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invoiceninja/openapi/components/schemas/client_settings.yaml
David Bomba 162cbc96ac Completing OpenAPI documentation for clients
2023-04-30 00:34:08 +10:00

834 lines
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YAML
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ClientSettings:
required:
- currency_id
properties:
currency_id:
description: 'The default currency id'
type: string
example: true
timezone_id:
description: 'The timezone id'
type: string
example: '15'
date_format_id:
description: 'The date format id'
type: string
example: '15'
military_time:
description: 'Toggles 12/24 hour time'
type: boolean
example: true
language_id:
description: 'The language id'
type: string
example: '1'
show_currency_code:
description: 'Toggles whether the currency symbol or code is shown'
type: boolean
example: true
payment_terms:
description: '-1 sets no payment term, 0 sets payment due immediately, positive integers indicates payment terms in days'
type: integer
example: '1'
company_gateway_ids:
description: 'A commad separate list of available gateways'
type: string
example: '1,2,3,4'
custom_value1:
description: 'A Custom Label'
type: string
example: 'Custom Label'
custom_value2:
description: 'A Custom Label'
type: string
example: 'Custom Label'
custom_value3:
description: 'A Custom Label'
type: string
example: 'Custom Label'
custom_value4:
description: 'A Custom Label'
type: string
example: 'Custom Label'
default_task_rate:
description: 'The default task rate'
type: number
format: float
example: '10.00'
send_reminders:
description: 'Toggles whether reminders are sent'
type: boolean
example: true
enable_client_portal_tasks:
description: 'Show/hide the tasks panel in the client portal'
type: boolean
example: true
email_style:
description: 'options include plain,light,dark,custom'
type: string
example: light
reply_to_email:
description: 'The reply to email address'
type: string
example: email@gmail.com
bcc_email:
description: 'A comma separate list of BCC emails'
type: string
example: 'email@gmail.com, contact@gmail.com'
pdf_email_attachment:
description: 'Toggles whether to attach PDF as attachment'
type: boolean
example: true
ubl_email_attachment:
description: 'Toggles whether to attach UBL as attachment'
type: boolean
example: true
email_style_custom:
description: 'The custom template'
type: string
example: '<HTML></HTML>'
counter_number_applied:
description: 'enum when the invoice number counter is set, ie when_saved, when_sent, when_paid'
type: string
example: when_sent
quote_number_applied:
description: 'enum when the quote number counter is set, ie when_saved, when_sent'
type: string
example: when_sent
custom_message_dashboard:
description: 'A custom message which is displayed on the dashboard'
type: string
example: 'Please pay invoices immediately'
custom_message_unpaid_invoice:
description: 'A custom message which is displayed in the client portal when a client is viewing a unpaid invoice.'
type: string
example: 'Please pay invoices immediately'
custom_message_paid_invoice:
description: 'A custom message which is displayed in the client portal when a client is viewing a paid invoice.'
type: string
example: 'Thanks for paying this invoice!'
custom_message_unapproved_quote:
description: 'A custom message which is displayed in the client portal when a client is viewing a unapproved quote.'
type: string
example: 'Please approve quote'
lock_invoices:
description: 'Toggles whether invoices are locked once sent and cannot be modified further'
type: boolean
example: true
auto_archive_invoice:
description: 'Toggles whether a invoice is archived immediately following payment'
type: boolean
example: true
auto_archive_quote:
description: 'Toggles whether a quote is archived after being converted to a invoice'
type: boolean
example: true
auto_convert_quote:
description: 'Toggles whether a quote is converted to a invoice when approved'
type: boolean
example: true
inclusive_taxes:
description: 'Boolean flag determining whether inclusive or exclusive taxes are used'
type: boolean
example: true
task_number_pattern:
description: 'Allows customisation of the task number pattern'
type: string
example: '{$year}-{$counter}'
task_number_counter:
description: 'The incrementing counter for tasks'
type: integer
example: '1'
reminder_send_time:
description: 'Time from UTC +0 when the email will be sent to the client'
type: integer
example: '32400'
expense_number_pattern:
description: 'Allows customisation of the expense number pattern'
type: string
example: '{$year}-{$counter}'
expense_number_counter:
description: 'The incrementing counter for expenses'
type: integer
example: '1'
vendor_number_pattern:
description: 'Allows customisation of the vendor number pattern'
type: string
example: '{$year}-{$counter}'
vendor_number_counter:
description: 'The incrementing counter for vendors'
type: integer
example: '1'
ticket_number_pattern:
description: 'Allows customisation of the ticket number pattern'
type: string
example: '{$year}-{$counter}'
ticket_number_counter:
description: 'The incrementing counter for tickets'
type: integer
example: '1'
payment_number_pattern:
description: 'Allows customisation of the payment number pattern'
type: string
example: '{$year}-{$counter}'
payment_number_counter:
description: 'The incrementing counter for payments'
type: integer
example: '1'
invoice_number_pattern:
description: 'Allows customisation of the invoice number pattern'
type: string
example: '{$year}-{$counter}'
invoice_number_counter:
description: 'The incrementing counter for invoices'
type: integer
example: '1'
quote_number_pattern:
description: 'Allows customisation of the quote number pattern'
type: string
example: '{$year}-{$counter}'
quote_number_counter:
description: 'The incrementing counter for quotes'
type: integer
example: '1'
client_number_pattern:
description: 'Allows customisation of the client number pattern'
type: string
example: '{$year}-{$counter}'
client_number_counter:
description: 'The incrementing counter for clients'
type: integer
example: '1'
credit_number_pattern:
description: 'Allows customisation of the credit number pattern'
type: string
example: '{$year}-{$counter}'
credit_number_counter:
description: 'The incrementing counter for credits'
type: integer
example: '1'
recurring_invoice_number_prefix:
description: 'This string is prepended to the recurring invoice number'
type: string
example: R
reset_counter_frequency_id:
description: 'CONSTANT which is used to apply the frequency which the counters are reset'
type: integer
example: '1'
reset_counter_date:
description: 'The explicit date which is used to reset counters'
type: string
example: '2019-01-01'
counter_padding:
description: 'Pads the counter with leading zeros'
type: integer
example: '1'
shared_invoice_quote_counter:
description: 'Flags whether to share the counter for invoices and quotes'
type: boolean
example: true
update_products:
description: 'Determines if client fields are updated from third party APIs'
type: boolean
example: true
convert_products:
description: ''
type: boolean
example: true
fill_products:
description: 'Automatically fill products based on product_key'
type: boolean
example: true
invoice_terms:
description: 'The default invoice terms'
type: string
example: 'Invoice Terms are...'
quote_terms:
description: 'The default quote terms'
type: string
example: 'Quote Terms are...'
invoice_taxes:
description: 'Taxes can be applied to the invoice'
type: number
example: '1'
invoice_design_id:
description: 'The default design id (invoice, quote etc)'
type: string
example: '1'
quote_design_id:
description: 'The default design id (invoice, quote etc)'
type: string
example: '1'
invoice_footer:
description: 'The default invoice footer'
type: string
example: '1'
invoice_labels:
description: 'JSON string of invoice labels'
type: string
example: '1'
tax_rate1:
description: 'The tax rate (float)'
type: number
example: '10'
tax_name1:
description: 'The tax name'
type: string
example: GST
tax_rate2:
description: 'The tax rate (float)'
type: number
example: '10'
tax_name2:
description: 'The tax name'
type: string
example: GST
tax_rate3:
description: 'The tax rate (float)'
type: number
example: '10'
tax_name3:
description: 'The tax name'
type: string
example: GST
payment_type_id:
description: 'The default payment type id'
type: string
example: '1'
custom_fields:
description: 'JSON string of custom fields'
type: string
example: '{}'
email_footer:
description: 'The default email footer'
type: string
example: 'A default email footer'
email_sending_method:
description: 'The email driver to use to send email, options include default, gmail'
type: string
example: default
gmail_sending_user_id:
description: 'The hashed_id of the user account to send email from'
type: string
example: F76sd34D
email_subject_invoice:
description: ''
type: string
example: 'Your Invoice Subject'
email_subject_quote:
description: ''
type: string
example: 'Your Quote Subject'
email_subject_payment:
description: ''
type: string
example: 'Your Payment Subject'
email_template_invoice:
description: 'The full template for invoice emails'
type: string
example: '<HTML></HTML>'
email_template_quote:
description: 'The full template for quote emails'
type: string
example: '<HTML></HTML>'
email_template_payment:
description: 'The full template for payment emails'
type: string
example: '<HTML></HTML>'
email_subject_reminder1:
description: 'Email subject for Reminder'
type: string
example: '<HTML></HTML>'
email_subject_reminder2:
description: 'Email subject for Reminder'
type: string
example: '<HTML></HTML>'
email_subject_reminder3:
description: 'Email subject for Reminder'
type: string
example: '<HTML></HTML>'
email_subject_reminder_endless:
description: 'Email subject for endless reminders'
type: string
example: '<HTML></HTML>'
email_template_reminder1:
description: 'The full template for Reminder 1'
type: string
example: '<HTML></HTML>'
email_template_reminder2:
description: 'The full template for Reminder 2'
type: string
example: '<HTML></HTML>'
email_template_reminder3:
description: 'The full template for Reminder 3'
type: string
example: '<HTML></HTML>'
email_template_reminder_endless:
description: 'The full template for enless reminders'
type: string
example: '<HTML></HTML>'
enable_portal_password:
description: 'Toggles whether a password is required to log into the client portal'
type: boolean
example: true
show_accept_invoice_terms:
description: 'Toggles whether the terms dialogue is shown to the client'
type: boolean
example: true
show_accept_quote_terms:
description: 'Toggles whether the terms dialogue is shown to the client'
type: boolean
example: true
require_invoice_signature:
description: 'Toggles whether a invoice signature is required'
type: boolean
example: true
require_quote_signature:
description: 'Toggles whether a quote signature is required'
type: boolean
example: true
name:
description: 'The company name'
type: string
example: 'Acme Co'
company_logo:
description: 'The company logo file'
type: object
example: logo.png
website:
description: 'The company website URL'
type: string
example: www.acme.com
address1:
description: 'The company address line 1'
type: string
example: 'Suite 888'
address2:
description: 'The company address line 2'
type: string
example: '5 Jimbo Way'
city:
description: 'The company city'
type: string
example: Sydney
state:
description: 'The company state'
type: string
example: Florisa
postal_code:
description: 'The company zip/postal code'
type: string
example: '90210'
phone:
description: 'The company phone'
type: string
example: 555-213-3948
email:
description: 'The company email'
type: string
example: joe@acme.co
country_id:
description: 'The country ID'
type: string
example: '1'
vat_number:
description: 'The company VAT/TAX ID number'
type: string
example: '32 120 377 720'
page_size:
description: 'The default page size'
type: string
example: A4
font_size:
description: 'The font size'
type: number
example: '9'
primary_font:
description: 'The primary font'
type: string
example: roboto
secondary_font:
description: 'The secondary font'
type: string
example: roboto
hide_paid_to_date:
description: 'Flags whether to hide the paid to date field'
type: boolean
example: false
embed_documents:
description: 'Toggled whether to embed documents in the PDF'
type: boolean
example: false
all_pages_header:
description: 'The header for the PDF'
type: boolean
example: false
all_pages_footer:
description: 'The footer for the PDF'
type: boolean
example: false
document_email_attachment:
description: 'Toggles whether to attach documents in the email'
type: boolean
example: false
enable_client_portal_password:
description: 'Toggles password protection of the client portal'
type: boolean
example: false
enable_email_markup:
description: 'Toggles the use of markdown in emails'
type: boolean
example: false
enable_client_portal_dashboard:
description: 'Toggles whether the client dashboard is shown in the client portal'
type: boolean
example: false
enable_client_portal:
description: 'Toggles whether the entire client portal is displayed to the client, or only the context'
type: boolean
example: false
email_template_statement:
description: 'The body of the email for statements'
type: string
example: 'template matter'
email_subject_statement:
description: 'The subject of the email for statements'
type: string
example: 'subject matter'
signature_on_pdf:
description: 'Toggles whether the signature (if available) is displayed on the PDF'
type: boolean
example: false
quote_footer:
description: 'The default quote footer'
type: string
example: 'the quote footer'
email_subject_custom1:
description: 'Custom reminder template subject'
type: string
example: 'Custom Subject 1'
email_subject_custom2:
description: 'Custom reminder template subject'
type: string
example: 'Custom Subject 2'
email_subject_custom3:
description: 'Custom reminder template subject'
type: string
example: 'Custom Subject 3'
email_template_custom1:
description: 'Custom reminder template body'
type: string
example: '<HTML>'
email_template_custom2:
description: 'Custom reminder template body'
type: string
example: '<HTML>'
email_template_custom3:
description: 'Custom reminder template body'
type: string
example: '<HTML>'
enable_reminder1:
description: 'Toggles whether this reminder is enabled'
type: boolean
example: false
enable_reminder2:
description: 'Toggles whether this reminder is enabled'
type: boolean
example: false
enable_reminder3:
description: 'Toggles whether this reminder is enabled'
type: boolean
example: false
num_days_reminder1:
description: 'The Reminder interval'
type: number
example: '9'
num_days_reminder2:
description: 'The Reminder interval'
type: number
example: '9'
num_days_reminder3:
description: 'The Reminder interval'
type: number
example: '9'
schedule_reminder1:
description: '(enum: after_invoice_date, before_due_date, after_due_date)'
type: string
example: after_invoice_date
schedule_reminder2:
description: '(enum: after_invoice_date, before_due_date, after_due_date)'
type: string
example: after_invoice_date
schedule_reminder3:
description: '(enum: after_invoice_date, before_due_date, after_due_date)'
type: string
example: after_invoice_date
late_fee_amount1:
description: 'The late fee amount for reminder 1'
type: number
example: 10
late_fee_amount2:
description: 'The late fee amount for reminder 2'
type: number
example: 20
late_fee_amount3:
description: 'The late fee amount for reminder 2'
type: number
example: 100
endless_reminder_frequency_id:
description: 'The frequency id of the endless reminder'
type: string
example: '1'
client_online_payment_notification:
description: 'Determines if a client should receive the notification for a online payment'
type: boolean
example: false
client_manual_payment_notification:
description: 'Determines if a client should receive the notification for a manually entered payment'
type: boolean
example: false
enable_e_invoice:
description: 'Determines if e-invoicing is enabled'
type: boolean
example: false
default_expense_payment_type_id:
description: 'The default payment type for expenses'
type: string
example: '0'
e_invoice_type:
description: 'The e-invoice type'
type: string
example: 'EN16931'
mailgun_endpoint:
description: 'The mailgun endpoint - used to determine whether US or EU endpoints are used'
type: string
example: 'api.mailgun.net or api.eu.mailgun.net'
client_initiated_payments:
description: 'Determines if clients can initiate payments directly from the client portal'
type: boolean
example: false
client_initiated_payments_minimum:
description: 'The minimum amount a client can pay'
type: number
example: 10
sync_invoice_quote_columns:
description: 'Determines if invoice and quote columns are synced for the PDF rendering, or if they use their own columns'
type: boolean
example: false
show_task_item_description:
description: 'Determines if the task item description is shown on the invoice'
type: boolean
example: false
allow_billable_task_items:
description: 'Determines if task items can be marked as billable'
type: boolean
example: false
accept_client_input_quote_approval:
description: 'Determines if clients can approve quotes and also pass through a PO Number reference'
type: boolean
example: false
custom_sending_email:
description: 'When using Mailgun or Postmark, the FROM email address can be customized using this setting.'
type: string
example: 'bob@gmail.com'
show_paid_stamp:
description: 'Determines if the PAID stamp is shown on the invoice'
type: boolean
example: false
show_shipping_address:
description: 'Determines if the shipping address is shown on the invoice'
type: boolean
example: false
company_logo_size:
description: 'The size of the company logo on the PDF - percentage value between 0 and 100'
type: number
example: 100
show_email_footer:
description: 'Determines if the email footer is shown on emails'
type: boolean
example: false
email_alignment:
description: 'The alignment of the email body text, options include left / center / right'
type: string
example: 'left'
auto_bill_standard_invoices:
description: 'Determines if standard invoices are automatically billed when they are created or due'
type: boolean
example: false
postmark_secret:
description: 'The Postmark secret API key'
type: string
example: '123456'
mailgun_secret:
description: 'The Mailgun secret API key'
type: string
example: '123456'
mailgun_domain:
description: 'The Mailgun domain'
type: string
example: 'sandbox123456.mailgun.org'
send_email_on_mark_paid:
description: 'Determines if an email is sent when an invoice is marked as paid'
type: boolean
example: false
vendor_portal_enable_uploads:
description: 'Determines if vendors can upload files to the portal'
type: boolean
example: false
besr_id:
description: 'The BESR ID'
type: string
example: '123456'
qr_iban:
description: 'The IBAN for the QR code'
type: string
example: 'CH123456'
email_subject_purchase_order:
description: 'The email subject for purchase orders'
type: string
example: 'Purchase Order'
email_template_purchase_order:
description: 'The email template for purchase orders'
type: string
example: 'Please see attached your purchase order.'
require_purchase_order_signature:
description: 'Determines if a signature is required on purchase orders'
type: boolean
example: false
purchase_order_public_notes:
description: 'The public notes for purchase orders'
type: string
example: 'Please see attached your purchase order.'
purchase_order_terms:
description: 'The terms for purchase orders'
type: string
example: 'Please see attached your purchase order.'
purchase_order_footer:
description: 'The footer for purchase orders'
type: string
example: 'Please see attached your purchase order.'
purchase_order_design_id:
description: 'The design id for purchase orders'
type: string
example: 'hd677df'
purchase_order_number_pattern:
description: 'The pattern for purchase order numbers'
type: string
example: 'PO-000000'
purchase_order_number_counter:
description: 'The counter for purchase order numbers'
type: number
example: 1
page_numbering_alignment:
description: 'The alignment for page numbering: options include left / center / right'
type: string
example: 'left'
page_numbering:
description: 'Determines if page numbering is enabled on Document PDFs'
type: boolean
example: false
auto_archive_invoice_cancelled:
description: 'Determines if invoices are automatically archived when they are cancelled'
type: boolean
example: false
email_from_name:
description: 'The FROM name for emails when using Custom emailers'
type: string
example: 'Bob Smith'
show_all_tasks_client_portal:
description: 'Determines if all tasks are shown on the client portal'
type: boolean
example: false
entity_send_time:
description: 'The time that emails are sent. The time is localized to the clients locale, integer values from 1 - 24'
type: integer
example: 9
shared_invoice_credit_counter:
description: 'Determines if the invoice and credit counter are shared'
type: boolean
example: false
reply_to_name:
description: 'The reply to name for emails'
type: string
example: 'Bob Smith'
hide_empty_columns_on_pdf:
description: 'Determines if empty columns are hidden on PDFs'
type: boolean
example: false
enable_reminder_endless:
description: 'Determines if endless reminders are enabled'
type: boolean
example: false
use_credits_payment:
description: 'Determines if credits can be used as a payment method'
type: boolean
example: false
recurring_invoice_number_pattern:
description: 'The pattern for recurring invoice numbers'
type: string
example: 'R-000000'
recurring_invoice_number_counter:
description: 'The counter for recurring invoice numbers'
type: number
example: 1
client_portal_under_payment_minimum:
description: 'The minimum payment payment'
type: number
example: 10
auto_bill_date:
description: 'Determines when the invoices are auto billed, options are on_send_date (when the invoice is sent) or on_due_date (when the invoice is due))'
type: string
example: 'on_send_date'
primary_color:
description: 'The primary color for the client portal / document highlights'
type: string
example: '#ffffff'
secondary_color:
description: 'The secondary color for the client portal / document highlights'
type: string
example: '#ffffff'
client_portal_allow_under_payment:
description: 'Determines if clients can pay invoices under the invoice amount due'
type: boolean
example: false
client_portal_allow_over_payment:
description: 'Determines if clients can pay invoices over the invoice amount'
type: boolean
example: false
auto_bill:
description: 'Determines how autobilling is applied for recurring invoices. off (no auto billed), always (always auto bill), optin (The user must opt in to auto billing), optout (The user must opt out of auto billing'
type: string
example: 'off'
client_portal_terms:
description: 'The terms which are displayed on the client portal'
type: string
example: 'Please see attached your invoice.'
client_portal_privacy_policy:
description: 'The privacy policy which is displayed on the client portal'
type: string
example: 'These are the terms of use for using the client portal.'
client_can_register:
description: 'Determines if clients can register on the client portal'
type: boolean
example: false
portal_design_id:
description: 'The design id for the client portal'
type: string
example: 'hd677df'
late_fee_endless_percent:
description: 'The late fee percentage for endless late fees'
type: number
example: 10
late_fee_endless_amount:
description: 'The late fee amount for endless late fees'
type: number
example: 10
auto_email_invoice:
description: 'Determines if invoices are automatically emailed when they are created'
type: boolean
example: false
email_signature:
description: 'The email signature for emails'
type: string
example: 'Bob Smith'
type: object
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