0",
"e_invoice_type": "EN16931",
"mailgun_endpoint": "api.mailgun.net or api.eu.mailgun.net",
"client_initiated_payments_minimum": 10,
"custom_sending_email": "bob@gmail.com",
"company_logo_size": 100,
"email_alignment": "left",
"postmark_secret": "123456",
"mailgun_secret": "123456",
"mailgun_domain": "sandbox123456.mailgun.org",
"besr_id": "123456",
"qr_iban": "CH123456",
"email_subject_purchase_order": "Purchase Order",
"email_template_purchase_order": "Please see attached your purchase order.",
"purchase_order_public_notes": "Please see attached your purchase order.",
"purchase_order_terms": "Please see attached your purchase order.",
"purchase_order_footer": "Please see attached your purchase order.",
"purchase_order_design_id": "hd677df",
"purchase_order_number_pattern": "PO-000000",
"purchase_order_number_counter": 1,
"page_numbering_alignment": "left",
"email_from_name": "Bob Smith",
"entity_send_time": 9,
"reply_to_name": "Bob Smith",
"recurring_invoice_number_pattern": "R-000000",
"recurring_invoice_number_counter": 1,
"client_portal_under_payment_minimum": 10,
"auto_bill_date": "on_send_date",
"primary_color": "#ffffff",
"secondary_color": "#ffffff",
"auto_bill": "off",
"client_portal_terms": "Please see attached your invoice.",
"client_portal_privacy_policy": "These are the terms of use for using the client portal.",
"portal_design_id": "hd677df",
"late_fee_endless_percent": 10,
"late_fee_endless_amount": 10,
"email_signature": "Bob Smith"
},
"classification": "VIP",
"public_notes": "These are public notes visible to clients"
}Changes
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added the new optional request property
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added the new optional request property
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added the optional property
//to the response with the status - info
added the optional property
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added the optional property
to the response with the status - info
added the optional property
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