Categorize as customer payment

POST

/banktransactions/uncategorized/{transaction_id}/categorize/customerpayments

Categorize an uncategorized transaction as Customer Payment.

Request

Authorization

OAuth 2.0

Implicit

Add the parameter

Authorization

to Headers，whose value is to concatenate the Token after the Bearer.

Example:

Authorization: Bearer ********************

Authorize URL: https://accounts.zoho.com/oauth/v2/auth

Path Params

Body Params application/json

Examples

Responses

🟢201Created

application/json

Created

Body

Request Example

Shell

JavaScript

Java

Swift

curl --location --request POST '/banktransactions/uncategorized//categorize/customerpayments' \
--header 'Content-Type: application/json' \
--data-raw '{
    "customer_id": "460000000044001",
    "retainerinvoice_id": 0,
    "invoices": [
        {
            "invoice_payment_id": "460000000134123",
            "invoice_id": "",
            "amount_applied": 150,
            "tax_amount_withheld": 0,
            "discount_amount": 20
        }
    ],
    "payment_mode": "Cash",
    "description": "The New York State Department of  Taxation and Finance",
    "reference_number": " ",
    "exchange_rate": 1,
    "amount": 2000,
    "bank_charges": 0,
    "account_id": "460000000000358",
    "custom_fields": [
        {
            "index": 1,
            "value": "Normal"
        }
    ],
    "documents": [
        "string"
    ],
    "date": "2013-10-01",
    "template_id": 0,
    "contact_persons": [
        "460000000870911",
        "460000000870915"
    ]
}'

Response Example

{
    "code": 0,
    "message": "The transaction(s) have been categorized."
}

Modified at 2025-10-12 16:28:37

Categorize a vendor payment

Categorize as credit note refunds