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Balance Updated

The Balance Updated notification informs you whenever a change occurs in the balance of a customer’s account. This notification allows you to track updates to customer accounts, ensuring you are always informed about the state of your customer’s receivables or payables. These balance changes could result from new invoices, payments, refunds, or updates by collection agencies.

Key benefits for you

This notification can be utilized for various business purposes:

  • Visibility: Monitor changes in customer account balances instantly to provide accurate and up-to-date information in your CRM or My Account pages.
  • Account Status Overview: Easily identify customer accounts with outstanding debts (DEBIT) or those eligible for refunds (CREDIT), and see exactly how much is owed or to be refunded.
  • Actionable Insights: Use balance updates in combination with other notifications (e.g., Payment Received) to automate processes like restarting subscriptions or other customer services.

Setting up the notification

To register to this notification, please look in the general notifications-page using accounting/balanceUpdated

The follow-up processes depend on what you want to do with the data:

  • Save the data for your CRM Tool or My Account Pages

Technical Details

Trigger Events:

The Balance Updated notification is triggered whenever there is a change in a customer’s account balance. This includes events such as:

  • Payments received
  • New open positions (e.g., invoices or charges created)
  • Refunds processed
  • Chargebacks (e.g. Credict Card or Direct Debit) applied
  • Account balances reaching zero

Example - DEBIT (Outstanding Receivables):

{
  "type": "accounting/balanceUpdated",
  "parameters": {
    "balance": 450.0,
    "businessCode": "1004",
    "companyCode": "1004",
    "currency": "EUR",
    "customerNumber": "CN9693006772",
    "debitCredit": "DEBIT",
    "transactionId": "Balance-1004-0F5CAC7922F21EDF9EB0G69A72D24F33"
  }
}

Example - CREDIT (Outstanding Payables):

{
  "type": "accounting/balanceUpdated",
  "parameters": {
    "balance": 110.0,
    "businessCode": "1700",
    "companyCode": "1700",
    "currency": "PLN",
    "customerNumber": "CN6656389",
    "debitCredit": "CREDIT",
    "transactionId": "Balance-1700-0F5CAC7922F24EEF9EAF22A685R5569F"
  }
}

Example - BALANCED (Zero Balance):

{
  "type": "accounting/balanceUpdated",
  "parameters": {
    "balance": 0.0,
    "businessCode": "1001",
    "companyCode": "1001",
    "currency": "EUR",
    "customerNumber": "CN9699015899",
    "debitCredit": "BALANCED",
    "transactionId": "Balance-1001-0F5CAC7922F21ERF9FE57369A6E71316"
  }
}

Field Descriptions

Please look here for the details of the Balance Updated Notification.