Set Policy Invoice Type Direction
curl --request PUT \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"expectedDirection": "receivable"
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction"
payload = { "expectedDirection": "receivable" }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({expectedDirection: 'receivable'})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PUT",
CURLOPT_POSTFIELDS => json_encode([
'expectedDirection' => 'receivable'
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction"
payload := strings.NewReader("{\n \"expectedDirection\": \"receivable\"\n}")
req, _ := http.NewRequest("PUT", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.put("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"expectedDirection\": \"receivable\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Put.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"expectedDirection\": \"receivable\"\n}"
response = http.request(request)
puts response.read_body{
"categories": [],
"policyFinancials": {
"invoiceTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440100",
"name": "Agency Bill",
"expectedDirection": "receivable",
"moneyOutRequiresApproval": false,
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"hasLegacyLineItems": false,
"policyPresets": null,
"payeeDefaults": null
}
],
"lineItemTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440110",
"name": "Broker Commission",
"direction": "payable",
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"allowedOn": [
{
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)",
"removable": true
}
]
}
]
},
"classifications": []
}Configuration
Set Policy Invoice Type Direction
Uses the same audited operation and validation rules as Financials settings. The URL fixes policy scope; event vocabulary and other companies’ IDs cannot be changed here. Replaces the display direction idempotently; this does not reorient accounts or change existing invoices.
Required permission: financials.configure
PUT
/
api
/
v1
/
companies
/
{companyId}
/
financials
/
config
/
policy-invoice-types
/
{categoryId}
/
expected-direction
Set Policy Invoice Type Direction
curl --request PUT \
--url https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction \
--header 'Authorization: <api-key>' \
--header 'Content-Type: application/json' \
--data '
{
"expectedDirection": "receivable"
}
'import requests
url = "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction"
payload = { "expectedDirection": "receivable" }
headers = {
"Authorization": "<api-key>",
"Content-Type": "application/json"
}
response = requests.put(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'PUT',
headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
body: JSON.stringify({expectedDirection: 'receivable'})
};
fetch('https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "PUT",
CURLOPT_POSTFIELDS => json_encode([
'expectedDirection' => 'receivable'
]),
CURLOPT_HTTPHEADER => [
"Authorization: <api-key>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction"
payload := strings.NewReader("{\n \"expectedDirection\": \"receivable\"\n}")
req, _ := http.NewRequest("PUT", url, payload)
req.Header.Add("Authorization", "<api-key>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.put("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction")
.header("Authorization", "<api-key>")
.header("Content-Type", "application/json")
.body("{\n \"expectedDirection\": \"receivable\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://go.aiinsurance.io/api/v1/companies/{companyId}/financials/config/policy-invoice-types/{categoryId}/expected-direction")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Put.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"expectedDirection\": \"receivable\"\n}"
response = http.request(request)
puts response.read_body{
"categories": [],
"policyFinancials": {
"invoiceTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440100",
"name": "Agency Bill",
"expectedDirection": "receivable",
"moneyOutRequiresApproval": false,
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"hasLegacyLineItems": false,
"policyPresets": null,
"payeeDefaults": null
}
],
"lineItemTypes": [
{
"id": "550e8400-e29b-41d4-a716-446655440110",
"name": "Broker Commission",
"direction": "payable",
"deprecatedAt": null,
"everUsed": false,
"liveInvoiceCount": 0,
"vocabularyLock": null,
"allowedOn": [
{
"invoiceTypeId": "550e8400-e29b-41d4-a716-446655440100",
"label": "Broker Commission (Less)",
"removable": true
}
]
}
]
},
"classifications": []
}