How to Allocate a Debit Note or Credit Note to an Invoice Using the API

Here is a clarification on how to create a credit note or allocate a receipt or credit note to an invoice through API, where you can allocate a receipt or credit note to the invoice using the code shown here:
API documentation: allocate receipt or credit note

You can view how to create a credit note through the API via the following link: API documentation: create a credit note

How to Allocate:

1. source_type:

   • Determines whether the allocation is for a credit note (credit note) or a receipt (Receipt).

   • This field is mandatory and must be selected carefully.

2. Source id:

   • It is the identifier for the receipt or credit note (not the reference).

   • It can be obtained through API integration or may appear directly in the receipt or credit note link.

3. date:

   • The allocation date (mandatory).

4. amount:

   • The amount to be allocated.

   • You must ensure that the amount does not exceed the invoice value.

Additional Notes:

• All the fields mentioned are mandatory and no field can be left empty.

• The invoice must be unpaid to complete the allocation process.