Receivables

Search receivables

This is a POST version of the GET /receivables endpoint. Use it to send search and filter parameters in the request body instead of the URL query string in case the query is too long and exceeds the URL length limit of your HTTP client.

post/receivables/search

Request

  • Base URL: https://api.sandbox.monite.com/v1
  • URL: https://api.sandbox.monite.com/v1/receivables/search
  • Auth: HTTP bearer

Headers

x-monite-versionstring required
x-monite-entity-idstring required

The ID of the entity that owns the requested resource.

Request body

based_onstring uuid

This parameter accepts a quote ID or an invoice ID.

  • Specify a quote ID to find invoices created from this quote.
  • Specify an invoice ID to find credit notes created for this invoice.

Valid but nonexistent IDs do not raise errors but produce no results.

counterpart_idstring uuid

Return only receivables created for the counterpart with the specified ID.

Counterparts that have been deleted but have associated receivables will still return results here because the receivables contain a frozen copy of the counterpart data.

If the specified counterpart ID does not exist and never existed, no results are returned.

counterpart_namestring

Return only receivables created for counterparts with the specified name (exact match, case-sensitive). For counterparts of type = individual, the full name is formatted as first_name last_name.

counterpart_name__containsstring

Return only receivables created for counterparts whose name contains the specified string (case-sensitive).

counterpart_name__icontainsstring

Return only receivables created for counterparts whose name contains the specified string (case-insensitive).

created_at__gtstring date-time

Return only receivables created after the specified date and time. The value must be in the ISO 8601 format YYYY-MM-DDThh:mm[:ss][Z|±hh:mm]. Milliseconds are ignored.

created_at__gtestring date-time

Return only receivables created on or after the specified date and time.

created_at__ltstring date-time

Return only receivables created before the specified date and time.

created_at__ltestring date-time

Return only receivables created before or on the specified date and time.

discounted_subtotalinteger

Return only receivables with the exact specified discounted subtotal. The amount must be specified in the minor units of currency. For example, $12.5 is represented as 1250.

discounted_subtotal__gtinteger

Return only receivables whose discounted subtotal (in minor units) is greater than the specified value.

discounted_subtotal__gteinteger

Return only receivables whose discounted subtotal (in minor units) is greater than or equal to the specified value.

discounted_subtotal__ltinteger

Return only receivables whose discounted subtotal (in minor units) is less than the specified value.

discounted_subtotal__lteinteger

Return only receivables whose discounted subtotal (in minor units) is less than or equal to the specified value.

document_idstring

Return a receivable with the exact specified document number (case-sensitive). The document_id is the user-facing document number such as INV-00042, not to be confused with Monite resource IDs (id).

document_id__containsstring

Return only receivables whose document number (document_id) contains the specified string (case-sensitive).

document_id__icontainsstring

Return only receivables whose document number (document_id) contains the specified string (case-insensitive).

due_date__gtstring date

Return invoices that are due after the specified date (exclusive, YYYY-MM-DD).

This filter excludes quotes, credit notes, and draft invoices.

due_date__gtestring date

Return invoices that are due on or after the specified date (YYYY-MM-DD).

This filter excludes quotes, credit notes, and draft invoices.

due_date__ltstring date

Return invoices that are due before the specified date (exclusive, YYYY-MM-DD).

This filter excludes quotes, credit notes, and draft invoices.

due_date__ltestring date

Return invoices that are due before or on the specified date (YYYY-MM-DD).

This filter excludes quotes, credit notes, and draft invoices.

entity_user_idstring uuid

Return only receivables created by the entity user with the specified ID. To query receivables by multiple user IDs at once, use the entity_user_id__in parameter instead.

If the request is authenticated using an entity user token, this user must have the receivable.read.allowed (rather than allowed_for_own) permission to be able to query receivables created by other users.

IDs of deleted users will still produce results here if those users had associated receivables. Valid but nonexistent user IDs do not raise errors but produce no results.

entity_user_id__instring[]
has_due_dateboolean

Return only receivables that have a due date set. true=only invoices with due_date, false=only invoices without due_date

id__instring[]
issue_date__gtstring date-time

Return only non-draft receivables that were issued after the specified date and time. The value must be in the ISO 8601 format YYYY-MM-DDThh:mm[:ss][Z|±hh:mm]. Milliseconds are ignored.

issue_date__gtestring date-time

Return only non-draft receivables that were issued on or after the specified date and time.

issue_date__ltstring date-time

Return only non-draft receivables that were issued before the specified date and time.

issue_date__ltestring date-time

Return only non-draft receivables that were issued before or on the specified date and time.

limitinteger
order'asc' | 'desc'
pagination_tokenstring
product_idsstring[]
product_ids__instring[]
project_idstring uuid

Return only receivables assigned to the project with the specified ID. Valid but nonexistent project IDs do not raise errors but return no results.

project_id__instring[]
search_textstring

Case-insensitive and partial match search for the specified text in the document_id and counterpart_name fields of the receivables.

sort'counterpart_name' | 'counterpart_id' | 'amount' | 'total_amount' | 'status' | 'due_date' | 'issue_date' | 'document_id' | 'created_at' | 'project_id'
status'draft' | 'issuing' | 'issued' | 'failed' | 'accepted' | 'expired' | 'declined' | 'recurring' | 'partially_paid' | 'paid' | 'overdue' | 'uncollectible' | 'canceled'

Return only receivables that have the specified status. See the applicable invoice statuses, quote statuses, and credit note statuses.

To query multiple statuses at once, use the status__in parameter instead.

status__instring[]
tag_idsstring[]
tag_ids__instring[]
total_amountinteger

Return only receivables with the exact specified total amount. The amount must be specified in the minor units of currency. For example, $12.5 is represented as 1250.

total_amount__gtinteger

Return only receivables whose total amount (in minor units) exceeds the specified value.

total_amount__gteinteger

Return only receivables whose total amount (in minor units) is greater than or equal to the specified value.

total_amount__ltinteger

Return only receivables whose total amount (in minor units) is less than the specified value.

total_amount__lteinteger

Return only receivables whose total amount (in minor units) is less than or equal to the specified value.

type'quote' | 'invoice' | 'credit_note'

Response

Successful Response

next_pagination_tokenstring

A token that can be sent in the pagination_token query parameter to get the next page of results, or null if there is no next page (i.e. you've reached the last page).

prev_pagination_tokenstring

A token that can be sent in the pagination_token query parameter to get the previous page of results, or null if there is no previous page (i.e. you've reached the first page).

Changes

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