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CommonAnalytics

Get receivables analytics

GET
/analytics/receivables
GET
/v1/analytics/receivables
1curl -G https://api.sandbox.monite.com/v1/analytics/receivables \
2     -H "x-monite-version: 2024-05-25" \
3     -H "x-monite-entity-id: 9d2b4c8f-2087-4738-ba91-7359683c49a4" \
4     -H "Authorization: Bearer <token>" \
5     -d metric=id \
6     -d aggregation_function=count
Try it
1{
2  "data": [
3    {
4      "metric_value": 1,
5      "dimension_value": "dimension_value"
6    }
7  ]
8}
Retrieve aggregated statistics for receivables with different breakdowns.
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Retrieve aggregated statistics for receivables with different breakdowns.

Authentication

AuthorizationBearer
Bearer authentication of the form `Bearer <token>`, where token is your auth token.

Headers

x-monite-versionstringRequired
x-monite-entity-idstringRequired
The ID of the entity that owns the requested resource.

Query parameters

dimensionenumOptional
metricenumRequired
Allowed values:
The ID of the entity that owns the requested resource.

Bearer authentication of the form Bearer <token>, where token is your auth token.

aggregation_functionenumRequired
Allowed values:
date_dimension_breakdownenumOptional
Allowed values:
orderenumOptional

Sort order (ascending by default). Typically used together with the sort parameter.

Allowed values:
limitintegerOptional>=1<=250Defaults to 100
The number of items (0 .. 250) to return in a single page of the response. Default is 100. The response may contain fewer items if it is the last or only page. When using pagination with a non-default `limit`, you must provide the `limit` value alongside `pagination_token` in all subsequent pagination requests. Unlike other query parameters, `limit` is not inferred from `pagination_token`.
pagination_tokenstringOptional

A pagination token obtained from a previous call to this endpoint. Use it to get the next or previous page of results for your initial query. If pagination_token is specified, all other query parameters except limit are ignored and inferred from the initial query.

If not specified, the first page of results will be returned.

id__instringOptionalformat: "uuid"

Return only receivables with the specified IDs. Valid but nonexistent IDs do not raise errors but produce no results.

To specify multiple IDs, repeat this parameter for each value: id__in=<id1>&id__in=<id2>

status__inenumOptional
Return only receivables that have the specified statuses. See the applicable [invoice statuses](https://docs.monite.com/accounts-receivable/invoices/index), [quote statuses](https://docs.monite.com/accounts-receivable/quotes/index), and [credit note statuses](https://docs.monite.com/accounts-receivable/credit-notes#credit-note-lifecycle). To specify multiple statuses, repeat this parameter for each value: `status__in=draft&status__in=issued`
entity_user_id__instringOptionalformat: "uuid"
Return only receivables created by the entity users with the specified IDs.To specify multiple user IDs, repeat this parameter for each ID: `entity_user_id__in=<user1>&entity_user_id__in=<user2>` 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.
sortenumOptional

The field to sort the results by. Typically used together with the order parameter.

tag_ids__instringOptionalformat: "uuid"
Return only receivables whose [tags](https://docs.monite.com/common/tags) include at least one of the tags with the specified IDs. For example, given receivables with the following tags: 1. tagA 2. tagB 3. tagA, tagB 4. tagC 5. tagB, tagC `tag_ids__in=<tagA>&tag_ids__in=<tagB>` will return receivables 1, 2, 3, and 5. Valid but nonexistent tag IDs do not raise errors but produce no results.
tag_idsstringOptionalformat: "uuid"
Return only receivables whose [tags](https://docs.monite.com/common/tags) include all of the tags with the specified IDs and optionally other tags that are not specified. For example, given receivables with the following tags: 1. tagA 2. tagB 3. tagA, tagB 4. tagC 5. tagA, tagB, tagC `tag_ids=<tagA>&tag_ids=<tagB>` will return receivables 3 and 5.
product_ids__instringOptionalformat: "uuid"
Return only receivables whose line items include at least one of the product IDs with the specified IDs. To specify multiple product IDs, repeat this parameter for each ID: `product_ids__in=<product1>&product_ids__in=<product2>` For example, given receivables with the following product IDs: 1. productA 2. productB 3. productA, productB 4. productC 5. productB, productC `product_ids__in=<productA>&product_ids__in=<productB>` will return receivables 1, 2, 3, and 5.Valid but nonexistent product IDs do not raise errors but produce no results.
product_idsstringOptionalformat: "uuid"
Return only receivables whose line items include all of the product IDs with the specified IDs and optionally other products that are not specified. To specify multiple product IDs, repeat this parameter for each ID: `product_ids=<product1>&product_ids=<product2>` For example, given receivables with the following product IDs: 1. productA 2. productB 3. productA, productB 4. productC 5. productA, productB, productC `product_ids=<productA>&product_ids=<productB>` will return receivables 3 and 5.
project_id__instringOptionalformat: "uuid"
Return only receivables whose `project_id` include at least one of the project_id with the specified IDs. Valid but nonexistent project IDs do not raise errors but produce no results.
typeenumOptional
Return only receivables of the specified type. Use this parameter to get only invoices, or only quotes, or only credit notes.
Allowed values:
document_idstringOptional
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__containsstringOptional
Return only receivables whose document number (`document_id`) contains the specified string (case-sensitive).
document_id__icontainsstringOptional
Return only receivables whose document number (`document_id`) contains the specified string (case-insensitive).
issue_date__gtdatetimeOptional
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]`. The milliseconds part of the value is ignored.
issue_date__ltdatetimeOptional
Return only non-draft receivables that were issued before the specified date and time. The milliseconds part of the value is ignored.
issue_date__gtedatetimeOptional
Return only non-draft receivables that were issued on or after the specified date and time. The milliseconds part of the value is ignored.
issue_date__ltedatetimeOptional
Return only non-draft receivables that were issued before or on the specified date and time. The milliseconds part of the value is ignored.
created_at__gtdatetimeOptional
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]`. The milliseconds part of the value is ignored.
created_at__ltdatetimeOptional
Return only receivables created before the specified date and time. The milliseconds part of the value is ignored.
created_at__gtedatetimeOptional
Return only receivables created on or after the specified date and time. The milliseconds part of the value is ignored.
created_at__ltedatetimeOptional
Return only receivables created before or on the specified date and time. The milliseconds part of the value is ignored.
counterpart_idstringOptionalformat: "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_namestringOptional
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__containsstringOptional
Return only receivables created for counterparts whose name contains the specified string (case-sensitive).
counterpart_name__icontainsstringOptional
Return only receivables created for counterparts whose name contains the specified string (case-insensitive).
total_amountintegerOptional
Return only receivables with the exact specified total amount. The amount must be specified in the [minor units](https://docs.monite.com/references/currencies#minor-units) of currency. For example, $12.5 is represented as 1250."
total_amount__gtintegerOptional
Return only receivables whose total amount (in minor units) exceeds the specified value.
total_amount__ltintegerOptional
Return only receivables whose total amount (in minor units) is less than the specified value.
total_amount__gteintegerOptional
Return only receivables whose total amount (in minor units) is greater than or equal to the specified value.
total_amount__lteintegerOptional
Return only receivables whose total amount (in minor units) is less than or equal to the specified value.
discounted_subtotalintegerOptional
Return only receivables with the exact specified discounted subtotal. The amount must be specified in the [minor units](https://docs.monite.com/references/currencies#minor-units) of currency. For example, $12.5 is represented as 1250.
discounted_subtotal__gtintegerOptional
Return only receivables whose discounted subtotal (in minor units) is greater than the specified value.
discounted_subtotal__ltintegerOptional
Return only receivables whose discounted subtotal (in minor units) is less than the specified value.
discounted_subtotal__gteintegerOptional
Return only receivables whose discounted subtotal (in minor units) is greater than or equal to the specified value.
discounted_subtotal__lteintegerOptional
Return only receivables whose discounted subtotal (in minor units) is less than or equal to the specified value.
statusenumOptional
Return only receivables that have the specified status. See the applicable [invoice statuses](https://docs.monite.com/accounts-receivable/invoices/index), [quote statuses](https://docs.monite.com/accounts-receivable/quotes/index), and [credit note statuses](https://docs.monite.com/accounts-receivable/credit-notes#credit-note-lifecycle). To query multiple statuses at once, use the `status__in` parameter instead.
entity_user_idstringOptionalformat: "uuid"
Return only receivables created by the entity users with the specified IDs. To specify multiple user IDs, repeat this parameter for each ID: `entity_user_id__in=<user1>&entity_user_id__in=<user2>` 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.
based_onstringOptionalformat: "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 or find recurring invoices created from a base invoice. Valid but nonexistent IDs do not raise errors but produce no results.
due_date__gtstringOptionalformat: "date"
Return receivables whose due date is after the specified date (exclusive, `YYYY-MM-DD`). This filter includes invoices and credit notes (only those with a due date) and excludes quotes.
due_date__ltstringOptionalformat: "date"
Return receivables whose due date is before the specified date (exclusive, `YYYY-MM-DD`). This filter includes invoices and credit notes (only those with a due date) and excludes quotes.
due_date__gtestringOptionalformat: "date"
Return receivables whose due date is on or after the specified date (`YYYY-MM-DD`). This filter includes invoices and credit notes (only those with a due date) and excludes quotes.
due_date__ltestringOptionalformat: "date"
Return receivables whose due date is before or on the specified date (`YYYY-MM-DD`). This filter includes invoices and credit notes (only those with a due date) and excludes quotes.
has_due_datebooleanOptional
If `true`, returns only invoices and credit notes that have the `due_date` defined. If `false`, returns receivables (invoices, quotes, credit notes) without a `due_date`. If omitted (default), all receivables are included.
project_idstringOptionalformat: "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.
search_textstringOptional
Searches for the specified substring in the `counterpart_name` and `document_id` fields in receivables. The search is case-insensitive and allows partial matches. For example, `abc` will match `12-ABCD`.

Response

Successful Response
datalist of objects

Errors

The number of items (0 .. 250) to return in a single page of the response. Default is 100. The response may contain fewer items if it is the last or only page.

When using pagination with a non-default limit, you must provide the limit value alongside pagination_token in all subsequent pagination requests. Unlike other query parameters, limit is not inferred from pagination_token.

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

To specify multiple statuses, repeat this parameter for each value: status__in=draft&status__in=issued

Return only receivables created by the entity users with the specified IDs.To specify multiple user IDs, repeat this parameter for each ID: entity_user_id__in=<user1>&entity_user_id__in=<user2>

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.

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.

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

Return only receivables whose tags include at least one of the tags with the specified IDs.

For example, given receivables with the following tags:

  1. tagA
  2. tagB
  3. tagA, tagB
  4. tagC
  5. tagB, tagC

tag_ids__in=<tagA>&tag_ids__in=<tagB> will return receivables 1, 2, 3, and 5.

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

Return only receivables whose tags include all of the tags with the specified IDs and optionally other tags that are not specified.

For example, given receivables with the following tags:

  1. tagA
  2. tagB
  3. tagA, tagB
  4. tagC
  5. tagA, tagB, tagC

tag_ids=<tagA>&tag_ids=<tagB> will return receivables 3 and 5.

Return only receivables whose line items include at least one of the product IDs with the specified IDs.

To specify multiple product IDs, repeat this parameter for each ID: product_ids__in=<product1>&product_ids__in=<product2>

For example, given receivables with the following product IDs:

  1. productA
  2. productB
  3. productA, productB
  4. productC
  5. productB, productC

product_ids__in=<productA>&product_ids__in=<productB> will return receivables 1, 2, 3, and 5.Valid but nonexistent product IDs do not raise errors but produce no results.

Return only receivables whose line items include all of the product IDs with the specified IDs and optionally other products that are not specified.

To specify multiple product IDs, repeat this parameter for each ID: product_ids=<product1>&product_ids=<product2>

For example, given receivables with the following product IDs:

  1. productA
  2. productB
  3. productA, productB
  4. productC
  5. productA, productB, productC

product_ids=<productA>&product_ids=<productB> will return receivables 3 and 5.

Return only receivables whose project_id include at least one of the project_id with the specified IDs. Valid but nonexistent project IDs do not raise errors but produce no results.

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).

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

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

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]. The milliseconds part of the value is ignored.

Return only non-draft receivables that were issued before the specified date and time. The milliseconds part of the value is ignored.

Return only non-draft receivables that were issued on or after the specified date and time. The milliseconds part of the value is ignored.

Return only non-draft receivables that were issued before or on the specified date and time. The milliseconds part of the value is ignored.

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]. The milliseconds part of the value is ignored.

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

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

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.”

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

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

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

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.

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

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

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

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.

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

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 or find recurring invoices created from a base invoice.

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

Return only receivables created by the entity users with the specified IDs. To specify multiple user IDs, repeat this parameter for each ID: entity_user_id__in=<user1>&entity_user_id__in=<user2>

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.

Return receivables whose due date is after the specified date (exclusive, YYYY-MM-DD).

This filter includes invoices and credit notes (only those with a due date) and excludes quotes.

Return receivables whose due date is before the specified date (exclusive, YYYY-MM-DD).

This filter includes invoices and credit notes (only those with a due date) and excludes quotes.

Return receivables whose due date is on or after the specified date (YYYY-MM-DD).

This filter includes invoices and credit notes (only those with a due date) and excludes quotes.

Return receivables whose due date is before or on the specified date (YYYY-MM-DD).

This filter includes invoices and credit notes (only those with a due date) and excludes quotes.

If true, returns only invoices and credit notes that have the due_date defined.

If false, returns receivables (invoices, quotes, credit notes) without a due_date.

If omitted (default), all receivables are included.

Searches for the specified substring in the counterpart_name and document_id fields in receivables. The search is case-insensitive and allows partial matches. For example, abc will match 12-ABCD.