Rules Application (POST)

Apply payments and credits to an account’s invoices based on specified rules defined on the Billing Settings page.

This API uses predefined logic to allocate payments and credits, reducing any manual intervention and errors.

Resource 

1/revenue/billing/transactions/actions/apply

Resource Example 

1https://{yourInstance}.salesforce.com/services/data/v68.0/revenue/billing/transactions/actions/apply

Available Version 

66.0

HTTP Methods 

POST

Request Body for POST 

JSON Example

1{
2  "accountId": "001xx000003DGbQAAW",
3  "targetDate": "2024-01-15"
4}

Properties

NameTypeDescriptionRequired or OptionalAvailable Version
accountIdStringID of the account to perform the settlement of payments and credits against invoices in adherence with the applied rules.Required66.0
targetDateStringThe date used to select invoices and invoice lines with a posted date equal to or later than the target date to apply payments and credits.Optional66.0

Response Body for POST 

Rules Application