Create Invoice Credit Note

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/invoice_credit_notes \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 1,
  "data": [
    {
      "contact_id": "123456",
      "document_number": "ROOTFI01",
      "posted_date": "2021-09-28T15:00:00.000Z",
      "currency_id": "GBP",
      "invoice_ids": [],
      "memo": "Test Invoice",
      "line_items": [
        {
          "account_id": "123456",
          "quantity": 1,
          "item_id": "123456",
          "tax_id": "123456",
          "unit_amount": 100,
          "total_discount": 0,
          "description": "Test Item"
        }
      ]
    }
  ]
}'
}'

import { RootFiClient } from "rootfi-api";
const rootfi = new RootFiClient({ apiKey: "<api_key>" });

await rootfi.accounting.invoiceCreditNote.create({
  company_id: 1,
  data: [
    {
      contact_id: "123456",
      document_number: "ROOTFI01",
      posted_date: "2021-09-28T15:00:00.000Z",
      currency_id: "GBP",
      invoice_ids: [],
      memo: "Test Invoice",
      line_items: [
        {
          account_id: "123456",
          quantity: 1,
          item_id: "123456",
          tax_id: "123456",
          unit_amount: 100,
          total_discount: 0,
          description: "Test Item",
        },
      ],
    },
  ],
});

{
  "data": {
    "rootfi_id": 123,
    "rootfi_deleted_at": null,
    "rootfi_created_at": "2024-01-25T09:00:00Z",
    "rootfi_updated_at": "2024-01-25T09:00:00Z",
    "rootfi_company_id": 456,
    "platform_id": "123456_1",
    "platform_unique_id": "123456",
    "contact_id": "123456",
    "document_number": "123456",
    "total_amount": 1000,
    "remaining_credit": 1000,
    "posted_date": "2024-01-25T09:00:00Z",
    "currency_id": "123456",
    "memo": "Example Memo",
    "status": "Example Status",
    "invoice_ids": [
      "123456"
    ],
    "updated_at": "2024-01-25T09:00:00Z",
    "tax_amount": 100,
    "line_items": [
      {
        "rootfi_id": 157,
        "platform_id": "123456",
        "line_item_type": "INVOICES",
        "line_item_type_id": "123456",
        "tracking_category_ids": [
          "123456"
        ],
        "project_id": "123456",
        "item_id": "123456",
        "tax_id": "123456",
        "account_id": "123456",
        "description": "This is a description",
        "quantity": 1,
        "unit_amount": 100,
        "total_amount": 100,
        "sub_total": 100,
        "tax_amount": 100,
        "total_discount": 100,
        "updated_at": "2024-01-22T05:07:31.000Z"
      }
    ]
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

POST

accounting

invoice_credit_notes

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/invoice_credit_notes \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 1,
  "data": [
    {
      "contact_id": "123456",
      "document_number": "ROOTFI01",
      "posted_date": "2021-09-28T15:00:00.000Z",
      "currency_id": "GBP",
      "invoice_ids": [],
      "memo": "Test Invoice",
      "line_items": [
        {
          "account_id": "123456",
          "quantity": 1,
          "item_id": "123456",
          "tax_id": "123456",
          "unit_amount": 100,
          "total_discount": 0,
          "description": "Test Item"
        }
      ]
    }
  ]
}'
}'

import { RootFiClient } from "rootfi-api";
const rootfi = new RootFiClient({ apiKey: "<api_key>" });

await rootfi.accounting.invoiceCreditNote.create({
  company_id: 1,
  data: [
    {
      contact_id: "123456",
      document_number: "ROOTFI01",
      posted_date: "2021-09-28T15:00:00.000Z",
      currency_id: "GBP",
      invoice_ids: [],
      memo: "Test Invoice",
      line_items: [
        {
          account_id: "123456",
          quantity: 1,
          item_id: "123456",
          tax_id: "123456",
          unit_amount: 100,
          total_discount: 0,
          description: "Test Item",
        },
      ],
    },
  ],
});

{
  "data": {
    "rootfi_id": 123,
    "rootfi_deleted_at": null,
    "rootfi_created_at": "2024-01-25T09:00:00Z",
    "rootfi_updated_at": "2024-01-25T09:00:00Z",
    "rootfi_company_id": 456,
    "platform_id": "123456_1",
    "platform_unique_id": "123456",
    "contact_id": "123456",
    "document_number": "123456",
    "total_amount": 1000,
    "remaining_credit": 1000,
    "posted_date": "2024-01-25T09:00:00Z",
    "currency_id": "123456",
    "memo": "Example Memo",
    "status": "Example Status",
    "invoice_ids": [
      "123456"
    ],
    "updated_at": "2024-01-25T09:00:00Z",
    "tax_amount": 100,
    "line_items": [
      {
        "rootfi_id": 157,
        "platform_id": "123456",
        "line_item_type": "INVOICES",
        "line_item_type_id": "123456",
        "tracking_category_ids": [
          "123456"
        ],
        "project_id": "123456",
        "item_id": "123456",
        "tax_id": "123456",
        "account_id": "123456",
        "description": "This is a description",
        "quantity": 1,
        "unit_amount": 100,
        "total_amount": 100,
        "sub_total": 100,
        "tax_amount": 100,
        "total_discount": 100,
        "updated_at": "2024-01-22T05:07:31.000Z"
      }
    ]
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

{
  "error": {
    "message": "<string>",
    "code": "<string>",
    "field": "<string>"
  }
}

An Invoice Credit Note is a financial transaction representing a reduction that can be applied against one or multiple invoices issued to Customers.

Additional Required Fields

To successfully create an invoice credit note, certain fields must be included in the raw_data object of the request body. The required fields are as follows:

Integration	Field	Description
SAGE_CLOUD_ACCOUNTING	currency_rate	The exchange rate to be used for the invoice credit note.
FRESH_BOOKS	currency_rate	The exchange rate between the currency of the invoice credit note and the base currency of the company.

curl --request POST \
  --url https://api.rootfi.dev/v3/accounting/invoice_credit_notes \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "company_id": 1,
  "data": [
    {
      "contact_id": "123456",
      "document_number": "ROOTFI01",
      "posted_date": "2021-09-28T15:00:00.000Z",
      "currency_id": "GBP",
      "invoice_ids": [],
      "memo": "Test Invoice",
      "line_items": [
        {
          "account_id": "123456",
          "quantity": 1,
          "item_id": "123456",
          "tax_id": "123456",
          "unit_amount": 100,
          "total_discount": 0,
          "description": "Test Item"
        }
      ]
    }
  ]
}'
}'

import { RootFiClient } from "rootfi-api";
const rootfi = new RootFiClient({ apiKey: "<api_key>" });

await rootfi.accounting.invoiceCreditNote.create({
  company_id: 1,
  data: [
    {
      contact_id: "123456",
      document_number: "ROOTFI01",
      posted_date: "2021-09-28T15:00:00.000Z",
      currency_id: "GBP",
      invoice_ids: [],
      memo: "Test Invoice",
      line_items: [
        {
          account_id: "123456",
          quantity: 1,
          item_id: "123456",
          tax_id: "123456",
          unit_amount: 100,
          total_discount: 0,
          description: "Test Item",
        },
      ],
    },
  ],
});

Authorizations

api_key

string

header

required

Body

application/json

company_id

integer

required

The ID of the company in the accounting platform

data

accountingInvoiceCreditNoteFields · object[]

required

The data of the invoice credit note to create

Show child attributes

run_async

boolean | null

Run the request asynchronously

Response

data

accountingInvoiceCreditNoteObject · object | null

The data of the created invoice credit note

Show child attributes

sync_id

string | null

The sync id of the request

General

Server Side SDKs

Core API

Unified API

Additional Required Fields

Authorizations

Body

Response

​Additional Required Fields

Authorizations

Body

Response

Additional Required Fields