Quotes

Creates, updates, and queries the quotes available.

Table Specific Information

Select

The connector uses the Stripe API to filter the results by the following columns and operators:

Id supports the following operator: =.
CustomerId supports the following operator: =.
Status supports the following operator: =.
TestClock supports the following operator: =.

The rest of the filter is executed client-side within the connector.

You can select from the Quotes table with the following queries:

SELECT * FROM Quotes WHERE Id = '123124'
SELECT * FROM Quotes WHERE CustomerId = 'cus_NVasad'
SELECT * FROM Quotes WHERE Status = 'draft'
SELECT * FROM Quotes WHERE TestClock = 'clock_id'

Insert

To create a quote for the invoice:

INSERT INTO Quotes (AutomaticTaxEnabled, CollectionMethod, CustomerId, Description, InvoiceSettingsDaysUntilDue, Metadata, SubscriptionDataTrialPeriodDays) values ('false', 'send_invoice', 'cus_NBs3z63zmfCJy1', 'Thanks for using YMBusiness!!', 25, '{"name":"test name 2", "surname":"test surname", "age" : "23"}', 20)

INSERT INTO Quotes (DefaultTaxRates, FromQuote, Discounts, TransferData, LineItems) VALUES ('[\"txr_1OL7oy2eZvKYlo2CLylDtkiI\",\"txr_1OL7oo2eZvKYlo2CHliiOEZT\"]', '{\"quote\":\"qt_1N6vEL2eZvKYlo2CwySMFZbA\",\"is_revision\":\"true\"}', '{\"coupon\":\"test1\"}', '{\"destination\":\"acc_123566677\",\"amount\":\"440\",\"amount_percent\":\"23\"}', '[{\"price\":\"price_1OM02h2eZvKYlo2CiiTU7dCm\",\"quantity\":\"10\"}]')

Update

To modify a quote, specify the quote Id:

UPDATE Quotes SET InvoiceSettingsDaysUntilDue = 20 WHERE Id='123124'

Columns


Name	Type	ReadOnly	References	Description
Id [KEY]	String	True		The Id of the quotes.
AmountSubtotal	Integer	True		The total before any discounts or taxes are applied.
AmountTotal	Integer	True		The total after discounts and taxes are applied.
Application	String	True		The Id of the Connect Application that created the quote.
ApplicationFeeAmount	Integer	False		The amount of the application fee.
ApplicationFeePercent	Double	False		A non-negative decimal between 0 and 100, with at most two decimal places.
AutomaticTaxEnabled	Boolean	False		Automatically calculates taxes.
AutomaticTaxStatus	String	True		The status of the most recent automated tax calculation for this quote.
CollectionMethod	String	False		The method to collect charge money, either charge_automatically or send_invoice.
ComputedRecurring	String	True		The definitive totals and line items the customer is charged on a recurring basis.
ComputedUpfrontAmountSubtotal	Integer	True		The total before any discounts or taxes are applied.
ComputedUpfrontAmountTotal	Integer	True		The total after discounts and taxes are applied.
ComputedUpfrontTotalDetailsAmountDiscount	Integer	True		The sum of all the discounts.
ComputedUpfrontTotalDetailsAmountShipping	Integer	True		The sum of all the shipping amounts.
ComputedUpfrontTotalDetailsAmountTax	Integer	True		The sum of all the tax amounts.
Created	Datetime	True		The time at which the object was created. Measured in seconds since the Unix epoch.
Currency	String	True		A three-letter ISO currency code, in lowercase.
CustomerId	String	False		The Id of the customer.
DefaultTaxRates	String	False		The tax rates applied to this quote.
Description	String	False		A description that is displayed on the quote PDF.
Discounts	String	False		The discounts applied to this quote.
ExpiresAt	Datetime	False		The date on which the quote is canceled if in open or draft status.
Footer	String	False		A footer that is displayed on the quote PDF.
FromQuote	String	False		Details of the quote that was cloned.
Header	String	False		A header that is displayed on the quote PDF.
InvoiceId	String	True		The Id of the invoice that was created from this quote.
InvoiceSettingsDaysUntilDue	Integer	False		The number of days within which a customer must pay invoices generated by this quote.
Livemode	Boolean	True		true if the object is in live mode andfalse if in test mode.
LineItems	String	False		The line items representing what is being sold. Each line item represents an item being sold.
Metadata	String	False		The set of key/value pairs that you can attach to a value list object.
Number	String	True		A unique number that identifies this particular quote.
OnBehalfOf	String	False		The account on behalf of which to charge.
Status	String	True		The status of the quote.
StatusTransitionsAcceptedAt	Datetime	True		The time that the quote was accepted.
StatusTransitionsCanceledAt	Datetime	True		The time that the quote was canceled.
StatusTransitionsFinalizedAt	Datetime	True		The time that the quote was finalized.
Subscription	String	True		The subscription that was created or updated from this quote.
SubscriptionDataDescription	String	False		The subscription's description, meant to be displayable to the customer.
SubscriptionDataEffectiveDate	Datetime	False		When creating a new subscription, the date of which the subscription schedule starts after the quote is accepted.
SubscriptionDataTrialPeriodDays	Integer	False		An integer representing the number of trial period days before the customer is charged for the first time.
SubscriptionSchedule	String	True		The subscription schedule that was created or updated from this quote.
TestClock	String	False		The Id of the test clock this quote belongs to.
TotalDetailsAmountDiscount	Integer	True		The sum of all the discounts.
TotalDetailsAmountShipping	Integer	True		The sum of all the shipping amounts.
TotalDetailsAmountTax	Integer	True		The sum of all the tax amounts.
TransferData	String	False		The account (if any) the payments are attributed to for tax reporting, and where funds from each payment are transferred to for each of the invoices.
AutomaticTaxLiabilityAccount	String	False		The connected account being referenced when type is account.
AutomaticTaxLiabilityType	String	False		Type of the account referenced.
InvoiceSettingsIssuerAccount	String	False		The connected account being referenced when type is account.
InvoiceSettingsIssuerType	String	False		Type of the account referenced. The allowed values are account, self.
SubscriptionDataMetadata	String	False		Set of key-value pairs that will set metadata on the subscription or subscription schedule when the quote is accepted. If a recurring price is included in line_items, this field will be passed to the resulting subscription’s metadata field. If subscription_data.effective_date is used, this field will be passed to the resulting subscription schedule’s phases.metadata field. Unlike object-level metadata, this field is declarative. Updates will clear prior values.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
AccountId	String	The Id of the connected account for which to get a quote.