Orion Advisor Solutions

Orion Advisor Solutions Billing/Posted Payments API

The Billing/PostedPayments API from Orion Advisor Solutions — 7 operation(s) for billing/postedpayments.

GitHub OpenAPI
Business capability
Accounts Receivable Management BC-200.30

Operations 7

GET /v1/Billing/PostedPayments Get a list of posted payments. Note: At least one filter is required #
PUT /v1/Billing/PostedPayments/{billPaymentId}/Action/Undo Undo posted payments #
PUT /v1/Billing/PostedPayments/Action/Delete Posted payments posted payments batch delete #
PUT /v1/Billing/PostedPayments/Action/Reverse Reverse selected postedpayment ids #
PUT /v1/Billing/PostedPayments/Action/UndoMultiple Undo posted payments for multiple bill payments in a single request #
GET /v1/Billing/PostedPayments/reports Get List of posted payments: returns only items with billPaymentIds #
GET /v1/Billing/PostedPayments/reportsByBatch/{batchId} Get List of posted payments by batch number: returns only items with… #

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-postedpayments-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-postedpayments-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Posted Payments API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/PostedPayments
paths:
  /v1/Billing/PostedPayments:
    get:
      tags:
      - Billing/PostedPayments
      summary: 'Get a list of posted payments. Note: At least one filter is required'
      operationId: PostedPayments_GetPostedPayments
      parameters:
      - name: ct
        in: header
        required: true
      - name: paymentDate
        in: query
        description: Optional. Date the payment occurred.
        required: false
        schema:
          type: string
          format: date-time
      - name: accountId
        in: query
        description: Optional. Account ID
        required: false
        schema:
          type: integer
          format: int32
      - name: clientId
        in: query
        description: Optional. Client/Household ID
        required: false
        schema:
          type: integer
          format: int32
      - name: batchNumber
        in: query
        description: Optional. Batch number used when payments were created.
        required: false
        schema:
          type: string
      responses:
        '200':
          description: A list of bill account item adjustments. Returns only items with bill payment IDs.
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
        '400':
          description: "Validation error:\n            Please provide a filter to view posted payments"
      security:
      - Authorization: []
  /v1/Billing/PostedPayments/{billPaymentId}/Action/Undo:
    put:
      tags:
      - Billing/PostedPayments
      summary: Undo posted payments
      operationId: PostedPayments_UndoPostedPaymentsAsync
      parameters:
      - name: billPaymentId
        in: path
        description: ID of bill payment associated with the payments
        required: true
        schema:
          type: integer
          format: int32
      - name: cancellationToken
        in: header
        description: Optional. A cancellation token
        required: true
      responses:
        '200':
          description: IDs of payments that were undone
          content:
            text/plain:
              schema:
                type: boolean
            application/json:
              schema:
                type: boolean
            text/json:
              schema:
                type: boolean
            application/xml:
              schema:
                type: boolean
            text/xml:
              schema:
                type: boolean
            multipart/form-data:
              schema:
                type: boolean
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: integer
                format: int32
              type: array
          multipart/form-data:
            schema:
              items:
                type: integer
                format: int32
              type: array
        description: IDs of bill account item adjstments (payments) to delete
        required: true
  /v1/Billing/PostedPayments/Action/Delete:
    put:
      tags:
      - Billing/PostedPayments
      operationId: PostedPayments_PostedPaymentsBatchDelete
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            application/json:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            text/json:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            application/xml:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            text/xml:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
            multipart/form-data:
              schema:
                items:
                  type: integer
                  format: int32
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/json:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          text/xml:
            schema:
              items:
                type: integer
                format: int32
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                type: integer
                format: int32
              type: array
          multipart/form-data:
            schema:
              items:
                type: integer
                format: int32
              type: array
        required: true
      summary: Posted payments posted payments batch delete
      x-summary-source: derived
  /v1/Billing/PostedPayments/Action/Reverse:
    put:
      tags:
      - Billing/PostedPayments
      summary: Reverse selected postedpayment ids
      operationId: PostedPayments_ReversePostedPayments
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
                xml:
                  name: PostedPaymentDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
              xml:
                name: PostedPaymentDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
              xml:
                name: PostedPaymentDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
              xml:
                name: PostedPaymentDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
              xml:
                name: PostedPaymentDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentDto'
              xml:
                name: PostedPaymentDto
                wrapped: true
              type: array
        description: payments to reverse with amounts
        required: true
  /v1/Billing/PostedPayments/Action/UndoMultiple:
    put:
      tags:
      - Billing/PostedPayments
      summary: Undo posted payments for multiple bill payments in a single request
      operationId: PostedPayments_UndoPostedPaymentsBatchAsync
      parameters:
      - name: cancellationToken
        in: header
        description: Optional cancellation token
        required: true
      responses:
        '200':
          description: IDs of payments that were undone
          content:
            text/plain:
              schema:
                type: boolean
            application/json:
              schema:
                type: boolean
            text/json:
              schema:
                type: boolean
            application/xml:
              schema:
                type: boolean
            text/xml:
              schema:
                type: boolean
            multipart/form-data:
              schema:
                type: boolean
      security:
      - Authorization: []
      requestBody:
        content:
          text/plain:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.UndoPostedPaymentRequestDto'
              xml:
                name: UndoPostedPaymentRequestDto
                wrapped: true
              type: array
          application/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.UndoPostedPaymentRequestDto'
              xml:
                name: UndoPostedPaymentRequestDto
                wrapped: true
              type: array
          text/json:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.UndoPostedPaymentRequestDto'
              xml:
                name: UndoPostedPaymentRequestDto
                wrapped: true
              type: array
          application/x-www-form-urlencoded:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.UndoPostedPaymentRequestDto'
              xml:
                name: UndoPostedPaymentRequestDto
                wrapped: true
              type: array
          multipart/form-data:
            schema:
              items:
                $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.UndoPostedPaymentRequestDto'
              xml:
                name: UndoPostedPaymentRequestDto
                wrapped: true
              type: array
        description: List of billPaymentIds with their corresponding adjustment ids.
        required: true
  /v1/Billing/PostedPayments/reports:
    get:
      tags:
      - Billing/PostedPayments
      summary: 'Get List of posted payments: returns only items with billPaymentIds'
      description: 'Sample Request

        GET v1/Billing/PostedPayments/reports?startDate=01/01/2024&endDate=02/01/2024'
      operationId: PostedPayments_ConsolidationPostedPayments
      parameters:
      - name: startDate
        in: query
        description: Start Date to filter from
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: End Date to filter to
        required: false
        schema:
          type: string
          format: date-time
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
      security:
      - Authorization: []
  /v1/Billing/PostedPayments/reportsByBatch/{batchId}:
    get:
      tags:
      - Billing/PostedPayments
      summary: 'Get List of posted payments by batch number: returns only items with…'
      description: 'Sample Request

        GET v1/Billing/PostedPayments/reports/19'
      operationId: PostedPayments_ConsolidationPostedPaymentsByBatchAsync
      parameters:
      - name: ct
        in: header
        required: true
      - name: batchId
        in: path
        required: true
        schema:
          type: integer
          format: int32
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.PostedPaymentReportDTO'
                xml:
                  name: PostedPaymentReportDTO
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.UndoPostedPaymentRequestDto:
      properties:
        billPaymentId:
          type: integer
          format: int32
        ids:
          items:
            type: integer
            format: int32
          type: array
      xml:
        name: UndoPostedPaymentRequestDto
      type: object
    OAS.WebApi.DTO.Billing.PostedPaymentDto:
      properties:
        id:
          type: integer
          format: int32
        clientId:
          type: integer
          format: int32
        billInstanceId:
          type: integer
          format: int32
        billId:
          type: integer
          format: int32
        accountId:
          type: integer
          format: int32
        active:
          type: boolean
        accountNumber:
          type: string
        accountName:
          type: string
        previousBalance:
          type: number
          format: double
        currentBalance:
          type: number
          format: double
        changeAmt:
          type: number
          format: double
        adjustmentType:
          type: string
        editedDate:
          type: string
          format: date-time
        editedBy:
          type: string
        createdDate:
          type: string
          format: date-time
        createdBy:
          type: string
        dateOccured:
          type: string
          format: date-time
        batchNumber:
          type: string
        originalDateOccured:
          type: string
          format: date-time
        billPaymentId:
          type: integer
          format: int32
        originalAmount:
          type: number
          format: double
      xml:
        name: PostedPaymentDto
      type: object
    OAS.WebApi.DTO.Billing.PostedPaymentReportDTO:
      properties:
        batchNumber:
          type: string
        postedDate:
          type: string
          format: date-time
        accountNumber:
          type: string
        active:
          type: boolean
        paymentCreatedDate:
          type: string
          format: date-time
        paymentCreatedBy:
          type: string
        amount:
          type: number
          format: double
        clientName:
          type: string
      xml:
        name: PostedPaymentReportDTO
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header