tipalti v0.5.0 Tipalti.API.Payee View Source
Obtain or update payee info.
Details are taken from: https://api.tipalti.com/v6/PayeeFunctions.asmx
Link to this section Summary
Functions
Not yet implemented
Not yet implemented
Not yet implemented
Not yet implemented
Returns extended details and custom fields of given payees
Not yet implemented
Not yet implemented
Not yet implemented
Returns details of a given payee
Not yet implemented
Returns all invoice reference codes that were updated since the given UTC timestamp
Not yet implemented
Not yet implemented
Not yet implemented
Return payable status of payee
Returns the name of the payee’s selected payment method
Update the status of payee
Not yet implemented
Not yet implemented
Not yet implemented
Updates a payee’s basic info
Not yet implemented
Link to this section Functions
cancel_invoice() :: {:error, :not_yet_implemented}
Not yet implemented
close_payee_account() :: {:error, :not_yet_implemented}
Not yet implemented
create_payee_info_auto_idap() :: {:error, :not_yet_implemented}
Not yet implemented
get_extended_payee_details() :: {:error, :not_yet_implemented}
Not yet implemented
get_extended_payee_details_list([Tipalti.idap()]) :: {:ok, [Tipalti.PayeeExtended.t()]} | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Returns extended details and custom fields of given payees.
Parameters
idaps
: list of payee ids
Examples
iex> get_extended_payee_details_list(["somepayee"])
{:ok,
[
%Tipalti.PayeeExtended{
custom_fields: [],
properties: %Tipalti.PayeeExtended.Properties{
actual_payer_entity: "Peek",
alias: "acmepayee",
city: nil,
company_name: "ACME",
country: "--",
email: "someone@example.com",
first_name: "Some",
idap: "somepayee",
last_name: "Payee",
middle_name: nil,
payable: false,
payment_currency: "USD",
payment_method: "NoPM",
phone: nil,
portal_user: "NotRegistered",
preferred_payer_entity: "Peek",
state: nil,
status: "Active",
street1: "123 Somewhere St.",
street2: nil,
tax_form_entity_name: nil,
tax_form_entity_type: "UNKNOWN",
tax_form_status: "NOT_SUBMITTED",
tax_form_type: nil,
withholding_rate: nil,
zip: nil
}
}
]}
iex> get_extended_payee_details_list(["badpayee"])
{:ok, []}
get_extended_po_details() :: {:error, :not_yet_implemented}
Not yet implemented
get_extended_po_details_list() :: {:error, :not_yet_implemented}
Not yet implemented
get_invoices_payable_amount() :: {:error, :not_yet_implemented}
Not yet implemented
get_payee_details(Tipalti.idap()) :: {:ok, Tipalti.Payee.t()} | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Returns details of a given payee.
Parameters
idap
: a payee id
Examples
iex> get_payee_details("somepayee")
{:ok,
%Tipalti.Payee{
address: "123 Somewhere St.",
alias: "acmepayee",
company_name: "ACME",
email: "someone@example.com",
name: "Some Payee",
payment_method: "Check",
payment_terms_id: nil,
payment_terms_name: nil
}}
iex> get_payee_details("badpayee")
{:error, %Tipalti.ClientError{error_code: "PayeeUnknown", error_message: "PayeeUnknown"}}
get_payee_invoice_list() :: {:error, :not_yet_implemented}
Not yet implemented
get_payee_invoices_changed_since_timestamp(DateTime.t()) :: {:ok, [String.t()]} | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Returns all invoice reference codes that were updated since the given UTC timestamp.
Parameters
utc_time
: a UTC DateTime struct
Examples
iex> {:ok, utc_time, _} = DateTime.from_iso8601("2018-07-01T00:00:00Z")
iex> get_payee_invoices_changed_since_timestamp(utc_time)
{:ok, ["12345", "12346", "12347"]}
get_payee_pending_invoice_total() :: {:error, :not_yet_implemented}
Not yet implemented
get_payees_changed_since_timestamp() :: {:error, :not_yet_implemented}
Not yet implemented
get_po_details() :: {:error, :not_yet_implemented}
Not yet implemented
payee_payable(Tipalti.idap(), integer() | float()) :: {:ok, true} | {:ok, false, String.t()} | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Return payable status of payee.
If a payment request were to be issued, the payee might not get paid. Possible reasons for not being paid are - missing tax documents, payment below threshold, account locked, address missing, or other.
Parameters
idap
: a payee idamount
: the amount for which you’d want to pay this payee (default:100.0
)
Examples
iex> payee_payable("payablepayee", 100)
{:ok, true}
iex> payee_payable("unpayablepayee")
{:ok, false, "Tax,No PM"}
iex> payee_payable("badpayee", 123.45)
{:error, %Tipalti.ClientError{error_code: "PayeeUnknown", error_message: "PayeeUnknown"}}
payee_payment_method(Tipalti.idap()) :: {:ok, String.t()} | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Returns the name of the payee’s selected payment method.
Examples
iex> payee_payment_method("payablepayee")
{:ok, "Check"}
iex> payee_payment_method("unpayablepayee")
{:ok, "No payment method"}
iex> payee_payment_method("badpayee")
{:error, %Tipalti.ClientError{error_code: "PayeeUnknown", error_message: "PayeeUnknown"}}
payee_status_update( Tipalti.idap(), :active | :suspended | :blocked, String.t() | nil ) :: :ok | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Update the status of payee.
Valid values for status are: :active
, :suspended
, or :blocked
.
When blocking a payee, a blocking reason may be supplied
Examples
iex> payee_status_update("somepayee", :blocked, "Business closed")
:ok
payee_update_address() :: {:error, :not_yet_implemented}
Not yet implemented
payee_update_email() :: {:error, :not_yet_implemented}
Not yet implemented
payments_between_dates() :: {:error, :not_yet_implemented}
Not yet implemented
update_or_create_payee_info(Tipalti.idap(), map(), keyword()) :: :ok | {:error, Tipalti.ClientError.t()} | {:error, Tipalti.RequestError.t()}
Updates a payee’s basic info.
If the payee does not exist, it will be created. The details must match the ones in the payee bank records. State can either be null, or a valid 2 letter US state. If skip_nulls=true the parameters with null values will be ignored. If skip_nulls=false the null values will overwrite existing values. Country is a 2 letter ISO 3166 code.
Possible fields:
- first_name - string
- last_name - string
- street1 - string
- street2 - string
- city - string
- state - string
- zip - string
- country - string
- email - string
- company - string
- alias - string
- preferred_payer_entity - string
- ap_account_number - string
- payment_terms_id - string
Required options:
- skip_nulls - boolean
- override_payable_country - boolean
Examples
iex> update_or_create_payee_info("newpayee", %{first_name: "John", last_name: "Smith"}, skip_nulls: true, override_payable_country: false)
:ok
iex> update_or_create_payee_info("invalidname", %{first_name: "José", last_name: "Valim"}, skip_nulls: true, override_payable_country: false)
{:error, %Tipalti.ClientError{error_code: "ParameterError", error_message: "Invalid payee first name"}}
update_payee_custom_fields() :: {:error, :not_yet_implemented}
Not yet implemented