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Apply Payment to Invoice

Apply a payment to an open invoice within Moxie

Geoff Mina avatar
Written by Geoff Mina
Updated over a year ago

Apply a payment to an open invoice within Moxie.

Endpoint: /action/payment/create

Method: POST

Request Body (example):

{
"date": "2023-08-03",
"amount": 13675.00,
"invoiceNumber": "E-2023-79",
"clientName":"Client Name",
"paymentType":"BANK_TRANSFER",
"referenceNumber":"123",
"memo":"API Payment"
}

Properties that require further clarification:

  • date - Required - The date that the payment was made on the invoice. In multi-currency environments this date is important as it will determine the exchange rate for the transaction.

  • amount - Required - The amount of the payment. Must not be greater than the amount currently owed on the invoice

  • invoiceNumber - Required - The invoice number within Moxie.

  • clientName - Optional - This field is required only if you have invoice numbering schemes which create duplicate invoice numbers between clients.

  • paymentType - Optional - One of the following. Will default to OTHER if left blank

    • STRIPE

      CHECK

      BANK_TRANSFER

      CASH

      VENMO

      PAYPAL

      ZELLE

      APP_PAYOUT

      CREDIT_CARD

      OTHER

  • referenceNumber - Optional - informational reference number that appears in payment history

  • memo - Optional - Notes for the payment

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