Create Customer Account

For Sales Transactions, a customer account is required.

Business Rules

The followings are required fields to set up a Customer Account.

•	Business Name
•	Account No
•	Openning Date
Customer Object
ApiToken

String

*(Required)

API authorisation token obtained via authentication API.
BusinessName

String (200)

*(Required)

The name of the person or organization. The maximum number of characters is 200. Alpha Numeric
Title

String (50)

(Optional)

Contact Person Title.
FirstName

String (100)

(Optional)

Contact Person First name.
LastName

String (100)

(Optional)

Contact Person Last Name.
AccountNo

String (50)

*(Required)

The customer account number is a unique identifier of each customer, it is used to generate an invoice against a particular customer. In case Auto Account Number is enabled, simply send a number and the System will allocate the Auto Account No. This will be returned in the success response.
Email

String (100)

(Optional)

The customer's email address.
SMSMobile

String (11)

(Optional)

The mobile phone number on which SMS alerts will be sent on different transactions based on your SMS settings. Only relevant if the SMS module is enabled and SMS credit is purchased. The formate should be 923231230123
Mobile

String (100)

(Optional)

Mobile phone number.
Phone

String (100)

(Optional)

Phone number.
Website

String (200)

(Optional)

Website address of the customer.
BillingAddress

String (500)

(Optional)

Billing address of the customer.
City

String (100)

(Optional)

Address City.
Province

String (100)

(Optional)

Address Province.
PostalCode

String (20)

(Optional)

Address Postal code.
Country

String (100)

(Optional)

Address Country.
NTNNumber

String (20)

(Optional)

National Tax Number of the customer.
CNIC

String (50)

(Optional)

Computerized National Identity Card of the customer.
SalesTaxNumber

String (20)

(Optional)

Sales Tax Number of the customer.
PaymentTerms

int

(Optional)

The number of days in which a payment is due.
CreditLimit

decimal (15, 2)

(Optional)

The maximum credit amount allocated to a customer.
Notes

String (500)

(Optional)

Notes
OpeningDate

Date (YYYY-MM-DD)

*(Required)

Opening Balance Date.
OpeningBalance

decimal (15, 2)

(Optional)

Opening Date will be used to record the opening balance.
Field1

String (50)

(Optional)

Fields linked with Customers allow filtering data of sales invoices and receipts. A total of 4 filters are allowed with every customer account. In case, fields are not defined previously, the system adds these automatically. Fields in FastAccounts work as a dropdown list.
Field2

String (50)

(Optional)

As decribed in Field 1
Field3

String (50)

(Optional)

As decribed in Field 1
Field4

String (50)

(Optional)

As decribed in Field 1
FieldA

String (100)

(Optional)

There are 4 optional text fields to save any additional data on customer records.
FieldB

String (100)

(Optional)

As Field A
FieldC

String (100)

(Optional)

As Field A
FieldD

String (100)

(Optional)

As Field A
IsSupplier

Enum

(Optional)

If you want to add a customer who is also a supplier, then the value of this field will be set to Yes. The default is No.
Group

String (500)

(Optional)

The group name of the customer is only relevant if the Advanced Rights module is enabled and the Customers’ Groups are defined.
Discount

decimal (3,2)

(Optional)

The discount percentage that is allocated to a customer. A number between 0 and 100.
CurrencyCode

String (5)

*(Optional)

Required only when a foreign currency transaction is recorded. Currency of the Customer e.g. PKR or USD. The Code can be found in the Currencies List. In case omitted, it will be set as Base Currency linked with Company Account.
ExchangeRate

decimal (15, 8)

*(Optional)

The exchange rate for the opening balance transaction. Required when a foreign currency transaction is recorded.
Sample Object
{
    "ApiToken": "6fcd41e45626947506089ee7e16d3bd7",
    "BusinessName": "1st4connect",
    "Title": "Mr.",
    "FirstName": "Waheed",
    "LastName": "Anjum",
    "AccountNo": "1006",
    "Email": "info@examplemail.com",
    "SMSMobile": "923084443779",
    "Mobile": "923084443779",
    "Phone": "042-111-008-339",
    "Website": "www.1st4connect.com",
    "BillingAddress": "43-B Abubakar Block New Garden Town",
    "City": "Lahore",
    "Province": "Punjab",
    "PostalCode": "54000",
    "Country": "Pakistan",
    "NTNNumber": "123456-7",
    "CNIC": "12345-1234577-9",
    "SalesTaxNumber": "123456-7",
    "PaymentTerms": "18",
    "CreditLimit": "50000",
    "Notes": "Test Notes",
    "OpeningDate": "2021-10-10",
    "OpeningBalance": "1000",
    "Field1": "F1",
    "Field2": "F2",
    "Field3": "F3",
    "Field4": "F4",
    "FieldA": "F A",
    "FieldB": "F B",
    "FieldC": "F C",
    "FieldD": "F D",
    "IsSupplier": "yes",
    "Group": "G1",
    "Discount": "10",
    "CurrencyCode" : "PKR",
    "ExchangeRate" : "1"
    
}
API URL

https://api.fastaccounts.io/index.php/api/customer/add

Sample Response
{"Status":1,"Code":"200","Message":"The request was successfully completed.","CustomerAccountNo":"1006S"}
Status Codes
Status Code Type Message
200 Success The request was successfully completed.
201 Error Invalid Key Details.
202 Error Data is not valid in API request.
203 Error Data is not valid in API products.
204 Error Validation failed.
205 Error Invalid IP Address.
400 Error Bad Request.
403 Error Forbidden.
404 Error Not Found.
500 Error Internal Server Error.