Orion Advisor Solutions

Orion Advisor Solutions Billing/Receiveable Summary API

The Billing/ReceiveableSummary API from Orion Advisor Solutions — 1 operation(s) for billing/receiveablesummary.

Documentation GitHub OpenAPI

Business capability

Accounts Receivable Management BC-200.30

Operations 1

GET /v1/Billing/ReceiveableSummary Get a summary list of recievables #

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OpenAPI Specification

openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Receiveable Summary API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:
- name: Billing/ReceiveableSummary
paths:
  /v1/Billing/ReceiveableSummary:
    get:
      tags:
      - Billing/ReceiveableSummary
      summary: Get a summary list of recievables
      operationId: Billing_GetRecievablesAsync
      parameters:
      - name: cancellationToken
        in: header
        required: true
      - name: startDate
        in: query
        description: Optional. Default is null which does not filter.  If date is entered receivables are filtered for created on or after this date.
        required: false
        schema:
          type: string
          format: date-time
      - name: endDate
        in: query
        description: Optional. Default is null which does not filter.  If date is entered receivables are filtered for created on or before this date.
        required: false
        schema:
          type: string
          format: date-time
      - name: forecastBillOnly
        in: query
        description: Optional. Default is null which does not filter.
        required: false
        schema:
          type: boolean
          default: false
      responses:
        '200':
          description: OK
          content:
            text/plain:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.ReceiveableSummaryDto'
                xml:
                  name: ReceiveableSummaryDto
                  wrapped: true
                type: array
            application/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.ReceiveableSummaryDto'
                xml:
                  name: ReceiveableSummaryDto
                  wrapped: true
                type: array
            text/json:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.ReceiveableSummaryDto'
                xml:
                  name: ReceiveableSummaryDto
                  wrapped: true
                type: array
            application/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.ReceiveableSummaryDto'
                xml:
                  name: ReceiveableSummaryDto
                  wrapped: true
                type: array
            text/xml:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.ReceiveableSummaryDto'
                xml:
                  name: ReceiveableSummaryDto
                  wrapped: true
                type: array
            multipart/form-data:
              schema:
                items:
                  $ref: '#/components/schemas/OAS.WebApi.DTO.Billing.ReceiveableSummaryDto'
                xml:
                  name: ReceiveableSummaryDto
                  wrapped: true
                type: array
      security:
      - Authorization: []
components:
  schemas:
    OAS.WebApi.DTO.Billing.ReceiveableSummaryDto:
      properties:
        accountId:
          type: integer
          format: int32
        registrationName:
          type: string
        registrationId:
          type: integer
          format: int32
        fundFamily:
          type: string
        productName:
          type: string
        moneyMarketBalance:
          type: number
          format: double
        balanceDue:
          type: number
          format: double
        difference:
          type: number
          format: double
        payMethod:
          type: string
        clientId:
          type: integer
          format: int32
        clientLastName:
          type: string
        clientName:
          type: string
        accountType:
          type: string
        accountNumber:
          type: string
        managementStyle:
          type: string
        accountIsActive:
          type: boolean
        representativeName:
          type: string
        feeReqSrc:
          type: string
          enum:
          - Invalid
          - HighValueFund
          - CashAccount
          - ProRata
        instanceType:
          type: string
      xml:
        name: ReceiveableSummaryDto
      type: object
  securitySchemes:
    Authorization:
      type: apiKey
      description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"'
      name: Authorization
      in: header