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API for managing contract installments
Retrieve a list of all contract installments with optional filtering and pagination
| page | integer >= 1 Default: 1 Page number for pagination |
| per_page | integer [ 1 .. 100 ] Default: 25 Number of items per page |
| sort | string Sort field |
| company_namespace | Array of strings Company namespace for filtering |
| contract | string Filter by contract ID |
| status | string Enum: "pending" "paid" "overdue" "cancelled" Filter by payment status |
| due_date_from | string <date> Filter by due date from |
| due_date_to | string <date> Filter by due date to |
| _id | Array of strings Filter by ID |
{- "success": true,
- "data": [
- {
- "_id": "507f1f77bcf86cd799439011",
- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 50,
- "discount_applied": 0,
- "interest_rate": 5.5,
- "grace_period_days": 5,
- "reminder_sent": false,
- "reminder_dates": [
- "2019-08-24T14:15:22Z"
], - "auto_pay_enabled": false,
- "payment_history": [
- {
- "date": "2019-08-24T14:15:22Z",
- "amount": 0,
- "method": "string",
- "reference": "string",
- "notes": "string"
}
], - "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
], - "createdAt": "2019-08-24T14:15:22Z",
- "modifiedAt": "2019-08-24T14:15:22Z",
- "SVClient": 0,
- "__v": 0
}
], - "paging": {
- "total": 0,
- "page": 0,
- "per_page": 0,
- "pages": 0
}
}Create a new contract installment
| contract required | string Contract ID reference |
| installment_number required | integer Installment sequence number |
| due_date required | string <date> Due date for this installment |
| amount required | number <float> Installment amount |
| currency | string Default: "USD" Currency code |
| late_fee | number <float> Default: 0 Late fee charged if overdue |
| discount_applied | number <float> Default: 0 Discount applied to this installment |
| interest_rate | number <float> Default: 0 Interest rate for this installment |
| grace_period_days | integer Default: 0 Grace period in days before marking overdue |
| auto_pay_enabled | boolean Default: false Whether auto-pay is enabled for this installment |
| notes | string Additional notes |
| custom_fields | object Custom fields for additional data |
| company_namespace | Array of strings Company namespace |
{- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "late_fee": 0,
- "discount_applied": 0,
- "interest_rate": 0,
- "grace_period_days": 0,
- "auto_pay_enabled": false,
- "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
]
}{- "success": true,
- "data": {
- "_id": "507f1f77bcf86cd799439011",
- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 50,
- "discount_applied": 0,
- "interest_rate": 5.5,
- "grace_period_days": 5,
- "reminder_sent": false,
- "reminder_dates": [
- "2019-08-24T14:15:22Z"
], - "auto_pay_enabled": false,
- "payment_history": [
- {
- "date": "2019-08-24T14:15:22Z",
- "amount": 0,
- "method": "string",
- "reference": "string",
- "notes": "string"
}
], - "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
], - "createdAt": "2019-08-24T14:15:22Z",
- "modifiedAt": "2019-08-24T14:15:22Z",
- "SVClient": 0,
- "__v": 0
}
}Retrieve a specific contract installment by its ID
| id required | string Contract installment ID |
{- "success": true,
- "data": {
- "_id": "507f1f77bcf86cd799439011",
- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 50,
- "discount_applied": 0,
- "interest_rate": 5.5,
- "grace_period_days": 5,
- "reminder_sent": false,
- "reminder_dates": [
- "2019-08-24T14:15:22Z"
], - "auto_pay_enabled": false,
- "payment_history": [
- {
- "date": "2019-08-24T14:15:22Z",
- "amount": 0,
- "method": "string",
- "reference": "string",
- "notes": "string"
}
], - "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
], - "createdAt": "2019-08-24T14:15:22Z",
- "modifiedAt": "2019-08-24T14:15:22Z",
- "SVClient": 0,
- "__v": 0
}
}Update an existing contract installment
| id required | string Contract installment ID |
| due_date | string <date> Due date for this installment |
| amount | number <float> Installment amount |
| status | string Enum: "pending" "paid" "overdue" "cancelled" Payment status |
| payment_date | string <date> Date when payment was made |
| payment_amount | number <float> Amount actually paid |
| payment_method | string Enum: "cash" "check" "credit_card" "bank_transfer" "other" Payment method used |
| payment_reference | string Payment reference number |
| late_fee | number <float> Late fee charged if overdue |
| discount_applied | number <float> Discount applied to this installment |
| interest_rate | number <float> Interest rate for this installment |
| grace_period_days | integer Grace period in days before marking overdue |
| auto_pay_enabled | boolean Whether auto-pay is enabled for this installment |
| notes | string Additional notes |
| custom_fields | object Custom fields for additional data |
| company_namespace | Array of strings Company namespace |
{- "due_date": "2019-08-24",
- "amount": 0,
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 0,
- "discount_applied": 0,
- "interest_rate": 0,
- "grace_period_days": 0,
- "auto_pay_enabled": true,
- "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
]
}{- "success": true,
- "data": {
- "_id": "507f1f77bcf86cd799439011",
- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 50,
- "discount_applied": 0,
- "interest_rate": 5.5,
- "grace_period_days": 5,
- "reminder_sent": false,
- "reminder_dates": [
- "2019-08-24T14:15:22Z"
], - "auto_pay_enabled": false,
- "payment_history": [
- {
- "date": "2019-08-24T14:15:22Z",
- "amount": 0,
- "method": "string",
- "reference": "string",
- "notes": "string"
}
], - "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
], - "createdAt": "2019-08-24T14:15:22Z",
- "modifiedAt": "2019-08-24T14:15:22Z",
- "SVClient": 0,
- "__v": 0
}
}Mark a contract installment as paid
| id required | string Contract installment ID |
| payment_date required | string <date> Date of payment |
| payment_amount required | number <float> Amount paid |
| payment_method | string Enum: "cash" "check" "credit_card" "bank_transfer" "other" Payment method used |
| payment_reference | string Payment reference number |
| notes | string Payment notes |
{- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "notes": "string"
}{- "success": true,
- "data": {
- "_id": "507f1f77bcf86cd799439011",
- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 50,
- "discount_applied": 0,
- "interest_rate": 5.5,
- "grace_period_days": 5,
- "reminder_sent": false,
- "reminder_dates": [
- "2019-08-24T14:15:22Z"
], - "auto_pay_enabled": false,
- "payment_history": [
- {
- "date": "2019-08-24T14:15:22Z",
- "amount": 0,
- "method": "string",
- "reference": "string",
- "notes": "string"
}
], - "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
], - "createdAt": "2019-08-24T14:15:22Z",
- "modifiedAt": "2019-08-24T14:15:22Z",
- "SVClient": 0,
- "__v": 0
}
}Get all overdue contract installments
| page | integer >= 1 Default: 1 Page number for pagination |
| per_page | integer [ 1 .. 100 ] Default: 25 Number of items per page |
| days_overdue | integer >= 0 Minimum days overdue |
{- "success": true,
- "data": [
- {
- "_id": "507f1f77bcf86cd799439011",
- "contract": "507f1f77bcf86cd799439012",
- "installment_number": 1,
- "due_date": "2024-01-15",
- "amount": 1500,
- "currency": "USD",
- "status": "pending",
- "payment_date": "2019-08-24",
- "payment_amount": 0,
- "payment_method": "cash",
- "payment_reference": "string",
- "late_fee": 50,
- "discount_applied": 0,
- "interest_rate": 5.5,
- "grace_period_days": 5,
- "reminder_sent": false,
- "reminder_dates": [
- "2019-08-24T14:15:22Z"
], - "auto_pay_enabled": false,
- "payment_history": [
- {
- "date": "2019-08-24T14:15:22Z",
- "amount": 0,
- "method": "string",
- "reference": "string",
- "notes": "string"
}
], - "notes": "string",
- "custom_fields": { },
- "company_namespace": [
- "string"
], - "createdAt": "2019-08-24T14:15:22Z",
- "modifiedAt": "2019-08-24T14:15:22Z",
- "SVClient": 0,
- "__v": 0,
- "days_overdue": 0
}
], - "paging": {
- "total": 0,
- "page": 0,
- "per_page": 0,
- "pages": 0
}
}