Integrate
Integrate v2
Integrate v2
  • Getting Started
    • 🤝Authorisation & Activation
    • 🔗API v2 URL
    • 🔢Versioning
    • 🔐Authentication
    • 🟰Additional Headers
    • 🆗Response Status Codes
    • 🛑Rate Limiting
    • ⁉️Errors and Bad Requests
    • 📖Pagination
    • ⏭️Upgrading to v2
  • Reference
    • Settings
      • Client Integrations
        • Get Client Integrations
        • Change Client Integration State
    • Finance+
      • Debt Management
        • Debtor Notes
          • Get Communication Type(s)
          • Get Note Type(s)
          • Get Note(s)
          • Create Note
          • Update Note
          • Delete Note
          • Get Promise To Pay Record(s)
          • Delete Promise To Pay
        • Age Analysis Report
        • Financial Transactions Report
        • Get Schools
        • Get Accountable Person(s)
        • Get Learner(s)
        • Get Transaction Type(s)
        • Get Transaction Category(s)
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On this page
  • Pagination
  • Path Parameters
  • Request Headers
  • Query Parameters
  • Response Examples
  • Code Samples
  1. Reference
  2. Finance+
  3. Debt Management
  4. Debtor Notes

Get Note(s)

GET /v2/finplus/debtmanagement/debtornotes/notes/ (/{id})

Use this endpoint to fetch one or more debtor note records for the specified school.

Deleted debtor notes are excluded by default but can be included by setting the optional include_deleted query parameter.

Additionally, you can search for debtor notes using the debtor_code, accountable_person_id, and/or note_type_id query parameters. To return notes for a specific year, use the year query parameter.s

To include "Promise to Pay" records directly in the response, set the include_promise_to_pays query parameter. The payment arrangement data will be included in a sub-array within each note.

By default, this endpoint returns a collection of records, wrapped in a data array. To retrieve a single record, provide its ID in the URL, which will return a single object instead of a collection.

Pagination

The response data includes a meta object that contains pagination-specific metadata. You can use the following query parameters to control pagination:

  • limit: This parameter allows you to override the default limit of records returned, up to the max_allowed_limit specified in the response's meta object.

  • cursor: If the meta object contains a next_cursor field, it indicates that more records are available. To fetch the next set of records, include the cursor parameter in your request with the value of next_cursor. If the next_cursor field is not present, it means there are no more records to retrieve.

  • reverse_order: This parameter can be used to reverse the order in which the data is returned, useful for fetching the latest records first.

Path Parameters

Name
Type
Description

{id}

Integer

Optionally provide the Note ID for retrieving a single record.

Request Headers

Name
Type
Description

HTTP-X-USERNAME*

String

As provided by d6

HTTP-X-PASSWORD*

String

As provided by d6

HTTP-X-SCHOOLID*

Integer

The unique identifier of the school for which the data is being queried.

Query Parameters

Name
Type
Description

note_type_id

Integer

To only return notes of a given note type

communication_type_id

Integer

To only return notes of a given communication type

accountable_person_id

Integer

To only return a specific accountable person's notes

debtor_code

Integer

To only return a given debtor code's notes

year

Integer

To filter on a specific year

include_deleted

Boolean

Whether to include notes that have been deleted already

include_promise_to_pays

Boolean

Whether to include promise-to-pay data in the response

cursor

String

To retrieve the next group of items (if any)

limit

Integer

To override the default limit of records returned (up to the max_allowed_limit provided in the response metadata).

reverse_order

Boolean

To reverse the order the data is returned in

Response Examples

Status: 200 OK

{
    "data": [
        {
            "note_id": 6,
            "accountable_person_id": 40,
            "accountable_person": "Mr James, John",
            "debtor_code": "1001",
            "debtor_reference": "James",
            "date": "2024-03-03",
            "note_type_id": 2,
            "note_type": "Promise to Pay",
            "communication_type_id": 2,
            "communication_type": "E-mail",
            "note": "Payment arrangement of R1000 to be paid off on outstanding school fees",
            "status": "Created"
        },
        {
            "note_id": 7
            "accountable_person_id": 3,
            "accountable_person": "Mr Webster, Nic",
            "debtor_code": "1002",
            "debtor_reference": "Webster",
            "date": "2024-04-15",
            "note_type_id": 3
            "note_type": "Internal",
            "communication_type_id": 7,
            "communication_type": "Internal",
            "note": "Mr Webster asked to be phoned back tomorrow at 2pm",
            "status": "Created"
        }
    ],
    "meta": {
        "limit": 10,
        "max_allowed_limit": 50,
        "cursor": "eyJpZCI6MjU0NiwiX2JhY2t3YXJkIjpmYWxzZX0"
    }
}

Status: 200 OK

{
    "data": [
        {
            "note_id": 6,
            "accountable_person_id": 40,
            "accountable_person": "Mr James, John",
            "debtor_code": "1001",
            "debtor_reference": "James",
            "date": "2024-03-03",
            "note_type_id": 2,
            "note_type": "Promise to Pay",
            "communication_type_id": 2,
            "communication_type": "E-mail",
            "note": "Payment arrangement of R1000 to be paid off on outstanding school fees",
            "status": "Created",
            "promise_to_pays": [
                {
                    "promise_to_pay_id": 8,
                    "date_promised": "2024-03-31",
                    "amount_promised": "1000.00",
                    "amount_paid": "1000.00",
                    "promise_completed": "Yes"
                },
                {
                    "promise_to_pay_id": 10,
                    "date_promised": "2024-04-30",
                    "amount_promised": "1000.00",
                    "amount_paid": "750.00",
                    "promise_completed": "Partial"
                },
                {
                    "promise_to_pay_id": 12,
                    "date_promised": "2020-05-31",
                    "amount_promised": "1000.00",
                    "amount_paid": "",
                    "promise_completed": "No"
                }
            ]
        }
    ],
    "meta": {
        "limit": 10,
        "max_allowed_limit": 50,
        "cursor": "eyJpZCI6MjU0NiwiX2JhY2t3YXJkIjpmYWxzZX0"
    }
}

Description: When querying a specific note ID

Status: 200 OK

{
    "note_id": 6,
    "accountable_person_id": 40,
    "accountable_person": "Mr James, John",
    "debtor_code": "1001",
    "debtor_reference": "James",
    "date": "2024-03-03",
    "note_type_id": 2,
    "note_type": "Promise to Pay",
    "communication_type_id": 2,
    "communication_type": "E-mail",
    "note": "Payment arrangement of R1000 to be paid off on outstanding school fees",
    "status": "Created"
}

Description: The requested ID does not exist in the system.

Status: 404 Not Found

{
    "success": false,
    "message": "The note does not exist"
}

Description: When validation failed for one or more fields

Status: 400 Bad Request

{
    "success": false,
    "message": "Validation Failed",
    "validation_errors": {
        "note_type_id": "The Note type id only allows '1', '2', or '3'",
        "year": "The Year must be integer"
    }
}

Code Samples

<?php

// API Credentials
$api_username = 'your_username';
$api_password = 'your_password';
$school_id = 'the_school_id';

// Base API endpoint
define('BASE_URL', 'https://integrate.d6plus.co.za/api/v2/finplus/debtmanagement/debtornotes/notes');

// Optional: Set an ID to fetch a specific note (or leave empty for all)
$id = '';

$url = BASE_URL;
if (!empty($id)) {
    $url .= '/' . $id;
}

// Query parameters (optional)
$query_params = [
    'year' => 2023,
    'debtor_code' => 1000,
    'accountable_person_id' => 1,
    'include_deleted' => 1,
    'include_promise_to_pays' => 1,
    'note_type_id' => 1,
    'reverse_order' => 1,
    'limit' => 10,
    'cursor' => 'eyJpZCI6MjU0NiwiX2JhY2t3YXJkIjpmYWxzZX0',
];

if (!empty($query_params)) {
    $url .= '?' . http_build_query($query_params);
}

// Initialize cURL
$curl = curl_init();

// Set cURL options
curl_setopt_array($curl, [
    CURLOPT_URL            => $url,
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_TIMEOUT        => 30,  // Set timeout to prevent hanging requests
    CURLOPT_FOLLOWLOCATION => true,
    CURLOPT_HTTP_VERSION   => CURL_HTTP_VERSION_1_1,
    CURLOPT_CUSTOMREQUEST  => 'GET',
    CURLOPT_HTTPHEADER     => [
        "HTTP-X-USERNAME: $api_username",
        "HTTP-X-PASSWORD: $api_password",
        "HTTP-X-SCHOOLID: $school_id"
    ],
]);

// Execute request
$response = curl_exec($curl);

// Check for errors
$error = curl_error($curl);
if ($error) {
    curl_close($curl);
    throw new Exception("cURL Error: $error");
}

// Close cURL and output response
curl_close($curl);
echo $response;
curl --location 'https://integrate.d6plus.co.za/api/v2/finplus/debtmanagement/debtornotes/notes?year=2023&debtor_code=1000&accountable_person_id=1&include_deleted=1&include_promise_to_pays=1&note_type_id=1&reverse_order=1&limit=10' \
     --header 'HTTP-X-USERNAME: your_username' \
     --header 'HTTP-X-PASSWORD: your_password' \
     --header 'HTTP-X-SCHOOLID: the_school_id'
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