Rocket Matter

Rocket Matter Recurring Billing API

The RecurringBilling API from Rocket Matter — 6 operation(s) for recurringbilling.

GitHub OpenAPI
Business capability
Accounts Receivable Management BC-200.30

Operations 6

POST /RecurringBilling.svc/json/cancelPaymentPlan Cancel payment plan #
POST /RecurringBilling.svc/json/updatePaymentPlanChargeToken Update payment plan charge token #
POST /RecurringBilling.svc/json/getMatterPaymentPlan Get matter payment plan #
POST /RecurringBilling.svc/json/CommitPlan Commit plan #
POST /RecurringBilling.svc/json/GeneratePaymentPlan Generate payment plan #
POST /RecurringBilling.svc/json/UpdatePlanNotification Update plan notification #

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/rocket-matter/refs/heads/main/openapi/rocket-matter-recurringbilling-api-openapi.yml

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OpenAPI Specification

rocket-matter-recurringbilling-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  description: Welcome to the Rocket Matter API.
  version: '2.0'
  title: Rocket Matter Recurring Billing API
  termsOfService: www.rocketmatter.com
  contact:
    email: developer@rocketmatter.com
  license:
    name: Rocket Matter
    url: www.rocketmatter.com
  x-logo:
    url: https://support.rocketmatter.com/wp-content/themes/rm-support/img/rm-logo.png
servers:
- url: https://<DOMAIN>/<INSTALL>/API_V2
tags:
- name: RecurringBilling
paths:
  /RecurringBilling.svc/json/cancelPaymentPlan:
    post:
      tags:
      - RecurringBilling
      description: Stop and cancel currently active payment plan.
      operationId: cancelPaymentPlan
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CancelPaymentPlanResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CancelPaymentPlanRequest'
        required: true
      summary: Cancel payment plan
      x-summary-source: derived
  /RecurringBilling.svc/json/updatePaymentPlanChargeToken:
    post:
      tags:
      - RecurringBilling
      description: Update charge token on existing payment plan.
      operationId: updatePaymentPlanChargeToken
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UpdatePaymentPlanTokenResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdatePaymentPlanTokenRequest'
        required: true
      summary: Update payment plan charge token
      x-summary-source: derived
  /RecurringBilling.svc/json/getMatterPaymentPlan:
    post:
      tags:
      - RecurringBilling
      description: Get currently active matter payment plan.
      operationId: getMatterPaymentPlan
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GetMatterPaymentPlanResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/GetMatterPaymentPlanRequest'
        required: true
      summary: Get matter payment plan
      x-summary-source: derived
  /RecurringBilling.svc/json/CommitPlan:
    post:
      tags:
      - RecurringBilling
      description: Commit payment plan and activate.
      operationId: CommitPlan
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/CommitPlanResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CommitPlanRequest'
        required: true
      summary: Commit plan
      x-summary-source: derived
  /RecurringBilling.svc/json/GeneratePaymentPlan:
    post:
      tags:
      - RecurringBilling
      description: Generate payment plan schedule based on the given payment plan configuration.
      operationId: GeneratePaymentPlan
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/GeneratePaymentPlanResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      summary: Generate payment plan
      x-summary-source: derived
  /RecurringBilling.svc/json/UpdatePlanNotification:
    post:
      tags:
      - RecurringBilling
      description: Update payment failure notifications for the payment plan.
      operationId: UpdatePlanNotification
      responses:
        '200':
          description: Successfully processed request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UpdatePlanNotificationResponse'
        '400':
          description: Internal server error
        '401':
          description: Unauthorized
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdatePlanNotificationRequest'
        required: true
      summary: Update plan notification
      x-summary-source: derived
components:
  schemas:
    CancelPaymentPlanRequest:
      type: object
      properties:
        Id:
          type: string
    InvoiceShare:
      type: object
      properties:
        ContactID:
          type: integer
          format: int32
        EmailTypeSelected:
          type: string
    RecurringBillingPlanFailureNotification:
      type: object
      properties:
        ContactId:
          type: integer
          format: int32
        User:
          type: object
          $ref: '#/components/schemas/Contact'
    UpdatePaymentPlanTokenResponse:
      type: object
      properties:
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GetMatterPaymentPlanRequest:
      type: object
      properties:
        matterID:
          type: integer
          format: int32
    CommitPlanRequest:
      type: object
      properties:
        Plan:
          type: object
          $ref: '#/components/schemas/RecurringBillingPlan'
        InvoiceShares:
          type: array
          items:
            $ref: '#/components/schemas/InvoiceShare'
    CharacterValidationRule:
      type: object
      properties:
        ShouldMatch:
          type: boolean
        Message:
          type: string
        Regex:
          type: string
    RecurringBillingMethod:
      type: object
      properties:
        Id:
          type: string
        Name:
          type: string
        Description:
          type: string
        OrderID:
          type: integer
          format: int32
    ValidationResult:
      type: object
      properties:
        MinValue:
          type: boolean
        MaxValue:
          type: boolean
        MinLength:
          type: boolean
        MaxLength:
          type: boolean
        Required:
          type: boolean
        PropertyDisplayName:
          type: string
        Precision:
          type: boolean
        ValueEntered:
          type: object
        Name:
          type: string
        ObjectName:
          type: string
        ExternalID:
          type: string
        MinValueMessage:
          type: string
        MaxValueMessage:
          type: string
        MinLengthMessage:
          type: string
        MaxLengthMessage:
          type: string
        RequiredMessage:
          type: string
        RequiredPrecisionMessage:
          type: string
        BaseFailureMessage:
          type: string
        FailedValidationMessages:
          type: array
          items:
            type: string
        FailedCharacterValidations:
          type: array
          items:
            $ref: '#/components/schemas/CharacterValidationRule'
        IsValid:
          type: boolean
    GetMatterPaymentPlanResponse:
      type: object
      properties:
        Plan:
          type: object
          $ref: '#/components/schemas/RecurringBillingPlan'
        MatterBalance:
          type: object
          $ref: '#/components/schemas/MatterBalance'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    RecurringBillingPlan:
      type: object
      properties:
        IsEnabled:
          type: boolean
        AccountType:
          type: string
        NameOnAccount:
          type: string
        PaymentHint:
          type: string
        ExpDate:
          type: string
        RecurringBillingPlanMethod:
          type: object
          $ref: '#/components/schemas/RecurringBillingMethod'
        RecurringBillingMethodId:
          type: string
        AmountToBePaid:
          type: number
          format: double
        DateOfFirstPayment:
          type: string
        NumberOfPayments:
          type: integer
          format: int32
        InitialAmount:
          type: number
          format: double
        InterationType:
          type: string
        PartialAmount:
          type: number
          format: double
        MatterId:
          type: integer
          format: int32
        AutomaticallyCharge:
          type: boolean
        AutoGenerateInvoice:
          type: boolean
        ReadOnly_PaymentsMade:
          type: integer
          format: int32
        ReadOnly_PaymentsRemaining:
          type: integer
          format: int32
        ReadOnly_RecurringBillingPlanStatusId:
          type: string
        ReadOnly_RecurringBillingPlanStatus:
          type: string
        RecurringBillingPlanFailureNotifications:
          type: array
          items:
            $ref: '#/components/schemas/RecurringBillingPlanFailureNotification'
        RecurringBillingPlanDetails:
          type: array
          items:
            $ref: '#/components/schemas/RecurringBillingPlanDetail'
        ChargeToken:
          type: string
        ChargeTokenTrust:
          type: string
        PlanType:
          type: string
        PostPaymentTo:
          type: string
        ReadOnly_PaymentAmountRemaining:
          type: number
          format: double
        ReadOnly_PaymentAmountPaid:
          type: number
          format: double
        ReadOnly_TotalPlanAmount:
          type: number
          format: double
        TaxAmountToBePaid:
          type: number
          format: double
        Id:
          type: string
    RecurringBillingPlanDetail:
      type: object
      properties:
        Date:
          type: string
        Amount:
          type: number
          format: double
        Name:
          type: string
        Paid:
          type: boolean
        OrderId:
          type: integer
          format: int32
        IsBilledFor:
          type: boolean
        IsAchFailedPayment:
          type: boolean
        Id:
          type: string
    CancelPaymentPlanResponse:
      type: object
      properties:
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    GeneratePaymentPlanResponse:
      type: object
      properties:
        Plan:
          type: object
          $ref: '#/components/schemas/RecurringBillingPlan'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    MatterBalance:
      type: object
      properties:
        CurrentAccountBalance:
          type: number
          format: double
        RetainerDue:
          type: number
          format: double
        LatestInvoiceId:
          type: integer
          format: int32
        Type:
          type: string
        PendingTrustAmount:
          type: number
          format: double
        Balance:
          type: number
          format: double
    UpdatePlanNotificationRequest:
      type: object
      properties:
        PlanId:
          type: string
        MatterId:
          type: integer
          format: int32
        FailureNotifications:
          type: array
          items:
            $ref: '#/components/schemas/RecurringBillingPlanFailureNotification'
        InvoiceShares:
          type: array
          items:
            $ref: '#/components/schemas/InvoiceShare'
    UpdatePaymentPlanTokenRequest:
      type: object
      properties:
        Id:
          type: string
        ChargeToken:
          type: string
        PaymentHint:
          type: string
    CommitPlanResponse:
      type: object
      properties:
        Plan:
          type: object
          $ref: '#/components/schemas/RecurringBillingPlan'
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    UpdatePlanNotificationResponse:
      type: object
      properties:
        Success:
          type: boolean
        Message:
          type: string
        ErrorMessage:
          type: string
        ErrorNumber:
          type: integer
          format: int32
        FailedValidations:
          type: array
          items:
            $ref: '#/components/schemas/ValidationResult'
        Errors:
          type: array
          items:
            type: string
    Contact:
      type: object
      properties:
        Name:
          type: string
        MiddleName:
          type: string
        FullName:
          type: string
        LastName:
          type: string
        IsCompany:
          type: boolean
        WorkEmail:
          type: string
        WorkPhone:
          type: string
        WorkPhoneExt:
          type: string
        WorkFax:
          type: string
        WorkAddressLine1:
          type: string
        WorkAddressLine2:
          type: string
        WorkCity:
          type: string
        WorkState:
          type: string
        WorkPostalCode:
          type: string
        WorkCountry:
          type: string
        ClientID:
          type: integer
          format: int32
        HomeEmail:
          type: string
        HomePhone:
          type: string
        HomeAddressLine1:
          type: string
        HomeAddressLine2:
          type: string
        HomeCity:
          type: string
        HomeState:
          type: string
        HomePostalCode:
          type: string
        HomeCountry:
          type: string
        ExternalID2:
          type: string
        LastModifiedDate:
          type: string
          format: date-time
        ContactTypeId:
          type: integer
          format: int32
        CompanyId:
          type: integer
          format: int32
        CompanyName:
          type: string
        Initials:
          type: string
        Notes:
          type: string
        UserId:
          type: integer
          format: int32
        ID:
          type: integer
          format: int32