Orion Advisor Solutions

Orion Advisor Solutions Billing/Instances API

The Billing/Instances API from Orion Advisor Solutions — 33 operation(s) for billing/instances.

GitHub OpenAPI
Business capability
Accounts Receivable Management BC-200.30

Operations 34

GET /v1/Billing/Instances Get a list of bill instances that the logged in user has access to see. #
POST /v1/Billing/Instances/{id}/Action/BillDataFiles Billing instance action create bill data files async #
POST /v1/Billing/Instances/{id}/Action/Complete Billing instance force complete async #
POST /v1/Billing/Instances/{id}/Action/Invalidate Billing instance invalidate async #
POST /v1/Billing/Instances/{id}/Action/ResetFeeFile This operation will provide entity payout payments. #
GET /v1/Billing/Instances/{key} Gets the bill instance that has the provided key. #
PUT /v1/Billing/Instances/{key} Update bill instance provided in the key #
PUT /v1/Billing/Instances/{key}/Action/Generate Billing instance action generate async #
PUT /v1/Billing/Instances/{key}/Action/Generate/Automate Billing instance action generate automate async #
PUT /v1/Billing/Instances/{key}/Action/Generate/Cancel Cancel a running Bill Generation Job #
GET /v1/Billing/Instances/{key}/BillingEngine/Status Get Step Functions execution status for a bill instance started via the new… #
PUT /v1/Billing/Instances/{key}/RecalcPayees Billing instance recalc payees async #
GET /v1/Billing/Instances/{key}/Simple Gets the simple bill instances that has the provided key. #
GET /v1/Billing/Instances/ABCompare/{instanceId} Returns a zip file containting the compare results from the AB Compare… #
POST /v1/Billing/Instances/Action/CompareBills Billing instance compare bills async #
PUT /v1/Billing/Instances/Action/Delete Billing instance action delete async #
POST /v1/Billing/Instances/Action/FeeFiles Creates fee files as db blobs based on bill instance ids and, optionally, a… #
POST /v1/Billing/Instances/Action/FeeFiles/Create Creates fee files for bill instances in Complete status or completed bill… #
POST /v1/Billing/Instances/Action/FeeFiles/DateRange Creates fee files for completed bill instances within the provided date range #
GET /v1/Billing/Instances/CanDelete Returns whether new bill instance deletes may be started: false when any… #
GET /v1/Billing/Instances/CheckExportBillInstanceIds Billing instance check export bill instance ids #
POST /v1/Billing/Instances/Client/{id}/Action/Invalidate Billing instance client invalidate #
GET /v1/Billing/Instances/Client/{id}/List Get a list of billInstanceClients by a single clientId #
POST /v1/Billing/Instances/Client/Action/InvalidateMultiple Billing instance client invalidate async #
GET /v1/Billing/Instances/EclipseExport Billing instance export orion billing to file async #
POST /v1/Billing/Instances/GenerateCashFunding Billing instance generate cash funding async #
POST /v1/Billing/Instances/List Gets a list of bill assets that match one of the keys in the provided list #
POST /v1/Billing/Instances/List/Id Gets a list of bill assets that match one of the keys in the provided list #
POST /v1/Billing/Instances/New Gets the bill instance that has the provided key. #
GET /v1/Billing/Instances/Search Billing instance get search async #
GET /v1/Billing/Instances/Search/{search} Billing instance get V1 billing instances search by search #
GET /v1/Billing/Instances/Simple Gets a simple list of bill instances that the logged in user has access to. #
POST /v1/Billing/Instances/Simple/List Gets a simple list of bill instances that match one of the keys in the provided… #
POST /v1/Billing/Instances/Simple/List/Id Gets a simple list of bill instances that match one of the keys in the provided… #

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-instances-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-instances-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Instances 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-instances-api-openapi.yml