Update a receivable

PATCH

/receivables/:receivable_id

PATCH

/v1/receivables/:receivable_id

1 curl -X PATCH https://api.sandbox.monite.com/v1/receivables/receivable_id \
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      -H "Content-Type: application/json" \
6      -d '{
7   "quote": {}
8 }'

Try it

1 {
2   "type": "quote",
3   "counterpart_id": "counterpart_id",
4   "counterpart_type": "individual",
5   "created_at": "2024-01-15T09:30:00Z",
6   "currency": "AED",
7   "entity": {
8     "type": "organization",
9     "name": "name",
10     "email": "email",
11     "logo": "logo",
12     "phone": "phone",
13     "registration_authority": "registration_authority",
14     "registration_number": "registration_number",
15     "tax_id": "tax_id",
16     "vat_id": "vat_id",
17     "website": "website"
18   },
19   "entity_address": {
20     "city": "city",
21     "line1": "line1",
22     "postal_code": "postal_code",
23     "country": "AF",
24     "line2": "line2",
25     "state": "state"
26   },
27   "file_language": "ab",
28   "id": "id",
29   "line_items": [
30     {
31       "product": {
32         "id": "id",
33         "name": "name",
34         "price": {
35           "currency": "AED",
36           "value": 1
37         },
38         "price_after_vat": {
39           "currency": "AED",
40           "value": 1
41         },
42         "vat_rate": {
43           "country": "AF",
44           "value": 1,
45           "id": "id",
46           "components": [
47             {
48               "name": "name",
49               "value": 1.1
50             }
51           ],
52           "is_custom": true,
53           "name": "name"
54         },
55         "accounting_tax_rate_id": "accounting_tax_rate_id",
56         "description": "description",
57         "external_reference": "HT-1234-S-BL",
58         "is_inline": true,
59         "ledger_account_id": "ledger_account_id",
60         "measure_unit": {
61           "name": "name",
62           "id": "id",
63           "description": "description"
64         },
65         "smallest_amount": 1.1,
66         "type": "product"
67       },
68       "quantity": 1.1,
69       "total_after_vat": 1,
70       "total_before_vat": 1,
71       "discount": {
72         "amount": 1,
73         "type": "amount"
74       },
75       "tax_status": "taxable"
76     }
77   ],
78   "original_file_language": "ab",
79   "status": "draft",
80   "total_vat_amount": 1,
81   "updated_at": "2024-01-15T09:30:00Z",
82   "attachments": [
83     {
84       "id": "id",
85       "mimetype": "application/pdf",
86       "name": "timesheet.pdf",
87       "size": 120101,
88       "url": "https://bucketname.s3.amazonaws.com/path/to/timesheet.pdf",
89       "include_in_email": true
90     }
91   ],
92   "based_on": "based_on",
93   "based_on_document_id": "based_on_document_id",
94   "comment": "comment",
95   "commercial_condition_description": "commercial_condition_description",
96   "counterpart_billing_address": {
97     "city": "Berlin",
98     "country": "AF",
99     "line1": "Flughafenstrasse 52",
100     "postal_code": "10115",
101     "id": "id",
102     "line2": "line2",
103     "state": "state"
104   },
105   "counterpart_business_type": "counterpart_business_type",
106   "counterpart_contact": {
107     "address": {
108       "city": "Berlin",
109       "country": "AF",
110       "line1": "Flughafenstrasse 52",
111       "postal_code": "10115",
112       "id": "id",
113       "line2": "line2",
114       "state": "state"
115     },
116     "first_name": "Marge",
117     "last_name": "Smith",
118     "email": "marge@example.org",
119     "phone": "55512378654",
120     "title": "Dr."
121   },
122   "counterpart_external_reference": "counterpart_external_reference",
123   "counterpart_name": "counterpart_name",
124   "counterpart_shipping_address": {
125     "city": "Berlin",
126     "country": "AF",
127     "line1": "Flughafenstrasse 52",
128     "postal_code": "10115",
129     "id": "id",
130     "line2": "line2",
131     "state": "state"
132   },
133   "counterpart_tax_id": "counterpart_tax_id",
134   "counterpart_vat_id": {
135     "id": "id",
136     "counterpart_id": "counterpart_id",
137     "value": "123456789",
138     "country": "AF",
139     "type": "ae_trn"
140   },
141   "deductions": [
142     {
143       "amount": 1500,
144       "name": "Referral bonus",
145       "memo": "memo"
146     }
147   ],
148   "discount": {
149     "amount": 1,
150     "type": "amount",
151     "value": 1
152   },
153   "discounted_subtotal": 1,
154   "document_id": "document_id",
155   "document_rendering": {
156     "credit_note": {
157       "display_entity_bank_account": true
158     },
159     "display_entity_bank_account": true,
160     "display_line_items": true,
161     "invoice": {
162       "display_entity_bank_account": true
163     },
164     "line_items": {
165       "discount": {
166         "display": true,
167         "label": "label"
168       },
169       "measure_unit": {
170         "display": true,
171         "label": "label"
172       },
173       "name": {
174         "display": true,
175         "label": "label"
176       },
177       "price": {
178         "display": true,
179         "label": "label",
180         "precision": 1
181       },
182       "price_after_vat": {
183         "display": true,
184         "label": "label",
185         "precision": 1
186       },
187       "quantity": {
188         "display": true,
189         "label": "label"
190       },
191       "total_price": {
192         "display": true,
193         "label": "label",
194         "precision": 1
195       },
196       "total_price_after_vat": {
197         "display": true,
198         "label": "label",
199         "precision": 1
200       },
201       "vat_amount": {
202         "display": true,
203         "label": "label",
204         "precision": 1
205       },
206       "vat_rate": {
207         "display": true,
208         "label": "label",
209         "precision": 1
210       }
211     },
212     "quote": {
213       "display_entity_bank_account": true,
214       "display_signature": true
215     }
216   },
217   "due_date": "due_date",
218   "einvoice_file_url": "einvoice_file_url",
219   "entity_bank_account": {
220     "id": "id",
221     "account_holder_name": "account_holder_name",
222     "account_number": "account_number",
223     "bank_name": "bank_name",
224     "bic": "bic",
225     "iban": "iban",
226     "routing_number": "routing_number",
227     "sort_code": "sort_code"
228   },
229   "entity_user_id": "entity_user_id",
230   "entity_vat_id": {
231     "id": "id",
232     "country": "AF",
233     "entity_id": "entity_id",
234     "value": "123456789",
235     "type": "ae_trn"
236   },
237   "expiry_date": "expiry_date",
238   "file_url": "file_url",
239   "footer": "footer",
240   "issue_date": "2024-01-15T09:30:00Z",
241   "memo": "memo",
242   "original_file_url": "original_file_url",
243   "partner_metadata": {
244     "key": "value"
245   },
246   "project_id": "project_id",
247   "quote_accept_page_url": "quote_accept_page_url",
248   "signature_required": true,
249   "subtotal": 1,
250   "subtotal_after_vat": 1,
251   "tags": [
252     {
253       "id": "ea837e28-509b-4b6a-a600-d54b6aa0b1f5",
254       "created_at": "2022-09-07T16:35:18Z",
255       "updated_at": "2022-09-07T16:35:18Z",
256       "name": "Marketing",
257       "category": "document_type",
258       "created_by_entity_user_id": "ea837e28-509b-4b6a-a600-d54b6aa0b1f5",
259       "description": "Tag for the Marketing Department"
260     }
261   ],
262   "total_amount": 1,
263   "total_deduction_amount": 1,
264   "total_vat_amounts": [
265     {
266       "amount": 1,
267       "taxable_amount": 1,
268       "value": 1,
269       "id": "id",
270       "components": [
271         {
272           "amount": 1,
273           "name": "name",
274           "value": 1.1
275         }
276       ],
277       "name": "name"
278     }
279   ],
280   "total_withholding_tax": 1,
281   "trade_name": "trade_name",
282   "vat_exempt": true,
283   "vat_exemption_rationale": "vat_exemption_rationale",
284   "vat_inclusive_discount_mode": "exclusive",
285   "vat_mode": "exclusive",
286   "withholding_tax_rate": 1,
287   "deduction_amount": 1500,
288   "deduction_memo": "deduction_memo"
289 }

You can update:

draft invoices, quotes, and credit notes,
invoice template for recurring invoices,
certain details in already issued invoices (use the issued_invoice envelope instead of the invoice envelope).

To update the line items in an invoice or a quote, use PUT /receivables/{receivable_id}/line_items instead.

You can update: * draft invoices, quotes, and credit notes, * invoice template for recurring invoices, * certain details in already issued invoices (use the `issued_invoice` envelope instead of the `invoice` envelope). To update the line items in an invoice or a quote, use `PUT /receivables/{receivable_id}/line_items` instead.

Authentication

AuthorizationBearer

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

Path parameters

receivable_idstringRequired

ID of an existing invoice, quote, or credit note that you want to update.

Request

This endpoint expects an object.

objectRequired

Response

Successful Response

quoteobject

invoiceobject

credit_noteobject

Update a receivable

Authentication

Path parameters

Headers

Request

Response

Errors