Xero: Creates allocation for a specific credit note

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Operation xero.createcreditnoteallocation

Provider route: PUT /api.xro/2.0/CreditNotes/{CreditNoteID}/Allocations. Alter supplies the connection’s credentials and routing.

Call through Alter

Install @alter-ai/sdk @alter-ai/xero with npm, or alter-sdk-xero with pip. Supply your connected customer’s grant ID and the arguments described below.

import { App } from "@alter-ai/sdk";
import { XeroIntegration } from "@alter-ai/xero";

async function execute(input: Parameters<XeroIntegration["accounting"]["createCreditNoteAllocation"]>[0]) {
  const app = new App({ apiKey: process.env.ALTER_API_KEY! });
  try {
    const provider = new XeroIntegration(app, { grantId: process.env.PROVIDER_GRANT_ID! });
    const call = await provider.accounting.createCreditNoteAllocation(input);
    const result = await call.wait();
    return result.bodyJson();
  } finally {
    await app.close();
  }
}

import os
from alter_sdk import App
from alter_sdk_xero import XeroIntegration

async def execute(arguments):
    async with App(api_key=os.environ["ALTER_API_KEY"]) as app:
        provider = XeroIntegration(app, {"grant_id": os.environ["PROVIDER_GRANT_ID"]})
        call = await provider.accounting.create_credit_note_allocation(arguments)
        result = await call.wait()
        return result.body_json()

Input

Field	Type	Presence	Description and constraints
$	object	Root	Additional keys: not allowed
path	object	Required within parent	Additional keys: not allowed
path.CreditNoteID	string	Required within parent	Format: uuid
query	object	Optional	Additional keys: not allowed
query.summarizeErrors	boolean	Optional	Default: false
headers	object	Required within parent	Additional keys: not allowed
headers.xero-tenant-id	string	Required within parent
headers.Idempotency-Key	string	Optional
body	Model	Required within parent	Expand Creates allocation for a specific credit note — request body — body

Referenced models: Creates allocation for a specific credit note — request body — body

Response

Response media type: application/json. The table describes the pinned successful response. Referenced models link to their complete fields.

Field	Type	Presence	Description and constraints
$	Model	Root	Expand Creates allocation for a specific credit note — response body

Referenced models: Creates allocation for a specific credit note — response body

Schemas

45 more schemas are linked from the tables above, on the schema pages.

Creates allocation for a specific credit note — request body — body

Field	Type	Presence	Description and constraints
$	object	Root
Allocations	array	Optional
Allocations[]	Model	Each item	Expand Creates allocation for a specific credit note — request body — body Allocations item

Referenced models: Creates allocation for a specific credit note — request body — body Allocations item

Creates allocation for a specific credit note — response body

Field	Type	Presence	Description and constraints
$	object	Root
Allocations	array	Optional
Allocations[]	Model	Each item	Expand Deletes an Allocation from a Prepayment — response body

Referenced models: Deletes an Allocation from a Prepayment — response body

Creates allocation for a specific credit note — request body — body Allocations item

Field	Type	Presence	Description and constraints
$	object	Root
AllocationID	string	Optional	Xero generated unique identifier Format: uuid
Amount	number	Required within parent	the amount being applied to the invoice Format: double
CreditNote	Model	Optional	Expand Creates a single payment for invoice or credit notes — request body — body Credit Note
Date	string	Required within parent	the date the allocation is applied YYYY-MM-DD.
Invoice	Model	Required within parent	Expand Creates a single payment for invoice or credit notes — request body — body Invoice
IsDeleted	boolean	Optional	A flag that returns true when the allocation is succesfully deleted Read only: true
Overpayment	Model	Optional	Expand Creates a single payment for invoice or credit notes — request body — body Overpayment
Prepayment	Model	Optional	Expand Creates a single payment for invoice or credit notes — request body — body Prepayment
StatusAttributeString	string	Optional	A string to indicate if a invoice status
ValidationErrors	array	Optional	Displays array of validation error messages from the API
ValidationErrors[]	Model	Each item	Expand Retrieves journals — response body — Warnings item

Referenced models: Creates a single payment for invoice or credit notes — request body — body Credit Note, Creates a single payment for invoice or credit notes — request body — body Invoice, Retrieves journals — response body — Warnings item, Creates a single payment for invoice or credit notes — request body — body Overpayment, Creates a single payment for invoice or credit notes — request body — body Prepayment

Deletes an Allocation from a Prepayment — response body

Field	Type	Presence	Description and constraints
$	object	Root
AllocationID	string	Optional	Xero generated unique identifier Format: uuid
Amount	JSON	Required within parent
Amount (anyOf 1)	number	Alternative	the amount being applied to the invoice Format: double
Amount (anyOf 2)	string	Alternative	Pattern: ^-?[0-9]+(?:\.[0-9]+)?(?:[eE][+-]?[0-9]+)?$
CreditNote	Model	Optional	Expand Deletes an Allocation from a Prepayment — response body — Credit Note
Date	string	Required within parent	the date the allocation is applied YYYY-MM-DD.
Invoice	Model	Required within parent	Expand Deletes an Allocation from a Prepayment — response body — Invoice
IsDeleted	boolean	Optional	A flag that returns true when the allocation is succesfully deleted Read only: true
Overpayment	Model	Optional	Expand Deletes an Allocation from a Prepayment — response body — Overpayment
Prepayment	Model	Optional	Expand Deletes an Allocation from a Prepayment — response body — Prepayment
StatusAttributeString	string	Optional	A string to indicate if a invoice status
ValidationErrors	array	Optional	Displays array of validation error messages from the API
ValidationErrors[]	Model	Each item	Expand Retrieves journals — response body — Warnings item

Referenced models: Deletes an Allocation from a Prepayment — response body — Credit Note, Deletes an Allocation from a Prepayment — response body — Invoice, Deletes an Allocation from a Prepayment — response body — Overpayment, Deletes an Allocation from a Prepayment — response body — Prepayment, Retrieves journals — response body — Warnings item

Retrieves journals — response body — Warnings item

Field	Type	Presence	Description and constraints
$	object	Root
Message	string	Optional	Validation error message

Creates a single payment for invoice or credit notes — request body — body Overpayment

Field	Type	Presence	Description and constraints
$	object	Root
Allocations	array	Optional	See Allocations
Allocations[]	Model	Each item	Expand Creates allocation for a specific credit note — request body — body Allocations item
AppliedAmount	number	Optional	The amount of applied to an invoice Format: double
Attachments	array	Optional	See Attachments
Attachments[]	Model	Each item	Expand Creates a single payment for invoice or credit notes — request body — body Invoice Attachments item
Contact	Model	Optional	Expand Creates contacts to a specific contact group — request body — body Contacts item
CurrencyCode	Model	Optional	Expand Create a new currency for a Xero organisation — request body — body Code
CurrencyRate	number	Optional	The currency rate for a multicurrency overpayment. If no rate is specified, the XE.com day rate is used Format: double
Date	string	Optional	The date the overpayment is created YYYY-MM-DD
HasAttachments	boolean	Optional	boolean to indicate if a overpayment has an attachment Default: false Read only: true
LineAmountTypes	string	Optional	Line amounts are exclusive of tax by default if you don’t specify this element. See Line Amount Types One of: Exclusive, Inclusive, NoTax
LineItems	array	Optional	See Overpayment Line Items
LineItems[]	Model	Each item	Expand Creates a single payment for invoice or credit notes — request body — body Invoice Line Items item
OverpaymentID	string	Optional	Xero generated unique identifier Format: uuid
Payments	array	Optional	See Payments
Payments[]	Model	Each item	Expand Creates a single payment for invoice or credit notes — request body — body
Reference	string	Optional	An optional description for Overpayment
RemainingCredit	number	Optional	The remaining credit balance on the overpayment Format: double
Status	string	Optional	See Overpayment Status Codes One of: AUTHORISED, PAID, VOIDED
SubTotal	number	Optional	The subtotal of the overpayment excluding taxes Format: double
Total	number	Optional	The total of the overpayment (subtotal + total tax) Format: double
TotalTax	number	Optional	The total tax on the overpayment Format: double
Type	string	Optional	See Overpayment Types One of: RECEIVE-OVERPAYMENT, SPEND-OVERPAYMENT, AROVERPAYMENT
UpdatedDateUTC	string	Optional	UTC timestamp of last update to the overpayment Read only: true
UpdatedDateUTCString	string	Optional	UTC ISO-8601 formatted timestamp of last update to the overpayment Read only: true

Referenced models: Create a new currency for a Xero organisation — request body — body Code, Creates allocation for a specific credit note — request body — body Allocations item, Creates a single payment for invoice or credit notes — request body — body Invoice Attachments item, Creates contacts to a specific contact group — request body — body Contacts item, Creates a single payment for invoice or credit notes — request body — body Invoice Line Items item, Creates a single payment for invoice or credit notes — request body — body

Creates contacts to a specific contact group — request body — body Contacts item Balances Accounts Payable

Field	Type	Presence	Description and constraints
$	object	Root
Outstanding	number	Optional	Format: double
Overdue	number	Optional	Format: double

Policy, approvals and errors

SDK function policy ID: xero.createcreditnoteallocation. Catalog operation: createCreditNoteAllocation. Rules can name either ID; function rules distinguish managed calls and conservatively cover raw calls sharing the route. Existing grant permissions and policy rules apply. wait() returns an immediate result or waits for a required approval; it never approves the request itself. Persist the approval ID to resume after a restart.

Provider errors retain their response; JSON decoding raises ProviderAPIError for provider failures. ManagedOperationError identifies contract/input/retention errors. See error handling and provider-specific behavior. Sensitive input may be refused before approval storage. A decoding error never resubmits a write.

Official provider source