Codat.Lending.AccountsReceivable (codat v1.0.0)

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Lending-enhanced accounts receivable data.

Provides enriched AR data for credit decisioning — aged receivables, customer concentration, payment behavior, and more.

Summary

Functions

credit_notes(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec credit_notes(Codat.Client.t() | String.t(), String.t() | keyword(), keyword()) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns customer credit notes.

customers(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec customers(Codat.Client.t() | String.t(), String.t() | keyword(), keyword()) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns enhanced customers.

invoices(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec invoices(Codat.Client.t() | String.t(), String.t() | keyword(), keyword()) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns enhanced invoices for a company (lending-enriched).

payments(client_or_company_id, company_id_or_opts \\ [], opts \\ [])

@spec payments(Codat.Client.t() | String.t(), String.t() | keyword(), keyword()) ::
  {:ok, map()} | {:error, Codat.Error.t()}

Returns enhanced payments (receipts).