/// <summary>
/// Create a payment made by your customer and you can also apply them to invoices either partially or fully.
/// </summary>
/// <param name="new_customer_payment_info">The new_customer_payment_info is the Customerpayment object which having the info to made payment with date and amount as mandatory attributes.</param>
/// <returns>Customerpayment object.</returns>
public CustomerPayment Create(CustomerPayment new_customer_payment_info)
{
string address = baseAddress ;
var json = JsonConvert.SerializeObject(new_customer_payment_info);
var jsonstring = new Dictionary<object, object>();
jsonstring.Add("JSONString", json);
var responce = ZohoHttpClient.post(address, getQueryParameters(jsonstring));
return CustomerPaymentParser.getPayment(responce);
}
internal static CustomerPayment getPayment(HttpResponseMessage responce)
{
var payment = new CustomerPayment();
var jsonObj = JsonConvert.DeserializeObject<Dictionary<string, object>>(responce.Content.ReadAsStringAsync().Result);
if (jsonObj.ContainsKey("payment"))
{
payment = JsonConvert.DeserializeObject<CustomerPayment>(jsonObj["payment"].ToString());
}
return payment;
}
static void Main(string[] args)
{
try
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organization id}");
CustomerPaymentsApi customerpaymentsApi = service.GetCustomerPaymentsApi();
var parameters = new Dictionary<object, object>();
parameters.Add("customer_name_startswith", "h");
var customerpaymentsList = customerpaymentsApi.GetCustomerPayments(parameters);
var customerpayments = customerpaymentsList;
var paymentId = customerpayments[2].payment_id;
if (customerpayments != null)
{
foreach (var customerpayment in customerpayments)
Console.WriteLine("{0},{1},{2}", customerpayment.account_name, customerpayment.amount, customerpayment.customer_name);
}
var customerpayment1 = customerpaymentsApi.Get(paymentId);
if(customerpayment1!=null)
Console.WriteLine("{0},{1},{2}", customerpayment1.account_name, customerpayment1.amount, customerpayment1.customer_name);
var customerId = customerpayment1.customer_id;
var newPaymentInfo = new CustomerPayment()
{
customer_id = customerId,
date="2014-02-03",
amount=1234,
};
var newCustomerPayment = customerpaymentsApi.Create(newPaymentInfo);
if(newCustomerPayment!=null)
Console.WriteLine("{0},{1},{2}", newCustomerPayment.account_name, newCustomerPayment.amount, newCustomerPayment.customer_name);
var updateInfo = new CustomerPayment()
{
amount=100000,
};
var updatedCustomerPayment = customerpaymentsApi.Update(paymentId, updateInfo);
if(updatedCustomerPayment!=null)
Console.WriteLine("{0},{1},{2}", updatedCustomerPayment.account_name, updatedCustomerPayment.amount, updatedCustomerPayment.customer_name);
var delcustpayment = customerpaymentsApi.Delete(customerpayments[1].payment_id);
Console.WriteLine(delcustpayment);
}
catch(Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
internal static CustomerPaymentList getPaymentList(HttpResponseMessage responce)
{
var customerPaymentlist = new CustomerPaymentList();
var jsonObj = JsonConvert.DeserializeObject<Dictionary<string, object>>(responce.Content.ReadAsStringAsync().Result);
if (jsonObj.ContainsKey("customerpayments"))
{
var paymentsArray = JsonConvert.DeserializeObject<List<object>>(jsonObj["customerpayments"].ToString());
foreach(var paymentObj in paymentsArray)
{
var payment = new CustomerPayment();
payment = JsonConvert.DeserializeObject<CustomerPayment>(paymentObj.ToString());
customerPaymentlist.Add(payment);
}
}
if (jsonObj.ContainsKey("page_context"))
{
var pageContext = new PageContext();
pageContext = JsonConvert.DeserializeObject<PageContext>(jsonObj["page_context"].ToString());
customerPaymentlist.page_context = pageContext;
}
return customerPaymentlist;
}
static void Main(string[] args)
{
try
{
var service = new ZohoBooks();
service.initialize("{authtoken}", "{organizationId}");
var transactionApi = service.GetBankTransactionsApi();
var accounts = service.GetBankAccountsApi().GetBankAccounts(null);
var parameters = new Dictionary<object, object>();
parameters.Add("filter_by", "Status.All");
parameters.Add("account_id", accounts[0].account_id);
Console.WriteLine("---------------------- All Transactions ----------------------");
var transactionList = transactionApi.GetTransactions(parameters);
var transactions = transactionList;
foreach (var trans in transactions)
Console.WriteLine("{0},{1},{2}", trans.transaction_id, trans.status, trans.amount);
Console.WriteLine("---------------------- Specified Transaction ----------------------");
var transaction = transactionApi.Get(transactions[2].transaction_id);
Console.WriteLine("{0},{1},{2}", transaction.transaction_id, transaction.transaction_type, transaction.amount);
Console.WriteLine("---------------------- New Transaction ----------------------");
var newTransactionInfo = new Transaction()
{
transaction_type = "transfer_fund",
from_account_id = accounts[0].account_id,
to_account_id = accounts[2].account_id,
amount=10
};
var newTransaction = transactionApi.Create(newTransactionInfo);
Console.WriteLine("{0},{1},{2}", newTransaction.transaction_id, newTransaction.transaction_type, newTransaction.amount);
Console.WriteLine("---------------------- Updated Transaction ----------------------");
var updateInfo = new Transaction()
{
amount=50,
currency_id=transactionList[0].currency_id,
date="2014-02-06",
description="",
exchange_rate=1,
from_account_id = accounts[0].account_id,
reference_number= "",
to_account_id = accounts[2].account_id,
transaction_type = "transfer_fund"
};
var updatedTrans = transactionApi.Update(newTransaction.transaction_id, updateInfo);
Console.WriteLine("{0},{1},{2}", updatedTrans.transaction_id, updatedTrans.transaction_type, updatedTrans.amount);
Console.WriteLine("---------------------- Delete Transaction ----------------------");
var deltrans = transactionApi.Delete(updatedTrans.transaction_id);
Console.WriteLine(deltrans);
var parameters1 = new Dictionary<object, object>();
parameters1.Add("amount_start", "1");
parameters1.Add("amount_end", "4000");
parameters1.Add("date_start", "2014-02-01");
parameters1.Add("date_end", "2014-02-07");
var matchingtrans = transactionApi.GetMatchingTransactions(transactions[1].transaction_id, parameters1);
foreach(var matchingTran in matchingtrans)
Console.WriteLine("{0},{1},{2}", matchingTran.transaction_id, matchingTran.transaction_type, matchingTran.amount);
var parameters3=new Dictionary<object,object>();
parameters3.Add("account_id", accounts[1].account_id);
TransactionsToBeMatched transtomatch = new TransactionsToBeMatched()
{
transactions_to_be_matched = new List<Transaction>(){
new Transaction()
{
transaction_id=transactions[2].transaction_id,
transaction_type="vendor_payment"
},
new Transaction()
{
transaction_id=transactions[3].transaction_id,
transaction_type="transfer_fund"
},
new Transaction()
{
transaction_id=transactions[1].transaction_id,
transaction_type="expense"
}
}
};
var matchtransaction = transactionApi.MatchATransaction(transactions[0].transaction_id, transtomatch);
Console.WriteLine(matchtransaction);
var unmatch = transactionApi.UnmatchTransaction(transactions[0].transaction_id);
Console.WriteLine(unmatch);
parameters.Add("sort_column", "statement_date");
var associatedTransObj = transactionApi.GetAssociatedTransactions(transactions[0].transaction_id, null);
var associatedTrans = associatedTransObj.associated_transactions;
Console.WriteLine(associatedTransObj.imported_transaction_id);
foreach (var asociatedTran in associatedTrans)
Console.WriteLine("{0},{1},{2}", asociatedTran.transaction_id, asociatedTran.transaction_type, asociatedTran.amount);
var exclude = transactionApi.ExcludeATransaction(transactions[0].transaction_id);
Console.WriteLine(exclude);
var restore = transactionApi.RestoreATransaction(transactions[0].transaction_id);
Console.WriteLine(restore);
var transacInfo=new Transaction()
{
amount=4000,
date="2013-01-29",
description="Insurance payment",
exchange_rate=1,
from_account_id = accounts[1].account_id,
reference_number="Ref-9872",
to_account_id = accounts[3].account_id,
transaction_type = "expense"
};
var catogarise = transactionApi.CategorizeAnUncategorizedTransaction(transactions[0].transaction_id, transacInfo);
Console.WriteLine(catogarise);
var creditrefundInfo = new CreditNote()
{
creditnote_id = "{credit note id}",
date="2014-02-07",
from_account_id = "{account id from which account the transaction is going to be done}",
amount=4000
};
var catogasCred = transactionApi.CategorizeAsCreditNoteRefunds(transactions[0].transaction_id, creditrefundInfo);
Console.WriteLine(catogasCred);
var vendordetails = new VendorPayment()
{
vendor_id = "{vendor id}",
amount=4000,
paid_through_account_id = "{account id}"
};
var vendorcat = transactionApi.CategorizeAsVendorpayment(transactions[0].transaction_id, vendordetails);
Console.WriteLine(vendorcat);
var customerinfo = new CustomerPayment()
{
customer_id = "{customer id}",
date="2014-02-08",
invoices = new List<Invoice>()
{
new Invoice(){
invoice_id="{invoice id}",
amount_applied=4000
}
},
amount=4000
};
var custpaycat = transactionApi.CategorizeAsCustomerPayments(transactions[0].transaction_id, customerinfo, parameters);
Console.WriteLine(custpaycat);
var expenseInfo=new Expense()
{
account_id=accounts[3].account_id,
date="2013-01-29",
paid_through_account_id = accounts[4].account_id,
project_id= "",
amount=4000,
tax_id="",
is_inclusive_tax=false,
is_billable=false,
reference_number="Ref-123",
description="Insurance payment",
};
var catAsExpens = transactionApi.CategorizeAsExpense(transactions[0].transaction_id, expenseInfo, @"F:\error.png");
Console.WriteLine(catAsExpens);
var uncatogorise = transactionApi.UncategorizeACategorizedTransaction(transactions[0].transaction_id);
Console.WriteLine(uncatogorise);
var vendorCreditsApi = service.GetVendorCreditsApi();
var vendorCredits = vendorCreditsApi.GetVendorCredits(null);
var refundInfo = new VendorCreditRefund()
{
vendor_credit_id=vendorCredits[0].vendor_credit_id,
date="2014-11-25",
};
var catAsVendorRefund = transactionApi.CategorizeAsVendorCreditRefund(transactions[0].transaction_id, refundInfo);
Console.WriteLine(catAsVendorRefund);
}
catch (Exception e)
{
Console.WriteLine(e.Message);
}
Console.ReadKey();
}
/// <summary>
/// Categorizes as customer payments.
/// </summary>
/// <param name="transaction_id">The transaction_id is the identifier of the uncatogerized ttransaction.</param>
/// <param name="payment_details">The payment_details is the Customerpayment object to catogerize the transaction with date and amount are the mandatory parameters.</param>
/// <param name="parameters">The parameters is the dictionary object which is having the parameter contact_ids as key value pair.</param>
/// <returns>System.String.<br></br>The success message is "The transaction is now categorized."</returns>
public string CategorizeAsCustomerPayments(string transaction_id, CustomerPayment payment_details, Dictionary<object, object> parameters)
{
string url = baseAddress + "/uncategorized/" + transaction_id + "/categorize/customerpayments";
var json = JsonConvert.SerializeObject(payment_details);
parameters.Add("JSONString", json);
var responce = ZohoHttpClient.post(url, getQueryParameters(parameters));
return BankTransactionParser.getMessage(responce);
}
/// <summary>
/// Update an existing customer payment. You can also modify the amount applied to the invoices.
/// </summary>
/// <param name="payment_id">The payment_id is the identifier of the customer payment.</param>
/// <param name="update_info">The update_info is the Customerpayment object which is having the changes to apply.</param>
/// <returns>Customerpayment object.</returns>
public CustomerPayment Update(string payment_id, CustomerPayment update_info)
{
string address = baseAddress+"/"+payment_id;
var json = JsonConvert.SerializeObject(update_info);
var jsonstring = new Dictionary<object, object>();
jsonstring.Add("JSONString", json);
var responce = ZohoHttpClient.put(address, getQueryParameters(jsonstring));
return CustomerPaymentParser.getPayment(responce);
}
