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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 |
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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 | |||
---|---|---|---|---|---|---|
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| String | Required | Provided by Debitsuccess | |||
| String | Required | Provided by Debitsuccess | |||
| String | 100 | Optional | Optional – allows requesting user to be logged | ||
| DateTime | Required | Start of the reporting period Must be formatted as yyyy-MM-dd | |||
| DateTime? | Optional | End of the reporting period |
Must be formatted as yyyy-MM-dd |
* Following is a list of the different combinations of parameters which that 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.
Response
Redo the below table
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) | Total overdue amount for the account (including any Debitsuccess fees) | ||
· OverdueAmountWithoutFees | Decimal (10, 2) | Overdue amount without Debitsuccess establishment or penalty fees.
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· 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
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· 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.
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· 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 () |
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· EmailAddress | String | |
· Preferred | Boolean | |
§ Addresses () |
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· 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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