Get customer transactions

get https://{host}/v2/customers/{id}/transactions

This API retrieves transaction details of a customer using customer ID.

Example request

curl --location 'https://eu.api.capillarytech.com/v2/customers/564582355/transactions?localCurrency=false' \
--header 'Authorization: Basic bmi' \
--header 'Cookie: _cfuvid=7hXrm0hlY6PK.uIUfWNV_NmfVOT4Cmsn.3jaI1blBUo-1760427011419-0.0.1.1-604800000'

API endpoint

To retrieve the transaction details of the customer use the endpoint given below:

https://{host}/v2/customers/{id}/transactions

To retrieve additional customer transaction information use the 'embed' query parameter. The supported embed parameters are: BILL_CF, BILL_EF, ATTRIBUTION, PAYMENT_MODES, CREDIT_NOTES, BILL_STORE_DETAILS, BILL_POINTS
When alternate currency is enabled for the org, the bill points information will also have alternate currency information with it.

https://{host}/v2/customers/{id}/transactions?embed=BILL_CF, BILL_EF, ATTRIBUTION, PAYMENT_MODES

Path parameter

Path parameter	Description
id	Customer ID of the customer.

Query parameter

Parameter	Description
BILL_CF	Custom fields associated with the transaction.
BILL_EF	Extended fields of the transaction.
ATTRIBUTION	Additional details regarding the transaction.
PAYMENT_MODES	Modes of payment for the transaction.
CREDIT_NOTES	Notes or references related to credits of the transaction.
BILL_STORE_DETAILS	Details of the store or outlet associated with the transaction.
startDate	Transaction start date in the format YYYY-MM-DD HH:MM:SS.
endDate	Transaction end date in the format YYYY-MM-DD HH:MM:SS.
sortBy	Field by which the records are sorted. Only `BILLING_TIME`is supported.
sortOrder	Order in which records are sorted. ASC and DESC are supported values. Default order is DESC.
limit	Maximum number of records to retrieve. Default limit is 20. Maximum limit is 1000.
offset	Starting point for records retrieval. Default offset is 0.
BILL_POINTS	Information associated with the promised points, regular points, promotional points, alternate currencies.
localCurrency	If set to true, retrieves the amount, gross amount and discount in the transaction currency (the currency using which the transaction was made) as well. Not applicable for payment modes and credit notes.

Response parameter

Using customer ID

Parameter	Description
pagination	Contains information about the pagination of the data.
limit	The maximum number of records to return.
offset	The starting point from which to retrieve records.
sortBy	The parameter by which the data is sorted.
sortOrder	The order in which the data is sorted (e.g., "DESC" for descending).
total	The total number of records available.
data	An array containing the actual data records.
id	The unique identifier for the record.
customerId	The ID of the customer associated with the record.
loyaltyLogId	The ID of the loyalty log associated with the record.
billingTime	The timestamp of when the billing occurred.
billNumber	The unique number associated with the transaction.
type	The type of transaction (e.g., "REGULAR").
notes	Any additional notes or comments associated with the transaction.
amount	The net amount of the transaction after discounts.
grossAmount	The original amount of the transaction before any discounts.
discount	The discount applied to the transaction.
outlierStatus	The status indicating if the record is an outlier or not (e.g., "NORMAL" or "OUTLIER").
warnings	An array containing any warnings related to the data retrieval.
total	Total number of records.

Parameter	Type	Description
pagination	object	Contains pagination details for the transaction list.
. limit	number	Maximum number of records returned per request.
. offset	number	Position from where records start (used for pagination).
. sortBy	string	Field name used to sort transactions (for example, `BILLING_TIME`).
. sortOrder	string	Order of sorting — `ASC` (ascending) or `DESC` (descending).
. total	number	Total number of transactions matching the criteria.
data	array	List of transactions returned in the response.
. id	number	Unique identifier for the transaction.
. customerId	number	Unique identifier for the customer associated with the transaction.
. loyaltyLogId	number	ID of the corresponding loyalty log entry.
. billingTime	string	Timestamp when the bill was generated (in UTC).
. billNumber	string	Bill or invoice number linked to the transaction.
. type	string	Transaction type (for example, `REGULAR`, `RETURN`).
. notes	string	Additional remarks or comments for the transaction.
. amount	number	Final payable amount after discount (in base currency).
. grossAmount	number	Total transaction value before discount (in base currency).
. discount	number	Total discount applied to the transaction (in base currency).
. outlierStatus	string	Indicates if the transaction is flagged as an outlier.
. currencyLogDto	object	Contains currency conversion details between transaction and base currency. Available only when the query parameter local currency is set to true.
. . addedBy	number	ID of the user or process that added the currency log entry.
. . addedOn	string	Date when the currency log record was created.
. . autoUpdateTimestamp	string	Timestamp when the currency details were last automatically updated.
. . baseCurrencyId	number	ID of the base (local) currency.
. . baseCurrency	object	Details of the base (local) currency.
. . . id	number	Identifier of the base currency.
. . . name	string	Full name of the base currency.
. . . symbol	string	Symbol representing the base currency.
. . . isoCode	string	ISO code of the base currency (for example, INR).
. . . refId	number	Internal reference ID for the base currency.
. . . ratio	number	Reserved ratio field, generally 0.0 in static base definitions.
. . id	number	Unique identifier for the currency log record.
. . orgId	number	Organisation ID under which this transaction belongs.
. . ratio	number	Conversion ratio used to calculate base currency value. Example: `1 USD = 86 INR`.
. . refId	number	Reference ID pointing to the related transaction record.
. . refType	string	Type of the transaction associated with this currency log (for example, `REGULAR`).
. . transactionCurrencyId	number	ID of the transaction (source) currency.
. . transactionCurrency	object	Details of the transaction (source) currency.
. . . id	number	Identifier of the transaction currency.
. . . name	string	Full name of the transaction currency.
. . . symbol	string	Symbol representing the transaction currency.
. . . isoCode	string	ISO code of the transaction currency (for example, USD).
. . . refId	number	Internal reference ID for the transaction currency.
. . . ratio	number	Reserved ratio field, generally 0.0 in static currency definitions.
. . value	number	Transaction amount converted to the base currency. The base currency is the default currency set at the organisation.
. . localValue	number	Transaction amount in the original transaction currency. This is the currency in which the transaction was made. Set at the store level or defined in the payload when using the v1 add transaction with local currency API.
. . localDiscount	number	Discount value in the transaction currency.
. . localGrossAmount	number	Gross transaction amount in the transaction currency.

Using EMBED=BILL_CF, BILL_EF, ATTRIBUTION, PAYMENT_MODES, CREDIT_NOTES, BILL_STORE_DETAILS

Parameter	Description
pagination	An object containing pagination details for the API response.
limit	The maximum number of items returned per page (e.g., 20).
offset	The starting offset for the items in the current page (e.g., 0).
sortBy	The field used for sorting the data (e.g., "BILLING_TIME").
sortOrder	The sorting order (e.g., "DESC" for descending order).
total	The total number of items available in the dataset (e.g., 107).
data	An array of objects containing the main data of the response.
id	An identifier for the data item.
customerId	The ID of the customer associated with the data.
loyaltyLogId	The ID of the loyalty log.
billingTime	The date and time of the billing event.
billNumber	The bill number associated with the transaction.
type	The type of transaction (e.g., "RETURN" or "REGULAR").
returnType	The type of return transaction (applicable for "RETURN" type).
notes	Additional notes or comments related to the transaction.
amount	The transaction amount.
grossAmount	The gross transaction amount.
discount	The discount applied to the transaction.
outlierStatus	The status of the transaction (e.g., "NORMAL").
billingStore	An object containing details about the billing store.
-- id	The store ID.
-- code	The store code.
-- description	The store description.
-- name	The store name.
-- type	The store type.
-- adminType	The store admin type.
-- isActive	Indicates if the store is active.
-- isOuEnabled	Indicates if OU (Organization Unit) is enabled for the store.
-- timeZoneId	The time zone ID for the store.
-- currencyId	The currency ID used by the store.
-- languageId	The language ID used by the store.
extendedFields	An object containing extended fields and their values.
-- CentralGST	The Central GST value.
-- StateGST	The State GST value.
-- amount_excluding_tax	The transaction amount excluding tax.
creditNotes	An array of objects containing credit note details (if applicable).
-- number	The credit note number.
-- amount	The credit note amount.
-- notes	Notes related to the credit note.
-- referenceId	The reference ID associated with the credit note.
attribution	An object containing attribution details.
-- createDate	The date and time of creation.
-- createdBy	An object containing details about the creator.
--- id	The creator's ID.
--- code	The creator's code.
--- description	The creator's description.
--- name	The creator's name.
--- type	The creator's type.
--- adminType	The creator's admin type.
--- isActive	Indicates if the creator is active.
--- isOuEnabled	Indicates if OU (Organization Unit) is enabled for the creator.
--- timeZoneId	The time zone ID for the creator.
--- currencyId	The currency ID used by the creator.
--- languageId	The language ID used by the creator.
-- modifiedBy	An object containing details about the modifier (if applicable).
-- modifiedDate	The date and time of modification (if applicable).
warnings	An array of warning messages (if any).
errors	An array of error messages (if any).

Using EMBED=BILL_POINTS

Parameter	Description
pagination	Object containing pagination details.
limit	Maximum number of items to display per page.
offset	Index of the first item to be displayed.
sortBy	Field used for sorting the data.
sortOrder	Sorting order (ascending or descending).
total	Total number of items available.
data	Array containing the main data objects.
id	Unique identifier for the transaction.
customerId	ID of the customer associated with the transaction.
loyaltyLogId	ID associated with the loyalty log.
billingTime	Date and time of the transaction.
billNumber	Unique identifier for the bill.
type	Type of transaction (e.g., regular).
notes	Additional notes or description of the transaction.
amount	Total amount of the transaction.
grossAmount	Gross amount of the transaction.
discount	Discount applied to the transaction.
outlierStatus	Status indicating if the transaction is considered an outlier (deviating from regular transaction).
billPoints	Object containing details about loyalty points earned from the bill.
pointsBreakup	Breakdown of points earned. Includes info on promised points, promotional points, regular points, and points awarded type with the associated program type and program ID.
aggregatedBillPoints	Includes info on promised points, promotional points, and regular points with the associated program type and program ID.
alternateCurrenciesBreakup	Breakdown of alternate currencies earned with the related information. This is available when alternate currency is enabled for the org and awarded.
aggregatedBillAlternateCurrencies	Breakdown of alternate currencies earned with the related information. This is available when alternate currency is enabled for the org and awarded.
warnings	Array containing any warnings encountered during processing.
errors	Array containing any errors encountered during processing.

Example respons

{
    "pagination": {
        "limit": 20,
        "offset": 0,
        "sortBy": "BILLING_TIME",
        "sortOrder": "DESC",
        "total": 37
    },
    "data": [
        {
            "id": 891340869,
            "customerId": 564582355,
            "loyaltyLogId": 891340869,
            "billingTime": "2025-09-19T09:04:20Z",
            "billNumber": "DaveMustaine1",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 892288086,
            "customerId": 564582355,
            "loyaltyLogId": 892288086,
            "billingTime": "2025-04-08T17:30:00Z",
            "billNumber": "NeeLocalTest4_2Disc",
            "type": "REGULAR",
            "notes": "Transaction Number 74",
            "amount": 8600.0,
            "grossAmount": 8600.0,
            "discount": 860.0,
            "outlierStatus": "NORMAL",
            "currencyLogDto": {
                "addedBy": 75197399,
                "addedOn": "2025-04-08",
                "autoUpdateTimestamp": "2025-10-14",
                "baseCurrencyId": 95,
                "baseCurrency": {
                    "id": 95,
                    "name": "Indian rupee",
                    "symbol": "₹",
                    "isoCode": "INR",
                    "refId": 0,
                    "ratio": 0.0
                },
                "id": 101182220,
                "orgId": 100737,
                "ratio": 86.0,
                "refId": 892288086,
                "refType": "REGULAR",
                "transactionCurrencyId": 216,
                "transactionCurrency": {
                    "id": 216,
                    "name": "United States dollar",
                    "symbol": "$",
                    "isoCode": "USD",
                    "refId": 0,
                    "ratio": 0.0
                },
                "value": 8600.0,
                "localValue": 100.0,
                "localDiscount": 10.0,
                "localGrossAmount": 100.0
            }
        },
        {
            "id": 892287951,
            "customerId": 564582355,
            "loyaltyLogId": 892287951,
            "billingTime": "2025-04-08T17:30:00Z",
            "billNumber": "NeeLocalTest3_2Disc",
            "type": "REGULAR",
            "notes": "Transaction Number 74",
            "amount": 8600.0,
            "grossAmount": 8600.0,
            "discount": 860.0,
            "outlierStatus": "NORMAL",
            "currencyLogDto": {
                "addedBy": 75197399,
                "addedOn": "2025-04-08",
                "autoUpdateTimestamp": "2025-10-14",
                "baseCurrencyId": 95,
                "baseCurrency": {
                    "id": 95,
                    "name": "Indian rupee",
                    "symbol": "₹",
                    "isoCode": "INR",
                    "refId": 0,
                    "ratio": 0.0
                },
                "id": 101182187,
                "orgId": 100737,
                "ratio": 86.0,
                "refId": 892287951,
                "refType": "REGULAR",
                "transactionCurrencyId": 216,
                "transactionCurrency": {
                    "id": 216,
                    "name": "United States dollar",
                    "symbol": "$",
                    "isoCode": "USD",
                    "refId": 0,
                    "ratio": 0.0
                },
                "value": 8600.0,
                "localValue": 100.0,
                "localDiscount": 10.0,
                "localGrossAmount": 100.0
            }
        },
        {
            "id": 892287745,
            "customerId": 564582355,
            "loyaltyLogId": 892287745,
            "billingTime": "2025-04-08T17:30:00Z",
            "billNumber": "NeeLocalTest3_Disc",
            "type": "REGULAR",
            "notes": "Transaction Number 74",
            "amount": 8600.0,
            "grossAmount": 8600.0,
            "discount": 860.0,
            "outlierStatus": "NORMAL",
            "currencyLogDto": {
                "addedBy": 75197399,
                "addedOn": "2025-04-08",
                "autoUpdateTimestamp": "2025-10-14",
                "baseCurrencyId": 95,
                "baseCurrency": {
                    "id": 95,
                    "name": "Indian rupee",
                    "symbol": "₹",
                    "isoCode": "INR",
                    "refId": 0,
                    "ratio": 0.0
                },
                "id": 101182174,
                "orgId": 100737,
                "ratio": 86.0,
                "refId": 892287745,
                "refType": "REGULAR",
                "transactionCurrencyId": 216,
                "transactionCurrency": {
                    "id": 216,
                    "name": "United States dollar",
                    "symbol": "$",
                    "isoCode": "USD",
                    "refId": 0,
                    "ratio": 0.0
                },
                "value": 8600.0,
                "localValue": 100.0,
                "localDiscount": 10.0,
                "localGrossAmount": 100.0
            }
        },
        {
            "id": 892287474,
            "customerId": 564582355,
            "loyaltyLogId": 892287474,
            "billingTime": "2025-04-08T17:30:00Z",
            "billNumber": "NeeLocalTest2",
            "type": "REGULAR",
            "notes": "Transaction Number 74",
            "amount": 8600.0,
            "grossAmount": 8600.0,
            "discount": 0.0,
            "outlierStatus": "NORMAL",
            "currencyLogDto": {
                "addedBy": 75197399,
                "addedOn": "2025-04-08",
                "autoUpdateTimestamp": "2025-10-14",
                "baseCurrencyId": 95,
                "baseCurrency": {
                    "id": 95,
                    "name": "Indian rupee",
                    "symbol": "₹",
                    "isoCode": "INR",
                    "refId": 0,
                    "ratio": 0.0
                },
                "id": 101182172,
                "orgId": 100737,
                "ratio": 86.0,
                "refId": 892287474,
                "refType": "REGULAR",
                "transactionCurrencyId": 216,
                "transactionCurrency": {
                    "id": 216,
                    "name": "United States dollar",
                    "symbol": "$",
                    "isoCode": "USD",
                    "refId": 0,
                    "ratio": 0.0
                },
                "value": 8600.0,
                "localValue": 100.0,
                "localDiscount": 0.0,
                "localGrossAmount": 100.0
            }
        },
        {
            "id": 892285776,
            "customerId": 564582355,
            "loyaltyLogId": 892285776,
            "billingTime": "2025-04-08T17:30:00Z",
            "billNumber": "NeeLocalTest1",
            "type": "REGULAR",
            "notes": "Transaction Number 74",
            "amount": 8600.0,
            "grossAmount": 8600.0,
            "discount": 0.0,
            "outlierStatus": "NORMAL",
            "currencyLogDto": {
                "addedBy": 75197399,
                "addedOn": "2025-04-08",
                "autoUpdateTimestamp": "2025-10-14",
                "baseCurrencyId": 95,
                "baseCurrency": {
                    "id": 95,
                    "name": "Indian rupee",
                    "symbol": "₹",
                    "isoCode": "INR",
                    "refId": 0,
                    "ratio": 0.0
                },
                "id": 101182166,
                "orgId": 100737,
                "ratio": 86.0,
                "refId": 892285776,
                "refType": "REGULAR",
                "transactionCurrencyId": 216,
                "transactionCurrency": {
                    "id": 216,
                    "name": "United States dollar",
                    "symbol": "$",
                    "isoCode": "USD",
                    "refId": 0,
                    "ratio": 0.0
                },
                "value": 8600.0,
                "localValue": 100.0,
                "localDiscount": 0.0,
                "localGrossAmount": 100.0
            }
        },
        {
            "id": 892283305,
            "customerId": 564582355,
            "loyaltyLogId": 892283305,
            "billingTime": "2025-04-08T17:30:00Z",
            "billNumber": "NeeLocalTest",
            "type": "REGULAR",
            "notes": "Transaction Number 74",
            "amount": 5160.0,
            "grossAmount": 5160.0,
            "discount": 0.0,
            "outlierStatus": "NORMAL",
            "currencyLogDto": {
                "addedBy": 75197399,
                "addedOn": "2025-04-08",
                "autoUpdateTimestamp": "2025-10-14",
                "baseCurrencyId": 95,
                "baseCurrency": {
                    "id": 95,
                    "name": "Indian rupee",
                    "symbol": "₹",
                    "isoCode": "INR",
                    "refId": 0,
                    "ratio": 0.0
                },
                "id": 101182131,
                "orgId": 100737,
                "ratio": 86.0,
                "refId": 892283305,
                "refType": "REGULAR",
                "transactionCurrencyId": 216,
                "transactionCurrency": {
                    "id": 216,
                    "name": "United States dollar",
                    "symbol": "$",
                    "isoCode": "USD",
                    "refId": 0,
                    "ratio": 0.0
                },
                "value": 5160.0,
                "localValue": 60.0,
                "localDiscount": 0.0,
                "localGrossAmount": 60.0
            }
        },
        {
            "id": 884649013,
            "customerId": 564582355,
            "loyaltyLogId": 884649013,
            "billingTime": "2025-04-07T04:15:10Z",
            "billNumber": "DaveMustaineSearch",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 883010076,
            "customerId": 564582355,
            "loyaltyLogId": 883010076,
            "billingTime": "2025-03-11T13:04:07Z",
            "billNumber": "DaveMustaine11",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 883009995,
            "customerId": 564582355,
            "loyaltyLogId": 883009995,
            "billingTime": "2025-03-11T13:01:45Z",
            "billNumber": "DaveMustaine10",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 882963167,
            "customerId": 564582355,
            "loyaltyLogId": 882963167,
            "billingTime": "2025-03-10T12:54:12Z",
            "billNumber": "DaveMustaine6",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 882818461,
            "customerId": 564582355,
            "loyaltyLogId": 882818461,
            "billingTime": "2025-03-07T09:56:47Z",
            "billNumber": "DaveMustaine2",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 882539129,
            "customerId": 564582355,
            "loyaltyLogId": 882539129,
            "billingTime": "2025-02-27T16:08:58Z",
            "billNumber": "DaveMustaine1",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 882538931,
            "customerId": 564582355,
            "loyaltyLogId": 882538931,
            "billingTime": "2025-02-27T16:06:30Z",
            "billNumber": "DaveMustaine",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 882538451,
            "customerId": 564582355,
            "loyaltyLogId": 882538451,
            "billingTime": "2025-02-27T16:00:30Z",
            "billNumber": "num-1234",
            "type": "REGULAR",
            "notes": "This is test",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 881933080,
            "customerId": 564582355,
            "loyaltyLogId": 881933080,
            "billingTime": "2025-02-11T06:30:29Z",
            "billNumber": "Transaction1",
            "type": "REGULAR",
            "notes": "This is a transaction",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 881625427,
            "customerId": 564582355,
            "loyaltyLogId": 881625427,
            "billingTime": "2025-02-03T08:32:20Z",
            "billNumber": "billNumberAndOutlierStatus_2",
            "type": "REGULAR",
            "notes": "This is a transaction",
            "amount": 200.0,
            "grossAmount": 110.0,
            "discount": 10.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 881436092,
            "customerId": 564582355,
            "loyaltyLogId": 881436092,
            "billingTime": "2025-01-30T12:12:25Z",
            "billNumber": "neerajsearch4",
            "type": "REGULAR",
            "notes": "",
            "amount": 62.22,
            "grossAmount": 73.0,
            "discount": 0.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 881435939,
            "customerId": 564582355,
            "loyaltyLogId": 881435939,
            "billingTime": "2025-01-30T12:07:39Z",
            "billNumber": "neerajsearch3",
            "type": "REGULAR",
            "notes": "",
            "amount": 62.22,
            "grossAmount": 73.0,
            "discount": 0.0,
            "outlierStatus": "NORMAL"
        },
        {
            "id": 881432868,
            "customerId": 564582355,
            "loyaltyLogId": 881432868,
            "billingTime": "2025-01-30T10:56:52Z",
            "billNumber": "neerajsearch2",
            "type": "REGULAR",
            "notes": "",
            "amount": 62.22,
            "grossAmount": 73.0,
            "discount": 0.0,
            "outlierStatus": "NORMAL"
        }
    ],
    "warnings": [],
    "errors": []
}

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