Orion Advisor Solutions

Orion Advisor Solutions Billing/Accounts API

The Billing/Accounts API from Orion Advisor Solutions — 21 operation(s) for billing/accounts.

GitHub OpenAPI

Operations 21

GET /v1/Billing/Accounts Billing accounts get all #
GET /v1/Billing/Accounts/{key} Gets the bill account that has the provided key. #
PUT /v1/Billing/Accounts/{key}/CreditCardNumber Return Credit Card Number #
GET /v1/Billing/Accounts/{key}/DefaultPercentsForGeneralAccount Gets Percent for Account #
GET /v1/Billing/Accounts/{key}/RecurringAdjustments Returns accounts with recurring adjustments #
GET /v1/Billing/Accounts/{key}/Tickers/Simple Generate Tickers associated with account #
GET /v1/Billing/Accounts/AccountSearch Search Billing Accounts #
GET /v1/Billing/Accounts/AccountSearch/{search} Search Billing Accounts #
POST /v1/Billing/Accounts/CheckPayforAccounts check bill account paymethid indirect can't add payfor accounts #
GET /v1/Billing/Accounts/GetAllPaidbyBillAccounts Return all acount ids paying for someone #
GET /v1/Billing/Accounts/GetCounts Billing accounts get counts #
GET /v1/Billing/Accounts/Grid Billing accounts get async #
GET /v1/Billing/Accounts/Grid/New Billing accounts get all new async #
GET /v1/Billing/Accounts/HouseholdRecurringAdjustments Returns recurring adjustments for household #
POST /v1/Billing/Accounts/ImportFileFilter Takes an xlsx or csv file as multipart content. #
POST /v1/Billing/Accounts/List Gets a list of bill accounts that match one of the keys in the provided list #
POST /v1/Billing/Accounts/List/AccountIds Gets a list of Bill Account Grid objects by AccountIds #
POST /v1/Billing/Accounts/List/Id Gets a list of bill accounts that match one of the keys in the provided list #
GET /v1/Billing/Accounts/RecurringAdjustments Returns recurring adjustments #
GET /v1/Billing/Accounts/SimpleBillAccounts Get a list of simple bill accounts that the logged in user has access to see. #
GET /v1/Billing/Accounts/Summary Gets the bill account summaries #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-accounts-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-billing-accounts-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Accounts API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-accounts-api-openapi.yml