Client financials

Returns client financial data

Clients

If you wish to access client financial settings data use the clientfinancial model

For more details about using models see Using data models

For clients two models are available:

  • clientslist
  • clientdetails
  • clientfinancial

Parameter

Description

Example

More info

API

The API area

clients.json

Action

Not required

General

Parameters described in overview

user=user&password=user

Overview

Company

Company number

company=1

Modelstructure

Name of model required

Modelstructure=clientfinancial

Using data models

Client

Specify client

client=1/P0909

Response

Returned data

A JSON string containing the data

Example request:

http://<SERVER>/jsonapi/clients.json?company=1&version=3.3&user=user&password=user&company=1&style=modeldata&modelstructure=clientfinancial&client=26/C0127

Example response:

{
  "responsecode": 1,
  "responsestatus": "OK",
  "errorcode": 0,
  "errormessage": "",
  "totalrows": 1,
  "totalpages": 1,
  "responsemessage": "",
  "pagerows": 0,
  "pagenumber": 1,
  "success": true,
  "data": [
    {
      "clientUuid": "CA1D229D72D8EB47A659669DD39FE48D",
      "clientTimeStampModified": 1554299566,
      "clientRecordVersionNumber": 16,
      "clientChargeTypeDescription": "Quote",
      "clientInvestment": 0,
      "clientTurnover": 0,
      "clientJobPhaseStatus": "Company Default",
      "clientTaxCodeDescripton": "1 (20%)",
      "clientCode": "26/C0127",
      "clientName": "Amazon",
      "clientMultiCurrency": true,
      "clientNominal": "",
      "clientNominalPurchase": "",
      "clientEbillingRef": "",
      "clientODCreditLimit": 0,
      "clientPaymentTermsDescription": "Immediate",
      "clientPaymentTermsInternal": 3,
      "clientPOMarkUp": true,
      "clientPOMarkUpPercent": 100,
      "clientPostingAccount": "",
      "clientChargeType": true,
      "clientCurrencycode": "",
      "clientCurrency": "- Base currency -",
      "clientInvestmentOpenBal": 0,
      "clientJobPrefix": "",
      "clientVatReg": "4344333",
      "clientTaxCode": 1,
      "clientTaxRate": 20,
      "clientDefaultStatus": 0
    }
  ]
}

Note: needs 12.2 for custom fields