Orion Advisor Solutions

Orion Advisor Solutions Billing/Bill Generator API

The Billing/BillGenerator API from Orion Advisor Solutions — 22 operation(s) for billing/billgenerator.

GitHub OpenAPI
Business capability
Accounts Receivable Management BC-200.30

Operations 23

POST /v1/Billing/BillGenerator/Action/Instance Create bill instance and client instances #
POST /v1/Billing/BillGenerator/Action/Recalc Create bill instance and client instances #
POST /v1/Billing/BillGenerator/Action/RecalcPayables Bill generator recalculate payables async #
POST /v1/Billing/BillGenerator/Action/RecalcPayees Bill generator recalc payees async #
POST /v1/Billing/BillGenerator/Action/RecalcRepSplit recalculate payables by spliting rep bill by percentage setup thru history #
PUT /v1/Billing/BillGenerator/BillAccountItem Bill generator update bill account dto item async #
GET /v1/Billing/BillGenerator/BillAccountItems Bill generator get bill account item async #
GET /v1/Billing/BillGenerator/BillAccountItems/BillAccountAdj/{key} Retrieves bill account item adjustments by BillAccountItem key #
PUT /v1/Billing/BillGenerator/BillAccountItems/BillAccountAdj/edit/{billAccountItemId} This operation will add/update/delete Bill Account Adjustments. #
GET /v1/Billing/BillGenerator/BillAccountItems/PayableItems/{key} Retrieves PayableItems by BillAccountItem key #
GET /v1/Billing/BillGenerator/BillAccountItems/PayableItems/PayableItemAdjustment/{key} Retrieves Payable Item adjustments by Payable Item key #
PUT /v1/Billing/BillGenerator/BillAccountItems/PayableItems/PayableItemAdjustment/edit/{payableId} This operation will add/update/delete payable adjustments. #
GET /v1/Billing/BillGenerator/BillItems Bill generator get bills async #
GET /v1/Billing/BillGenerator/BillItemsOptimize Call the v1/Billing/BillGenerator/BillItems endpoint instead #
GET /v1/Billing/BillGenerator/BillPeriodDetail Get bill period detail #
GET /v1/Billing/BillGenerator/BillTimeFrames Bill generator billing timeframes #
POST /v1/Billing/BillGenerator/getCashflows Get cash-flow detail #
GET /v1/Billing/BillGenerator/Instance/{key}/ClientList Return list of client instances #
GET /v1/Billing/BillGenerator/Instance/{key}/ClientList/Grid Return list of client instances #
POST /v1/Billing/BillGenerator/Instance/{key}/ClientList/Grid Get Bill Instance Clients by client Ids #
GET /v1/Billing/BillGenerator/Overview Bill generator overview #
POST /v1/Billing/BillGenerator/Simple/Bill/Ids Bill generator get bill ids list #
GET /v1/Billing/BillGenerator/Summary Get summary for bill generator #

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-billgenerator-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-billgenerator-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Bill Generator 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-billgenerator-api-openapi.yml