Orion Advisor Solutions

Orion Advisor Solutions Billing/Post Payments API

The Billing/PostPayments API from Orion Advisor Solutions — 15 operation(s) for billing/postpayments.

GitHub OpenAPI
Business capability
Accounts Receivable Management BC-200.30

Operations 16

GET /v1/Billing/PostPayments Get list of payments so that they can be unposted #
POST /v1/Billing/PostPayments Generate post payments for billing #
GET /v1/Billing/PostPayments/accounts Get all bill payments for accounts #
GET /v1/Billing/PostPayments/BillInstance/{key} Get all bill payments by bill instance id #
GET /v1/Billing/PostPayments/BillPayments Get list of unpaid bills #
GET /v1/Billing/PostPayments/CustodianAndDate Get Post Payments #
GET /v1/Billing/PostPayments/FFandDate Get list of unpaid bills by client #
GET /v1/Billing/PostPayments/FFandDate/Grid Get list of unpaid bills by client #
GET /v1/Billing/PostPayments/HHAndDate Get list of unpaid bills by client #
POST /v1/Billing/PostPayments/ImportAndDate Takes an xlsx, xls, or csv file as multipart content. #
GET /v1/Billing/PostPayments/IsPostingPayments Check if there is an existing Post Payments batch in progress #
PUT /v1/Billing/PostPayments/PostPaymentBatch/{key}/Action/Rerun Post payments rerun post payments batch async #
GET /v1/Billing/PostPayments/Status Post payments get batch status async #
POST /v1/Billing/PostPayments/Status/{batchId} Retries processing of a post payment batch #
PUT /v1/Billing/PostPayments/UpdateAmountToPost/{id} Echo without an update. Slickgrid insists, but can we do this another way? #
POST /v1/Billing/PostPayments/WriteOffBills Write off Bills #

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-postpayments-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-postpayments-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Post Payments 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-postpayments-api-openapi.yml