FinBaze for Platforms

Reference

Invoices, quotes, relations and bank transactions. Samples show the envelope; data.object of an event that has a snapshot carries the object's fields as of the event (shown here with its type and id). See the envelope.

attachment.matched#

A document was matched to a transaction.

Object: process_document · module process_documents: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b10",
  "object": "event",
  "type": "attachment.matched",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1000",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "ProcessDocument",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_account.created#

A bank account was added to a company.

Object: bank_account · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b11",
  "object": "event",
  "type": "bank_account.created",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1001",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankAccount",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_account.updated#

A bank account changed.

Object: bank_account · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b12",
  "object": "event",
  "type": "bank_account.updated",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1002",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankAccount",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_transaction.booked#

A bank transaction was booked.

Object: bank_transaction · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b13",
  "object": "event",
  "type": "bank_transaction.booked",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1003",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankTransaction",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_transaction.created#

A bank transaction arrived (feed, file or import).

Object: bank_transaction · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b14",
  "object": "event",
  "type": "bank_transaction.created",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1004",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankTransaction",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_transaction.needs_receipt#

A booked transaction still needs a receipt.

Object: bank_transaction · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b15",
  "object": "event",
  "type": "bank_transaction.needs_receipt",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1005",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankTransaction",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_transaction.needs_review#

A transaction needs a person to look at it.

Object: bank_transaction · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b16",
  "object": "event",
  "type": "bank_transaction.needs_review",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1006",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankTransaction",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

bank_transaction.unbooked#

The booking of a bank transaction was undone.

Object: bank_transaction · module banking: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b17",
  "object": "event",
  "type": "bank_transaction.unbooked",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1007",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "BankTransaction",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

journal_entry.created#

A journal entry was booked through the platform API.

Object: journal_entry · module settlements: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b18",
  "object": "event",
  "type": "journal_entry.created",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1008",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "JournalEntry",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

purchase_invoice.approved#

A purchase invoice was approved.

Object: purchase_invoice · module purchase_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b19",
  "object": "event",
  "type": "purchase_invoice.approved",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1009",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "PurchaseInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

purchase_invoice.created#

A purchase invoice was received or created.

Object: purchase_invoice · module purchase_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b20",
  "object": "event",
  "type": "purchase_invoice.created",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1010",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "PurchaseInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

purchase_invoice.due#

A purchase invoice is due.

Object: purchase_invoice · module purchase_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b21",
  "object": "event",
  "type": "purchase_invoice.due",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1011",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "PurchaseInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

purchase_invoice.paid#

A purchase invoice was paid.

Object: purchase_invoice · module purchase_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b22",
  "object": "event",
  "type": "purchase_invoice.paid",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1012",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "PurchaseInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

purchase_invoice.processed#

A purchase invoice was processed.

Object: purchase_invoice · module purchase_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b23",
  "object": "event",
  "type": "purchase_invoice.processed",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1013",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "PurchaseInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

quote.accepted#

A quote was accepted.

Object: quote · module quotes: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b24",
  "object": "event",
  "type": "quote.accepted",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1014",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Quote",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

quote.sent#

A quote was sent.

Object: quote · module quotes: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b25",
  "object": "event",
  "type": "quote.sent",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1015",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Quote",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

relation.bank_account_changed#

The bank account of a relation changed.

Object: relation · module relations: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b26",
  "object": "event",
  "type": "relation.bank_account_changed",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1016",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Relation",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

relation.created#

A relation was created.

Object: relation · module relations: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b27",
  "object": "event",
  "type": "relation.created",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1017",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Relation",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

relation.updated#

A relation changed.

Object: relation · module relations: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b28",
  "object": "event",
  "type": "relation.updated",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1018",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Relation",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

reminder.paid#

A reminder was paid.

Object: reminder · module reminders: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b29",
  "object": "event",
  "type": "reminder.paid",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1019",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Reminder",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

reminder.sent#

A payment reminder was sent.

Object: reminder · module reminders: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b30",
  "object": "event",
  "type": "reminder.sent",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1020",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "Reminder",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

sales_invoice.created#

A sales invoice was created through the platform API.

Object: sales_invoice · module sales_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b31",
  "object": "event",
  "type": "sales_invoice.created",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1021",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "SalesInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

sales_invoice.credited#

A sales invoice was credited.

Object: sales_invoice · module sales_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b32",
  "object": "event",
  "type": "sales_invoice.credited",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1022",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "SalesInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

sales_invoice.finalised#

A sales invoice was numbered and booked.

Object: sales_invoice · module sales_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b33",
  "object": "event",
  "type": "sales_invoice.finalised",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1023",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "SalesInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

sales_invoice.overdue#

A sales invoice is overdue.

Object: sales_invoice · module sales_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34",
  "object": "event",
  "type": "sales_invoice.overdue",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1024",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "SalesInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

sales_invoice.paid#

A sales invoice was paid.

Object: sales_invoice · module sales_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b35",
  "object": "event",
  "type": "sales_invoice.paid",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1025",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "SalesInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}

sales_invoice.sent#

A sales invoice was sent.

Object: sales_invoice · module sales_invoices: no event is published for a company where it is hidden or off.

{
  "id": "evt_3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b36",
  "object": "event",
  "type": "sales_invoice.sent",
  "apiVersion": "2026-11-01",
  "created": "2026-03-02T10:00:00.000Z",
  "occurredAt": "2026-03-02T09:59:58.000Z",
  "sequence": "1026",
  "livemode": false,
  "platform": "00000000-0000-4000-8000-0000000000aa",
  "company": {
    "id": "00000000-0000-4000-8000-0000000000bb",
    "externalId": "biz-1001"
  },
  "request": null,
  "data": {
    "object": {
      "__typename": "SalesInvoice",
      "id": "3f2b1c9e-5a47-4d1e-9c0b-2a6d8e7f1b34"
    }
  }
}