Record a payment
Record a payment against a customer's invoices.
POST https://cotlet.dev/api/v1/method-crm/customers/{customer_id}/payment/receive
write Confirm
Returns the payment ID and how it was applied to each invoice. It records a payment that already arrived and never charges a card. A customer with a negative balance is refused. By default you confirm each call; you can switch that off for this tool.
Parameters
| Name | Type | Description |
|---|---|---|
| customer_id string required | string | Customer ID. |
| amount number required | number | Payment amount. |
| payment_method string required | string | A payment method from your account, such as Check. |
| date string required | string | YYYY-MM-DD. |
| deposit_to_account string required | string | An account from QuickBooks. |
| invoice_ids array | array | Invoices to pay. Without it Method applies the payment by its auto-apply rule. |
| reference_number string | string | Check or transfer number. |
| wait_for_sync_approval boolean | boolean | Ticks "Wait for approval before syncing" so QuickBooks stays untouched until you untick it in Method. Default true. |
Request
curl -X POST https://cotlet.dev/api/v1/method-crm/customers/C-2041/payment/receive \
-H "Authorization: Bearer $COTLET_API_KEY" \
-H "Content-Type: application/json" \
-d '{"amount":1250,"payment_method":"Transfer","date":"2026-10-22","deposit_to_account":"Checking","invoice_ids":["1038"],"wait_for_sync_approval":true}'result = client.call("method-crm", "receive_payment", {"customer_id":"C-2041","amount":1250,"payment_method":"Transfer","date":"2026-10-22","deposit_to_account":"Checking","invoice_ids":["1038"],"wait_for_sync_approval":True})const result = await cotlet.call('method-crm', 'receive_payment', {"customer_id":"C-2041","amount":1250,"payment_method":"Transfer","date":"2026-10-22","deposit_to_account":"Checking","invoice_ids":["1038"],"wait_for_sync_approval":true});cotlet call method-crm receive_payment --data '{"customer_id":"C-2041","amount":1250,"payment_method":"Transfer","date":"2026-10-22","deposit_to_account":"Checking","invoice_ids":["1038"],"wait_for_sync_approval":true}'Example response
{
"payment_id": "P-3320",
"customer": "Ortega Kitchens",
"amount": 4800,
"applied": [
{
"invoice_id": "1043",
"amount": 4800,
"balance_due": 0
}
],
"sync": "held"
}