Client - Business Details

Manage business-specific information for clients that are businesses (non-companies). Provides get and update operations for business details including trading name, business type, registration information, and other business-specific data. This is a one-to-one relationship with Client entities of type Business, complementing Company Details for corporate clients.

OpenAPI Spec

Guides Operations Schemas

GET Get BusinessDetails for a client
Requires: ViewAll on Clients.
/tenants/{tenant}/clients/{client}/businessdetails
PUT Update BusinessDetails for a client
Requires: Update on Clients.
/tenants/{tenant}/clients/{client}/businessdetails
POST Verify Client VAT Number
Checks the client's VAT number against HMRC's Check a UK VAT Number service and records the outcome on their business details. When the practice's own...
/tenants/{tenant}/clients/{client}/businessdetails/vat-number/verify