Ordway Customers API

openapi: 3.0.3
info:
  title: Ordway REST Billing Runs Customers API
  description: RESTful API for bidirectional integration with the Ordway billing and revenue automation platform. Enables managing customers, subscriptions, invoices, payments, usage data, and revenue recognition schedules. Supports usage-based billing, ASC 606 compliant revenue recognition, accounts receivable automation, and SaaS metrics reporting.
  version: v1
  contact:
    name: Ordway Support
    url: https://support.ordwaylabs.com
  termsOfService: https://ordwaylabs.com/
servers:
- url: https://api.ordwaylabs.com/api/v1
  description: Production
- url: https://staging.ordwaylabs.com/api/v1
  description: Staging
security:
- ApiKeyAuth: []
  UserTokenAuth: []
  UserEmailAuth: []
  CompanyAuth: []
tags:
- name: Customers
  description: Manage billing customers and their contacts, notes, and payment methods
paths:
  /customers:
    get:
      summary: List customers
      operationId: listCustomers
      tags:
      - Customers
      parameters:
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/size'
      - $ref: '#/components/parameters/sort'
      responses:
        '200':
          description: List of customers
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      summary: Create a customer
      operationId: createCustomer
      tags:
      - Customers
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CustomerInput'
      responses:
        '201':
          description: Customer created
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/UnprocessableEntity'
  /customers/{id}:
    get:
      summary: Retrieve a customer
      operationId: getCustomer
      tags:
      - Customers
      parameters:
      - $ref: '#/components/parameters/id'
      responses:
        '200':
          description: Customer details
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '404':
          $ref: '#/components/responses/NotFound'
    put:
      summary: Update a customer
      operationId: updateCustomer
      tags:
      - Customers
      parameters:
      - $ref: '#/components/parameters/id'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CustomerInput'
      responses:
        '200':
          description: Customer updated
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Customer'
        '404':
          $ref: '#/components/responses/NotFound'
    delete:
      summary: Delete a customer
      operationId: deleteCustomer
      tags:
      - Customers
      parameters:
      - $ref: '#/components/parameters/id'
      responses:
        '204':
          description: Customer deleted
        '404':
          $ref: '#/components/responses/NotFound'
  /customers/{id}/contacts:
    get:
      summary: List contacts for a customer
      operationId: listCustomerContacts
      tags:
      - Customers
      parameters:
      - $ref: '#/components/parameters/id'
      responses:
        '200':
          description: List of contacts
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Contact'
        '404':
          $ref: '#/components/responses/NotFound'
  /customers/{id}/customer_notes:
    get:
      summary: List notes for a customer
      operationId: listCustomerNotes
      tags:
      - Customers
      parameters:
      - $ref: '#/components/parameters/id'
      responses:
        '200':
          description: List of customer notes
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CustomerNote'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  parameters:
    id:
      name: id
      in: path
      required: true
      description: Resource identifier
      schema:
        type: string
    size:
      name: size
      in: query
      description: Number of records per page
      schema:
        type: integer
        minimum: 1
        maximum: 500
        default: 50
    page:
      name: page
      in: query
      description: Page number for pagination (1-based)
      schema:
        type: integer
        minimum: 1
        default: 1
    sort:
      name: sort
      in: query
      description: Comma-separated list of fields to sort by (prefix with - for descending)
      schema:
        type: string
  schemas:
    CustomerNote:
      type: object
      required:
      - company_id
      - customer_note_id
      - title
      properties:
        company_id:
          type: string
        customer_note_id:
          type: string
        title:
          type: string
        description:
          type: string
          nullable: true
        file_upload_file_name:
          type: string
          nullable: true
        file_upload_content_type:
          type: string
          nullable: true
        file_upload_file_size:
          type: integer
          nullable: true
        created_at:
          type: string
          format: date-time
          nullable: true
        updated_at:
          type: string
          format: date-time
          nullable: true
    Customer:
      type: object
      required:
      - company_id
      - customer_id
      properties:
        company_id:
          type: string
        customer_id:
          type: string
        name:
          type: string
          nullable: true
        description:
          type: string
          nullable: true
        parent_customer:
          type: string
          nullable: true
        website:
          type: string
          nullable: true
        payment_terms:
          type: string
          nullable: true
        billing_cycle_day:
          type: string
          nullable: true
        billing_contact_id:
          type: string
          nullable: true
        shipping_contact_id:
          type: string
          nullable: true
        status:
          type: string
          nullable: true
        billing_batch:
          type: string
          nullable: true
        tax_exempt:
          type: boolean
          nullable: true
        balance:
          type: number
          nullable: true
        auto_pay:
          type: boolean
          nullable: true
        currency:
          type: string
          nullable: true
        price_book_id:
          type: string
          nullable: true
        cmrr:
          type: number
          nullable: true
        discounted_cmrr:
          type: number
          nullable: true
        carr:
          type: number
          nullable: true
        discounted_carr:
          type: number
          nullable: true
        delivery_preferences:
          type: object
          nullable: true
          properties:
            print:
              type: boolean
            email:
              type: boolean
        payment_gateway_id:
          type: string
          nullable: true
        gateway_name:
          type: string
          nullable: true
        last_invoiced_at:
          type: string
          format: date-time
          nullable: true
        billing_contact_email:
          type: string
          nullable: true
        shipping_contact_email:
          type: string
          nullable: true
        account_number:
          type: string
          nullable: true
        portal_status:
          type: string
          nullable: true
        integration_status:
          type: string
          nullable: true
        custom_fields:
          type: object
          nullable: true
          additionalProperties: true
        created_by:
          type: string
          nullable: true
        updated_by:
          type: string
          nullable: true
        created_date:
          type: string
          format: date-time
          nullable: true
        updated_date:
          type: string
          format: date-time
          nullable: true
    Error:
      type: object
      properties:
        error:
          type: string
        errors:
          type: object
          additionalProperties: true
    CustomerInput:
      type: object
      properties:
        name:
          type: string
        description:
          type: string
        parent_customer:
          type: string
        website:
          type: string
        payment_terms:
          type: string
        billing_cycle_day:
          type: string
        billing_contact_id:
          type: string
        shipping_contact_id:
          type: string
        status:
          type: string
        tax_exempt:
          type: boolean
        auto_pay:
          type: boolean
        currency:
          type: string
        custom_fields:
          type: object
          additionalProperties: true
    Contact:
      type: object
      required:
      - company_id
      - contact_id
      - customer_id
      properties:
        contact_id:
          type: string
        company_id:
          type: string
        customer_id:
          type: string
        display_name:
          type: string
          nullable: true
        first_name:
          type: string
          nullable: true
        last_name:
          type: string
          nullable: true
        email:
          type: string
          nullable: true
        phone:
          type: string
          nullable: true
        mobile:
          type: string
          nullable: true
        job_title:
          type: string
          nullable: true
        department:
          type: string
          nullable: true
        notes:
          type: string
          nullable: true
        address1:
          type: string
          nullable: true
        address2:
          type: string
          nullable: true
        city:
          type: string
          nullable: true
        state:
          type: string
          nullable: true
        zip:
          type: string
          nullable: true
        country:
          type: string
          nullable: true
        custom_fields:
          type: object
          nullable: true
          additionalProperties: true
        created_by:
          type: string
        updated_by:
          type: string
        created_date:
          type: string
          format: date-time
          nullable: true
        updated_date:
          type: string
          format: date-time
          nullable: true
  responses:
    NotFound:
      description: Resource not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Unauthorized:
      description: Authentication credentials missing or invalid
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    UnprocessableEntity:
      description: Validation error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: X-API-KEY
      description: Ordway API key
    UserTokenAuth:
      type: apiKey
      in: header
      name: X-User-Token
      description: Ordway user authentication token
    UserEmailAuth:
      type: apiKey
      in: header
      name: X-User-Email
      description: Ordway user email address
    CompanyAuth:
      type: apiKey
      in: header
      name: X-User-Company
      description: Ordway company identifier
externalDocs:
  description: Ordway API Documentation
  url: https://ordwaylabs.stoplight.io/docs/ordway/ZG9jOjQ4OTgxNg-overview