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CompanySettings: type: object required: - currency_id properties: currency_id: description: "The default currency id" type: string example: "1" timezone_id: description: "The timezone id" type: string example: "15" date_format_id: description: "The date format id" type: string example: "15" military_time: description: "Toggles 12/24 hour time" type: boolean example: true language_id: description: "The language id" type: string example: "1" show_currency_code: description: "Toggles whether the currency symbol or code is shown" type: boolean example: true payment_terms: description: "-1 sets no payment term, 0 sets payment due immediately, positive integers indicates payment terms in days" type: integer example: 1 company_gateway_ids: description: "A commad separate list of available gateways" type: string example: "1,2,3,4" custom_value1: description: "A Custom Label" type: string example: "Custom Label" custom_value2: description: "A Custom Label" type: string example: "Custom Label" custom_value3: description: "A Custom Label" type: string example: "Custom Label" custom_value4: description: "A Custom Label" type: string example: "Custom Label" default_task_rate: description: "The default task rate" type: number format: float example: 10.00 send_reminders: description: "Toggles whether reminders are sent" type: boolean example: true enable_client_portal_tasks: description: "Show/hide the tasks panel in the client portal" type: boolean example: true email_style: description: "options include plain,light,dark,custom" type: string enum: [plain, light, dark, custom] example: "light" reply_to_email: description: "The reply to email address" type: string format: email example: "email@gmail.com" bcc_email: description: "A comma separate list of BCC emails" type: string example: "email@gmail.com, contact@gmail.com" pdf_email_attachment: description: "Toggles whether to attach PDF as attachment" type: boolean example: true ubl_email_attachment: description: "Toggles whether to attach UBL as attachment" type: boolean example: true email_style_custom: description: "The custom template" type: string example: "<HTML></HTML>" counter_number_applied: description: "enum when the invoice number counter is set" type: string enum: [when_saved, when_sent, when_paid] example: "when_sent" quote_number_applied: description: "enum when the quote number counter is set" type: string enum: [when_saved, when_sent] example: "when_sent" custom_message_dashboard: description: "A custom message which is displayed on the dashboard" type: string example: "Please pay invoices immediately" custom_message_unpaid_invoice: description: "A custom message which is displayed in the client portal when a client is viewing a unpaid invoice." type: string example: "Please pay invoices immediately" custom_message_paid_invoice: description: "A custom message which is displayed in the client portal when a client is viewing a paid invoice." type: string example: "Thanks for paying this invoice!" custom_message_unapproved_quote: description: "A custom message which is displayed in the client portal when a client is viewing a unapproved quote." type: string example: "Please approve quote" lock_invoices: description: "Toggles whether invoices are locked once sent and cannot be modified further" type: string enum: [off, when_sent, when_paid, end_of_month] example: "off" auto_archive_invoice: description: "Toggles whether a invoice is archived immediately following payment" type: boolean example: true auto_archive_quote: description: "Toggles whether a quote is archived after being converted to a invoice" type: boolean example: true auto_convert_quote: description: "Toggles whether a quote is converted to a invoice when approved" type: boolean example: true inclusive_taxes: description: "Boolean flag determining whether inclusive or exclusive taxes are used" type: boolean example: true translations: description: "JSON payload of customized translations" type: object example: {} task_number_pattern: description: "Allows customisation of the task number pattern" type: string example: "{$year}-{$counter}" task_number_counter: description: "The incrementing counter for tasks" type: integer example: 1 reminder_send_time: description: "Time from UTC +0 when the email will be sent to the client" type: integer example: 32400 expense_number_pattern: description: "Allows customisation of the expense number pattern" type: string example: "{$year}-{$counter}" expense_number_counter: description: "The incrementing counter for expenses" type: integer example: 1 vendor_number_pattern: description: "Allows customisation of the vendor number pattern" type: string example: "{$year}-{$counter}" vendor_number_counter: description: "The incrementing counter for vendors" type: integer example: 1 ticket_number_pattern: description: "Allows customisation of the ticket number pattern" type: string example: "{$year}-{$counter}" ticket_number_counter: description: "The incrementing counter for tickets" type: integer example: 1 payment_number_pattern: description: "Allows customisation of the payment number pattern" type: string example: "{$year}-{$counter}" payment_number_counter: description: "The incrementing counter for payments" type: integer example: 1 invoice_number_pattern: description: "Allows customisation of the invoice number pattern" type: string example: "{$year}-{$counter}" invoice_number_counter: description: "The incrementing counter for invoices" type: integer example: 1 quote_number_pattern: description: "Allows customisation of the quote number pattern" type: string example: "{$year}-{$counter}" quote_number_counter: description: "The incrementing counter for quotes" type: integer example: 1 client_number_pattern: description: "Allows customisation of the client number pattern" type: string example: "{$year}-{$counter}" client_number_counter: description: "The incrementing counter for clients" type: integer example: 1 credit_number_pattern: description: "Allows customisation of the credit number pattern" type: string example: "{$year}-{$counter}" credit_number_counter: description: "The incrementing counter for credits" type: integer example: 1 recurring_invoice_number_prefix: description: "This string is prepended to the recurring invoice number" type: string example: "R" reset_counter_frequency_id: description: "CONSTANT which is used to apply the frequency which the counters are reset" type: integer example: 1 reset_counter_date: description: "The explicit date which is used to reset counters" type: string format: date example: "2019-01-01" counter_padding: description: "Pads the counter with leading zeros" type: integer example: 1 shared_invoice_quote_counter: description: "Flags whether to share the counter for invoices and quotes" type: boolean example: true update_products: description: "Determines if client fields are updated from third party APIs" type: boolean example: true convert_products: description: "" type: boolean example: true fill_products: description: "Automatically fill products based on product_key" type: boolean example: true invoice_terms: description: "The default invoice terms" type: string example: "Invoice Terms are..." quote_terms: description: "The default quote terms" type: string example: "Quote Terms are..." invoice_taxes: description: "The number of Taxes that can be applied to the invoice" type: integer example: 1 invoice_design_id: description: "The default design id (invoice, quote etc)" type: string example: "1" quote_design_id: description: "The default design id (invoice, quote etc)" type: string example: "1" invoice_footer: description: "The default invoice footer" type: string example: "1" invoice_labels: description: "JSON string of invoice labels" type: string example: "1" tax_rate1: description: "The tax rate (float)" type: number format: float example: 10 tax_name1: description: "The tax name" type: string example: "GST" tax_rate2: description: "The tax rate (float)" type: number format: float example: 10 tax_name2: description: "The tax name" type: string example: "GST" tax_rate3: description: "The tax rate (float)" type: number format: float example: 10 tax_name3: description: "The tax name" type: string example: "GST" payment_type_id: description: "The default payment type id" type: string example: "1" custom_fields: description: "JSON string of custom fields" type: string example: "{}" email_footer: description: "The default email footer" type: string example: "A default email footer" email_sending_method: description: "The email driver to use to send email" type: string enum: [default, gmail, office365, client_postmark, client_mailgun, mailgun, client_brevo] example: "default" gmail_sending_user_id: description: "The hashed_id of the user account to send email from" type: string example: "F76sd34D" email_subject_invoice: description: "" type: string example: "Your Invoice Subject" email_subject_quote: description: "" type: string example: "Your Quote Subject" email_subject_payment: description: "" type: string example: "Your Payment Subject" email_template_invoice: description: "The full template for invoice emails" type: string example: "<HTML></HTML>" email_template_quote: description: "The full template for quote emails" type: string example: "<HTML></HTML>" email_template_payment: description: "The full template for payment emails" type: string example: "<HTML></HTML>" email_subject_reminder1: description: "Email subject for Reminder" type: string example: "<HTML></HTML>" email_subject_reminder2: description: "Email subject for Reminder" type: string example: "<HTML></HTML>" email_subject_reminder3: description: "Email subject for Reminder" type: string example: "<HTML></HTML>" email_subject_reminder_endless: description: "Email subject for endless reminders" type: string example: "<HTML></HTML>" email_template_reminder1: description: "The full template for Reminder 1" type: string example: "<HTML></HTML>" email_template_reminder2: description: "The full template for Reminder 2" type: string example: "<HTML></HTML>" email_template_reminder3: description: "The full template for Reminder 3" type: string example: "<HTML></HTML>" email_template_reminder_endless: description: "The full template for enless reminders" type: string example: "<HTML></HTML>" enable_portal_password: description: "Toggles whether a password is required to log into the client portal" type: boolean example: true show_accept_invoice_terms: description: "Toggles whether the terms dialogue is shown to the client" type: boolean example: true show_accept_quote_terms: description: "Toggles whether the terms dialogue is shown to the client" type: boolean example: true require_invoice_signature: description: "Toggles whether a invoice signature is required" type: boolean example: true require_quote_signature: description: "Toggles whether a quote signature is required" type: boolean example: true name: description: "The company name" type: string example: "Acme Co" company_logo: description: "The company logo file" type: string example: "logo.png" website: description: "The company website URL" type: string format: uri example: "www.acme.com" address1: description: "The company address line 1" type: string example: "Suite 888" address2: description: "The company address line 2" type: string example: "5 Jimbo Way" city: description: "The company city" type: string example: "Sydney" state: description: "The company state" type: string example: "Florida" postal_code: description: "The company zip/postal code" type: string example: "90210" phone: description: "The company phone" type: string example: "555-213-3948" email: description: "The company email" type: string format: email example: "joe@acme.co" country_id: description: "The country ID" type: string example: "1" vat_number: description: "The company VAT/TAX ID number" type: string example: "32 120 377 720" page_size: description: "The default page size" type: string example: "A4" font_size: description: "The font size" type: number example: 9 primary_font: description: "The primary font" type: string example: "roboto" secondary_font: description: "The secondary font" type: string example: "roboto" hide_paid_to_date: description: "Flags whether to hide the paid to date field" type: boolean example: false embed_documents: description: "Toggled whether to embed documents in the PDF" type: boolean example: false all_pages_header: description: "The header for the PDF" type: boolean example: false all_pages_footer: description: "The footer for the PDF" type: boolean example: false document_email_attachment: description: "Toggles whether to attach documents in the email" type: boolean example: false enable_client_portal_password: description: "Toggles password protection of the client portal" type: boolean example: false enable_email_markup: description: "Toggles the use of markdown in emails" type: boolean example: false enable_client_portal_dashboard: description: "Toggles whether the client dashboard is shown in the client portal" type: boolean example: false enable_client_portal: description: "Toggles whether the entire client portal is displayed to the client, or only the context" type: boolean example: false email_template_statement: description: "The body of the email for statements" type: string example: "template matter" email_subject_statement: description: "The subject of the email for statements" type: string example: "subject matter" signature_on_pdf: description: "Toggles whether the signature (if available) is displayed on the PDF" type: boolean example: false quote_footer: description: "The default quote footer" type: string example: "the quote footer" email_subject_custom1: description: "Custom reminder template subject" type: string example: "Custom Subject 1" email_subject_custom2: description: "Custom reminder template subject" type: string example: "Custom Subject 2" email_subject_custom3: description: "Custom reminder template subject" type: string example: "Custom Subject 3" email_template_custom1: description: "Custom reminder template body" type: string example: "<HTML></HTML>" email_template_custom2: description: "Custom reminder template body" type: string example: "<HTML></HTML>" email_template_custom3: description: "Custom reminder template body" type: string example: "<HTML></HTML>" enable_reminder1: description: "Toggles whether this reminder is enabled" type: boolean example: false enable_reminder2: description: "Toggles whether this reminder is enabled" type: boolean example: false enable_reminder3: description: "Toggles whether this reminder is enabled" type: boolean example: false num_days_reminder1: description: "The Reminder interval" type: integer example: 9 num_days_reminder2: description: "The Reminder interval" type: integer example: 9 num_days_reminder3: description: "The Reminder interval" type: integer example: 9 schedule_reminder1: description: "(enum: after_invoice_date, before_due_date, after_due_date)" type: string enum: [after_invoice_date, before_due_date, after_due_date] example: "after_invoice_date" schedule_reminder2: description: "(enum: after_invoice_date, before_due_date, after_due_date)" type: string enum: [after_invoice_date, before_due_date, after_due_date] example: "after_invoice_date" schedule_reminder3: description: "(enum: after_invoice_date, before_due_date, after_due_date)" type: string enum: [after_invoice_date, before_due_date, after_due_date] example: "after_invoice_date" late_fee_amount1: description: "The late fee amount for reminder 1" type: number format: float example: 10 late_fee_amount2: description: "The late fee amount for reminder 2" type: number format: float example: 20 late_fee_amount3: description: "The late fee amount for reminder 2" type: number format: float example: 100 endless_reminder_frequency_id: description: "The frequency id of the endless reminder" type: string example: "1" client_online_payment_notification: description: "Determines if a client should receive the notification for a online payment" type: boolean example: false client_manual_payment_notification: description: "Determines if a client should receive the notification for a manually entered payment" type: boolean example: false enable_e_invoice: description: "Determines if e-invoicing is enabled" type: boolean example: false default_expense_payment_type_id: description: "The default payment type for expenses" type: string example: "0" e_invoice_type: description: "The e-invoice type" type: string example: "EN16931" mailgun_endpoint: description: "The mailgun endpoint - used to determine whether US or EU endpoints are used" type: string enum: ["api.mailgun.net", "api.eu.mailgun.net"] example: "api.mailgun.net" client_initiated_payments: description: "Determines if clients can initiate payments directly from the client portal" type: boolean example: false client_initiated_payments_minimum: description: "The minimum amount a client can pay" type: number format: float example: 10 sync_invoice_quote_columns: description: "Determines if invoice and quote columns are synced for the PDF rendering, or if they use their own columns" type: boolean example: false show_task_item_description: description: "Determines if the task item description is shown on the invoice" type: boolean example: false allow_billable_task_items: description: "Determines if task items can be marked as billable" type: boolean example: false accept_client_input_quote_approval: description: "Determines if clients can approve quotes and also pass through a PO Number reference" type: boolean example: false custom_sending_email: description: "When using Mailgun or Postmark, the FROM email address can be customized using this setting." type: string format: email example: "bob@gmail.com" show_paid_stamp: description: "Determines if the PAID stamp is shown on the invoice" type: boolean example: false show_shipping_address: description: "Determines if the shipping address is shown on the invoice" type: boolean example: false company_logo_size: description: "The size of the company logo on the PDF - percentage value between 0 and 100" type: integer minimum: 0 maximum: 100 example: 100 show_email_footer: description: "Determines if the email footer is shown on emails" type: boolean example: false email_alignment: description: "The alignment of the email body text, options include left / center / right" type: string enum: [left, center, right] example: "left" auto_bill_standard_invoices: description: "Determines if standard invoices are automatically billed when they are created or due" type: boolean example: false postmark_secret: description: "The Postmark secret API key" type: string example: "123456" mailgun_secret: description: "The Mailgun secret API key" type: string example: "123456" mailgun_domain: description: "The Mailgun domain" type: string example: "sandbox123456.mailgun.org" send_email_on_mark_paid: description: "Determines if an email is sent when an invoice is marked as paid" type: boolean example: false vendor_portal_enable_uploads: description: "Determines if vendors can upload files to the portal" type: boolean example: false besr_id: description: "The BESR ID" type: string example: "123456" qr_iban: description: "The IBAN for the QR code" type: string example: "CH123456" email_subject_purchase_order: description: "The email subject for purchase orders" type: string example: "Purchase Order" email_template_purchase_order: description: "The email template for purchase orders" type: string example: "Please see attached your purchase order." require_purchase_order_signature: description: "Determines if a signature is required on purchase orders" type: boolean example: false purchase_order_public_notes: description: "The public notes for purchase orders" type: string example: "Please see attached your purchase order." purchase_order_terms: description: "The terms for purchase orders" type: string example: "Please see attached your purchase order." purchase_order_footer: description: "The footer for purchase orders" type: string example: "Please see attached your purchase order." purchase_order_design_id: description: "The design id for purchase orders" type: string example: "hd677df" purchase_order_number_pattern: description: "The pattern for purchase order numbers" type: string example: "PO-000000" purchase_order_number_counter: description: "The counter for purchase order numbers" type: integer example: 1 page_numbering_alignment: description: "The alignment for page numbering: options include left / center / right" type: string enum: [left, center, right] example: "left" page_numbering: description: "Determines if page numbering is enabled on Document PDFs" type: boolean example: false auto_archive_invoice_cancelled: description: "Determines if invoices are automatically archived when they are cancelled" type: boolean example: false email_from_name: description: "The FROM name for emails when using Custom emailers" type: string example: "Bob Smith" show_all_tasks_client_portal: description: "Determines if all tasks are shown on the client portal" type: string enum: [all, uninvoiced, invoiced] example: "all" entity_send_time: description: "The time that emails are sent. The time is localized to the clients locale, integer values from 1 - 24" type: integer minimum: 1 maximum: 24 example: 9 shared_invoice_credit_counter: description: "Determines if the invoice and credit counter are shared" type: boolean example: false reply_to_name: description: "The reply to name for emails" type: string example: "Bob Smith" hide_empty_columns_on_pdf: description: "Determines if empty columns are hidden on PDFs" type: boolean example: false enable_reminder_endless: description: "Determines if endless reminders are enabled" type: boolean example: false use_credits_payment: description: "Determines if credits can be used as a payment method" type: boolean example: false recurring_invoice_number_pattern: description: "The pattern for recurring invoice numbers" type: string example: "R-000000" recurring_invoice_number_counter: description: "The counter for recurring invoice numbers" type: integer example: 1 client_portal_under_payment_minimum: description: "The minimum payment payment" type: number format: float example: 10 auto_bill_date: description: "Determines when the invoices are auto billed" type: string enum: [on_send_date, on_due_date] example: "on_send_date" primary_color: description: "The primary color for the client portal / document highlights" type: string pattern: "^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$" example: "#ffffff" secondary_color: description: "The secondary color for the client portal / document highlights" type: string pattern: "^#([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$" example: "#ffffff" client_portal_allow_under_payment: description: "Determines if clients can pay invoices under the invoice amount due" type: boolean example: false client_portal_allow_over_payment: description: "Determines if clients can pay invoices over the invoice amount" type: boolean example: false auto_bill: description: "Determines how autobilling is applied for recurring invoices" type: string enum: [off, always, optin, optout] example: "off" client_portal_terms: description: "The terms which are displayed on the client portal" type: string example: "Please see attached your invoice." client_portal_privacy_policy: description: "The privacy policy which is displayed on the client portal" type: string example: "These are the terms of use for using the client portal." client_can_register: description: "Determines if clients can register on the client portal" type: boolean example: false portal_design_id: description: "The design id for the client portal" type: string example: "hd677df" late_fee_endless_percent: description: "The late fee percentage for endless late fees" type: number format: float example: 10 late_fee_endless_amount: description: "The late fee amount for endless late fees" type: number format: float example: 10 auto_email_invoice: description: "Determines if invoices are automatically emailed when they are created" type: boolean example: false email_signature: description: "The email signature for emails" type: string example: "Bob Smith" classification: description: "The classification for the company" type: string example: "individual" valid_until: description: "Default validity period for quotes" type: string example: "30 days" credit_terms: description: "Default terms for credit notes" type: string example: "Credit note terms" credit_footer: description: "Default footer for credit notes" type: string example: "Credit note footer"
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