PracticePanther · Schema

SaleDocument

JSON Schema for the PracticePanther SaleDocument resource

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Properties

Name Type Description
guid string
isMultiMatterInvoice boolean
id integer
currencyCode string
type string
invoiceType string
isNotifyWhenViewedByClient boolean
isNotifyWhenPaidByClient boolean
isNotifyWhenApprovedByClient boolean
isApplyDiscountTimeEntries boolean
isApplyDiscountFlatFees boolean
isApplyDiscountExpenses boolean
isAllowOnlinePayment boolean
isAllowPartialPayment boolean
isEnabled boolean
isDeleted boolean
createdDate string
lastModifiedDate string
createdBy object
lastModifiedBy object
approvedBy object
isApproved boolean
isCarryForwardBalance boolean
saleDocumentTemplateId integer
saleDocumentTemplate object
date string
dueDate string
expDate string
approvalDate string
shares array
tenantId integer
tenant object
items array
activities array
bankAccountGuid string Used to set the reference in POST and PUT
bankAccount object
accountId integer
account object
credit object
refund object
projectId integer
project object
contact object
toShippingAddress object
toBillingAddress object
termsAndConditions string
customerNotes string
pdf object
pdF_Id integer
invoiceSentToSmsNumber string
amountPaid number
amountDue number
feeds array
saleDocumentPaymentReminders array
sub number
salesTaxData array
tax number
discount number
discountPercent number
total number
saleDocumentPayments array
isSentToCustomer boolean
sentToCustomerDate string
isViewedByCustomer boolean
viewedByCustomerDate string
viewedByCustomerNumOfTimes integer
isInvoicedToCustomer boolean
invoicedToCustomerDate string
poNumber string
isApprovedByCustomer boolean
approvedByCustomerDate string
isSendInvoicePaymentReminders boolean
isSendQuoteApprovalReminders boolean
quickbooksId string
lastQuickbooksSyncDate string
xeroId string
lastXeroSyncDate string
totalInterest number
interestOptions object
status string
number integer
numOfAutomaticInterestChargesAdded integer
name string
invoiceOrder string
View JSON Schema on GitHub

JSON Schema

practicepanther-saledocument-schema.json Raw ↑ 
{
  "$schema": "https://json-schema.org/draft-07/schema#",
  "$id": "https://raw.githubusercontent.com/api-evangelist/practicepanther/main/json-schema/practicepanther-saledocument-schema.json",
  "title": "SaleDocument",
  "description": "JSON Schema for the PracticePanther SaleDocument resource",
  "type": "object",
  "properties": {
    "guid": {
      "type": "string",
      "format": "uuid"
    },
    "isMultiMatterInvoice": {
      "type": "boolean"
    },
    "id": {
      "type": "integer",
      "format": "int32"
    },
    "currencyCode": {
      "type": "string"
    },
    "type": {
      "type": "string",
      "enum": [
        "Invoice",
        "Quote"
      ]
    },
    "invoiceType": {
      "type": "string",
      "enum": [
        "Sale",
        "Refund",
        "Credit"
      ]
    },
    "isNotifyWhenViewedByClient": {
      "type": "boolean"
    },
    "isNotifyWhenPaidByClient": {
      "type": "boolean"
    },
    "isNotifyWhenApprovedByClient": {
      "type": "boolean"
    },
    "isApplyDiscountTimeEntries": {
      "type": "boolean"
    },
    "isApplyDiscountFlatFees": {
      "type": "boolean"
    },
    "isApplyDiscountExpenses": {
      "type": "boolean"
    },
    "isAllowOnlinePayment": {
      "type": "boolean"
    },
    "isAllowPartialPayment": {
      "type": "boolean"
    },
    "isEnabled": {
      "type": "boolean"
    },
    "isDeleted": {
      "type": "boolean"
    },
    "createdDate": {
      "type": "string",
      "format": "date-time"
    },
    "lastModifiedDate": {
      "type": "string",
      "format": "date-time"
    },
    "createdBy": {
      "$ref": "#/$defs/User"
    },
    "lastModifiedBy": {
      "$ref": "#/$defs/User"
    },
    "approvedBy": {
      "$ref": "#/$defs/User"
    },
    "isApproved": {
      "type": "boolean"
    },
    "isCarryForwardBalance": {
      "type": "boolean"
    },
    "saleDocumentTemplateId": {
      "type": "integer",
      "format": "int64"
    },
    "saleDocumentTemplate": {
      "$ref": "#/$defs/SaleDocumentTemplate"
    },
    "date": {
      "type": "string",
      "format": "date-time"
    },
    "dueDate": {
      "type": "string",
      "format": "date-time"
    },
    "expDate": {
      "type": "string",
      "format": "date-time"
    },
    "approvalDate": {
      "type": "string",
      "format": "date-time"
    },
    "shares": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Share"
      }
    },
    "tenantId": {
      "type": "integer",
      "format": "int64"
    },
    "tenant": {
      "$ref": "#/$defs/Tenant"
    },
    "items": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/SaleDocumentItem"
      }
    },
    "activities": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Activity"
      }
    },
    "bankAccountGuid": {
      "type": "string",
      "format": "uuid",
      "description": "Used to set the reference in POST and PUT "
    },
    "bankAccount": {
      "$ref": "#/$defs/BankAccount"
    },
    "accountId": {
      "type": "integer",
      "format": "int64"
    },
    "account": {
      "$ref": "#/$defs/Account"
    },
    "credit": {
      "$ref": "#/$defs/Credit"
    },
    "refund": {
      "$ref": "#/$defs/Refund"
    },
    "projectId": {
      "type": "integer",
      "format": "int64"
    },
    "project": {
      "$ref": "#/$defs/Project"
    },
    "contact": {
      "$ref": "#/$defs/Contact"
    },
    "toShippingAddress": {
      "$ref": "#/$defs/Address"
    },
    "toBillingAddress": {
      "$ref": "#/$defs/Address"
    },
    "termsAndConditions": {
      "type": "string"
    },
    "customerNotes": {
      "type": "string"
    },
    "pdf": {
      "$ref": "#/$defs/Blob"
    },
    "pdF_Id": {
      "type": "integer",
      "format": "int64"
    },
    "invoiceSentToSmsNumber": {
      "type": "string"
    },
    "amountPaid": {
      "type": "number",
      "format": "double"
    },
    "amountDue": {
      "type": "number",
      "format": "double"
    },
    "feeds": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/Feed"
      }
    },
    "saleDocumentPaymentReminders": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/SaleDocumentPaymentReminder"
      }
    },
    "sub": {
      "type": "number",
      "format": "double"
    },
    "salesTaxData": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/SalesTaxData"
      }
    },
    "tax": {
      "type": "number",
      "format": "double"
    },
    "discount": {
      "type": "number",
      "format": "double"
    },
    "discountPercent": {
      "type": "number",
      "format": "double"
    },
    "total": {
      "type": "number",
      "format": "double"
    },
    "saleDocumentPayments": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/SaleDocumentPayment"
      }
    },
    "isSentToCustomer": {
      "type": "boolean"
    },
    "sentToCustomerDate": {
      "type": "string",
      "format": "date-time"
    },
    "isViewedByCustomer": {
      "type": "boolean"
    },
    "viewedByCustomerDate": {
      "type": "string",
      "format": "date-time"
    },
    "viewedByCustomerNumOfTimes": {
      "type": "integer",
      "format": "int32"
    },
    "isInvoicedToCustomer": {
      "type": "boolean"
    },
    "invoicedToCustomerDate": {
      "type": "string",
      "format": "date-time"
    },
    "poNumber": {
      "type": "string"
    },
    "isApprovedByCustomer": {
      "type": "boolean"
    },
    "approvedByCustomerDate": {
      "type": "string",
      "format": "date-time"
    },
    "isSendInvoicePaymentReminders": {
      "type": "boolean"
    },
    "isSendQuoteApprovalReminders": {
      "type": "boolean"
    },
    "quickbooksId": {
      "type": "string"
    },
    "lastQuickbooksSyncDate": {
      "type": "string",
      "format": "date-time"
    },
    "xeroId": {
      "type": "string",
      "format": "uuid"
    },
    "lastXeroSyncDate": {
      "type": "string",
      "format": "date-time"
    },
    "totalInterest": {
      "type": "number",
      "format": "double"
    },
    "interestOptions": {
      "$ref": "#/$defs/InterestOptions"
    },
    "status": {
      "type": "string",
      "enum": [
        "Saved",
        "Approved",
        "Sent",
        "Paid",
        "Viewed",
        "Overdue",
        "Expired",
        "Invoiced",
        "Due",
        "PendingApproval"
      ]
    },
    "number": {
      "type": "integer",
      "format": "int32"
    },
    "numOfAutomaticInterestChargesAdded": {
      "type": "integer",
      "format": "int32"
    },
    "name": {
      "type": "string"
    },
    "invoiceOrder": {
      "type": "string",
      "enum": [
        "Name",
        "Number"
      ]
    }
  }
}

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