Receipts

A payment receipt (payment received) entry which can be reconciled against an invoice or overpayment.

The receipt object

Attributes

  • _id
    string

    A unique Id for the receipt.

  • amount
    float

    The total amount of the receipt.

  • bank_account
    string

    The bank account the receipt is associated with.

  • clawback_amount
    float

    The amount of the receipt that has been clawed back.

  • created
    string

    The date/time the receipt was created.

  • description
    string

    A description of the receipt (e.g. Oxfordshire County Council ref).

  • invalidated
    boolean

    Whether the receipt has been invalidated.

  • location
    string

    The location the receipt is associated with.

  • location_contact
    string

    The location contact the payment was made by.

  • locked
    boolean

    Whether the receipt is locked.

  • modified
    string

    The date/time the receipt was modified.

  • payee
    string

    The payee reference given (e.g. My Care Business Limited).

  • payment_method
    string

    The payment method used for the receipt (e.g. Cash, Cheque).

  • receipt_number
    string

    A unique receipt number.

  • received_date
    string

    The date the payment was received

  • reconciled
    boolean

    Whether the receipt has been reconciled.

  • reference
    string

    A reference for the receipt.

  • service_user
    string

    The service user the payment was made by.

  • service_user_contact
    string

    The service user contact the payment was made by.

The receipt object
{
    "_id": "6932cdf13550e2b34494c26b",
    "amount": 572228,
    "bank_account": "6932cdf13550e2b34494c257",
    "clawback_amount": 0,
    "created": "2025-12-05 12:20:01",
    "description": "P HOWARTH",
    "invalidated": null,
    "location": "6932cde23550e2b34494abad",
    "location_contact": null,
    "locked": false,
    "modified": "2025-12-05 12:20:01",
    "payee": "MARSHALL CARE LTD",
    "payment_method": null,
    "receipt_number": null,
    "received_date": "2025-11-25",
    "reconciled": false,
    "reference": "INV-0001",
    "service_user": null,
    "service_user_contact": null
}

List all receipts

Return a list of receipts setup for your account on CareHQ.

Parameters

  • attributes
    optional
    default ['_id']

    A list of attributes to include for fetched objects.

  • filters-bank_account
    optional

    A filter that accepts a list of bank account Ids and filters receipts by the bank account they are associated with.

  • filters-end_date
    optional

    A filter that accepts a date and filters receipts to those received before the given date.

  • filters-ids
    optional

    A filter that accepts a list of Ids and filters the items returned to those with an Id in the list.

  • filters-location
    optional

    A filter that accepts a list of location Ids and filters receipts by the location they relate to.

  • filters-location_contact
    optional

    A filter that accepts a list of location contact Ids and filters receipts to those where the receipt is assigned to one of the location contacts.

  • filters-max_amount
    optional

    A filter that accepts an amount (in pence) and filters receipts to those with an amount equal to or less than the given amount.

  • filters-max_clawback_amount
    optional

    A filter that accepts an amount (in pence) and filters receipts to those with a clawback amount equal to or less than the given amount.

  • filters-min_amount
    optional

    A filter that accepts an amount (in pence) and filters receipts to those with an amount equal to or higher than the given amount.

  • filters-min_clawback_amount
    optional

    A filter that accepts an amount (in pence) and filters receipts to those with a clawback amount equal to or higher than the given amount.

  • filters-modified_after
    optional

    A filter that accepts a date/time and filters the items returned to those modified after the date/time.

  • filters-modified_before
    optional

    A filter that accepts a date/time and filters the items returned to those modified before the date/time.

  • filters-q
    optional

    A case insensitive keyword filter applied to the following fields; description, payee, payment_method, reference.

  • filters-service_user
    optional

    A filter that accepts a list of service user Ids and filters receipts to those where the receipt is assigned to one of the service users.

  • filters-service_user_contact
    optional

    A filter that accepts a list of service user contact Ids and filters receipts to those where the receipt is assigned to one of the service user contacts.

  • filters-start_date
    optional

    A filter that accepts a date and filters invoices to those issued after the given date.

  • page
    optional
    default 1

    The page number to fetch.

  • per_page
    optional
    default 10

    The number of items to return per page.

  • sort_by
    optional
    default _id

    A list of fields the returned items can be sorted by. Fields prefixed with minus (-) sign are sorted in descending order.

    • _id
    • amount
    • clawback_amount
    • created
    • modified
    • received_date_str

Response

Returns a page of receipts.

GET
/v1/receipts
var receipts = apiClient.Request(
    HttpMethod.Get,
    "receipts",
    new MultiValueDict()
        .Add("attributes", "reference", "amount")
);
<?php

$receipts = $api_client->request(
    'GET',
    'receipts',
    [
        'attributes'=>['reference', 'amount']
    ]
);
receipts = api_client(
    'GET',
    'receipts',
    params={
        'attributes': ['reference', 'amount']
    }
)
receipts = api_client.request(
    'GET',
    'receipts',
    params: {
        'attributes' => ['reference', 'amount']
    }
)
Response
{
    "item_count": 5,
    "items": [
        {
            "_id": "6932cdf13550e2b34494c26b",
            "amount": 572228,
            "reference": "INV-0001"
        },
        {
            "_id": "6932cdf13550e2b34494c26d",
            "amount": 12000,
            "reference": "INV-0001"
        },
        {
            "_id": "6932cdf13550e2b34494c26f",
            "amount": 581610,
            "reference": ""
        },
        {
            "_id": "6932cdf13550e2b34494c271",
            "amount": 1435800,
            "reference": "INV-0002, 0003"
        },
        {
            "_id": "6932cdf13550e2b34494c273",
            "amount": 426216,
            "reference": ""
        }
    ],
    "page": 1,
    "page_count": 1,
    "per_page": 10
}

Retrieve a receipt

Retrieve a receipt object.

Response

Returns a receipt object.

GET
/v1/receipts/<receipt_id>
var receipt = apiClient.Request(
    HttpMethod.Get, 
    $"receipts/{receiptId}"
);
<?php

$receipt = $api_client->request(
    'GET',
    'receipts/' . $receipt_id
);
receipt = api_client('GET', f'receipts/{receipt_id}')
receipt = api_client.request('GET', "receipts/#{receipt_id}")
Response
{
    "_id": "6932cdf13550e2b34494c26b",
    "amount": 572228,
    "bank_account": "6932cdf13550e2b34494c257",
    "clawback_amount": 0,
    "created": "2025-12-05 12:20:01",
    "description": "P HOWARTH",
    "invalidated": null,
    "location": "6932cde23550e2b34494abad",
    "location_contact": null,
    "locked": false,
    "modified": "2025-12-05 12:20:01",
    "payee": "MARSHALL CARE LTD",
    "payment_method": null,
    "receipt_number": null,
    "received_date": "2025-11-25",
    "reconciled": false,
    "reference": "INV-0001",
    "service_user": null,
    "service_user_contact": null
}