Advances record an advance payment from a customer before creating an invoice, for example, when a customer provides a retainer.
Returns a collection with a key, ID, and link for each advance. This operation is mostly for use in testing; use the query service to find objects that meet certain criteria and to specify properties that are returned.
OK
Bad Request
{- "ia::result": [
- {
- "key": "621",
- "id": "621",
- "href": "/objects/accounts-receivable/advance/621"
}, - {
- "key": "777",
- "id": "777",
- "href": "/objects/accounts-receivable/advance-line/777"
}, - {
- "key": "802",
- "id": "802",
- "href": "/objects/accounts-receivable/advance-line/802"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}
Creates a new advance.
If Accounts Receivable automatic summaries are enabled, you must include either a financialEntity
in paymentInformation
or a glAccount
with an undepositedGLAccountNumber
to successfully create an advance.
If the Accounts Receivable application is configured to Enable Account Labels, you must include an accountLabel
in the items array to create an advance.
referenceNumber | string This is a number that might be useful in searches or reports, such as a transaction number from the bank, a purchase order number, or an account number. This number is listed in the GL Details report. Example: "INV-902852" | ||||||||||||||||||||||||||
description | string Brief description of the advance payment. Example: "08/31/21 Subscription charges" | ||||||||||||||||||||||||||
state | string Processing state of the AR advance. The state can be modified through workflow operations like Submit and Reverse, but cannot be changed using the PATCH operation. Example: "posted" | ||||||||||||||||||||||||||
totalEntered | string <decimal-precision-2> Total amount of the AR advance. Example: "100.00" | ||||||||||||||||||||||||||
txnTotalEntered | string <decimal-precision-2> Total transaction amount of the AR advance. Example: "200.20" | ||||||||||||||||||||||||||
object Payment information for the AR advance. Example: {"paymentDate":"2024-05-10","paymentMethod":"cash","receiptDate":"2024-05-10"} | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object The payment summary details for this advance. Summaries are collections of the same types of transactions grouped together for processing. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object Customer from whom the advance was received. Example: "1" | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object GL account associated with the advance. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object Supporting document for the advance. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
Array of objects Line items of the advance. Example: [{"txnAmount":{"id":"100"}}] | |||||||||||||||||||||||||||
Array
|
Created
Bad Request
{- "customer": {
- "id": "C-00019"
}, - "paymentInformation": {
- "paymentDate": "2024-06-13",
- "receiptDate": "2024-06-13",
- "paymentMethod": "printedCheck",
- "financialEntity": {
- "id": "BOA"
}
}, - "advanceSummary": {
- "id": "511"
}, - "items": [
- {
- "glAccount": {
- "id": "2200"
}, - "accountLabel": {
- "id": "Travel"
}, - "txnAmount": "500",
- "dimensions": {
- "location": {
- "id": "CA"
}
}
}
]
}
{- "ia::result": {
- "key": "799",
- "id": "799",
- "href": "/objects/accounts-receivable/advance/799",
- "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
}
Returns detailed information for a specified advance.
key required | string System-assigned unique key for the advance. Example: 757 |
OK
Bad Request
{- "ia::result": {
- "id": "1169",
- "key": "1169",
- "advanceSummary": {
- "id": "300",
- "key": "300",
- "href": "/objects/accounts-receivable/summary/300"
}, - "paymentInformation": {
- "financialEntity": {
- "id": "SBME"
}, - "paymentMethod": "cash",
- "currency": {
- "baseCurrency": "USD",
- "txnCurrency": "USD",
- "exchangeRateDate": "2024-01-10",
- "exchangeRateTypeId": "Standard rate",
- "exchangeRate": 1
}, - "receiptDate": "2024-06-13",
- "paymentDate": "2024-06-13",
- "totalSelected": "0.00",
- "txnTotalSelected": "0.00",
- "totalPaid": "0.00",
- "txnTotalPaid": "0.00",
- "totalDue": "10.00",
- "totalTxnAmountDue": "10.00"
}, - "glAccount": {
- "undepositedGLAccountNumber": "1070"
}, - "customer": {
- "id": "Cust_ForInvoice_0021",
- "name": "Cust_ForInvoice_0021"
}, - "referenceNumber": "Number10",
- "description": "Advance 10",
- "advanceNumber": "Advance-001",
- "recordType": "rr",
- "state": "posted",
- "totalEntered": "10.00",
- "txnTotalEntered": "10.00",
- "audit": {
- "createdDateTime": "2024-06-13T00:00:00Z",
- "modifiedDateTime": "2024-06-26T05:51:05Z",
- "createdByUser": {
- "key": "1",
- "href": "/objects/company-config/user/1"
}, - "createdBy": "1",
- "modifiedByUser": {
- "key": "1",
- "href": "/objects/company-config/user/1"
}, - "modifiedBy": "1"
}, - "createdDate": "2024-06-13",
- "reconciliationGroup": {
- "cleared": "false",
- "clearingDate": "2024-06-13"
}, - "isSystemGenerated": false,
- "attachment": {
- "id": "10"
}, - "deposit": {
- "id": "234",
- "key": "234"
}, - "items": [
- {
- "id": "2596",
- "key": "2596",
- "arAdvance": {
- "id": "1169",
- "key": "1169",
- "recordType": "rr",
- "href": "/objects/accounts-receivable/advance/1169"
}, - "glAccount": {
- "key": "259",
- "id": "6254",
- "name": "Travel",
- "href": "/objects/general-ledger/account/259"
}, - "accountLabel": {
- "name": "Travel",
- "id": "10"
}, - "baseAmount": "10.00",
- "txnAmount": "10.00",
- "dimensions": {
- "department": {
- "key": "14",
- "id": "77",
- "name": "Quality Assurance",
- "href": "/objects/company-config/department/14"
}, - "location": {
- "key": "42",
- "id": "WDH",
- "name": "West Delhi",
- "href": "/objects/company-config/location/42"
}, - "project": {
- "key": null,
- "id": null,
- "name": "null"
}, - "nsp::jurisdiction": {
- "key": null
}
}, - "baseLocation": {
- "name": "West Delhi",
- "key": "42",
- "href": "/objects/company-config/location/42"
}, - "memo": "null",
- "currency": {
- "exchangeRate": {
- "date": "2024-06-13",
- "typeId": "null",
- "rate": 1
}, - "baseCurrency": "USD",
- "txnCurrency": "USD"
}, - "lineNumber": 1,
- "paymentInformation": {
- "totalPaid": "0.00",
- "txnTotalPaid": "0.00",
- "totalSelected": "0.00",
- "txnTotalSelected": "0.00"
}, - "audit": {
- "createdDateTime": "2024-06-26T05:51:05Z",
- "modifiedDateTime": "2024-06-26T05:51:05Z",
- "createdBy": "1",
- "modifiedBy": "1"
}, - "href": "/objects/accounts-receivable/advance-line/2596\""
}
], - "href": "/objects/accounts-receivable/advance/1169"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing advance by setting field values. Any fields not provided remain unchanged. Advances that have not yet been applied to an invoice can be updated. The General Ledger account book for the advance must also be open. If an advance was applied to an invoice and later unapplied, it cannot be updated.
key required | string System-assigned unique key for the advance. Example: 757 |
referenceNumber | string This is a number that might be useful in searches or reports, such as a transaction number from the bank, a purchase order number, or an account number. This number is listed in the GL Details report. Example: "INV-902852" | ||||||||||||||||||||||||||
description | string Brief description of the advance payment. Example: "08/31/21 Subscription charges" | ||||||||||||||||||||||||||
totalEntered | string <decimal-precision-2> Total amount of the AR advance. Example: "100.00" | ||||||||||||||||||||||||||
txnTotalEntered | string <decimal-precision-2> Total transaction amount of the AR advance. Example: "200.20" | ||||||||||||||||||||||||||
object Payment information for the AR advance. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object The payment summary details for this advance. Summaries are collections of the same types of transactions grouped together for processing. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object Customer from whom the advance was received. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object GL account associated with the advance. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object Supporting document for the advance. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
Array of objects Line items of the advance. | |||||||||||||||||||||||||||
Array
|
OK
Bad Request
{- "referenceNumber": "DOC1234"
}
{- "ia::result": {
- "key": "799",
- "id": "799",
- "href": "/objects/accounts-receivable/advance/799",
- "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
}
Deletes an advance.
key required | string System-assigned unique key for the advance. Example: 757 |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}