{ "$schema": "http://json-schema.org/draft-07/schema#", "title": "Retainer Invoices", "description": "A lot of businesses collect an advance payment (or retainer) for products sold or services rendered by them. This amount collected will not be an income but a liability to the company. The revenue is earned only when the product is delivered or the service is completed, if not delivered or completed the advance payment made will be returned to the customer.", "definitions": { "gendoc-attributes-schema": { "$ref": "#/components/schemas/retainerinvoice-response" }, "retainerinvoice-response": { "type": "object", "properties": { "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "retainerinvoice_number": { "$ref": "#/components/schemas/retainerinvoice_number" }, "date": { "$ref": "#/components/schemas/date" }, "status": { "$ref": "#/components/schemas/status" }, "is_pre_gst": { "$ref": "#/components/schemas/is_pre_gst" }, "place_of_supply": { "$ref": "#/components/schemas/place_of_supply" }, "project_id": { "$ref": "#/components/schemas/project_id" }, "project_name": { "$ref": "#/components/schemas/project_name" }, "last_payment_date": { "$ref": "#/components/schemas/last_payment_date" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "customer_id": { "$ref": "#/components/schemas/customer_id" }, "customer_name": { "$ref": "#/components/schemas/customer_name" }, "contact_persons_associated": { "$ref": "#/components/schemas/contact_persons_associated" }, "currency_id": { "$ref": "#/components/schemas/currency_id" }, "currency_code": { "$ref": "#/components/schemas/currency_code" }, "currency_symbol": { "$ref": "#/components/schemas/currency_symbol" }, "exchange_rate": { "$ref": "#/components/schemas/exchange_rate" }, "is_viewed_by_client": { "$ref": "#/components/schemas/is_viewed_by_client" }, "client_viewed_time": { "$ref": "#/components/schemas/client_viewed_time" }, "is_inclusive_tax": { "$ref": "#/components/schemas/is_inclusive_tax" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "location_name": { "$ref": "#/components/schemas/location_name" }, "line_items": { "description": "Line items of a retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "line_item_id": { "$ref": "#/components/schemas/line_item_id" }, "description": { "$ref": "#/components/schemas/description" }, "item_order": { "$ref": "#/components/schemas/item_order" }, "rate": { "$ref": "#/components/schemas/rate" }, "bcy_rate": { "$ref": "#/components/schemas/bcy_rate" }, "tax_id": { "$ref": "#/components/schemas/tax_id" }, "tax_name": { "$ref": "#/components/schemas/tax_name" }, "tax_type": { "$ref": "#/components/schemas/tax_type" }, "tax_percentage": { "$ref": "#/components/schemas/tax_percentage" }, "item_total": { "$ref": "#/components/schemas/item_total" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "location_name": { "$ref": "#/components/schemas/location_name" } } } }, "sub_total": { "$ref": "#/components/schemas/sub_total" }, "total": { "$ref": "#/components/schemas/total" }, "taxes": { "$ref": "#/components/schemas/taxes" }, "payment_made": { "$ref": "#/components/schemas/payment_made" }, "payment_drawn": { "$ref": "#/components/schemas/payment_drawn" }, "balance": { "$ref": "#/components/schemas/balance" }, "allow_partial_payments": { "$ref": "#/components/schemas/allow_partial_payments" }, "price_precision": { "$ref": "#/components/schemas/price_precision" }, "payment_options": { "$ref": "#/components/schemas/payment_options" }, "is_emailed": { "$ref": "#/components/schemas/is_emailed" }, "documents": { "$ref": "#/components/schemas/documents" }, "billing_address": { "$ref": "#/components/schemas/billing_address" }, "shipping_address": { "$ref": "#/components/schemas/shipping_address" }, "notes": { "$ref": "#/components/schemas/notes" }, "terms": { "$ref": "#/components/schemas/terms" }, "custom_fields": { "$ref": "#/components/schemas/custom_fields" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "template_name": { "$ref": "#/components/schemas/template_name" }, "page_width": { "$ref": "#/components/schemas/page_width" }, "page_height": { "$ref": "#/components/schemas/page_height" }, "orientation": { "$ref": "#/components/schemas/orientation" }, "template_type": { "$ref": "#/components/schemas/template_type" }, "created_time": { "$ref": "#/components/schemas/created_time" }, "last_modified_time": { "$ref": "#/components/schemas/last_modified_time" }, "created_by_id": { "$ref": "#/components/schemas/created_by_id" }, "attachment_name": { "$ref": "#/components/schemas/attachment_name" }, "can_send_in_mail": { "$ref": "#/components/schemas/can_send_in_mail" } } }, "page": { "description": "Number of pages", "type": "integer", "example": 1 }, "per_page": { "description": "Per page values", "type": "integer", "example": 200 }, "report_name": { "description": "The report name", "type": "string", "example": "Retainer Invoices" }, "place_of_supply": { "description": "Place where the goods/services are supplied to. (If not given, place of contact given for the contact will be taken)", "type": "string", "example": "TN", "x-node_available_in": [ "in" ], "x-node_unavailable_in": [] }, "is_pre_gst": { "description": "Applicable for transactions that fall before july 1, 2017", "type": "string", "example": false }, "project_id": { "description": "ID of the project", "type": "string", "example": 982000000567154 }, "project_name": { "description": "Name of the project", "type": "string" }, "has_more_page": { "description": "Check if has more pages", "type": "boolean", "example": false }, "sort_order": { "description": "The order for sorting", "type": "string", "example": "D" }, "sort_column": { "description": "Sort retainer invoices.Allowed Values: customer_name, retainer invoice_number, date, due_date, total, balance and created_time", "type": "string", "example": "created_time" }, "applied_filter": { "description": "The filer applied for sorting", "type": "string", "example": "Status.All" }, "retainerinvoice_id": { "description": "ID of the retainerinvoice", "type": "string", "example": 982000000567114 }, "retainerinvoice_number": { "description": "number of the retainer invoice.Variants: retainerinvoice_number_startswith and retainerinvoice_number_contains. Max-length [100]", "type": "string", "example": "RET-00003" }, "customer_name": { "description": "The name of the customer. Max-length [100]", "type": "string", "example": "Bowman & Co" }, "customer_id": { "description": "ID of the customer the retainer invoice has to be created.", "type": "string", "example": 982000000567001 }, "status": { "description": "retainer invoice status.Allowed Values: sent, draft, overdue, paid, void, unpaid, partially_paid and viewed", "type": "string", "example": "draft" }, "reference_number": { "description": "The reference number of the retainer invoice. Max-length [100]", "type": "string", "example": " " }, "date": { "description": "The date of creation of the retainer invoice.", "type": "string", "example": "2013-11-17" }, "project_or_estimate_name": { "type": "string", "example": "new project" }, "currency_id": { "description": "The currenct id of the currency", "type": "string", "example": 982000000000190 }, "currency_code": { "description": "The currency code in which the retainer invoice is created.", "type": "string", "example": "USD" }, "currency_symbol": { "description": "The currency symbol in which the retainer invoice is created.", "type": "string", "example": "USD" }, "total": { "description": "The total amount to be paid", "type": "string", "example": 40.6 }, "balance": { "description": "The unpaid amount", "type": "string", "example": 40.6 }, "created_time": { "description": "The time of creation of the retainer invoice", "type": "string", "example": "2013-11-18T02:31:51-0800" }, "last_modified_time": { "description": "The time of last modification of the retainer invoice", "type": "string", "example": "2013-11-18T02:31:51-0800" }, "is_emailed": { "description": "Boolean check to if the email was sent", "type": "string", "example": false }, "last_payment_date": { "description": "The last payment date of the retainer invoice", "type": "string", "example": " " }, "has_attachment": { "description": "Boolean retainer invoice has attachment", "type": "boolean", "example": true }, "is_viewed_by_client": { "description": "Boolean is retainer invoice viewed by client in client portal.", "type": "boolean", "example": true }, "client_viewed_time": { "description": "client viewed time for retainer invoice in client portal.", "type": "boolean", "example": true }, "contact_person_name": { "description": "Name of the Contact Person", "type": "string", "example": "David" }, "first_name": { "description": "First Name of the Contact Person", "type": "string", "example": "David" }, "email": { "description": "contact's email id. Maximum length [100]", "type": "string", "example": "willsmith@bowmanfurniture.com" }, "contact_person_email": { "description": "Email ID of the Contact Person.", "type": "string", "example": "willsmith@bowmanfurniture.com" }, "phone": { "description": "Phone Number of the Contact Person", "type": "string", "example": "+1-925-921-9201" }, "last_name": { "description": "Last name of the Contact Person", "type": "string", "example": "John" }, "salutation": { "description": "Salutation of the Contact Person", "type": "string", "example": "Mr" }, "contact_person_id": { "description": "Unique ID of the Contact Person", "type": "string", "example": 982000000567003 }, "mobile": { "description": "Mobile Number of the Contact Person", "type": "string", "example": "+1-4054439562" }, "is_email_enabled": { "description": "Used to check if Email communication preference is enabled for the contact person at transaction level.", "type": "boolean", "example": true }, "is_sms_enabled": { "description": "Used to check if SMS communication preference is enabled for the contact person at transaction level.", "type": "boolean", "example": true, "x-node_available_in": [ "SMS integration" ] }, "is_whatsapp_enabled": { "description": "Used to check if WhatsApp communication preference is enabled for the contact person at transaction level.", "type": "boolean", "example": true, "x-node_available_in": [ "WhatsApp integration" ] }, "communication_preference": { "description": "Preferred modes of communication for the contact person at transaction level.", "type": "object", "properties": { "is_email_enabled": { "$ref": "#/components/schemas/is_email_enabled" }, "is_whatsapp_enabled": { "$ref": "#/components/schemas/is_whatsapp_enabled" } } }, "contact_persons_associated": { "description": "Contact Persons associated with the retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "contact_person_id": { "$ref": "#/components/schemas/contact_person_id" }, "contact_person_name": { "$ref": "#/components/schemas/contact_person_name" }, "first_name": { "$ref": "#/components/schemas/first_name" }, "last_name": { "$ref": "#/components/schemas/last_name" }, "contact_person_email": { "$ref": "#/components/schemas/contact_person_email" }, "phone": { "$ref": "#/components/schemas/phone" }, "mobile": { "$ref": "#/components/schemas/mobile" }, "communication_preference": { "$ref": "#/components/schemas/communication_preference" } } } }, "contact_persons_associated_payload": { "description": "Contact Persons associated with the retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "contact_person_id": { "$ref": "#/components/schemas/contact_person_id" }, "communication_preference": { "$ref": "#/components/schemas/communication_preference" } } } }, "notes": { "description": "The notes added below expressing gratitude or for conveying some information.", "type": "string", "example": "Looking forward for your business." }, "terms": { "description": "The terms added below expressing gratitude or for conveying some information.", "type": "string", "example": "Terms & Conditions apply" }, "location_id": { "description": "Location ID", "type": "string", "example": "460000000038080" }, "location_name": { "description": "Name of the location.", "type": "string" }, "line_items": { "description": "Line items of a retainer invoice.", "type": "array", "items": { "type": "string" } }, "description": { "description": "The description of the line items. Max-length [2000]", "type": "string", "example": "500GB, USB 2.0 interface 1400 rpm, protective hard case." }, "item_order": { "description": "The order of the line item_order", "type": "integer", "example": 1 }, "rate": { "description": "Rate of the line item.", "type": "number", "format": "double", "example": 120 }, "bcy_rate": { "description": "base currency rate", "type": "number", "format": "float", "example": 120 }, "template_id": { "description": "ID of the pdf template associated with the retainer invoice.", "type": "string", "example": 982000000000143 }, "configured": { "description": "Boolean check to see if a payment gateway ahs been configured", "type": "boolean", "example": true }, "additional_field1": { "description": "Paypal payment method. Allowed Values: standard and adaptive", "type": "string", "example": "standard" }, "gateway_name": { "description": "Name of the payment gateway associated with the retainer invoice. E.g. paypal, stripe.Allowed Values: paypal, authorize_net, payflow_pro, stripe, 2checkout and braintree", "type": "string", "example": "paypal" }, "payment_gateways": { "description": "Online payment gateways through which payment can be made.", "type": "array", "items": { "type": "object", "properties": { "configured": { "$ref": "#/components/schemas/configured" }, "additional_field1": { "$ref": "#/components/schemas/additional_field1" }, "gateway_name": { "$ref": "#/components/schemas/gateway_name" } } } }, "payment_options": { "description": "Payment options for the retainer invoice, online payment gateways and bank accounts. Will be displayed in the pdf.", "type": "object", "properties": { "payment_gateways": { "$ref": "#/components/schemas/payment_gateways" } } }, "show_on_pdf": { "description": "Boolean value to check if the custom field is to be dispplayed on the pdf.", "type": "boolean", "example": false }, "value": { "type": "string", "description": "The value of the custom field", "example": "value1" }, "label": { "description": "The label of the custom field.", "type": "string", "example": "Delivery Date" }, "customfield_id": { "type": "string", "description": "Unique ID of the custom field." }, "custom_fields": { "description": "Custom fields for a retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "customfield_id": { "$ref": "#/components/schemas/customfield_id" }, "show_on_pdf": { "$ref": "#/components/schemas/show_on_pdf" }, "value": { "$ref": "#/components/schemas/value" }, "label": { "$ref": "#/components/schemas/label" } } } }, "exchange_rate": { "description": "Exchange rate of the currency.", "type": "number", "format": "float", "example": 1 }, "is_inclusive_tax": { "type": "boolean", "example": false }, "sub_total": { "description": "The sub total of the all items", "type": "number", "format": "float", "example": 153 }, "taxes": { "description": "List of the taxes levied", "type": "array", "items": { "type": "object", "properties": { "tax_name": { "$ref": "#/components/schemas/tax_name" }, "tax_amount": { "$ref": "#/components/schemas/tax_amount" } } } }, "payment_made": { "description": "The amount paid", "type": "number", "format": "float", "example": 26.91 }, "payment_drawn": { "description": "The amount drawn", "type": "number", "format": "float", "example": 26.91 }, "allow_partial_payments": { "description": "Boolean to check if partial payments are allowed for the contact", "type": "boolean", "example": true }, "price_precision": { "description": "The precision value on the price", "type": "integer", "example": 2 }, "documents": { "description": "documents attached to the retainer invoice", "type": "array", "items": { "type": "string" }, "example": [] }, "address": { "type": "string", "example": "Suite 125, McMillan Avenue" }, "city": { "type": "string", "example": "San Francisco" }, "state": { "type": "string", "example": "CA" }, "zip": { "type": "string", "example": 94134 }, "country": { "type": "string", "example": "U.S.A" }, "fax": { "type": "string", "example": "+86-10-82637827" }, "street2": { "type": "string", "example": "McMillan Avenue" }, "billing_address": { "type": "object", "properties": { "address": { "$ref": "#/components/schemas/address" }, "street2": { "$ref": "#/components/schemas/street2" }, "city": { "$ref": "#/components/schemas/city" }, "state": { "$ref": "#/components/schemas/state" }, "zip": { "$ref": "#/components/schemas/zip" }, "country": { "$ref": "#/components/schemas/country" }, "fax": { "$ref": "#/components/schemas/fax" } } }, "shipping_address": { "type": "object", "properties": { "address": { "$ref": "#/components/schemas/address" }, "city": { "$ref": "#/components/schemas/city" }, "state": { "$ref": "#/components/schemas/state" }, "zip": { "$ref": "#/components/schemas/zip" }, "country": { "$ref": "#/components/schemas/country" }, "fax": { "$ref": "#/components/schemas/fax" } } }, "template_name": { "type": "string", "example": "Service - Classic" }, "page_width": { "type": "string", "example": "8.27in" }, "page_height": { "type": "string", "example": "11.69in" }, "orientation": { "type": "string", "example": "portrait" }, "template_type": { "description": "The type of template type", "type": "string", "example": "classic" }, "created_by_id": { "type": "string", "example": 14909000000072000 }, "attachment_name": { "type": "string", "example": "new file" }, "can_send_in_mail": { "type": "boolean", "description": "Indicates whether the retainer invoice can be sent in mail", "example": true }, "line_item_id": { "description": "The line item id", "type": "string", "example": 982000000567021 }, "item_total": { "description": "The total amount of the line items", "type": "number", "format": "float", "example": 120 }, "tax_percentage": { "description": "The percentage of tax levied", "type": "number", "format": "float", "example": 12.5 }, "tax_id": { "description": "ID of the tax or tax group applied to the estimate", "type": "string", "example": 982000000557028 }, "tax_name": { "description": "The name of the tax", "type": "string", "example": "VAT" }, "tax_amount": { "description": "The amount of the tax levied", "type": "number", "format": "float", "example": 19.13 }, "tax_type": { "description": "The type of the tax", "type": "string", "example": "tax" }, "cc_mail_ids": { "description": "Array of email address of the recipients to be cced.", "type": "array", "items": { "type": "string" }, "example": [ "peterparker@bowmanfurniture.com" ] }, "to_mail_ids": { "description": "Array of email address of the recipients.", "type": "array", "items": { "type": "string" }, "example": [ "willsmith@bowmanfurniture.com" ] }, "subject": { "description": "The subject of the mail", "type": "string", "example": "Retainer Invoice from Zillium Inc (Retainer Invoice#: RET-00001)" }, "send_customer_statement": { "description": "Send customer statement pdf a with email.", "type": "boolean", "example": " " }, "send_attachment": { "description": "Send the retainer invoice attachment a with the email.", "type": "boolean", "example": " " }, "attachment": { "description": "The file to be attached. It has to be sent in multipart/formdata", "type": "string", "format": "binary" }, "send_from_org_email_id": { "description": "Boolean to trigger the email from the organization's email address", "type": "boolean", "example": false }, "body": { "description": "The body of the mail", "type": "string", "example": "Dear Customer,



Thanks for your business.



The retainer invoice RET-00001 is attached with this email.

Here's an overview of the invoice for your reference.



Invoice Overview:

Invoice : INV-00001

Date : 05 Aug 2013

Amount : $541.82



It was great working with you. Looking forward to working with you again.


\\nRegards
\\nZillium Inc
\\n\"," }, "email_template_id": { "description": "Get the email content based on a specific email template. If this param is not inputted, then the content will be based on the email template associated with the customer. If no template is associated with the customer, then default template will be used.", "type": "string" }, "gateways_configured": { "type": "boolean", "example": true }, "deprecated_placeholders_used": { "type": "array", "items": { "type": "string" }, "example": [] }, "error_list": { "type": "array", "items": { "type": "string" }, "example": [] }, "file_name": { "type": "string", "example": "RET-00001.pdf" }, "selected": { "type": "string", "example": false }, "user_name": { "type": "array", "items": { "type": "string" }, "example": "John Smith" }, "payment_id": { "type": "string", "example": "982000000567190" }, "payment_number": { "type": "integer", "example": 7 }, "is_client_review_settings_enabled": { "type": "boolean", "example": true }, "unused_amount": { "type": "number", "format": "double", "example": 100 }, "amount": { "type": "number", "format": "double", "example": 100 }, "bank_charges": { "type": "number", "format": "double", "example": 20 }, "tax_amount_withheld": { "type": "number", "format": "double", "example": 10 }, "discount_amount": { "type": "number", "format": "double", "example": 10 }, "online_transaction_id": { "type": "string", "example": "7843653940324085" }, "retainerinvoice_total": { "type": "number", "format": "double", "example": 3478 }, "retainerinvoice_balance": { "type": "number", "format": "double", "example": 3478 }, "invoices": { "type": "array", "items": { "type": "string" }, "example": [] }, "retainerinvoice_date": { "type": "string", "example": "2016-12-20" }, "payment_refunds": { "type": "array", "items": { "type": "string" }, "example": [] }, "last_four_digits": { "type": "string", "example": "" }, "html_string": { "type": "string", "example": "" }, "is_payment_drawn_details_required": { "type": "boolean", "example": true }, "payment_mode": { "type": "string", "example": "cash" }, "preview": { "description": "Get the thumbnail of the attachment.", "type": "boolean" }, "comment_id": { "description": "ID of the comment", "type": "string", "example": 982000000567019 }, "commented_by_id": { "type": "string", "example": 982000000554041 }, "comment_type": { "type": "string", "example": "system" }, "commented_by": { "type": "string", "example": "John David" }, "date_description": { "type": "string", "example": "yesterday" }, "time": { "type": "string", "example": "2:38 AM" }, "operation_type": { "type": "string", "example": "Added" }, "transaction_id": { "type": "string", "example": "982000000567204" }, "transaction_type": { "type": "string", "example": "retainer_payment" }, "payment_expected_date": { "type": "string", "description": "The date on which the payment is expected to be received for the retainer invoice.", "example": " " }, "show_comment_to_clients": { "description": "Boolean to check if the comment to be shown to the clients", "type": "boolean", "example": true }, "ignore_auto_number_generation": { "description": "Ignore auto invoice number generation for this invoice. This mandates the invoice number. Allowed values true and false", "type": "boolean" }, "print": { "description": "Print the exported pdf.", "type": "boolean" }, "attachments": { "description": "Files to be attached to the email", "type": "string", "format": "binary" }, "filter_by": { "description": "Filter invoices by any status or payment expected date.Allowed Values: Status.All, Status.Sent, Status.Draft, Status.OverDue, Status.Paid, Status.Void, Status.Unpaid, Status.PartiallyPaid, Status.Viewed and Date.PaymentExpectedDate", "type": "string", "example": " " }, "create-a-retainerinvoice-request": { "required": [ "customer_id", "line_items" ], "type": "object", "properties": { "customer_id": { "$ref": "#/components/schemas/customer_id" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "date": { "$ref": "#/components/schemas/date" }, "contact_persons_associated": { "$ref": "#/components/schemas/contact_persons_associated_payload" }, "custom_fields": { "$ref": "#/components/schemas/custom_fields" }, "notes": { "$ref": "#/components/schemas/notes" }, "terms": { "$ref": "#/components/schemas/terms" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "line_items": { "description": "Line items of a retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "description": { "$ref": "#/components/schemas/description" }, "item_order": { "$ref": "#/components/schemas/item_order" }, "rate": { "$ref": "#/components/schemas/rate" } } } }, "payment_options": { "$ref": "#/components/schemas/payment_options" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "place_of_supply": { "$ref": "#/components/schemas/place_of_supply" } } }, "create-a-retainerinvoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "The retainer invoice has been created.", "readOnly": true }, "retainerinvoice": { "$ref": "#/components/schemas/retainerinvoice-response" } } }, "list-a-retainer-invoices-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true }, "retainerinvoices": { "type": "array", "items": { "type": "object", "properties": { "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "customer_name": { "$ref": "#/components/schemas/customer_name" }, "retainerinvoice_number": { "$ref": "#/components/schemas/retainerinvoice_number" }, "customer_id": { "$ref": "#/components/schemas/customer_id" }, "status": { "$ref": "#/components/schemas/status" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "project_or_estimate_name": { "$ref": "#/components/schemas/project_or_estimate_name" }, "date": { "$ref": "#/components/schemas/date" }, "currency_id": { "$ref": "#/components/schemas/currency_id" }, "currency_code": { "$ref": "#/components/schemas/currency_code" }, "is_viewed_by_client": { "$ref": "#/components/schemas/is_viewed_by_client" }, "client_viewed_time": { "$ref": "#/components/schemas/client_viewed_time" }, "total": { "$ref": "#/components/schemas/total" }, "balance": { "$ref": "#/components/schemas/balance" }, "created_time": { "$ref": "#/components/schemas/created_time" }, "last_modified_time": { "$ref": "#/components/schemas/last_modified_time" }, "is_emailed": { "$ref": "#/components/schemas/is_emailed" }, "last_payment_date": { "$ref": "#/components/schemas/last_payment_date" }, "has_attachment": { "$ref": "#/components/schemas/has_attachment" } } } }, "page_context": { "type": "object", "properties": { "page": { "$ref": "#/components/schemas/page" }, "per_page": { "$ref": "#/components/schemas/per_page" }, "has_more_page": { "$ref": "#/components/schemas/has_more_page" }, "report_name": { "$ref": "#/components/schemas/report_name" }, "applied_filter": { "$ref": "#/components/schemas/applied_filter" }, "sort_column": { "$ref": "#/components/schemas/sort_column" }, "sort_order": { "$ref": "#/components/schemas/sort_order" } } } } }, "update-a-retainerinvoice-request": { "required": [ "customer_id", "line_items" ], "type": "object", "properties": { "customer_id": { "$ref": "#/components/schemas/customer_id" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "date": { "$ref": "#/components/schemas/date" }, "contact_persons_associated": { "$ref": "#/components/schemas/contact_persons_associated_payload" }, "custom_fields": { "$ref": "#/components/schemas/custom_fields" }, "notes": { "$ref": "#/components/schemas/notes" }, "terms": { "$ref": "#/components/schemas/terms" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "line_items": { "description": "Line items of a retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "description": { "$ref": "#/components/schemas/description" }, "item_order": { "$ref": "#/components/schemas/item_order" }, "rate": { "$ref": "#/components/schemas/rate" } } } }, "payment_options": { "$ref": "#/components/schemas/payment_options" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "place_of_supply": { "$ref": "#/components/schemas/place_of_supply" }, "project_id": { "$ref": "#/components/schemas/project_id" } } }, "update-a-retainerinvoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Retainer Invoice information has been updated.", "readOnly": true }, "retainerinvoice": { "type": "object", "properties": { "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "retainerinvoice_number": { "$ref": "#/components/schemas/retainerinvoice_number" }, "date": { "$ref": "#/components/schemas/date" }, "status": { "$ref": "#/components/schemas/status" }, "is_pre_gst": { "$ref": "#/components/schemas/is_pre_gst" }, "place_of_supply": { "$ref": "#/components/schemas/place_of_supply" }, "project_id": { "$ref": "#/components/schemas/project_id" }, "project_name": { "$ref": "#/components/schemas/project_name" }, "last_payment_date": { "$ref": "#/components/schemas/last_payment_date" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "customer_id": { "$ref": "#/components/schemas/customer_id" }, "customer_name": { "$ref": "#/components/schemas/customer_name" }, "contact_persons_associated": { "$ref": "#/components/schemas/contact_persons_associated" }, "currency_id": { "$ref": "#/components/schemas/currency_id" }, "currency_code": { "$ref": "#/components/schemas/currency_code" }, "currency_symbol": { "$ref": "#/components/schemas/currency_symbol" }, "exchange_rate": { "$ref": "#/components/schemas/exchange_rate" }, "is_viewed_by_client": { "$ref": "#/components/schemas/is_viewed_by_client" }, "client_viewed_time": { "$ref": "#/components/schemas/client_viewed_time" }, "is_inclusive_tax": { "$ref": "#/components/schemas/is_inclusive_tax" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "location_name": { "$ref": "#/components/schemas/location_name" }, "line_items": { "description": "Line items of an invoice.", "type": "array", "items": { "type": "object", "properties": { "line_item_id": { "$ref": "#/components/schemas/line_item_id" }, "description": { "$ref": "#/components/schemas/description" }, "item_order": { "$ref": "#/components/schemas/item_order" }, "rate": { "$ref": "#/components/schemas/rate" }, "bcy_rate": { "$ref": "#/components/schemas/bcy_rate" }, "tax_id": { "$ref": "#/components/schemas/tax_id" }, "tax_name": { "$ref": "#/components/schemas/tax_name" }, "tax_type": { "$ref": "#/components/schemas/tax_type" }, "tax_percentage": { "$ref": "#/components/schemas/tax_percentage" }, "item_total": { "$ref": "#/components/schemas/item_total" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "location_name": { "$ref": "#/components/schemas/location_name" } } } }, "sub_total": { "$ref": "#/components/schemas/sub_total" }, "total": { "$ref": "#/components/schemas/total" }, "taxes": { "$ref": "#/components/schemas/taxes" }, "payment_made": { "$ref": "#/components/schemas/payment_made" }, "payment_drawn": { "$ref": "#/components/schemas/payment_drawn" }, "balance": { "$ref": "#/components/schemas/balance" }, "allow_partial_payments": { "$ref": "#/components/schemas/allow_partial_payments" }, "price_precision": { "$ref": "#/components/schemas/price_precision" }, "payment_options": { "$ref": "#/components/schemas/payment_options" }, "is_emailed": { "$ref": "#/components/schemas/is_emailed" }, "documents": { "$ref": "#/components/schemas/documents" }, "billing_address": { "$ref": "#/components/schemas/billing_address" }, "shipping_address": { "$ref": "#/components/schemas/shipping_address" }, "notes": { "$ref": "#/components/schemas/notes" }, "terms": { "$ref": "#/components/schemas/terms" }, "custom_fields": { "$ref": "#/components/schemas/custom_fields" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "template_name": { "$ref": "#/components/schemas/template_name" }, "page_width": { "$ref": "#/components/schemas/page_width" }, "page_height": { "$ref": "#/components/schemas/page_height" }, "orientation": { "$ref": "#/components/schemas/orientation" }, "template_type": { "$ref": "#/components/schemas/template_type" }, "created_time": { "$ref": "#/components/schemas/created_time" }, "last_modified_time": { "$ref": "#/components/schemas/last_modified_time" }, "created_by_id": { "$ref": "#/components/schemas/created_by_id" }, "attachment_name": { "$ref": "#/components/schemas/attachment_name" }, "can_send_in_mail": { "$ref": "#/components/schemas/can_send_in_mail" } } } } }, "get-a-retainer-invoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true }, "retainerinvoice": { "type": "object", "properties": { "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "retainerinvoice_number": { "$ref": "#/components/schemas/retainerinvoice_number" }, "date": { "$ref": "#/components/schemas/date" }, "status": { "$ref": "#/components/schemas/status" }, "is_pre_gst": { "$ref": "#/components/schemas/is_pre_gst" }, "place_of_supply": { "$ref": "#/components/schemas/place_of_supply" }, "project_id": { "$ref": "#/components/schemas/project_id" }, "project_name": { "$ref": "#/components/schemas/project_name" }, "last_payment_date": { "$ref": "#/components/schemas/last_payment_date" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "customer_id": { "$ref": "#/components/schemas/customer_id" }, "customer_name": { "$ref": "#/components/schemas/customer_name" }, "contact_persons_associated": { "$ref": "#/components/schemas/contact_persons_associated" }, "currency_id": { "$ref": "#/components/schemas/currency_id" }, "currency_code": { "$ref": "#/components/schemas/currency_code" }, "currency_symbol": { "$ref": "#/components/schemas/currency_symbol" }, "exchange_rate": { "$ref": "#/components/schemas/exchange_rate" }, "is_viewed_by_client": { "$ref": "#/components/schemas/is_viewed_by_client" }, "client_viewed_time": { "$ref": "#/components/schemas/client_viewed_time" }, "is_inclusive_tax": { "$ref": "#/components/schemas/is_inclusive_tax" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "location_name": { "$ref": "#/components/schemas/location_name" }, "line_items": { "description": "Line items of a retainer invoice.", "type": "array", "items": { "type": "object", "properties": { "line_item_id": { "$ref": "#/components/schemas/line_item_id" }, "description": { "$ref": "#/components/schemas/description" }, "item_order": { "$ref": "#/components/schemas/item_order" }, "rate": { "$ref": "#/components/schemas/rate" }, "bcy_rate": { "$ref": "#/components/schemas/bcy_rate" }, "tax_id": { "$ref": "#/components/schemas/tax_id" }, "tax_name": { "$ref": "#/components/schemas/tax_name" }, "tax_type": { "$ref": "#/components/schemas/tax_type" }, "tax_percentage": { "$ref": "#/components/schemas/tax_percentage" }, "item_total": { "$ref": "#/components/schemas/item_total" }, "location_id": { "$ref": "#/components/schemas/location_id" }, "location_name": { "$ref": "#/components/schemas/location_name" } } } }, "sub_total": { "$ref": "#/components/schemas/sub_total" }, "total": { "$ref": "#/components/schemas/total" }, "taxes": { "$ref": "#/components/schemas/taxes" }, "payment_made": { "$ref": "#/components/schemas/payment_made" }, "payment_drawn": { "$ref": "#/components/schemas/payment_drawn" }, "balance": { "$ref": "#/components/schemas/balance" }, "allow_partial_payments": { "$ref": "#/components/schemas/allow_partial_payments" }, "price_precision": { "$ref": "#/components/schemas/price_precision" }, "payment_options": { "$ref": "#/components/schemas/payment_options" }, "is_emailed": { "$ref": "#/components/schemas/is_emailed" }, "documents": { "$ref": "#/components/schemas/documents" }, "billing_address": { "$ref": "#/components/schemas/billing_address" }, "shipping_address": { "$ref": "#/components/schemas/shipping_address" }, "notes": { "$ref": "#/components/schemas/notes" }, "terms": { "$ref": "#/components/schemas/terms" }, "custom_fields": { "$ref": "#/components/schemas/custom_fields" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "template_name": { "$ref": "#/components/schemas/template_name" }, "page_width": { "$ref": "#/components/schemas/page_width" }, "page_height": { "$ref": "#/components/schemas/page_height" }, "orientation": { "$ref": "#/components/schemas/orientation" }, "template_type": { "$ref": "#/components/schemas/template_type" }, "created_time": { "$ref": "#/components/schemas/created_time" }, "last_modified_time": { "$ref": "#/components/schemas/last_modified_time" }, "created_by_id": { "$ref": "#/components/schemas/created_by_id" }, "attachment_name": { "$ref": "#/components/schemas/attachment_name" }, "can_send_in_mail": { "$ref": "#/components/schemas/can_send_in_mail" } } } } }, "delete-a-retainer-invoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "The retainer invoice has been deleted.", "readOnly": true } } }, "mark-a-retainer-invoice-as-sent-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Retainer Invoice status has been changed to Sent.", "readOnly": true } } }, "update-retainer-invoice-template-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Retainer Invoice information has been updated.", "readOnly": true } } }, "void-a-retainer-invoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Retainer Invoice status has been changed to 'Void'.", "readOnly": true } } }, "mark-as-draft-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Status of retainer invoice changed from void to draft.", "readOnly": true } } }, "submit-a-retainer-invoice-for-approval-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "The Retainer Invoice has been successfully submitted for approval.", "readOnly": true } } }, "approve-a-retainer-invoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "You have approved the Retainer Invoice.", "readOnly": true } } }, "email-a-retainer-invoice-request": { "required": [ "to_mail_ids" ], "type": "object", "properties": { "send_from_org_email_id": { "$ref": "#/components/schemas/send_from_org_email_id" }, "to_mail_ids": { "$ref": "#/components/schemas/to_mail_ids" }, "cc_mail_ids": { "$ref": "#/components/schemas/cc_mail_ids" }, "subject": { "$ref": "#/components/schemas/subject" }, "body": { "$ref": "#/components/schemas/body" } } }, "email-a-retainer-invoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Your retainer invoice has been sent.", "readOnly": true } } }, "get-retainer-invoice-email-content-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true }, "gateways_configured": { "$ref": "#/components/schemas/gateways_configured" }, "deprecated_placeholders_used": { "$ref": "#/components/schemas/deprecated_placeholders_used" }, "body": { "$ref": "#/components/schemas/body" }, "error_list": { "$ref": "#/components/schemas/error_list" }, "subject": { "$ref": "#/components/schemas/subject" }, "to_contacts": { "type": "array", "items": { "type": "object", "properties": { "first_name": { "$ref": "#/components/schemas/first_name" }, "selected": { "$ref": "#/components/schemas/selected" }, "phone": { "$ref": "#/components/schemas/phone" }, "email": { "$ref": "#/components/schemas/email" }, "last_name": { "$ref": "#/components/schemas/last_name" }, "salutation": { "$ref": "#/components/schemas/salutation" }, "contact_person_id": { "$ref": "#/components/schemas/contact_person_id" }, "mobile": { "$ref": "#/components/schemas/mobile" } } } }, "attachment_name": { "$ref": "#/components/schemas/attachment_name" }, "email_template_id": { "$ref": "#/components/schemas/email_template_id" }, "file_name": { "$ref": "#/components/schemas/file_name" }, "from_emails": { "type": "array", "items": { "type": "object", "properties": { "user_name": { "$ref": "#/components/schemas/user_name" }, "selected": { "$ref": "#/components/schemas/selected" }, "email": { "$ref": "#/components/schemas/email" } } } }, "customer_id": { "$ref": "#/components/schemas/customer_id" } } }, "update-billing-address-request": { "type": "object", "properties": { "address": { "description": "address of the customer", "type": "string", "example": "B-1104, 11F, \nHorizon International Tower, \nNo. 6, ZhiChun Road, HaiDian District" }, "city": { "description": "city of the customer", "type": "string", "example": "Beijing" }, "state": { "description": "state of the customer", "type": "string", "example": "Beijing" }, "zip": { "description": "zip of the customer", "type": "string", "example": 1000881 }, "country": { "description": "country of the customer", "type": "string" }, "fax": { "description": "fax of the customer", "type": "string", "example": "+86-10-82637827" } } }, "update-billing-address-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Billing address updated", "readOnly": true } } }, "list-retainer-invoice-templates-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true }, "templates": { "type": "array", "items": { "type": "object", "properties": { "template_name": { "$ref": "#/components/schemas/template_name" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "template_type": { "$ref": "#/components/schemas/template_type" } } } } } }, "list-retainer-payments-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true }, "payments": { "type": "array", "items": { "type": "object", "properties": { "payment_id": { "$ref": "#/components/schemas/payment_id" }, "documents": { "$ref": "#/components/schemas/documents" }, "customer_id": { "$ref": "#/components/schemas/customer_id" }, "customer_name": { "$ref": "#/components/schemas/customer_name" }, "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "payment_mode": { "$ref": "#/components/schemas/payment_mode" }, "date": { "$ref": "#/components/schemas/date" }, "currency_id": { "$ref": "#/components/schemas/currency_id" }, "currency_code": { "$ref": "#/components/schemas/currency_code" }, "exchange_rate": { "$ref": "#/components/schemas/exchange_rate" }, "amount": { "$ref": "#/components/schemas/amount" }, "unused_amount": { "$ref": "#/components/schemas/unused_amount" }, "bank_charges": { "$ref": "#/components/schemas/bank_charges" }, "is_client_review_settings_enabled": { "$ref": "#/components/schemas/is_client_review_settings_enabled" }, "tax_amount_withheld": { "$ref": "#/components/schemas/tax_amount_withheld" }, "discount_amount": { "$ref": "#/components/schemas/discount_amount" }, "description": { "$ref": "#/components/schemas/description" }, "reference_number": { "$ref": "#/components/schemas/reference_number" }, "online_transaction_id": { "$ref": "#/components/schemas/online_transaction_id" }, "invoices": { "$ref": "#/components/schemas/invoices" }, "retainerinvoice": { "type": "object", "properties": { "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "retainerinvoice_number": { "$ref": "#/components/schemas/retainerinvoice_number" }, "retainerinvoice_total": { "$ref": "#/components/schemas/retainerinvoice_total" }, "retainerinvoice_balance": { "$ref": "#/components/schemas/retainerinvoice_balance" }, "retainerinvoice_date": { "$ref": "#/components/schemas/retainerinvoice_date" } } }, "payment_refunds": { "$ref": "#/components/schemas/payment_refunds" }, "last_four_digits": { "$ref": "#/components/schemas/last_four_digits" }, "html_string": { "$ref": "#/components/schemas/html_string" }, "template_id": { "$ref": "#/components/schemas/template_id" }, "template_name": { "$ref": "#/components/schemas/template_name" }, "page_width": { "$ref": "#/components/schemas/page_width" }, "page_height": { "$ref": "#/components/schemas/page_height" }, "orientation": { "$ref": "#/components/schemas/orientation" }, "template_type": { "$ref": "#/components/schemas/template_type" }, "attachment_name": { "$ref": "#/components/schemas/attachment_name" }, "can_send_in_mail": { "$ref": "#/components/schemas/can_send_in_mail" }, "is_payment_drawn_details_required": { "$ref": "#/components/schemas/is_payment_drawn_details_required" }, "custom_fields": { "$ref": "#/components/schemas/custom_fields" } } } } } }, "delete-a-retainer-payment-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "The payment has been deleted.", "readOnly": true } } }, "get-a-retainer-invoice-attachment-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true } } }, "add-attachment-to-a-retainer-invoice-request": { "type": "object", "properties": { "can_send_in_mail": { "$ref": "#/components/schemas/can_send_in_mail" }, "attachment": { "$ref": "#/components/schemas/attachment" } } }, "add-attachment-to-a-retainer-invoice-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Your file has been attached.", "readOnly": true } } }, "delete-an-attachment-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Your file is no longer attached to the invoice.", "readOnly": true } } }, "list-retainer-invoice-comments-and-history-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "success", "readOnly": true }, "comments": { "type": "array", "items": { "type": "object", "properties": { "comment_id": { "$ref": "#/components/schemas/comment_id" }, "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "description": { "$ref": "#/components/schemas/description" }, "commented_by_id": { "$ref": "#/components/schemas/commented_by_id" }, "commented_by": { "$ref": "#/components/schemas/commented_by" }, "comment_type": { "$ref": "#/components/schemas/comment_type" }, "operation_type": { "$ref": "#/components/schemas/operation_type" }, "date": { "$ref": "#/components/schemas/date" }, "date_description": { "$ref": "#/components/schemas/date_description" }, "time": { "$ref": "#/components/schemas/time" }, "transaction_id": { "$ref": "#/components/schemas/transaction_id" }, "transaction_type": { "$ref": "#/components/schemas/transaction_type" } } } } } }, "add-comment-request": { "type": "object", "properties": { "description": { "description": "The description of the comment. Max-length [2000]", "type": "string", "example": "comment added" }, "payment_expected_date": { "$ref": "#/components/schemas/payment_expected_date" }, "show_comment_to_clients": { "$ref": "#/components/schemas/show_comment_to_clients" } } }, "add-comment-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "Comments added.", "readOnly": true } } }, "delete-a-comment-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "The comment has been deleted.", "readOnly": true } } }, "update-comment-request": { "type": "object", "properties": { "description": { "description": "The comment on a retainer invoice", "type": "string", "example": "This is a comment." }, "show_comment_to_clients": { "$ref": "#/components/schemas/show_comment_to_clients" } } }, "update-comment-response": { "type": "object", "properties": { "code": { "type": "integer", "example": 0, "readOnly": true }, "message": { "type": "string", "example": "The comment has been updated.", "readOnly": true }, "comment": { "type": "object", "properties": { "comment_id": { "$ref": "#/components/schemas/comment_id" }, "retainerinvoice_id": { "$ref": "#/components/schemas/retainerinvoice_id" }, "description": { "$ref": "#/components/schemas/description" }, "commented_by_id": { "$ref": "#/components/schemas/commented_by_id" }, "commented_by": { "$ref": "#/components/schemas/commented_by" }, "date": { "$ref": "#/components/schemas/date" }, "date_description": { "$ref": "#/components/schemas/date_description" }, "time": { "$ref": "#/components/schemas/time" }, "comment_type": { "$ref": "#/components/schemas/comment_type" } } } } } } }