API version 1 Prepayments

1. List Prepayments (api1/prepayments)

This method will answer with a collection of iinsight's prepayments that has been modified/created since a provided date. The collection wil be in JSON format.
The results would be paginated, having a maximum of 100 records per page. An empty collection and a status code 200 response, means that there is no records in the specified page.

Server	URL	HTTP type
UAT	https://api-ca-uat.iinsightonline.com/api1/prepayments	GET
PRODUCTION	https://api-ca.iinsightonline.com/api1/prepayments	GET

Authorization

Parameter	Value	Mandatory
Type	Bearer Token	Yes
Token	The token is generated using the /auth/login method	Yes

Query Params

Parameter	Value	Mandatory
modified_since	Date since last update or insert. Format: YYYY-MM-DDThh:mm:ssZ (date and time in UTC ISO 8601) Example: 2024-02-29T12:28:01Z	Yes
page	The page number of the paginated results. (i.e.: 1)	Yes
status	The status of the invoice. (i.e.: active / voided)	Yes

Response

	  
[
	  {
	  	"prepayment_id": "27",
	  	"prepayment_number": "PP27",
	  	"date": "2024-04-16T12:00:00Z",
	  	"amount": "1222.00",
	  	"remaining": "1052.00",
	  	"description": "This is a test",
	  	"company_id": "99",
	  	"case_number": null,
	  	"allocations": [
	  		{
	  			"payment_id": "580",
	  			"payment_number": "VIC10058-P1",
	  			"amount": "50.00",
	  			"date": "2024-05-25T12:00:00Z"
	  		},
	  		{
	  			"payment_id": "591",
	  			"payment_number": "VIC10080-P1",
	  			"amount": "120.00",
	  			"date": "2024-06-21T12:00:00Z"
	  		}
	  	],
	  	"reference_date": "2024-06-19T16:07:54Z"
	  },
	  {
	  	"prepayment_id": "51",
	  	"prepayment_number": "PP51",
	  	"date": "2024-05-24T12:00:00Z",
	  	"amount": "1000.00",
	  	"remaining": "900.00",
	  	"description": "Testing prepayment of 1000",
	  	"company_id": "99",
	  	"case_number": null,
	  	"allocations": [
	  		{
	  			"payment_id": "581",
	  			"payment_number": "VIC10058-P2",
	  			"amount": "100.00",
	  			"date": "2024-05-25T12:00:00Z"
	  		}
	  	],
	  	"reference_date": "2024-06-19T16:07:54Z"
	  },
	  {
	  	"prepayment_id": "57",
	  	"prepayment_number": "PP57",
	  	"date": "2024-06-21T12:28:01Z",
	  	"amount": "500.00",
	  	"remaining": "500.00",
	  	"description": "testing from API",
	  	"company_id": "99",
	  	"case_number": null,
	  	"allocations": [],
	  	"reference_date": "2024-06-20T17:57:14Z"
	  },
]

2. Create a Prepayment (api1/prepayments/create_prepayment)

This method will allow to create a new prepayment in iinsight.

URL

Server	URL	HTTP type
UAT	https://api-ca-uat.iinsightonline.com/api1/prepayments/create_prepayment	POST
PRODUCTION	https://api-ca.iinsightonline.com/api1/prepayments/create_prepayment	POST

Authorization

Parameter	Value	Mandatory
Type	Bearer Token	Yes
Token	The token generated using the /auth/login method	Yes

Query Params

Parameter	Value	Mandatory
company_id	A valid IInsight Company ID (e.g. 123)	Yes
date	The date of the prepayment. Format: YYYY-MM-DDThh:mm:ssZ (date and time in UTC ISO 8601) Example: 2024-02-29T12:28:01Z	Yes
description	A description for the prepayment.	Yes
amount	The prepayment amount. Positive number.	Yes
case_number	A valid IInsight Case ID (e.g. 123) This is a flag to link a prepayment to a specific client case. Then, this prepayment can't be used by other cases.	No

Success Response

{
	"success": true,
	"message": "Prepayment created.",
	"data": {
		"prepayment_id": "65", // IInsight Prepayment ID
		"prepayment_number": "PP65"
	}
}

Failed Response

{
	"success": false,
	"message": "Invalid case number.",
	"data": null
}

3. Allocate a Prepayment (api1/prepayments/allocate)

This method will allow to allocate a Prepayment to an Invoice in iinsight.

URL

Server	URL	HTTP type
UAT	https://api-ca-uat.iinsightonline.com/api1/prepayments/allocate	POST
PRODUCTION	https://api-ca.iinsightonline.com/api1/prepayments/allocate	POST

Authorization

Parameter	Value	Mandatory
Type	Bearer Token	Yes
Token	The token generated using the /auth/login method	Yes

Query Params

Parameter	Value	Mandatory
prepayment_id	A valid IInsight Prepayment ID (e.g. 123)	Yes
invoice_id	A valid IInsight Invoice ID (e.g. 123)	Yes
date	The date of the prepayment allocation. Format: YYYY-MM-DDThh:mm:ssZ (date and time in UTC ISO 8601) Example: 2024-02-29T12:28:01Z	Yes
amount	The allocation amount. Positive number. This amount will be used to pay the invoice.	Yes

Success Response

{
	"success": true,
	"message": "Prepayment allocated.",
	"data": {
		"payment_id": "598",
		"payment_number": "VIC10080-P5"
	}
}

Failed Response

{
	"success": false,
	"message": "The amount exceeds the prepayment remaining amount.",
	"data": null
}