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Usage
Excerpt |
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Retrieves the details of accounts that have been loaded or updated within a specified date range. |
Note |
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Since this API call does not have pagination, our recommendation is to apply smaller date ranges (not more than 30 days) otherwise, you may receive timeout errors. |
Parameters
Name | Data Type | Length | Description | |
---|---|---|---|---|
User | ||||
| String | Required | Provided by Debitsuccess | |
| String | Required | Provided by Debitsuccess | |
RequestInitiator | String | 100 | Optional | Optional – allows requesting user to be logged |
StartDate | DateTime | Required | Start of the reporting period Must be formatted as yyyy-MM-dd | |
EndDate | DateTime? | Optional | End of the reporting period Must be formatted as yyyy-MM-dd |
*Â Following is a list of the different combinations of parameters which can be used for this method:
- Providing
StartDate
andEndDate
parameters returns account details for all accounts that have had details changed during the specified period. - Providing the
StartDate
parameter returns account details for all accounts that have had details changed after the specified date.
ResponseÂ
Name | Data Type | Description |
---|---|---|
DateCreated | DateTime | Date/time message was processed |
Id | String | Unique ID for the message |
ResponseNotes () | Collection of validation messages | |
·      Code | String | |
·      Note | String | |
·      NoteType | Enum | Error, Warning, Info |
Status | Enum | Failed, Succeed, Unknown |
Accounts () | ||
·      Term | int | Length of term |
·      TermType | Enum | Months, Payments |
·      AccountCode | String | Account code from contract |
·      AccountNotes     | String | Free form notes field. |
·      AccountReferenceNo | String | Debitsuccess Reference number |
·      ContractPrefix | String | Provided by Debitsuccess (allows customer accounts to be split into different organisational groups if required) |
·      ExternalAccountReferenceNo | String | Your account identifier |
·      NextBillingDate | DateTime? | Next date the account is due to be billed on |
·      LastBillingDate | DateTime? | Last date the account was billed on |
·      OverdueStatus | int | 0, 1, 2, 3 (0 = Not overdue, 3 = last stage before being send to debt collection or written off) |
·      OverdueAmount | Decimal (10, 2) | |
·      OverdueAmountWithoutFees | Decimal (10, 2) | Overdue amount without Debitsuccess establishment or penalty fees. |
·      FixedTerm | Boolean | true – account will be closed at the end of the minimum term false – account will continue to bill after the minimum term |
·      LastReversalReason | String | Reason for last payment failure |
·      CancelReason | String | Reason account was closed |
·      Suspended | Boolean | true – payments are suspended (the amount owing will NOT continue to accrue while payments are suspended) |
·      SuspensionEndDate | DateTime | Date that suspension is due to end |
·      PaymentsStopped | Boolean | true – payments have been stopped (the amount owing will continue to accrue while payments are stopped) |
·      PaymentStopEndDate | DateTime | Date that the payment stop is due to end |
·      CurrentInstalment | Decimal (10, 2) | Current instalment amount |
·      CurrentFrequency | Enum | Current payment frequency |
·      CatchUpAmount | Decimal (10, 2) | Catch-up amount |
·      CatchUpEndDate | DateTime | End date for catch-up |
·      PaymentInAdvanceAmount | Decimal (10, 2) | Payment in advance amount |
·      PaymentInAdvanceEndDate | DateTime | End date for payment in advance |
·      DateAccountStarted | DateTime | |
·      DateAccountClosed | DateTime | |
·      DateAccountLoaded | DateTime | |
·      LastUpdatedDate | DateTime | Date that the customer account or a related record was last updated |
·      MinTermTotalValue | Decimal (10, 2) | Amount to be collected for the account (in terms of recurring payments) before the account is past its minimum term |
·      OutstandingBalance | Decimal (10, 2) | For an open account, this returns the amount remaining for the account to pay |
·      OutstandingBalanceWithoutFees | Decimal (10, 2) | Outstanding balance without Debitsuccess establishment or penalty fees |
·      AccountTemplate | Guid | OMG contract template unique-identifier |
·      ProjectedFinishDate | DateTime | Calculated estimated time for the account finish date. This field is being calculated overnight. |
·      CurrentBalance | Decimal (10, 2) | This returns the difference between what should have been paid at the current date vs the amount already paid. A positive amount means that the customer account is overdue and a negative amount means the account is in credit. |
·      CurrentBalanceWithoutFees | Decimal (10, 2) | Current balance excluding Debitsuccess fees. |
·      DSFeeSchedules ()** | ||
o  StartDate** | DateTime? | |
o  Installment** | Decimal? (10, 2) | |
o  PaymentFrequency** | Enum | OneOff |
o  PaymentCode** | Enum | DebtCallFee EstablishmentFee MiscellaneousFee PenaltyFee Service TransferFee |
o  Description** | String | |
o  ScheduleId** | int | Unique identifier |
·      OneOffSchedules () | ||
o  StartDate | DateTime? | |
o  Installment | Decimal? (10, 2) | |
o  PaymentFrequency | Enum | OneOff |
o  Description | String | Description |
o  ScheduleId | int | Unique identifier |
·      RecurringSchedules () | ||
o  StartDate | DateTime? | |
o  EndDate | DateTime? | |
o  Installment | Decimal? (10, 2) | |
o  PaymentFrequency | Enum | Weekly, Fortnightly, FourWeekly, Monthly, BiMonthly, Quarterly |
o  Description | String | |
o  ScheduleId | int | Unique identifier |
·      SuspensionSchedules () | ||
o  StartDate | DateTime? | |
o  EndDate | DateTime? | |
o  Installment | Decimal? (10, 2) | |
o  PaymentFrequency | Enum | OneOff, Weekly, Fortnightly, FourWeekly, Monthly, BiMonthly, Quarterly |
o  Description | String | |
o  ScheduleId | int | Unique identifier |
·      Customer | ||
o  CustomerDetail | ||
§ DateOfBirth | DateTime? | |
§ Gender | Enum | Male, Female, Unknown |
§ FirstName | String | |
§ MiddleName | String | |
§ LastName | String | |
§ Title | String | |
o  Contacts | ContactDetails | |
§ Phones () |  | |
·      PhoneNumberType | Enum | Home, Mobile, Work, Emergency, Previous |
·      CountryCode | Enum | NotSpecified, Aus, NZ, USA |
·      StdCode | String | |
·      Number | String | |
·      Preferred | Boolean | |
·      Name | String | |
§ Emails () |  | |
·      EmailAddress | String | |
·      Preferred | Boolean | |
§ Addresses () |  | |
·      AddressType | Enum | Home, Business, Physical, Postal, Previous |
·      Street                       | String | |
·      Suburb | String | |
·      City | String | |
·      State | Enum | |
·      Postcode    | String | |
·      Country | Enum | NotSpecified, Australia, NewZealand, UnitedStatesOfAmerica |
·      Locality | String | |
·      Preferred | Boolean | Whether the address is preferred (true or false) |
·      Paymethod | ||
o  AccountNo      | String | |
o  ExpiryDate | DateTime | |
o  AccountHolder | String | |
o  AccountType | Enum | BankAccount, CreditCard |
o  CreditCardType | Enum | None, AmericanExpress, Mastercard, Visa |
**These values will only be returned by a separate call GetCustomerAccountWithFeesForDateRange . The request and the rest of the response message are exactly the same as GetCustomerAccountForDateRange.
Error Messages
Type | Error Code | Error Message |
---|---|---|
Error | 02 | Invalid user credentials |
Info | 00 | Success |
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