1Fort billing (v2) API

openapi: 3.2.0
info:
  title: 1Fort API Documentation billing (v2) API
  description: '# 1Fort API


    REST API for the 1Fort insurance platform.'
  termsOfService: https://www.1fort.com/
  license:
    name: Privately owned
  version: v1
servers:
- url: https://api.1fort.com/apis/
security:
- Bearer: []
tags:
- name: Billing (V2)
  x-displayName: Billing (v2)
  description: 'Billing and payments. Replaces the deprecated Ascend payment endpoints.


    **Access:** requires a JWT access token.'
paths:
  /v2/billing/payments:
    parameters: []
    get:
      operationId: v2_billing_payments_list
      summary: Broker billing/payments list backed by insurance invoices
      description: 'Payment collection status and checkout URLs are derived from linked

        CheckoutInvoice rows (pay-in-full and premium-finance segments).'
      parameters:
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BrokerPaymentList'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
  /v2/billing/payments/csv:
    parameters: []
    get:
      operationId: v2_billing_payments_export_csv
      summary: Broker billing/payments list backed by insurance invoices
      description: 'Payment collection status and checkout URLs are derived from linked

        CheckoutInvoice rows (pay-in-full and premium-finance segments).'
      parameters:
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            '*/*':
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BrokerPaymentList'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
  /v2/billing/payments/filter-options:
    parameters: []
    get:
      operationId: v2_billing_payments_filter_options
      summary: Broker billing/payments list backed by insurance invoices
      description: 'Payment collection status and checkout URLs are derived from linked

        CheckoutInvoice rows (pay-in-full and premium-finance segments).'
      parameters:
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BrokerPaymentList'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
  /v2/billing/payments/stats:
    parameters: []
    get:
      operationId: v2_billing_payments_stats
      summary: Billing dashboard stat cards (payments at risk, invoices/policies needing…
      description: GET /apis/v2/billing/payments/stats
      parameters:
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BrokerPaymentList'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
  /v2/billing/payments/{id}:
    parameters:
    - name: id
      in: path
      required: true
      schema:
        type: string
    get:
      operationId: v2_billing_payments_read
      summary: Broker billing/payments list backed by insurance invoices
      description: 'Payment collection status and checkout URLs are derived from linked

        CheckoutInvoice rows (pay-in-full and premium-finance segments).'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerPaymentDetail'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
    patch:
      operationId: v2_billing_payments_partial_update
      description: 'Edit payment details (market, commission, min earned premium, agency

        fee, direct vs agency bill) on the underlying insurance invoice.


        PATCH /apis/v2/billing/payments/{id}'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerPaymentList'
        '400':
          description: Invalid input.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ValidationError'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
      summary: Update Payment
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/BrokerPaymentList'
        required: true
  /v2/billing/payments/{id}/stripe-receipt:
    parameters:
    - name: id
      in: path
      required: true
      schema:
        type: string
    get:
      operationId: v2_billing_payments_stripe_receipt
      description: 'On-demand Stripe receipt details for a checkout payment on this

        billing payment (receipt_url plus fields to render it in-app).


        GET /apis/v2/billing/payments/{id}/stripe-receipt[?payment_id=]


        ``payment_id`` selects a specific CheckoutPayment (as listed in the

        detail response''s ``payments``); defaults to the latest completed one.

        Nothing is stored locally — details come from Stripe per request.'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerPaymentList'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
      summary: Stripe receipt
  /v2/billing/refunds:
    parameters: []
    get:
      operationId: v2_billing_refunds_list
      summary: Refunded checkout payments of the broker's insurance invoices
      description: 'GET /apis/v2/billing/refunds


        Backs the billing "Refunds" tab: payments with at least one Stripe

        refund, with the refunded amount and current status.'
      parameters:
      - name: search
        in: query
        description: A search term.
        required: false
        schema:
          type: string
      - name: ordering
        in: query
        description: Which field to use when ordering the results.
        required: false
        schema:
          type: string
      - name: limit
        in: query
        description: Number of results to return per page.
        required: false
        schema:
          type: integer
      - name: offset
        in: query
        description: The initial index from which to return the results.
        required: false
        schema:
          type: integer
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                required:
                - count
                - results
                type: object
                properties:
                  count:
                    type: integer
                  next:
                    type:
                    - string
                    - 'null'
                    format: uri
                  previous:
                    type:
                    - string
                    - 'null'
                    format: uri
                  results:
                    type: array
                    items:
                      $ref: '#/components/schemas/BrokerRefund'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
  /v2/billing/refunds/{id}:
    parameters:
    - name: id
      in: path
      required: true
      schema:
        type: string
    get:
      operationId: v2_billing_refunds_read
      summary: Refunded checkout payments of the broker's insurance invoices
      description: 'GET /apis/v2/billing/refunds


        Backs the billing "Refunds" tab: payments with at least one Stripe

        refund, with the refunded amount and current status.'
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BrokerRefund'
        '403':
          description: Authentication credentials were invalid, absent or insufficient.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GenericError'
        '404':
          description: Object does not exist or caller has insufficient permissions to access it.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIException'
        '500':
          description: Internal server error.
      tags:
      - Billing (V2)
components:
  schemas:
    BrokerPaymentDetail:
      required:
      - insurance_invoice_number
      - insurance_invoice_status
      type: object
      properties:
        id:
          title: Id
          type: string
          format: uuid
          readOnly: true
        insured:
          title: Insured
          type: string
          readOnly: true
        payment_status:
          title: Payment status
          type: string
          readOnly: true
        quote_status:
          title: Quote status
          type: string
          readOnly: true
        quote:
          title: Quote
          type: string
          readOnly: true
        total:
          title: Total
          type: string
          readOnly: true
        due_date:
          title: Due date
          type: string
          readOnly: true
        broker:
          title: Broker
          type: string
          readOnly: true
        producer:
          title: Producer
          type: string
          readOnly: true
        all_agents:
          title: All agents
          type: string
          readOnly: true
        primary_agent:
          title: Primary agent
          type: string
          readOnly: true
        carrier:
          title: Carrier
          type: string
          readOnly: true
        coverage_type:
          title: Coverage type
          type: string
          readOnly: true
        actions:
          title: Actions
          type: string
          readOnly: true
        connect_payout_status:
          title: Connect payout status
          type: string
          readOnly: true
        insurance_invoice_number:
          title: Insurance invoice number
          type: string
          minLength: 1
        insurance_invoice_status:
          title: Insurance invoice status
          type: string
          minLength: 1
        business:
          title: Business
          type: string
          readOnly: true
        insurance_line_items:
          type: array
          items:
            $ref: '#/components/schemas/InsuranceLineItem'
          readOnly: true
        billing_type:
          title: Billing type
          type: string
          readOnly: true
          minLength: 1
        min_earned_rate:
          title: Min earned rate
          type: string
          format: decimal
          readOnly: true
        commission_rate:
          title: Commission rate
          type: string
          readOnly: true
        agency_fee:
          title: Agency fee
          type: string
          readOnly: true
        checkout_invoices:
          title: Checkout invoices
          type: string
          readOnly: true
        checkout_url:
          title: Checkout url
          type: string
          readOnly: true
        payments:
          title: Payments
          type: string
          readOnly: true
        premium_finance_installments:
          title: Premium finance installments
          type: string
          readOnly: true
        reconciliation:
          title: Reconciliation
          type: string
          readOnly: true
        payment_distribution:
          title: Payment distribution
          type: string
          readOnly: true
        created_at:
          title: Created at
          type: string
          format: date-time
          readOnly: true
        updated_at:
          title: Updated at
          type: string
          format: date-time
          readOnly: true
    ValidationError:
      title: Validation Error
      type: object
      properties:
        non_field_errors:
          description: List of validation errors not related to any field
          type: array
          items:
            type: string
      additionalProperties:
        description: A list of error messages for each field that triggered a validation error
        type: array
        items:
          type: string
    BrokerRefund:
      required:
      - amount_cents
      type: object
      properties:
        id:
          title: Id
          type: string
          format: uuid
          readOnly: true
        status:
          title: Status
          type: string
          enum:
          - pending
          - succeeded
          - failed
          - refunded
          - partially_refunded
        amount_cents:
          title: Amount cents
          description: Payment amount in cents
          type: integer
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        amount_refunded_cents:
          title: Amount refunded cents
          description: Amount refunded in cents
          type: integer
          maximum: 9223372036854775807
          minimum: -9223372036854775808
        payment_method_type:
          title: Payment method type
          type:
          - string
          - 'null'
          enum:
          - card
          - us_bank_account
        payment_method_details:
          title: Payment method details
          description: Card last4, bank name, etc.
          type: object
        paid_at:
          title: Paid at
          description: Payment timestamp
          type:
          - string
          - 'null'
          format: date-time
        updated_at:
          title: Updated at
          type: string
          format: date-time
          readOnly: true
    APIException:
      title: Generic API Error
      required:
      - detail
      type: object
      properties:
        detail:
          description: Error details
          type: string
    GenericError:
      title: Generic API Error
      required:
      - detail
      type: object
      properties:
        detail:
          description: Error details
          type: string
    InsuranceLineItem:
      type: object
      properties:
        id:
          title: Id
          type: string
          format: uuid
          readOnly: true
        line_item_type:
          title: Line item type
          type: string
          enum:
          - premium
          - agency_fee
          - broker_fee
          - policy_fee
          - surplus_lines_tax
          - stamping_fee
          - state_tax
          - municipal_fee
          - inspection_fee
          - platform_fee
          - surcharge
          - discount
          - credit
          - other
        description:
          title: Description
          description: Display text from the invoice PDF
          type: string
          maxLength: 255
        amount:
          title: Amount
          description: Line item amount
          type:
          - string
          - 'null'
          format: decimal
        commission_rate:
          title: Commission rate
          description: Broker commission percentage for this line
          type:
          - string
          - 'null'
          format: decimal
        commission_amount:
          title: Commission amount
          description: Broker commission dollar amount for this line
          type:
          - string
          - 'null'
          format: decimal
        policy_number:
          title: Policy number
          description: Raw extracted policy number — for multi-policy invoices
          type: string
          maxLength: 100
        effective_date:
          title: Effective date
          description: Coverage period for this line item
          type:
          - string
          - 'null'
          format: date
        expiration_date:
          title: Expiration date
          type:
          - string
          - 'null'
          format: date
        carrier:
          title: Carrier
          type: string
          readOnly: true
        coverage_type:
          title: Coverage type
          type: string
          readOnly: true
    BrokerPaymentList:
      type: object
      properties:
        id:
          title: Id
          type: string
          format: uuid
          readOnly: true
        insured:
          title: Insured
          type: string
          readOnly: true
        payment_status:
          title: Payment status
          type: string
          readOnly: true
        quote_status:
          title: Quote status
          type: string
          readOnly: true
        quote:
          title: Quote
          type: string
          readOnly: true
        total:
          title: Total
          type: string
          readOnly: true
        due_date:
          title: Due date
          type: string
          readOnly: true
        broker:
          title: Broker
          type: string
          readOnly: true
        producer:
          title: Producer
          type: string
          readOnly: true
        all_agents:
          title: All agents
          type: string
          readOnly: true
        primary_agent:
          title: Primary agent
          type: string
          readOnly: true
        carrier:
          title: Carrier
          type: string
          readOnly: true
        coverage_type:
          title: Coverage type
          type: string
          readOnly: true
        actions:
          title: Actions
          type: string
          readOnly: true
        connect_payout_status:
          title: Connect payout status
          type: string
          readOnly: true
  securitySchemes:
    Bearer:
      type: apiKey
      name: Authorization
      in: header
      description: JWT access token. Send as `Bearer <token>` or `JWT <token>`.
    ApiKey:
      type: apiKey
      name: Authorization
      in: header
      description: API key. Send as `Api-Key <key>`.
x-tagGroups:
- name: Agent runtime (v2)
  tags:
  - agent_runtime (v2)
- name: Analytics
  tags:
  - analytics
- name: Application
  tags:
  - 'application: applications'
  - 'application: clients'
- name: Application (v2)
  tags:
  - 'application (v2): applications'
  - 'application (v2): coverages'
- name: Ascend
  tags:
  - ascend
- name: Ascend (v2)
  tags:
  - ascend (v2)
- name: Authentication
  tags:
  - Authentication
  - auth
- name: Billing (v2)
  tags:
  - billing (v2)
- name: Broker
  tags:
  - broker
  - broker-ams-integration
  - broker-google
  - broker-office365
  - broker-office365-individual
  - 'broker: ai-customization-types'
  - 'broker: ai-customizations'
  - 'broker: clients'
  - 'broker: email_preferences'
  - 'broker: proposal-preferences'
  - 'broker: take-rates'
  - 'broker: user-ai-customizations'
  - 'broker: users'
  - broker_groups
  - broker_settings
- name: Broker (v2)
  tags:
  - 'broker (v2): applications'
  - 'broker (v2): clients'
  - 'broker (v2): coverages'
  - 'broker (v2): email-templates'
  - 'broker (v2): quote-policies'
  - 'broker (v2): quotes'
  - 'broker (v2): storefront'
  - 'broker (v2): team-users'
- name: Business
  tags:
  - business
  - business-broker-users
  - business-user
  - business_admin
- name: Carrier
  tags:
  - carrier
- name: Checkout
  tags:
  - checkout
- name: Email AI
  tags:
  - email_ai
- name: Email AI (v2)
  tags:
  - 'email_ai (v2): attachments'
  - 'email_ai (v2): carriers'
  - 'email_ai (v2): coverage-types'
  - 'email_ai (v2): emails'
  - 'email_ai (v2): gmail'
  - 'email_ai (v2): office365'
  - 'email_ai (v2): profiles'
  - 'email_ai (v2): wholesalers'
- name: Email AI Agent
  tags:
  - Email AI Agent
  - Email AI Agent - Attachments
  - Email AI Agent - Businesses
  - Email AI Agent - Entities
  - Email AI Agent - Markets
  - Email AI Agent - Profiles
  - Email AI Agent - Reference Data
- name: Google workspace (v2)
  tags:
  - google_workspace (v2)
- name: Herald (v2)
  tags:
  - herald (v2)
- name: Indications (v2)
  tags:
  - indications (v2)
- name: Insurance (v2)
  tags:
  - insurance (v2)
- name: Invite
  tags:
  - invite
- name: Legal
  tags:
  - legal
- name: Market
  tags:
  - Markets
  - Markets - Business
- name: Market (v2)
  tags:
  - market (v2)
- name: Office365 (v2)
  tags:
  - office365 (v2)
- name: Premium finance (v2)
  tags:
  - premium_finance (v2)
- name: Quote
  tags:
  - 'quote: applications'
  - 'quote: clients'
  - 'quote: quotes'
- name: Quote (v2)
  tags:
  - 'quote (v2): application'
  - 'quote (v2): binders'
  - 'quote (v2): checkout'
  - 'quote (v2): cios'
  - 'quote (v2): coverages'
  - 'quote (v2): quote-policies'
  - 'quote (v2): quotes'
  - 'quote (v2): tasks'
  - quote_ai (v2)
- name: Reports
  tags:
  - reports
- name: Reward
  tags:
  - reward
- name: Risk manager
  tags:
  - risk_manager
- name: Sanity check AI
  tags:
  - sanity_check_ai
- name: Storefront (v2)
  tags:
  - storefront (v2)
- name: Stripe
  tags:
  - stripe
- name: Suggestion AI
  tags:
  - suggestion_ai
- name: Treasury (v2)
  tags:
  - treasury (v2)
- name: User
  tags:
  - user
  - 'user: default-access-role'