Payments

Payments are a record of the payments made on your invoices.

Access Requirements

Access	Requires Authorization
Scopes	`user:payments:read` `user:payments:write`

Includes

Include Name	Description
client	include client info in payment
invoice	include related invoice info in payment
credit_note	include credit note info in payment
order	include gateway order in payment
gateway	include gateway info in payment

Filters

Filter Type	Name	Field	Description
Equals	logid	logid	matches exact logid
In	logids	logid	matches list of logids, one specified per query arg
Between	date_min	date	date greater than or equal to parameter, YYYY-MM-DD format
Between	date_max	date	date less than parameter, YYYY-MM-DD format
Between	updated_min	updated	updated date greater than or equal to parameter, YYYY-MM-DD format
Between	updated_max	updated	updated date less than parameter, YYYY-MM-DD format
Between	amount_min	amount	amount greater than or equal to parameter
Between	amount_max	amount	amount less than parameter
Equals	type	type	matches exact type
Equals	customerid	customerid	matches exact customerid
In	customerids	customerid	matches list of customerids, one specified per query arg
Equals	clientid	clientid	matches exact clientid
In	clientids	clientid	matches list of clientids, one specified per query arg
Equals	currency	currency _code	matches exact currency code
Equals	invoiceid	invoiceid	matches exact invoice id
Like	notes	note	note contains parameter
Equals	from_credit	from_credit	true/false filters for payment converted from credit or not
Like	client_name	special	client fname, lname, or organization or invoice organization or credit organization contains parameter
Like	number	special	invoice or credit number contains parameter
Equals	payment_or _credit	special	‘invoice’ returns payments, ‘credit’ returns credits

Field Descriptions

underlined fields are required on creation

Field	Type	Description
accounting _systemid	string	unique identifier of business client exists on
amount	object	amount paid on invoice
– amount	string	string-decimal amount
-code	string	three-letter currency code
bulk_paymentid	int
clientid	int	id of client who made the payment
creditid	int	id of related credit
date	string	date the payment was made, YYYY-MM-DD format
from_credit	bool	whether or not the payment was converted from a Credit on a Client’s account
gateway	string	the payment processor used, if any
id	int	unique id (across this business) for payment
invoiceid	int	id of related invoice
logid	int	duplicate of id
note	string	notes on payment, often used for credit card reference number
orderid	int	id of related orderid
overpaymentid	int	id of related overpayment if relevant
send_client_notification	bool	whether to send the client a notification of this payment
transactionid	int	deprecated
type	string	“Check”, “Credit”, “Cash”, etc.
updated	datetime	date payment was last updated, YYYY-MM-DD
vis_state	int	0 for active, 1 for deleted

Get Single Payment

Request: "https://api.freshbooks.com/accounting/account/<accountid>/payments/payments/<id>"

Response:

{
  "response": {
    "result": {
      "payment": {
        "accounting_systemid": "zDmNq",
        "amount": {
          "amount": "10.00",
          "code": "USD"
        },
        "bulk_paymentid": null,
        "creditid": null,
        "clientid": 1758507,
        "date": "2013-12-10",
        "from_credit": false,
        "gateway": null,
        "id": 10865326
        "invoiceid": 2010190,
        "logid": 10865326,
        "note": "",
        "orderid": null,
        "overpaymentid": null,
        "send_client_notification": null,
        "transactionid": null,
        "type": "Check",
        "updated": "2016-09-28 21:00:46",
        "vis_state": 1,
      }
    }
  }
}

Create Single Payment

Request: POST "https://api.freshbooks.com/accounting/account/<accountid>/payments/payments"

{
  "payment":{
    "invoiceid": 2214249,
    "amount": {
      "amount": "10.00"
    },
    "date": "2013-12-10",
    "type": "Check"
  }
}


Response:

{
  "response": {
    "result": {
      "payment": {
        "orderid": null,
        "accounting_systemid": "zDmNq",
        "updated": "2016-09-29 19:09:17",
        "invoiceid": 2214249,
        "creditid": null,
        "amount": {
          "amount": "0.00",
          "code": "USD"
        },
        "clientid": 1831231,
        "vis_state": 0,
        "logid": 10865341,
        "note": "",
        "overpaymentid": 10865342,
        "gateway": null,
        "date": "2013-12-10",
        "transactionid": null,
        "from_credit": false,
        "type": "Check",
        "id": 10865341
      }
    }
  }
}

Update Single Payment

Request: PUT "https://api.freshbooks.com/accounting/account/<accountid>/payments/payments/<id>"

{
  "payment": {
    "invoiceid": 2219739
  }
}


Response:

{
  "response": {
    "result": {
      "payment": {
        "orderid": null,
        "accounting_systemid": "KAG77",
        "updated": "2016-09-28 18:46:36",
        "invoiceid": 2219739,
        "creditid": null,
        "amount": {
          "amount": "10.00",
          "code": "USD"
        },
        "clientid": 2185379,
        "vis_state": 0,
        "logid": 10865291,
        "note": "",
        "overpaymentid": null,
        "gateway": null,
        "date": "2013-12-10",
        "transactionid": null,
        "from_credit": false,
        "type": "Check",
        "id": 10865291
      }
    }
  }
}

Delete Single Payment

Request: PUT "https://api.freshbooks.com/accounting/account/<accountid>/payments/payments/<id>"

{
  "payment": {
    "vis_state": 1
  }
}


Response:

{
  "response": {
    "result": {
      "payment": {
        "orderid": null,
        "accounting_systemid": "zDmNq",
        "updated": "2016-09-28 21:00:46",
        "invoiceid": 2010190,
        "creditid": null,
        "amount": {
          "amount": "10.00",
          "code": "USD"
        },
        "clientid": 1758507,
        "vis_state": 1,
        "logid": 10865326,
        "note": "",
        "overpaymentid": null,
        "gateway": null,
        "date": "2013-12-10",
        "transactionid": null,
        "from_credit": false,
        "type": "Check",
        "id": 10865326
      }
    }
  }
}

List Payments

Request: GET https://api.freshbooks.com/accounting/account/<accountid>/payments/payments

Response:

{
  "response": {
    "result": {
      "per_page": 15,
      "pages": 1,
      "total": 3,
      "payments": [
        {
          // same format as single payment
        },
        {
          // same format as single payment
        },
        {
          // same format as single payment
        }
      ],
      "page": 1
    }
  }
}