Customer contact portal

The customer contact portal allows you to create temporary links to the customer contact portal. Allowing your customers to view their invoices, subscriptions and other related information.

Get a temporary link to the invoices in the customer contact portal

GET

https://moneybird.com/api/v2

/{administration_id}/customer_contact_portal/{contact_id}/invoices{format}

Generate a temporary link to the invoices in the customer contact portal. The link will expire after 1 hour.

Required scope(s)

Any of: sales_invoices or estimates

Get a temporary link to the invoices in the customer contact portal › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

contact_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Get a temporary link to the invoices in the customer contact portal › Responses

Temporary link generated successfully

string

Get a temporary link to the subscriptions in the customer contact portal

GET

https://moneybird.com/api/v2

/{administration_id}/customer_contact_portal/{contact_id}/subscriptions/{id}{format}

Generate a temporary link to the subscriptions in the customer contact portal. The link will expire after 1 hour. Creating the online sales link can be done using the Create online sales link endpoint.

Required scope(s)

Any of: sales_invoices or estimates

Get a temporary link to the subscriptions in the customer contact portal › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

contact_id

identifier · pattern: ^\d+$ · required

A unique record identifier

id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Get a temporary link to the subscriptions in the customer contact portal › Responses

Temporary link generated successfully

string

Get a temporary link to the customer contact portal

GET

https://moneybird.com/api/v2

/{administration_id}/customer_contact_portal/{contact_id}{format}

Generate a temporary link to the customer contact portal. The link will expire after 1 hour.

Required scope(s)

Any of: sales_invoices or estimates

Get a temporary link to the customer contact portal › path Parameters

administration_id

administration_id · pattern: ^\d+$ · required

The unique identifier of the administration

A unique record identifier

contact_id

identifier · pattern: ^\d+$ · required

A unique record identifier

format

string · pattern: ^(.(json|xml))?$ · required

The format in which the response is given, can be empty to use the default format

Default: .json

Get a temporary link to the customer contact portal › Responses

Temporary link generated successfully

string

Custom fields Document styles