Refunds

Overview

From the Refunds endpoint, you can retrieve a list of all refunds for a specified business. See Refunds endpoint for more details.

Data Model

Field	Type	Description
id	string	Identifier for the refund, unique to the business in the accounting service provider.
customerRef	Reference Types	Reference to the customer the refund has been issued to.
accountRef	Reference Types	Reference to the account to which the refund is linked to.
date sortable, filterable	string See Date	Date of the refund as recorded in the accounting service provider.
currencyRef	Reference Types	Currency of the refund. Pushing data will fail if the business has not enabled or does not support multiple currency. Leaving this blank would default to the business' default currency.
currencyRate	decimal	Rate between the currency of the refund and the base currency of the business. Not applicable when multi-currency is not supported.
lines	array	An array of refund lines.
subTotal sortable, filterable	decimal	Value of the refund, including discounts and excluding tax.
taxAmount sortable, filterable	decimal	Any tax applied to the refund amount.
discountAmount	decimal	Numerical value of any discounts applied.
discountPercentage	decimal	Percentage rate (from 0 to 100) of any discounts applied to the unit amount.
totalAmount sortable, filterable	decimal	Amount of the refund, inclusive of tax.
memo	string	User-friendly reference for the refund.
shippingAddress	Reference Types	Delivery for any goods that have been ordered.
sourceModifiedData sortable, filterable	string See Date	Date the record was last changed in the accounting service provider.

Lines

Field	Type	Description
description	string	Friendly name of the goods or services received.
unitAmount	decimal	Price of each unit of goods or services.
quantity	integer	Number of units of goods or services.
discountAmount	decimal	Numerical value of any discounts applied.
discountPercentage	decimal	Percentage rate (from 0 to 100) of any discounts applied to the unit amount.
subTotal	decimal	Amount of the line, inclusive of discounts but exclusive of tax.
taxAmount	decimal	Amount of tax for the line.
totalAmount	decimal	Total amount of the line, inclusive of discounts and tax.
accountRef	Reference Types	Reference to the account to which the line item is linked to.
taxRateRef	Reference Types	Reference to the tax rate to which the line item is linked to.
inventoryRef	Reference Types	Reference to the product or inventory item to which the line item is linked to.
trackingCategoryRef	Reference Types	Reference to the tracking category to which the line item is linked to.

Example Data

{
  "id": "1",
  "customerRef":
  {
    "id": "1",
    "name": "Railz Financial"
  },
  "accountRef":
  {
    "id": "145",
    "name": "Depreciation Expense"
  },
  "date": "2021-03-09T10:18:29.985Z",
  "currencyRef":
  {
    "id": "CAD",
    "name": "Canadian Dollar"
  },
  "currencyRate": 1.13,
  "lines":
  [
    {
      "description": "Services rendered.",
      "unitAmount": 100.5,
      "quantity": 3,
      "discountAmount": 0,
      "subTotal": 301.5,
      "taxAmount": 20.5,
      "totalAmount": 322,
      "discountPercentage": 10.5,
      "taxRateRef":
      {
        "id": "1",
        "name": "HST",
        "effectiveTaxRate": 13
      },
      "inventoryRef":
      {
        "id": "1",
        "name": "Digital Services"
      }
    }
  ],
  "totalDiscount": 322,
  "discountPercentage": 322,
  "subTotal": 301.5,
  "taxAmount": 20.5,
  "totalAmount": 322,
  "memo": "Example bill memo.",
  "shippingAddress":
  {
    "line1": "1234 Park Street",
    "line2": "Suite 1000",
    "city": "Toronto",
    "region": "ON",
    "country": "CAN",
    "postalCode": "A0B1C2"
  },
  "sourceModifiedDate": "2021-03-09T10:18:29.985Z"
}