Invoicing

parties.preview

A short snapshot of one customer or vendor for a hover card or a quick answer: name, kind, location, billing contact, what Oatmilk found about them online (description, industry, website and the pages it came from), what they owe by currency and how much of it is overdue, their last invoice, how many invoices they have had, what they were billed and paid over the last 12 months, and how many days they usually take to pay.

GETPOST/api/v1/accounting/parties.preview

Permissions

accounting:read

Who can call it

admin, finance

Retries

Safe to retry: it only reads

MCP

accounting_parties_preview

Fields

  • idstring (ID)Required

    The record's ID.

Example

curl -G https://app.getoatmilk.com/api/v1/accounting/parties.preview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  --data-urlencode 'id=9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d'
Response
{
  "data": { … }
}

Try it

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

GET/api/v1/accounting/parties.preview
curl -G https://app.getoatmilk.com/api/v1/accounting/parties.preview \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  --data-urlencode 'id=9a8b7c6d-5e4f-4a3b-8c2d-1e0f9a8b7c6d'

More in Invoicing.