Monite’s entity settings are a way to customize the behavior of certain functionality for your entities. The entity settings API provides functionality for managing and configuring settings specific to entities within the Monite platform. They allow you to personalize and customize certain aspects of your entities’ integration.
Some of these customizations include enabling payment and overdue reminders, customizing document number formatting, setting default currencies and currency exchange rates, and other entity-specific configurations.
To get or update entity settings using an entity user token, this entity user must have a role with the read and update permissions for the entity resource.
If using a partner-level token, no special permissions are needed.
To retrieve settings for an entity, send a GET request to the /entities/{entity_id}/settings endpoint:
A successful request returns the current settings for the entity provided.
To update the details of an entity, make a PATCH request to the /entities/{entity_id}/settings endpoint.
The following snippet shows an example of the payload for the PATCH /entities/{entity_id}/settings endpoint that enables payment reminders for entity invoices and updates the document ID format for invoices and quotes.
The successful request returns the complete entity settings object with the updated fields.
The language field on the entity settings object determines the language of the entity’s PDFs.