Conga Payment Terms API

Controller for managing payment terms.

Operations 7

GET /payment-terms Retrieve the collection of payment term records
PATCH /payment-terms Update payment term records
POST /payment-terms Create payment term records
PATCH /payment-terms/activate Activate or deactivate a list of payment term records
GET /payment-terms/{id} Get a payment term record
PUT /payment-terms/{id}/default Mark the payment term record as default
PATCH /payment-terms/{paymentTermId}/activate Activate or deactivate a payment term record

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OpenAPI Specification

conga-payment-terms-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Billing Management Payment Terms API
  version: 1.0.0
  description: Controller for managing payment terms.
servers:
- url: https://rls.congacloud.com/api/billing/v1
security:
- Bearer: []
tags:
- name: Payment Terms
  description: Controller for managing payment terms.
paths:
  /payment-terms:
    get:
      tags:
      - Payment Terms
      summary: Retrieve the collection of payment term records
      description: Retrieves the collection of payment term records
      parameters:
      - name: filter
        in: query
        description: Optional filter parameters
        schema:
          type: array
          items:
            type: string
      - name: sort
        in: query
        description: Optional sort parameter
        schema:
          type: string
      - name: page
        in: query
        description: Page number
        schema:
          type: integer
          format: int32
          default: 1
      - name: limit
        in: query
        description: Number of items per page
        schema:
          type: integer
          format: int32
          default: 50
      - name: includes
        in: query
        description: Optional related entities to include
        schema:
          type: array
          items:
            type: string
      - name: fields
        in: query
        description: Optional name of the fields to include
        schema:
          type: array
          items:
            type: string
      - name: filterExpression
        in: query
        description: Optional filter expression
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/PaymentTerm'
              example:
              - Active: true
                IsDefault: true
                IsSystemCreated: false
                Description: This is a example payment term.
                Type: Compute
                StartBasis: Days
                StartValue: 30
                FirstQuarterStartingMonth: January
                OffsetType1: End of the Month
                OffsetValue1: 0
                OffsetType2: Days
                OffsetValue2: 10
                OffsetType3: Start of the Quarter
                OffsetValue3: 0
                Id: PaymentTermIdToUpdate
                Name: Updated Payment Term Name
                CreatedBy: null
                CreatedDate: '0001-01-01T00:00:00'
                ModifiedBy: null
                ModifiedDate: '0001-01-01T00:00:00'
                ExternalId: null
                ETag: null
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/PaymentTerm'
              example:
              - Active: true
                IsDefault: true
                IsSystemCreated: false
                Description: This is a example payment term.
                Type: Compute
                StartBasis: Days
                StartValue: 30
                FirstQuarterStartingMonth: January
                OffsetType1: End of the Month
                OffsetValue1: 0
                OffsetType2: Days
                OffsetValue2: 10
                OffsetType3: Start of the Quarter
                OffsetValue3: 0
                Id: PaymentTermIdToUpdate
                Name: Updated Payment Term Name
                CreatedBy: null
                CreatedDate: '0001-01-01T00:00:00'
                ModifiedBy: null
                ModifiedDate: '0001-01-01T00:00:00'
                ExternalId: null
                ETag: null
            text/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/PaymentTerm'
              example:
              - Active: true
                IsDefault: true
                IsSystemCreated: false
                Description: This is a example payment term.
                Type: Compute
                StartBasis: Days
                StartValue: 30
                FirstQuarterStartingMonth: January
                OffsetType1: End of the Month
                OffsetValue1: 0
                OffsetType2: Days
                OffsetValue2: 10
                OffsetType3: Start of the Quarter
                OffsetValue3: 0
                Id: PaymentTermIdToUpdate
                Name: Updated Payment Term Name
                CreatedBy: null
                CreatedDate: '0001-01-01T00:00:00'
                ModifiedBy: null
                ModifiedDate: '0001-01-01T00:00:00'
                ExternalId: null
                ETag: null
        '204':
          description: No Content
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
    patch:
      tags:
      - Payment Terms
      summary: Update payment term records
      description: Updates multiple payment term records and returns the updated payment term records with IDs.
      requestBody:
        description: The list of payment term records with updated data
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTerm'
            example: "[\n  {\n    \"Active\": true,\n    \"IsDefault\": true,\n    \"IsSystemCreated\": false,\n    \"Description\": \"This is a example payment term.\",\n    \"Type\": \"Compute\",\n    \"StartBasis\": \"Days\",\n    \"StartValue\": 30,\n    \"FirstQuarterStartingMonth\": \"January\",\n    \"OffsetType1\": \"End of the Month\",\n    \"OffsetValue1\": 0,\n    \"OffsetType2\": \"Days\",\n    \"OffsetValue2\": 10,\n    \"OffsetType3\": \"Start of the Quarter\",\n    \"OffsetValue3\": 0,\n    \"Id\": \"PaymentTermIdToUpdate\",\n    \"Name\": \"Updated Payment Term Name\"\n  }\n]"
          text/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTerm'
            example: "[\n  {\n    \"Active\": true,\n    \"IsDefault\": true,\n    \"IsSystemCreated\": false,\n    \"Description\": \"This is a example payment term.\",\n    \"Type\": \"Compute\",\n    \"StartBasis\": \"Days\",\n    \"StartValue\": 30,\n    \"FirstQuarterStartingMonth\": \"January\",\n    \"OffsetType1\": \"End of the Month\",\n    \"OffsetValue1\": 0,\n    \"OffsetType2\": \"Days\",\n    \"OffsetValue2\": 10,\n    \"OffsetType3\": \"Start of the Quarter\",\n    \"OffsetValue3\": 0,\n    \"Id\": \"PaymentTermIdToUpdate\",\n    \"Name\": \"Updated Payment Term Name\"\n  }\n]"
          application/*+json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTerm'
            example: "[\n  {\n    \"Active\": true,\n    \"IsDefault\": true,\n    \"IsSystemCreated\": false,\n    \"Description\": \"This is a example payment term.\",\n    \"Type\": \"Compute\",\n    \"StartBasis\": \"Days\",\n    \"StartValue\": 30,\n    \"FirstQuarterStartingMonth\": \"January\",\n    \"OffsetType1\": \"End of the Month\",\n    \"OffsetValue1\": 0,\n    \"OffsetType2\": \"Days\",\n    \"OffsetValue2\": 10,\n    \"OffsetType3\": \"Start of the Quarter\",\n    \"OffsetValue3\": 0,\n    \"Id\": \"PaymentTermIdToUpdate\",\n    \"Name\": \"Updated Payment Term Name\"\n  }\n]"
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
    post:
      tags:
      - Payment Terms
      summary: Create payment term records
      description: Creates multiple payment term records and returns the created records with their IDs.
      requestBody:
        description: The list of payment term records
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTerm'
            example: "[\n  {\n    \"Active\": true,\n    \"IsDefault\": true,\n    \"IsSystemCreated\": false,\n    \"Description\": \"This is a example payment term.\",\n    \"Type\": \"Compute\",\n    \"StartBasis\": \"Days\",\n    \"StartValue\": 30,\n    \"FirstQuarterStartingMonth\": \"January\",\n    \"OffsetType1\": \"End of the Month\",\n    \"OffsetValue1\": 0,\n    \"OffsetType2\": \"Days\",\n    \"OffsetValue2\": 10,\n    \"OffsetType3\": \"Start of the Quarter\",\n    \"OffsetValue3\": 0,\n    \"Name\": \"Payment Term Name\"\n  }\n]"
          text/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTerm'
            example: "[\n  {\n    \"Active\": true,\n    \"IsDefault\": true,\n    \"IsSystemCreated\": false,\n    \"Description\": \"This is a example payment term.\",\n    \"Type\": \"Compute\",\n    \"StartBasis\": \"Days\",\n    \"StartValue\": 30,\n    \"FirstQuarterStartingMonth\": \"January\",\n    \"OffsetType1\": \"End of the Month\",\n    \"OffsetValue1\": 0,\n    \"OffsetType2\": \"Days\",\n    \"OffsetValue2\": 10,\n    \"OffsetType3\": \"Start of the Quarter\",\n    \"OffsetValue3\": 0,\n    \"Name\": \"Payment Term Name\"\n  }\n]"
          application/*+json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTerm'
            example: "[\n  {\n    \"Active\": true,\n    \"IsDefault\": true,\n    \"IsSystemCreated\": false,\n    \"Description\": \"This is a example payment term.\",\n    \"Type\": \"Compute\",\n    \"StartBasis\": \"Days\",\n    \"StartValue\": 30,\n    \"FirstQuarterStartingMonth\": \"January\",\n    \"OffsetType1\": \"End of the Month\",\n    \"OffsetValue1\": 0,\n    \"OffsetType2\": \"Days\",\n    \"OffsetValue2\": 10,\n    \"OffsetType3\": \"Start of the Quarter\",\n    \"OffsetValue3\": 0,\n    \"Name\": \"Payment Term Name\"\n  }\n]"
      responses:
        '201':
          description: Created
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '500':
          description: Internal Server Error
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
  /payment-terms/activate:
    patch:
      tags:
      - Payment Terms
      summary: Activate or deactivate a list of payment term records
      description: Toggles the Active flag for the ID's passed for payment term records.
      requestBody:
        description: Contains the list of payment term id and true/false to activate or deactivate the payment term.
        content:
          application/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTermToggleActiveRequest'
          text/json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTermToggleActiveRequest'
          application/*+json:
            schema:
              type: array
              items:
                $ref: '#/components/schemas/PaymentTermToggleActiveRequest'
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '207':
          description: Multi-Status
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
  /payment-terms/{id}:
    get:
      tags:
      - Payment Terms
      summary: Get a payment term record
      description: Retrieves a single payment term record by its identifier.
      parameters:
      - name: id
        in: path
        description: The identifier of the payment term
        required: true
        schema:
          type: string
      - name: includes
        in: query
        description: Optional related entities to include
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/PaymentTerm'
            application/json:
              schema:
                $ref: '#/components/schemas/PaymentTerm'
            text/json:
              schema:
                $ref: '#/components/schemas/PaymentTerm'
        '404':
          description: Not Found
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/ErrorApiResponse'
  /payment-terms/{id}/default:
    put:
      tags:
      - Payment Terms
      summary: Mark the payment term record as default
      description: Marks the passed ID of the payment term record as org default. There can be only one default payment term record.
      parameters:
      - name: id
        in: path
        description: payment term id
        required: true
        schema:
          type: string
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
  /payment-terms/{paymentTermId}/activate:
    patch:
      tags:
      - Payment Terms
      summary: Activate or deactivate a payment term record
      description: Toggles the Active flag for the ID passed for a payment term record.
      parameters:
      - name: paymentTermId
        in: path
        description: Payment term id
        required: true
        schema:
          type: string
      - name: active
        in: query
        description: Active flag value
        schema:
          type: boolean
          default: true
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
        '400':
          description: Bad Request
          content:
            text/plain:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            application/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
            text/json:
              schema:
                $ref: '#/components/schemas/BaseResponseBatchResponse'
components:
  schemas:
    ErrorApiResponse:
      type: object
      properties:
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ApiError'
      additionalProperties: false
    ApiError:
      type: object
      properties:
        Source:
          type:
          - string
          - 'null'
        Title:
          type:
          - string
          - 'null'
        Detail: {}
        Help:
          type:
          - string
          - 'null'
      additionalProperties: false
    PaymentTermToggleActiveRequest:
      type: object
      properties:
        Active:
          type: boolean
          description: The flag contains whether the transaction has been successful or failed
        Id:
          type:
          - string
          - 'null'
          description: The unique identifier of the payment term
      additionalProperties: false
      description: 'Represents a request to toggle the active flag for a payment term.

        Contains the payment term identifier and the active status.'
    PaymentTerm:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
        CreatedBy:
          $ref: '#/components/schemas/LookupObject'
        CreatedDate:
          type: string
          format: date-time
        ModifiedBy:
          $ref: '#/components/schemas/LookupObject'
        ModifiedDate:
          type: string
          format: date-time
        ExternalId:
          type:
          - string
          - 'null'
        ETag:
          type:
          - string
          - 'null'
        Active:
          type:
          - boolean
          - 'null'
        IsDefault:
          type:
          - boolean
          - 'null'
        IsSystemCreated:
          type:
          - boolean
          - 'null'
        Description:
          type:
          - string
          - 'null'
        Type:
          type:
          - string
          - 'null'
        StartBasis:
          type:
          - string
          - 'null'
        StartValue:
          type:
          - integer
          - 'null'
          format: int32
        FirstQuarterStartingMonth:
          type:
          - string
          - 'null'
        OffsetType1:
          type:
          - string
          - 'null'
        OffsetValue1:
          type:
          - integer
          - 'null'
          format: int32
        OffsetType2:
          type:
          - string
          - 'null'
        OffsetValue2:
          type:
          - integer
          - 'null'
          format: int32
        OffsetType3:
          type:
          - string
          - 'null'
        OffsetValue3:
          type:
          - integer
          - 'null'
          format: int32
      additionalProperties: {}
    BaseResponse:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        RecordIndex:
          type: integer
          format: int32
        IsSuccess:
          type: boolean
        Errors:
          type:
          - array
          - 'null'
          items:
            type: string
        ErrorMessage:
          type:
          - string
          - 'null'
          deprecated: true
      additionalProperties: false
    BaseResponseBatchResponse:
      type: object
      properties:
        Summary:
          type:
          - string
          - 'null'
        Results:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/BaseResponse'
      additionalProperties: false
    LookupObject:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
        Name:
          type:
          - string
          - 'null'
      additionalProperties: false
  securitySchemes:
    Bearer:
      type: apiKey
      description: Please insert JWT with Bearer into field
      name: Authorization
      in: header