API referenceAccounts & paymentsAccounts
Adjust receivable balance
Adjusts one unscheduled operational receipt or one PPD invoice effective balance. If a receipt has a payment plan, use rescheduleReceivablePlan so its installments and balance remain consistent.
- Endpoint
POST /v1/accounts/receivables/{customerId}/adjustments- Authorization
- Required permission: `receivables:manage`.
- Environments
- Production and sandbox
- Idempotency
- Required for safe retries.
Record received payment POST
Records a customer payment, allocates it across the selected receipts, and returns the updated receivable balance.
Edit receivable installments PUT
Replaces the dates and installment count of an entirely unpaid receivable plan while preserving its accepted total. The change is projected onto every linked quote, receipt, PPD invoice, payment portal, and calendar event.