Actions478
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Payment → Insert/Update
AI-generatedSummary
Insert or update a Payment record in Acumatica by specifying payment details including application history, charges, credit card info, and related orders or documents.
Inputs
- Application History — Specify one or more application history items with details such as adjusted and adjusting document types, reference numbers, amounts, balances, dates, and VAT information.
- Charges — Define multiple charges associated with the payment, including account ID, amount, descriptions, document type, entry type ID, line number, reference number, and sub ID.
- Credit Card Processing Info — Provide credit card processing details such as transaction amount and transaction status.
- Documents To Apply — List documents to apply to this payment with attributes like amount paid, balance write off, cash discount taken, customer order, description, document line number, document type, reference number, and write off reason code.
- Orders To Apply — Specify orders to apply this payment to, including applied order ID, order number, and order type.
- Credit Card Transaction Info — Add credit card transaction information including transaction number, API number, transaction type, authorization number, transaction date, external profile ID, validation need, original transaction number, expiration date, and card type.
- Note ID — Optionally include a note ID value.
- Additional Fields — Include various optional fields such as application date, applied documents count, branch, card account number, cash account, currency ID, customer ID, description, hold status, payment amount, payment method, payment reference, status, type, last modified datetime, processing center ID, save card flag, external reference, original transaction, branch ID, customer location ID, new card flag, available balance, and applied orders count.
Output shape
a single Payment record object reflecting the inserted or updated payment data
The output is the created or updated payment entity returned from Acumatica. Only fields that are set in inputs are included. This operation uses an upsert approach, creating if new or updating if existing based on provided identifiers.