Issue:
We need to create Credit Memos using the API. When we send the request the credit is created but when opened in SedonaOffice the details are not displaying.
Resolution:
One reason this can happen is if the CustomerSiteID is not being sent in with the request.
This is required so the application can display all the information correctly.
Below is sample JSON that will create a credit memo and apply it to an invoice.
POST to /api/credit
{
"TypeJSCO":"C",
"CustomerId":52554,
"CustomerSiteId":59913,
"CategoryCode":"Admin G & A",
"Amount":"85.0000",
"InvoiceDescriptionCode":"Recurring",
"ServiceStartDate":"2024-06-24",
"ServiceEndDate":"2024-07-24",
"Memo":"Converted but already Paid",
"CustomerBillId":53601,
"Branchid":2,
"BranchCode":"OH",
"CreditReasonId":5,
"CreditReasonCode":"Invoiced in Error",
"Complete":true,
"UserCode":"pete.cava",
"CreditItems":
[
{
"CustomerSiteId":59913,
"ItemId":157,
"ItemCode":"Time & Material 85",
"PartId":1,
"PartCode":"N\/A",
"Description":"Credit for Invoice :497818",
"Quantity":1,
"UnitOfMeasureCode":"EA",
"Rate":"85.0000",
"Amount":"85.0000",
"ServiceStartDate":"2024-06-24",
"ServiceEndDate":"2024-07-24",
"Memo":"Converted but already Paid",
"InterBranchRegisterId":1,
"BillCycle":"N",
"ServiceTicketId":1
}
],
"CreditDetails":
[
{
"Date":"2024-06-24",
"TypeIM":"I",
"InvoiceNumber":"497818",
"Amount":"85.0000",
"BranchId":2,
"BranchCode":"OH",
"CategoryCode":"Admin G & A",
"UserCode":"joe.white"
}
]
}