create_receipts
Record client payments and apply them to invoices with automatic log notes. Optionally create follow-up tasks.
Instructions
Record one or more payments received by a client.
Each receipt applies to one or more invoices. A log note is automatically created and linked. Optionally create a follow-up task.
Args:
agency_id: HawkSoft agency ID.
client_id: HawkSoft client number.
receipts: List of receipts. Each item must include:
- channel: channel name or int
- logNote: text of the log note
- total: total amount received
- invoices: list of {"invoiceId": "<guid>", "amount": <float>}
Optional per receipt: refId, ts, policyId, officeId, payMethod, task.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| receipts | Yes | ||
| agency_id | Yes | ||
| client_id | Yes |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |