Get customer 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 parameterDescription
idCustomer 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_TIMEis 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
ParameterDescription
paginationContains information about the pagination of the data.
limitThe maximum number of records to return.
offsetThe starting point from which to retrieve records.
sortByThe parameter by which the data is sorted.
sortOrderThe order in which the data is sorted (e.g., "DESC" for descending).
totalThe total number of records available.
dataAn array containing the actual data records.
idThe unique identifier for the record.
customerIdThe ID of the customer associated with the record.
loyaltyLogIdThe ID of the loyalty log associated with the record.
billingTimeThe timestamp of when the billing occurred.
billNumberThe unique number associated with the transaction.
typeThe type of transaction (e.g., "REGULAR").
notesAny additional notes or comments associated with the transaction.
amountThe net amount of the transaction after discounts.
grossAmountThe original amount of the transaction before any discounts.
discountThe discount applied to the transaction.
outlierStatusThe status indicating if the record is an outlier or not (e.g., "NORMAL" or "OUTLIER").
warningsAn array containing any warnings related to the data retrieval.
totalTotal number of records.


ParameterTypeDescription
paginationobjectContains pagination details for the transaction list.
. limitnumberMaximum number of records returned per request.
. offsetnumberPosition from where records start (used for pagination).
. sortBystringField name used to sort transactions (for example, BILLING_TIME).
. sortOrderstringOrder of sorting — ASC (ascending) or DESC (descending).
. totalnumberTotal number of transactions matching the criteria.
dataarrayList of transactions returned in the response.
. idnumberUnique identifier for the transaction.
. customerIdnumberUnique identifier for the customer associated with the transaction.
. loyaltyLogIdnumberID of the corresponding loyalty log entry.
. billingTimestringTimestamp when the bill was generated (in UTC).
. billNumberstringBill or invoice number linked to the transaction.
. typestringTransaction type (for example, REGULAR, RETURN).
. notesstringAdditional remarks or comments for the transaction.
. amountnumberFinal payable amount after discount (in base currency).
. grossAmountnumberTotal transaction value before discount (in base currency).
. discountnumberTotal discount applied to the transaction (in base currency).
. outlierStatusstringIndicates if the transaction is flagged as an outlier.
. currencyLogDtoobjectContains currency conversion details between transaction and base currency. Available only when the query parameter local currency is set to true.
. . addedBynumberID of the user or process that added the currency log entry.
. . addedOnstringDate when the currency log record was created.
. . autoUpdateTimestampstringTimestamp when the currency details were last automatically updated.
. . baseCurrencyIdnumberID of the base (local) currency.
. . baseCurrencyobjectDetails of the base (local) currency.
. . . idnumberIdentifier of the base currency.
. . . namestringFull name of the base currency.
. . . symbolstringSymbol representing the base currency.
. . . isoCodestringISO code of the base currency (for example, INR).
. . . refIdnumberInternal reference ID for the base currency.
. . . rationumberReserved ratio field, generally 0.0 in static base definitions.
. . idnumberUnique identifier for the currency log record.
. . orgIdnumberOrganisation ID under which this transaction belongs.
. . rationumberConversion ratio used to calculate base currency value. Example: 1 USD = 86 INR.
. . refIdnumberReference ID pointing to the related transaction record.
. . refTypestringType of the transaction associated with this currency log (for example, REGULAR).
. . transactionCurrencyIdnumberID of the transaction (source) currency.
. . transactionCurrencyobjectDetails of the transaction (source) currency.
. . . idnumberIdentifier of the transaction currency.
. . . namestringFull name of the transaction currency.
. . . symbolstringSymbol representing the transaction currency.
. . . isoCodestringISO code of the transaction currency (for example, USD).
. . . refIdnumberInternal reference ID for the transaction currency.
. . . rationumberReserved ratio field, generally 0.0 in static currency definitions.
. . valuenumberTransaction amount converted to the base currency. The base currency is the default currency set at the organisation.
. . localValuenumberTransaction 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.
. . localDiscountnumberDiscount value in the transaction currency.
. . localGrossAmountnumberGross 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,
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