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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hey folks

What's the best way of determining if a bill has had any payments applied to it? I have discovered that you can query the bill and get AmountDue, which I think is the total of the line items. You can also get OpenBalance, which would seem like it's the right field. But, if you have a credit on the account, the open balance is reduced by the credit, even if you haven't actually used the credit to pay the bill.

Any thoughts?

Thanks

Posted

Hi soundsessential, 

      I would set the "IncludeLinkedTxns" to true in the BillQuery request. Then I would loop through all the LinkedTxn in the response and look for any records with a TxnType of "BillPaymentCheck" or "BillPaymentCreditCard". Please give it a try. Thank you. 

 

Sincerely, Carson

This topic is 2187 days old. Please don't post here. Open a new topic instead.

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