Record a payment
create_paymentRecord money from a client and settle invoices. Choose payment method to match how the money arrived, or create standalone payments for advances.
Instructions
Record money received from a client (incasare). Use this when the user says a customer has paid.
Pass invoices to settle specific invoices — their payment status then reflects the collection, which you can confirm with get_invoice_payment_status. Leave invoices empty only for a standalone payment such as an advance not yet tied to any invoice.
Pick type to match how the money arrived: 'Ordin plata' for a bank transfer, 'Card' for a card payment, 'Chitanta' to issue a numbered paper receipt (this one needs seriesName, the receipt series), 'Bon' for a fiscal receipt. Ask the user rather than guessing — the type appears on the accounting record.
This does not issue an invoice; use create_invoice for that.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| text | No | Text printed on the receipt, e.g. 'Contravaloare factura FF 120'. | |
| type | Yes | Payment method. | |
| value | Yes | Amount collected. | |
| client | Yes | The client the payment comes from. | |
| isCash | No | True for cash collection. Default false. | |
| isDraft | No | Record as a draft instead of a final collection. | |
| currency | No | Payment currency. Default RON. | |
| invoices | No | Invoices this payment settles. | |
| language | No | Document language: RO, EN, DE, IT, ES, FR, HU. Default RO. | |
| issueDate | No | Payment date (YYYY-MM-DD). Defaults to today at SmartBill. | |
| precision | No | Number of decimals used for amounts. Default 2. | |
| seriesName | No | Receipt series, used when type is 'Chitanta'. | |
| exchangeRate | No | Exchange rate to RON when currency is not RON. | |
| observations | No | Internal note. | |
| companyVatCode | No | Issuing company CIF. Falls back to SMARTBILL_VAT_CODE. | |
| translatedText | No | The `text` value in the document language, when not RO. | |
| useInvoiceDetails | No | Take the client details from the referenced invoice instead of the `client` argument. |