-
Notifications
You must be signed in to change notification settings - Fork 133
/
VTEX - Customer Credit API.json
3452 lines (3451 loc) · 235 KB
/
VTEX - Customer Credit API.json
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
{
"openapi": "3.0.0",
"info": {
"title": "Customer Credit API",
"description": "With Customer Credit your store can enable **credit payments** through the checkout. You can also control **invoices** and the **credit limits** of your clients.\r\n\r\nLearn more about Customer Credit in our [Help Center article](https://help.vtex.com/en/tracks/customer-credit-getting-started--1hCRg21lXYy2seOKgqQ2CC/36grlQ69NK6OCuioeekyCs).\r\n\r\nAdditionally, you can find more information on installment payments for an order in the `customData` field found in the [Get Order](https://developers.vtex.com/docs/api-reference/orders-api#get-/api/oms/pvt/orders/-orderId-) endpoint of the Orders API. This includes the number of installments, amount and due dates.\r\n\r\nAll requests need an authorization header. This API allows two kinds of authorization:\r\n\r\n1. Authorization header containing the VTEX ID authentication token.\r\n2. VTEX Appkey and Apptoken headers.\r\n\r\nRead [Authentication](https://developers.vtex.com/docs/guides/authentication) for more information about authentication options.\r\n\r\n## Customer Credit API Index\r\n\r\n### Invoices\r\n\r\n- `GET` [Search all invoices](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/invoices)\r\n- `GET` [Retrieve Invoice by Id](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/accounts/-creditAccountId-/invoices/-invoiceId-)\r\n- `PUT` [Change Invoice](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/invoices/-invoiceId-)\r\n- `DELETE` [Cancel Invoice](https://developers.vtex.com/docs/api-reference/customer-credit-api#delete-/api/creditcontrol/accounts/-creditAccountId-/invoices/-invoiceId-)\r\n- `GET` [Retrieve invoices by Customer Credit account ID](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/accounts/-creditAccountId-/invoices)\r\n- `POST` [Mark an invoice as Paid](https://developers.vtex.com/docs/api-reference/customer-credit-api#post-/api/creditcontrol/accounts/-creditAccountId-/invoices/-invoiceId-/payments)\r\n- `PUT` [Postpone an invoice](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/invoices/-invoiceId-/postponement)\r\n\r\n### Account\r\n\r\n- `GET` [Search all accounts](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/accounts)\r\n- `POST` [Open an account](https://developers.vtex.com/docs/api-reference/customer-credit-api#post-/api/creditcontrol/accounts)\r\n- `GET` [Retrieve an account by Id](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/accounts/-creditAccountId-)\r\n- `DELETE` [Close an account](https://developers.vtex.com/docs/api-reference/customer-credit-api#delete-/api/creditcontrol/accounts/-creditAccountId-)\r\n- `PUT` [Update account information](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-)\r\n- `GET` [Account statements](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/accounts/-creditAccountId-/statements)\r\n- `PUT` [Change credit limit of an account](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/creditlimit)\r\n- `PUT` [Decrease balance of an account](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/statements/-statementId-)\r\n- `PUT` [Create or Update Settlement](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/transactions/-transactionId-/settlement)\r\n- `POST` [Create a Pre-Authorization](https://developers.vtex.com/docs/api-reference/customer-credit-api#post-/api/creditcontrol/accounts/-creditAccountId-/transactions)\r\n- `PUT` [Update a Pre-Authorization](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/transactions/-transactionId-)\r\n- `DELETE` [Cancel a Pre-Authorization](https://developers.vtex.com/docs/api-reference/customer-credit-api#delete-/api/creditcontrol/accounts/-creditAccountId-/transactions/-transactionId-)\r\n- `POST` [Add an account Holder](https://developers.vtex.com/docs/api-reference/customer-credit-api#post-/api/creditcontrol/accounts/-creditAccountId-/holders)\r\n- `DELETE` [Delete an account holder](https://developers.vtex.com/docs/api-reference/customer-credit-api#delete-/api/creditcontrol/accounts/-creditAccountId-/holders/-holderId-)\r\n- `PUT` [Change tolerance of an account](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/tolerance)\r\n- `POST` [Partial or Total Refund a Settlement](https://developers.vtex.com/docs/api-reference/customer-credit-api#post-/api/creditcontrol/accounts/-creditAccountId-/transactions/-transactionId-/refunds)\r\n\r\n### Store Configuration\r\n\r\n- `GET` [Retrieve store configuration](https://developers.vtex.com/docs/api-reference/customer-credit-api#get-/api/creditcontrol/storeconfig)\r\n- `PUT` [Create or change store configuration](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/storeconfig)\r\n",
"contact": {},
"version": "1.0"
},
"servers": [
{
"url": "https://{accountName}.{environment}.com.br",
"description": "VTEX server URL.",
"variables": {
"accountName": {
"description": "Name of the VTEX account. Used as part of the URL",
"default": "apiexamples"
},
"environment": {
"description": "Environment to use. Used as part of the URL.",
"enum": [
"vtexcommercestable"
],
"default": "vtexcommercestable"
}
}
}
],
"paths": {
"/api/creditcontrol/invoices": {
"get": {
"tags": [
"Invoices"
],
"summary": "Search all invoices",
"description": "Returns a list of invoices related to payment orders created through [customer credit accounts](https://help.vtex.com/en/tracks/customer-credit-getting-started--1hCRg21lXYy2seOKgqQ2CC/7FHLd0cmxqqGeEUuc8uioU).\r\n\r\n>ℹ️ Query parameters can be used individually or combined to filter invoice results.\r\n\r\n### Queries to filter results\r\n\r\n- **By the location of the invoices in the list (quantity of invoices)**: `?from={int}&to={int}`\r\n- **By creation date**: `?createdDateFrom={dateISO8601}&createDateTo={dateISO8601}`. The dates should be in ISO8601 format.\r\n- **By due date**: `?dueDateFrom={dateISO8601}&dueDateTo={dateISO8601}`. The dates should be in ISO8601 format.\r\n- **By value**: `?value={decimal}`\r\n- **By status**: `?status={string}`\r\n- **By Id**: `?friendlyId={string}`\r\n- **By observation**: `?observation={string}`\r\n- **By creditAccountId**: `?creditAccountId={creditAcountId}`\r\n\r\n### Combining filters\r\n\r\nYou can use the `op` query parameter to specify if filters will be evaluated as `AND` or `OR` for the query. The default behavior when there is more than one query parameter is `AND`.\r\n\r\nExample:\r\n\r\nFor the query `?value=100&status=Paid`, the criteria will build **value = 100 AND status = Paid**.\r\n\r\nFor the same query, adding the `op` parameter (`?value=100&status=Paid&op=or`), the criteria will build **value = 100 OR status = Paid**.\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Read Invoices** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "Searchallinvoices",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"name": "from",
"in": "query",
"description": "Indicates the starting position of the invoice to be searched in the invoice list. For example, the value `1` indicates that the first invoice in the list will be returned.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "1"
}
},
{
"name": "to",
"in": "query",
"description": "Indicates the final position of the invoice to be searched in the invoice list. For example, if the value of `from` is equal to `1` and `to` is `300`, information from 300 invoices will be displayed in the response body of the request.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "300"
}
},
{
"name": "createdDateFrom",
"in": "query",
"description": "Indicates the initial creation date of invoices that should be searched in the invoice list based on their creation date. The dates should be in ISO8601 format.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "2023-01-20"
}
},
{
"name": "createdDateTo",
"in": "query",
"description": "Indicates the final creation date of invoices that should be searched in the invoice list based on their creation date. The dates should be in ISO8601 format.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "2023-01-25"
}
},
{
"name": "dueDateFrom",
"in": "query",
"description": "Indicates the initial due date of invoices that should be searched in the invoice list based on their creation date. The dates should be in ISO8601 format.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "2023-01-20"
}
},
{
"name": "dueDateTo",
"in": "query",
"description": "Indicates the final due date of invoices that should be searched in the invoice list based on their creation date. The dates should be in ISO8601 format.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "2023-01-25"
}
},
{
"name": "value",
"in": "query",
"description": "Indicates the value of the invoices to be searched for. It must be completed with a decimal value.",
"required": false,
"style": "form",
"schema": {
"type": "number",
"example": 101.22
}
},
{
"name": "status",
"in": "query",
"description": "Indicates the status of the invoices to be searched for.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"enum": ["Opened", "Paid", "Cancelled"],
"example": "Paid"
}
},
{
"$ref": "#/components/parameters/friendlyId"
},
{
"name": "observation",
"in": "query",
"description": "Observation notes about the invoice.",
"required": false,
"style": "form",
"schema": {
"type": "string",
"example": "Some observation about the invoice"
}
},
{
"name": "creditAccountId",
"in": "query",
"description": "Credit account identification.",
"required": true,
"style": "form",
"schema": {
"type": "string",
"example": "01bce461-9g03-12ds-8217-b3d39271e15b"
}
}
],
"responses": {
"200": {
"description": "OK",
"content": {
"application/json": {
"schema": {
"required": [
"data",
"summary"
],
"type": "object",
"properties": {
"data": {
"type": "array",
"description": "Data information.",
"items": {
"required": [
"id",
"friendlyId",
"status",
"value",
"accountId",
"creditValue",
"createdAt",
"updatedAt",
"originalDueDate",
"dueDate",
"installment",
"orderId",
"transactionId",
"numberOfInstallments",
"creditAccountId"
],
"type": "object",
"description": "Object with information about each invoice.",
"properties": {
"id": {
"type": "string",
"description": "Invoice identification."
},
"friendlyId": {
"type": "string",
"description": "Simplified identification of an invoice. This code is created automatically, always associated with an existing invoice. It consists of an 8-digit random ID (of numbers and letters) and the installment."
},
"status": {
"type": "string",
"description": "Invoice status.",
"enum": ["Opened", "Paid", "Cancelled"]
},
"value": {
"type": "number",
"description": "Invoice value."
},
"accountId": {
"type": "string",
"description": "Account identification. It is the same `creditAccountId` parameter used in other Customer Credit API endpoints."
},
"creditValue": {
"type": "number",
"description": "Credit value."
},
"createdAt": {
"type": "string",
"description": "Invoice creation date."
},
"resolvedAt": {
"type": "string",
"description": "Invoice closing date.",
"nullable": true
},
"updatedAt": {
"type": "string",
"description": "Date of the last update made to the invoice."
},
"paymentLink": {
"type": "string",
"description": "Link (URL) created to direct the customer to an invoice payment environment (optional).",
"nullable": true
},
"originalDueDate": {
"type": "string",
"description": "Original invoice expiration date."
},
"dueDate": {
"type": "string",
"description": "Modified invoice expiration date."
},
"installment": {
"type": "number",
"description": "Identification of installment number."
},
"orderId": {
"type": "string",
"description": "Identification of the order that generated the invoice."
},
"observation": {
"type": "string",
"description": "Observation notes about the invoice.",
"nullable": true
},
"transactionId": {
"type": "string",
"description": "Identification of the invoice transaction. This is the same number as the `id` field, removing the last three characters."
},
"numberOfInstallments": {
"type": "number",
"description": "Number of installments."
},
"creditAccountId": {
"type": "string",
"description": "Credit account identification. It is the same `accountId` parameter used in other Customer Credit API endpoints."
}
}
}
},
"summary": {
"required": [
"total",
"count"
],
"type": "object",
"description": "Summary information.",
"properties": {
"total": {
"type": "number",
"description": "Total amount payable (sum of invoices listed with status `Open`)."
},
"count": {
"type": "integer",
"description": "Number of invoices listed."
},
"totalPaid": {
"type": "number",
"description": "Total amount paid (sum of invoices listed with status `Paid`)."
},
"totalCancelled": {
"type": "number",
"description": "Total amount canceled (sum of invoices listed with status `Cancelled`)."
}
}
}
}
},
"example": {
"data": [
{
"id": "A424887D0F2D45028FE5C96E9B0E1A2D-01",
"friendlyId": "u8KFsGDk-1",
"status": "Paid",
"value": 5.01,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-09T18:26:43.2112234Z",
"resolvedAt": "2023-11-13T19:12:17.2778233Z",
"updatedAt": "2023-11-13T19:12:17.3403115Z",
"paymentLink": "https://www.teste.com.br",
"originalDueDate": "2023-12-09T18:26:43.2112234Z",
"dueDate": "2023-12-09T18:26:43.2112234Z",
"installment": 1,
"orderId": "1375060513100-01",
"observation": "Open test",
"transactionId": "A424887D0F2D45028FE5C96E9B0E1A2D",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
},
{
"id": "742F1758D81F4E93BC2A3F8A382D44A8-01",
"friendlyId": "8UfrLSCc-1",
"status": "Opened",
"value": 0.91,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-10T19:46:50.551354Z",
"updatedAt": "2023-11-14T12:07:21.9823956Z",
"originalDueDate": "2023-12-10T19:46:50.551354Z",
"dueDate": "2023-12-18T19:46:50.551354Z",
"installment": 1,
"orderId": "1375070513102-01",
"transactionId": "742F1758D81F4E93BC2A3F8A382D44A8",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
},
{
"id": "742235D7E5E840798EC28A02EBA9E855-01",
"friendlyId": "mvOEfmdk-1",
"status": "Cancelled",
"value": 1.21,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-13T18:05:39.1334296Z",
"resolvedAt": "2023-11-13T19:25:22.1919688Z",
"updatedAt": "2023-11-13T19:25:22.3326219Z",
"originalDueDate": "2023-12-13T18:05:39.1334296Z",
"dueDate": "2023-12-13T18:05:39.1334296Z",
"installment": 1,
"orderId": "1376020513104-01",
"transactionId": "742235D7E5E840798EC28A02EBA9E855",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
}
],
"summary": {
"total": 0.91,
"count": 3,
"totalPaid": 5.01,
"totalCancelled": 1.21
}
}
}
}
}
},
"deprecated": false
}
},
"/api/creditcontrol/accounts/{creditAccountId}/invoices/{invoiceId}": {
"get": {
"tags": [
"Invoices"
],
"summary": "Retrieve invoice by ID",
"description": "Returns data from a specific invoice using `invoiceId`.\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Read Invoices** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "RetrieveInvoicebyId",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"$ref": "#/components/parameters/creditAccountId"
},
{
"$ref": "#/components/parameters/invoiceId"
}
],
"responses": {
"200": {
"description": "OK",
"content": {
"application/json": {
"schema": {
"required": [
"id",
"friendlyId",
"status",
"value",
"accountId",
"creditValue",
"createdAt",
"updatedAt",
"originalDueDate",
"dueDate",
"installment",
"orderId",
"transactionId",
"numberOfInstallments",
"creditAccountId"
],
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Invoice identification."
},
"friendlyId": {
"type": "string",
"description": "Simplified identification of an invoice. This code is created automatically, always associated with an existing invoice. It consists of an 8-digit random ID (of numbers and letters) and the installment."
},
"status": {
"type": "string",
"description": "Invoice status.",
"enum": ["Opened", "Paid", "Cancelled"]
},
"value": {
"type": "number",
"description": "Invoice value."
},
"accountId": {
"type": "string",
"description": "Account identification. It is the same `checkingAccountId` parameter used in other Customer Credit API endpoints."
},
"creditValue": {
"type": "number",
"description": "Credit value."
},
"createdAt": {
"type": "string",
"description": "Invoice creation date."
},
"updatedAt": {
"type": "string",
"description": "Date of the last update made to the invoice."
},
"originalDueDate": {
"type": "string",
"description": "Original invoice expiration date."
},
"dueDate": {
"type": "string",
"description": "Modified invoice expiration date."
},
"installment": {
"type": "number",
"description": "Identification of installment number."
},
"orderId": {
"type": "string",
"description": "Identification of the order that generated the invoice."
},
"transactionId": {
"type": "string",
"description": "Identification of the invoice transaction. This is the same number as the `id` field, removing the last three characters."
},
"numberOfInstallments": {
"type": "number",
"description": "Number of installments."
},
"creditAccountId": {
"type": "string",
"description": "Credit account identification. It is the same `accountId` parameter used in other Customer Credit API endpoints."
}
}
},
"example": {
"id": "A424887D0F2D45028FE5C96E9B0E1A2D-01",
"friendlyId": "u8KFsGDk-1",
"status": "Opened",
"value": 50.01,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-09T18:26:43.2112234Z",
"updatedAt": "2023-11-09T18:26:43.289316Z",
"originalDueDate": "2023-12-09T18:26:43.2112234Z",
"dueDate": "2023-12-09T18:26:43.2112234Z",
"installment": 1,
"orderId": "1375060513100-01",
"transactionId": "A424887D0F2D45028FE5C96E9B0E1A2D",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
}
}
}
}
},
"deprecated": false
},
"put": {
"tags": [
"Invoices"
],
"summary": "Change invoice",
"description": "Updates invoice's `status`, `observation` and `paymentLink` attributes.\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Create Invoices** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "ChangeInvoice",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"$ref": "#/components/parameters/creditAccountId"
},
{
"$ref": "#/components/parameters/invoiceId"
},
{
"$ref": "#/components/parameters/friendlyId"
}
],
"requestBody": {
"content": {
"application/json": {
"schema": {
"required": [
"status"
],
"type": "object",
"properties": {
"status": {
"type": "string",
"description": "Invoice status.",
"enum": ["Opened", "Paid", "Cancelled"],
"example": "Paid"
},
"observation": {
"type": "string",
"description": "Observation notes about the invoice.",
"example": "BF 2023 customer invoice.",
"nullable": true
},
"paymentLink": {
"type": "string",
"description": "Link (URL) created to direct the customer to an invoice payment environment (optional).",
"example": "https://paymentlink.com",
"nullable": true
}
}
}
}
},
"required": true
},
"responses": {
"200": {
"description": "OK. This endpoint does not return any data in the response body."
}
},
"deprecated": false
},
"delete": {
"tags": [
"Invoices"
],
"summary": "Cancel invoice",
"description": "Changes the status of a specific invoice (`invoiceId`) to `Cancelled`.\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Create Invoices** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "CancelInvoice",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"$ref": "#/components/parameters/creditAccountId"
},
{
"$ref": "#/components/parameters/invoiceId"
}
],
"responses": {
"200": {
"description": "OK. This endpoint does not return any data in the response body."
}
},
"deprecated": false
}
},
"/api/creditcontrol/accounts/{creditAccountId}/invoices": {
"get": {
"tags": [
"Invoices"
],
"summary": "Retrieve invoices by Customer Credit account ID",
"description": "Returns associated invoices given a specific `creditAccountId`.\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Read Invoices** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "SearchallinvoicesofaAccount",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"$ref": "#/components/parameters/creditAccountId"
}
],
"responses": {
"200": {
"description": "OK",
"content": {
"application/json": {
"schema": {
"required": [
"data",
"summary"
],
"type": "object",
"properties": {
"data": {
"type": "array",
"description": "Data information.",
"items": {
"required": [
"id",
"friendlyId",
"status",
"value",
"accountId",
"creditValue",
"createdAt",
"updatedAt",
"originalDueDate",
"dueDate",
"installment",
"orderId",
"transactionId",
"numberOfInstallments",
"creditAccountId"
],
"type": "object",
"description": "Object with information about each invoice.",
"properties": {
"id": {
"type": "string",
"description": "Invoice identification."
},
"friendlyId": {
"type": "string",
"description": "Simplified identification of an invoice. This code is created automatically, always associated with an existing invoice. It consists of an 8-digit random ID (of numbers and letters) and the installment."
},
"status": {
"type": "string",
"description": "Invoice status.",
"enum": ["Opened", "Paid", "Cancelled"]
},
"value": {
"type": "number",
"description": "Invoice value."
},
"accountId": {
"type": "string",
"description": "Account identification. It is the same `checkingAccountId` parameter used in other Customer Credit API endpoints."
},
"creditValue": {
"type": "number",
"description": "Credit value."
},
"createdAt": {
"type": "string",
"description": "Invoice creation date."
},
"updatedAt": {
"type": "string",
"description": "Date of the last update made to the invoice."
},
"originalDueDate": {
"type": "string",
"description": "Original invoice expiration date."
},
"dueDate": {
"type": "string",
"description": "Modified invoice expiration date."
},
"installment": {
"type": "number",
"description": "Identification of installment number."
},
"orderId": {
"type": "string",
"description": "Identification of the order that generated the invoice."
},
"transactionId": {
"type": "string",
"description": "Identification of the invoice transaction. This is the same number as the `id` field, removing the last three characters."
},
"numberOfInstallments": {
"type": "number",
"description": "Number of installments."
},
"creditAccountId": {
"type": "string",
"description": "Credit account identification. It is the same `accountId` parameter used in other Customer Credit API endpoints."
}
}
}
},
"summary": {
"required": [
"total",
"count"
],
"type": "object",
"description": "Summary information.",
"properties": {
"total": {
"type": "number",
"description": "Total amount payable (sum of invoices listed with status `Open`)."
},
"count": {
"type": "integer",
"description": "Number of invoices listed."
},
"totalPaid": {
"type": "integer",
"description": "Total amount paid (sum of invoices listed with status `Paid`)."
},
"totalCancelled": {
"type": "integer",
"description": "Total amount canceled (sum of invoices listed with status `Cancelled`)."
}
}
}
}
},
"example": {
"data": [
{
"id": "A424887D0F2D45028FE5C96E9B0E1A2D-01",
"friendlyId": "u8KFsGDk-1",
"status": "Opened",
"value": 5.01,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-09T18:26:43.2112234Z",
"updatedAt": "2023-11-09T18:26:43.289316Z",
"originalDueDate": "2023-12-09T18:26:43.2112234Z",
"dueDate": "2023-12-09T18:26:43.2112234Z",
"installment": 1,
"orderId": "1375060513100-01",
"transactionId": "A424887D0F2D45028FE5C96E9B0E1A2D",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
},
{
"id": "742F1758D81F4E93BC2A3F8A382D44A8-01",
"friendlyId": "8UfrLSCc-1",
"status": "Opened",
"value": 0.91,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-10T19:46:50.551354Z",
"updatedAt": "2023-11-10T19:46:50.6295313Z",
"originalDueDate": "2023-12-10T19:46:50.551354Z",
"dueDate": "2023-12-10T19:46:50.551354Z",
"installment": 1,
"orderId": "1375070513102-01",
"transactionId": "742F1758D81F4E93BC2A3F8A382D44A8",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
}
],
"summary": {
"total": 5.92,
"count": 2,
"totalPaid": 0.0,
"totalCancelled": 0.0
}
}
}
}
}
},
"deprecated": false
}
},
"/api/creditcontrol/accounts/{creditAccountId}/invoices/{invoiceId}/payments": {
"post": {
"tags": [
"Invoices"
],
"summary": "Mark an invoice as paid",
"description": "Records the payment of an invoice.\r\n\r\nThis operation causes a balance restore with the invoice value to the checking account.\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Pay Invoice** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "MarkaninvoiceasPaid",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"$ref": "#/components/parameters/creditAccountId"
},
{
"$ref": "#/components/parameters/invoiceId"
}
],
"responses": {
"200": {
"description": "OK",
"content": {
"application/json": {
"schema": {
"required": [
"id",
"friendlyId",
"status",
"value",
"accountId",
"creditValue",
"createdAt",
"updatedAt",
"originalDueDate",
"dueDate",
"installment",
"orderId",
"transactionId",
"numberOfInstallments",
"creditAccountId"
],
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Invoice identification."
},
"friendlyId": {
"type": "string",
"description": "Simplified identification of an invoice. This code is created automatically, always associated with an existing invoice. It consists of an 8-digit random ID (of numbers and letters) and the installment."
},
"status": {
"type": "string",
"description": "Invoice status.",
"enum": ["Opened", "Paid", "Cancelled"]
},
"value": {
"type": "number",
"description": "Invoice value."
},
"accountId": {
"type": "string",
"description": "Account identification. It is the same `checkingAccountId` parameter used in other Customer Credit API endpoints."
},
"creditValue": {
"type": "number",
"description": "Credit value."
},
"createdAt": {
"type": "string",
"description": "Invoice creation date."
},
"updatedAt": {
"type": "string",
"description": "Date of the last update made to the invoice."
},
"originalDueDate": {
"type": "string",
"description": "Original invoice expiration date."
},
"dueDate": {
"type": "string",
"description": "Modified invoice expiration date."
},
"installment": {
"type": "number",
"description": "Identification of installment number."
},
"orderId": {
"type": "string",
"description": "Identification of the order that generated the invoice."
},
"transactionId": {
"type": "string",
"description": "Identification of the invoice transaction. This is the same number as the `id` field, removing the last three characters."
},
"numberOfInstallments": {
"type": "number",
"description": "Number of installments."
},
"creditAccountId": {
"type": "string",
"description": "Credit account identification. It is the same `accountId` parameter used in other Customer Credit API endpoints."
}
}
},
"example": {
"id": "A424887D0F2D45028FE5C96E9B0E1A2D-01",
"friendlyId": "u8KFsGDk-1",
"status": "Paid",
"value": 5.01,
"accountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b",
"creditValue": 0.0,
"createdAt": "2023-11-09T18:26:43.2112234Z",
"updatedAt": "2023-11-09T18:26:43.289316Z",
"originalDueDate": "2023-12-09T18:26:43.2112234Z",
"dueDate": "2023-12-09T18:26:43.2112234Z",
"installment": 1,
"orderId": "1375060513100-01",
"transactionId": "A424887D0F2D45028FE5C96E9B0E1A2D",
"numberOfInstallments": 1,
"creditAccountId": "fcba59e0-7f26-11ee-ba3c-511336e1518b"
}
}
}
}
},
"deprecated": false
}
},
"/api/creditcontrol/accounts/{creditAccountId}/invoices/{invoiceId}/postponement": {
"put": {
"tags": [
"Invoices"
],
"summary": "Postpone an invoice",
"description": "Postpones an invoice by the amount of time defined on the `dueDays` field (number of days for the invoice to be postponed by).\r\n\r\nThis operation updates the invoice field `dueDate`.\r\n\r\n>⚠️ Before making this request, access the endpoint [Retrieve store configuration](https://developers.vtex.com/docs/api-reference/customer-credit-api#put-/api/creditcontrol/accounts/-creditAccountId-/invoices/-invoiceId-/postponement) to check whether the option to postpone invoice is enabled in the store (`invoicePostponementLimit: value greater than 0` and `postponementEnabled: true`).\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Invoices | **Create Invoices** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "Postponeaninvoice",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"$ref": "#/components/parameters/creditAccountId"
},
{
"$ref": "#/components/parameters/invoiceId"
}
],
"requestBody": {
"content": {
"application/json": {
"schema": {
"required": [
"dueDays"
],
"type": "object",
"properties": {
"dueDays": {
"type": "number",
"description": "Number of days to postpone the invoice.",
"example": 10
}
}
}
}
},
"required": true
},
"responses": {
"200": {
"description": "OK. This endpoint does not return any data in the response body."
}
},
"deprecated": false
}
},
"/api/creditcontrol/accounts": {
"get": {
"tags": [
"Account"
],
"summary": "Search all accounts",
"description": "Retrieves a list of all [customer credit accounts](https://help.vtex.com/en/tracks/customer-credit-getting-started--1hCRg21lXYy2seOKgqQ2CC/7FHLd0cmxqqGeEUuc8uioU) in the store.\r\n\r\n>ℹ️ You can use the queries below (individually or combined) to obtain a more accurate search result. If your store has more than 20 customer credit accounts and you do not use any queries in the call, only the first 20 account records will appear in the response body.\r\n\r\n>ℹ️ Query params can be used individually or combined.\r\n\r\n### Queries to filter results\r\n\r\n- **By the location of the accounts in the list (quantity of accounts)**: `?from={int}&to={int}`\r\n- **By status**: `?status={Open, Closed or Cancelled}`\r\n- **By email**: `?email={string}`\r\n\r\n## Permissions\r\n\r\nAny user or [application key](https:\/\/developers.vtex.com\/docs\/guides\/api-authentication-using-application-keys) must have at least one of the appropriate [License Manager resources](https:\/\/help.vtex.com\/en\/tutorial\/license-manager-resources--3q6ztrC8YynQf6rdc6euk3) to be able to successfully run this request. Otherwise they will receive a status code `403` error. These are the applicable resources for this endpoint:\r\n\r\n| **Product** | **Category** | **Resource** |\r\n| --------------- | ----------------- | ----------------- |\r\n| Credit Control | Main | **Main Access** |\r\n| Credit Control | Checking Accounts | **Read Checking Accounts** |\r\n\r\nThere are no applicable [predefined roles](https:\/\/help.vtex.com\/en\/tutorial\/predefined-roles--jGDurZKJHvHJS13LnO7Dy) for this resource list. You must [create a custom role](https:\/\/help.vtex.com\/en\/tutorial\/roles--7HKK5Uau2H6wxE1rH5oRbc#creating-a-role) and add at least one of the resources above in order to use this endpoint.To learn more about machine authentication at VTEX, see [Authentication overview](https:\/\/developers.vtex.com\/docs\/guides\/authentication).\r\n\r\n>\u2757 To prevent integrations from having excessive permissions, consider the [best practices for managing app keys](https:\/\/help.vtex.com\/en\/tutorial\/best-practices-application-keys--7b6nD1VMHa49aI5brlOvJm) when assigning License Manager roles to integrations.",
"operationId": "Searchallaccounts",
"parameters": [
{
"$ref": "#/components/parameters/Content-Type"
},
{
"$ref": "#/components/parameters/Accept"
},
{
"name": "from",
"in": "query",