Receipts
Subcategories
API Endpoints
Create expense receipt
Creates a new expense receipt for a given mandate
/{organizationId}/{mandateId}/receipts/expenseUpdate expense receipt
Updates an existing expense receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/expense/{receiptId}Create revenue receipt
Creates a new revenue receipt for a given mandate
/{organizationId}/{mandateId}/receipts/revenueUpdate revenue receipt
Updates an existing revenue receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/revenue/{receiptId}Create invoice receipt
Creates a new invoice receipt for a given mandate
/{organizationId}/{mandateId}/receipts/invoiceUpdate invoice receipt
Updates an existing invoice receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/invoice/{receiptId}Create deposit receipt
Creates a new deposit receipt for a given mandate
/{organizationId}/{mandateId}/receipts/depositUpdate deposit receipt
Updates an existing deposit receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/deposit/{receiptId}Create offer receipt
Creates a new offer receipt for a given mandate
/{organizationId}/{mandateId}/receipts/offerUpdate offer receipt
Updates an existing offer receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/offer/{receiptId}Create confirmation receipt
Creates a new confirmation receipt for a given mandate
/{organizationId}/{mandateId}/receipts/confirmationUpdate confirmation receipt
Updates an existing confirmation receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/confirmation/{receiptId}Create donation receipt
Creates a new donation receipt for a given mandate
/{organizationId}/{mandateId}/receipts/donationUpdate donation receipt
Updates an existing donation receipt if it has no committed postings yet for a given mandate
/{organizationId}/{mandateId}/receipts/donation/{receiptId}List receipts
Returns a list of receipts for a given mandate
/{organizationId}/{mandateId}/finance/receipts/listPush reminder levels
Pushes the reminder levels for a given mandate
/{organizationId}/{mandateId}/finance/receipts/pushReminderLevelsGet reminder level schedule
Returns enabled reminder levels and their due dates for an example due date
/{organizationId}/{mandateId}/finance/receipts/reminderLevelScheduleGet receipt
Returns a specific receipt with all of its details for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}Delete receipt
Deletes a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}Export receipts
Queues a zip file export of multiple receipts for a given mandate by email
/{organizationId}/{mandateId}/finance/receipts/export/filesExport receipts
Queues a file export of receipts for a given mandate by email
/{organizationId}/{mandateId}/finance/receipts/exportCancel receipt
Cancels a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/cancelArchive receipt
Archives a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/archiveUnarchive receipt
Unarchives a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/unarchiveGet next reminder level
Returns the next reminder level for a given list of receipts for a given mandate
/{organizationId}/{mandateId}/finance/receipts/reminders/nextUpdate receipt tags
Updates the tags on a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/tagsAdd receipt note
Adds a note to a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/notesList receipt notes
Returns receipt notes ordered by creation date, newest first
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/notesDelete receipt note
Deletes a note from a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/notes/{noteId}Update receipt note
Updates a note on a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/notes/{noteId}Add receipt payment
Adds a payment to a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/paymentsDelete receipt payment
Deletes a specific payment for a given receipt for a given mandate by either its payment id or by a cash transaction id
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/payments/{paymentOrCashTransactionId}Delete returned payment
Undoes the latest returned payment on a specific receipt for a given mandate and restores the original payment
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/returnedPayment/{returnedPaymentId}Handle returned payment
Handles a returned payment for a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/returnedPaymentGet receipt download url
Returns the download url of the receipt document for a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/downloadScan receipt
Scans a receipt PDF/Image file and returns its information
/{organizationId}/finance/receipts/scanReceiptComplete draft receipts
Completes a list of draft receipts for a given mandate or all accessible mandates
/{organizationId}/{mandateId}/finance/receipts/completeGet receipt preview
Returns a preview of a persisted receipt or the provided unsaved receipt data
/{organizationId}/{mandateId}/finance/receipts/previewUpdate receipt send method
Updates the send method of a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/sendMethodUpdate receipt send details
Updates the send details of a specific receipt for a given mandate and resends the documents
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/updateReceiptSendDetailsUpdate receipt offer status
Updates the offer status of a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/offerStatusUpdate position accounts
Updates the accounts and cost centers of a specific receipt for a given mandate
/{organizationId}/{mandateId}/finance/receipts/{receiptId}/positions/updateAccountsCreate offset credit note
Creates an offset credit note, which means that the given receipt is refunded and a deposit receipt is created with the same amount. If cost centers are provided they'll be used for the deposit receipt.
/{organizationId}/{mandateId}/receipts/createOffsetCreditNoteRegenerate receipt documents
Queues jobs to recreate receipt PDFs from the current templates
/{organizationId}/{mandateId}/finance/receipts/regenerate-documentsList receipt tags
Returns a list of tags used on receipts for a given mandate
/{organizationId}/{mandateId}/finance/receipts/tags/listRemove tag
Removes a receipt tag case-insensitively from receipts and updates its canonical usage.
/{organizationId}/{mandateId}/finance/receipts/tags/removePush and override reminder levels for receipts
Pushes receipts reminder level for receipts and overrides the reminder due date to the current date
/{organizationId}/finance/receipts/pushAllReminderLevelsList remindable receipts
Returns a list of remindable receipts for a given mandate
/{organizationId}/finance/receipts/remindable/list