All REST Endpoints

Accounts
The REST web service for all account-related operations.
Add a Bundle to an Account
Method: post
Path: /accounts/{id}/bundle
Add Accounts to a Hierarchy
Method: post
Path: /accounts/hierarchy/add/{id}
Add Services to an Account
Method: post
Path: /accounts/{id}/package
Create an Account
Method: post
Path: /accounts
Get Account Details
Method: get
Path: /accounts/{id}
Get Limits for an Account or Balance Group
Method: get
Path: /accounts/{id}/limits
Get Tax Details for an Account
Method: get
Path: /accounts/taxinfo/{id}
Get the Organization Hierarchy for an Account
Method: get
Path: /accounts/hierarchy/{id}
Move an Account Hierarchy
Method: post
Path: /accounts/hierarchy/move/{id}
Remove an Account from a Hierarchy
Method: delete
Path: /accounts/hierarchy/remove/{id}
Update an Account
Method: put
Path: /accounts/general
Update an Account's Tax Settings
Method: put
Path: /accounts/taxinfo/{id}
Validate an Account
Method: post
Path: /accounts/validate
Adjustments
The REST web service for account, bill, item, and event-level adjustments and their related operations.
Adjust a Bill's Currency Balance
Method: post
Path: /adjustments/bill/{id}
Adjust a Noncurrency Balance
Method: post
Path: /adjustments/noncurrency
Adjust an A/R Item's Currency Balance
Method: post
Path: /adjustments/item/{id}
Create an Account-Level Adjustment
Method: post
Path: /adjustments/account/{id}
Create an Event Adjustment
Method: post
Path: /adjustments/event
Get Adjustments for a Bill Unit
Method: get
Path: /adjustments/billunit/{id}
Get All Adjustments for an Account
Method: get
Path: /adjustments/account/{id}
Get Details About an Adjustment
Method: get
Path: /adjustments/{id}
Agreements
The REST web service for agreement-related operations.
Create Agreement
Method: post
Path: /agreements
Get Agreement
Method: get
Path: /agreements/{id}
Get Agreement State Map
Method: get
Path: /agreements/lifecyclestates
Get Agreements Associated with an Account
Method: get
Path: /agreements/association/account/{id}
Search Agreements
Method: get
Path: /agreements
Update Agreement
Method: patch
Path: /agreements/{agreementId}
Allocations
The REST web service for adjustment and payment allocation operations.
Allocate a Payment to Bill Items
Method: post
Path: /allocations/payment/{id}/items
Allocate a Payment to Bills
Method: post
Path: /allocations/payment/{id}/bills
Allocate an Adjustment to A/R Items
Method: post
Path: /allocations/adjustment/{id}/items
Allocate an Adjustment to Bills
Method: post
Path: /allocations/adjustment/{id}/bills
Authorization
Permitted API routes for the current user.
Get Permitted Routes
Method: get
Path: /authorization
Batch Payments
The REST web service for batch payment, refund, and reversal operations.
Check If a Batch File Was Processed
Method: get
Path: /batchpayments/filecount/{fileName}
Create a Batch Template
Method: post
Path: /batchpayments/batchtemplates
Delete a Batch Template
Method: delete
Path: /batchpayments/batchtemplates/{id}
Get a Batch Payment File by File Name
Method: get
Path: /batchpayments/viewfile/{fileName}
Get a Batch Template by Template ID
Method: get
Path: /batchpayments/batchtemplates/{id}
Get Automatic Batch Payments Status
Method: get
Path: /batchpayments/autoprocess
Get Batch Payment Files
Method: get
Path: /batchpayments/poll
Get Batch Payment Templates
Method: get
Path: /batchpayments/templates
Get Batch Templates
Method: get
Path: /batchpayments/batchtemplates
Get Unprocessed Batch Payment Files
Method: get
Path: /batchpayments/unprocessed
Process Batch Payments
Method: post
Path: /batchpayments/process
Start or Stop Automatic Batch Payments
Method: post
Path: /batchpayments/autoprocess/{autoProcess}
Submit a Payment Batch
Method: post
Path: /batchpayments/submit
Submit a Refund Batch
Method: post
Path: /batchrefund/submit
Submit a Reversal Batch
Method: post
Path: /batchreversal/submit
Update a Batch Template
Method: put
Path: /batchpayments/batchtemplates/{id}
Upload a Batch Payment File
Method: post
Path: /batchpayments/upload
Validate a Payment Batch
Method: post
Path: /batchpayments/validate
Validate a Refund Batch
Method: post
Path: /batchrefund/validate
Validate a Reversal Batch
Method: post
Path: /batchreversal/validate
Bill Units
The REST web service for bill unit operations.
Add a Bill Unit to a Hierarchy
Method: post
Path: /billunits/hierarchy/add/{id}
Change the Validity of a Noncurrency Resource
Method: post
Path: /billunits/balancegroups/validity/{id}
Create a Balance Transfer
Method: post
Path: /billunits/balancegroups/transferbalance
Create a Bill Unit
Method: post
Path: /billunits
Create Credit Limits for a Balance Group
Method: post
Path: /billunits/balancegroups/creditlimit/{id}
Generate a Bill Unit Summary
Method: post
Path: /billunits/bill-unit-summary
Get a Bill Unit Summary for an Account
Method: get
Path: /billunits/account/{id}/summary
Get Balance Groups for a Bill Unit
Method: get
Path: /billunits/balancegroups/{id}
Get Balance Transfer Details
Method: get
Path: /billunits/balancegroups/transferbalance
Get Balance Transfer Details by Transfer Event ID
Method: get
Path: /billunits/balancegroups/transferbalance/{id}
Get Bill Units for an Account
Method: get
Path: /billunits/account/{id}
Get Child Bill Units
Method: get
Path: /billunits/childs/{id}
Move a Balance Group
Method: post
Path: /billunits/balancegroups/move
Remove a Bill Unit from a Hierarchy
Method: post
Path: /billunits/hierarchy/remove/{id}
Update a Bill Unit for an Account
Method: put
Path: /billunits
Bills
The REST web service for billing operations.
Create a Bill on Demand
Method: post
Path: /bills/billnow/billunit/{id}
Create a Corrective Bill
Method: post
Path: /bills/correctivebill/{id}
Evaluate Bill Simulation Eligibility
Method: post
Path: /bills/simulation/evaluate
Get a Corrective Bill
Method: get
Path: /bills/correctivebill/{id}
Get A/R Actions for a Bill
Method: get
Path: /bills/{id}/ar-actions
Get All Bills for an Account
Method: get
Path: /bills/account/{id}
Get an Invoice PDF by Bill ID
Method: get
Path: /bills/invoice/{id}
Get Bill Details by Bill ID
Method: get
Path: /bills/{id}
Get Bills by Bill Unit
Method: get
Path: /bills/billunit/{id}
Register Bill Simulations
Method: post
Path: /bills/simulation/register
Simulate a Bill
Method: post
Path: /bills/simulation/simulate
Transfer a Negative Balance
Method: post
Path: /bills/{id}/balance/transfer
Collections
The REST web service for collections agent operations.
Add a Collections Action
Method: post
Path: /collections/task/insert/{id}
Add a Member to a Collections Group
Method: post
Path: /collections/group/member/{id}
Assign a Collections Agent to a Bill Unit
Method: post
Path: /collections/assignagent
Cancel a Promise-to-Pay Agreement
Method: put
Path: /collections/promisetopay/revoke/{id}
Create a Collections Group
Method: post
Path: /collections/group
Create a Promise-to-Pay Agreement for a Bill Unit
Method: put
Path: /collections/promisetopay/invoke/{id}
Delete a Collections Group
Method: delete
Path: /collections/group/{id}
Exempt a Bill Unit from Collections
Method: post
Path: /collections/exempt/{id}
Get a Collections Group by Parent Bill Unit
Method: get
Path: /collections/group/{id}
Get All Collections Profiles
Method: get
Path: /collections/profiles
Get Collections Actions
Method: get
Path: /collections/actions
Get Collections and Aging Buckets for an Account
Method: get
Path: /collections/account/{id}
Get Collections Details for an Account
Method: get
Path: /collections/details/{id}
Get Collections Group Details for an Account
Method: get
Path: /collections/group/account/{id}
Get Collections Scenarios
Method: get
Path: /collections/scenarios
Get Collections Users
Method: get
Path: /collections/users
Get Exempted Bill Units
Method: get
Path: /collections/exempt
Get History of a Collections Action
Method: get
Path: /collections/history/action/{id}
Modify an Account's Collections Action
Method: put
Path: /collections/task/{id}
Remove a Bill Unit from Collections
Method: put
Path: /collections/exit/{id}
Remove a Member from a Collections Group
Method: put
Path: /collections/group/member/{id}
Replace the Collections Scenario for a Bill Unit
Method: put
Path: /collections/scenario/replace/{id}
Unexempt a Bill Unit from Collections
Method: post
Path: /collections/unexempt/{id}
Update a Collections Group
Method: put
Path: /collections/group/{id}
Deferred Action
The REST web service for deferred actions for accounts and services.
Delete a Deferred Action
Method: delete
Path: /deferredactions/{id}
Get Deferred Actions for an Account
Method: get
Path: /deferredactions/account/{id}
Modify a Deferred Action
Method: put
Path: /deferredactions/{id}
Perform a Deferred Action
Method: post
Path: /deferredactions/{id}
Deposits
The REST web service for all deposit-related operations.
Cancel a Customer Deposit
Method: post
Path: /depositManagement/depositReversal
Create a Customer Deposit Payment
Method: post
Path: /depositManagement/depositPayment
Create a Customer Deposit with Payments
Method: post
Path: /depositManagement/customerDeposit/order
Create a Deposit Specification
Method: post
Path: /depositManagement/depositSpec
Create a Deposit Specification Profile
Method: post
Path: /depositManagement/depositspecprofile
Create an Advice of Charge Customer Deposit
Method: post
Path: /depositManagement/customerDeposit/chargeofadvice
Delete a Deposit Specification
Method: delete
Path: /depositManagement/depositSpec/{id}
Get a Customer Deposit by ID
Method: get
Path: /depositManagement/customerDeposit/{id}
Get a Deposit Refund by ID
Method: get
Path: /depositManagement/depositRefund/{id}
Get a Deposit Specification by ID
Method: get
Path: /depositManagement/depositSpec/{id}
Get a Deposit Specification Profile by ID
Method: get
Path: /depositManagement/depositspecprofile/{id}
Get a Deposit Transaction by ID
Method: get
Path: /depositManagement/depositTxn/{id}
Get All Packages
Method: get
Path: /depositManagement/packages
Get Charge Offers
Method: get
Path: /depositManagement/chargeOffer
Get Customer Deposits
Method: get
Path: /depositManagement/customerDeposit
Get Deposit Refunds
Method: get
Path: /depositManagement/depositRefund/search
Get Deposit Specification Profiles
Method: get
Path: /depositManagement/depositspecprofile
Get Deposit Specifications or Offers
Method: get
Path: /depositManagement/depositSpec
Get Deposit Transaction by Deposit
Method: get
Path: /depositManagement/depositTxn/{customerDepositRef}/events
Refund a Customer Deposit
Method: post
Path: /depositManagement/depositRefund
Release a Customer Deposit
Method: post
Path: /depositManagement/depositRelease
Transfer a Customer Deposit
Method: post
Path: /depositManagement/depositTransfer
Update a Customer Deposit
Method: patch
Path: /depositManagement/customerDeposit/{id}
Update a Deposit Refund Request
Method: patch
Path: /depositManagement/depositRefund/{id}
Update a Deposit Specification
Method: patch
Path: /depositManagement/depositSpec/{id}
Update a Deposit Specification Profile
Method: patch
Path: /depositManagement/depositspecprofile/{id}
Disputes
The REST web service for bill, item, and event-level dispute operations.
Create a Bill Dispute
Method: post
Path: /disputes/bill/{id}
Create a Settlement for a Bill Dispute
Method: post
Path: /disputes/settlement/bill/{id}
Create a Settlement for an Event Dispute
Method: post
Path: /disputes/settlement/event/{id}
Create a Settlement for an Item Dispute
Method: post
Path: /disputes/settlement/item/{id}
Create an Event Dispute
Method: post
Path: /disputes/event
Create an Item Dispute
Method: post
Path: /disputes/item/{id}
Get Notes for a Disputed Bill
Method: get
Path: /disputes/notes/{id}
Get Open Disputes for a Bill
Method: get
Path: /disputes/bill/{id}
Get Open Disputes for an Account
Method: get
Path: /disputes/account/{id}
Get Settlement Details for a Dispute
Method: get
Path: /disputes/settlement/{id}
Events
The REST web service for event-related operations.
Get Event Types
Method: get
Path: /events/schemas
Get Events
Method: get
Path: /events
Installments
The REST web service for installment operations.
Cancel an Installment Schedule
Method: post
Path: /installmentManagement/cancelInstallment
Create an Installment Proposal
Method: post
Path: /installmentManagement/installmentProposal
Create an Installment Schedule
Method: post
Path: /installmentManagement/installmentSchedule
Create an Installment Schedule Specification
Method: post
Path: /installmentManagement/installmentScheduleSpec
Get an Installment Schedule by ID
Method: get
Path: /installmentManagement/installmentSchedule/{id}
Get an Installment Schedule Specification by ID
Method: get
Path: /installmentManagement/installmentScheduleSpec/{id}
Get Bill Details by ID
Method: get
Path: /installmentManagement/installmentSchedule/bills
Get Data Dictionary Object Specifications
Method: get
Path: /installmentManagement/ddObjectSpec
Get G/L IDs
Method: get
Path: /installmentManagement/glid
Get Installment Bills
Method: get
Path: /installmentManagement/bills
Get Installment Schedule Bills
Method: get
Path: /installmentManagement/installmentSchedule/billDetails
Get Installment Schedule Specifications
Method: get
Path: /installmentManagement/installmentScheduleSpec
Get Installment Schedules
Method: get
Path: /installmentManagement/installmentSchedule
Update an Installment Schedule
Method: patch
Path: /installmentManagement/installmentSchedule/{id}
Update an Installment Schedule Specification
Method: put
Path: /installmentManagement/installmentScheduleSpec/{id}
Items
The REST web service for item-related operations.
Get a Bill Item
Method: get
Path: /items/billunit/{id}
Get A/R Actions for a Bill Item
Method: get
Path: /items/{id}/ar-actions
Get A/R Item Number
Method: get
Path: /items/{id}/itemid
Get Bill Items by Bill and Service ID
Method: get
Path: /items/bill/{id}/by-service
Get Bill Items for a Bill
Method: get
Path: /items/bill/{id}
Get Bill Items for an Account
Method: get
Path: /items/account/{id}
Get Item
Method: get
Path: /items/{id}
Loans
The REST web service for all the loan-related operations.
Create a Loan
Method: post
Path: /loans
Get Loan Profiles
Method: get
Path: /loans/loanProfiles
Get Loans for an Account
Method: get
Path: /loans/account/{id}
MCP
Exposes tools and resources through MCP for AI agents to discover and use.
Access MCP Tools and Resources
Method: post
Path: /mcp
Newsfeed
The REST web service for Newsfeed operations.
Get Newsfeeds for the Account
Method: get
Path: /newsfeed
Notes
The REST web service for note operations.
Create a Note
Method: post
Path: /notes
Get Notes for a Bill Item
Method: get
Path: /notes/item/{id}
Get Notes for a Bill Unit
Method: get
Path: /notes/billunit/{id}
Get Notes for a Transaction
Method: get
Path: /notes/transaction/{id}
Get Notes for an Account
Method: get
Path: /notes/account/{id}
Notifications
The REST web service for all notification-event-related operations
Create a Notification Specification
Method: post
Path: /notificationManagement/notificationSpec
Get a Notification Specification by ID
Method: get
Path: /notificationManagement/notificationSpec/{id}
Get Delivery Methods
Method: get
Path: /notificationManagement/deliveryMethod
Get Notification Events
Method: get
Path: /notificationManagement/notificationEvent
Get Notification Specifications
Method: get
Path: /notificationManagement/notificationSpec
Update a Notification Specification
Method: patch
Path: /notificationManagement/notificationSpec/{id}
Payment Methods
The REST web service for payment method operations.
Create a Payment Method
Method: post
Path: /paymentmethods
Delete a Payment Method
Method: delete
Path: /paymentmethods/{id}
Get All Creditors
Method: get
Path: /paymentmethods/sepa/creditors
Get Payment Methods for an Account
Method: get
Path: /paymentmethods/account/{id}
Update a Payment Method
Method: put
Path: /paymentmethods/{id}
Payments
The REST web service for regular and suspended payment operations.
Allocate a Suspended Payment to an Account
Method: post
Path: /payments/suspense/allocate
Assign a Handler to Suspended Payment
Method: post
Path: /payments/suspense/assignhandler
Create a Payment
Method: post
Path: /payments
Create a Suspended Payment
Method: post
Path: /payments/suspense/payment
Get Audit Trails for a Transaction
Method: get
Path: /payments/audit/{id}
Get Details for a Payment
Method: get
Path: /payments/{id}
Get Payment Records
Method: get
Path: /payments
Get Payments for a Bill
Method: get
Path: /payments/bill/{id}
Get Suspense Accounts
Method: get
Path: /payments/suspense/accounts
Get Unallocated Payments for a Bill Unit
Method: get
Path: /payments/billunit/{id}
Get Unallocated Payments for an Account
Method: get
Path: /payments/account/{id}
Get Users with Suspend Permission
Method: get
Path: /payments/suspense/users
Reverse a Payment
Method: post
Path: /payments/reverse
Withdraw a Posted Payment into Suspense
Method: post
Path: /payments/suspense/withdraw
Profiles
The REST web service for profile operations.
Create a Profile
Method: post
Path: /profiles
Delete a Profile by Account or Service
Method: delete
Path: /profiles
Delete a Profile by ID
Method: delete
Path: /profiles/{id}
Get Profile Details
Method: get
Path: /profiles/{id}
Get Profiles for an Account
Method: get
Path: /profiles/account/{id}
Get Promotion Types (ERAs)
Method: get
Path: /profiles/promotiontypes
Update a Profile
Method: put
Path: /profiles
Record Requests
Create, retrieve, and delete request records in BRM.
Delete a Request
Method: delete
Path: /request/{id}
Get Recorded Requests
Method: get
Path: /request
Record a Request
Method: post
Path: /request
Refunds
The REST web service for account and bill refund operations.
Create a Full Refund for a Bill
Method: post
Path: /refunds/bill/{id}/fullRefund
Create a Refund for an Account
Method: post
Path: /refunds/account/{id}
Get Refund Details
Method: get
Path: /refunds/{id}
Get Refundable Items for an Account
Method: get
Path: /refunds/items/account/{id}
Refund Multiple Bills
Method: post
Path: /refunds/bills
Refund Part of a Bill
Method: post
Path: /refunds/bill/{id}/partialRefund
Services
The REST web service for service-related operations.
Get Count for Service Types
Method: get
Path: /services/account/{id}/count
Get Details for a Service
Method: get
Path: /services/{id}/serviceprofile
Get Friendly Service Names
Method: get
Path: /services/friendlynames
Get Lifecycle States
Method: get
Path: /services/lifecyclestates
Update Details for a Service
Method: put
Path: /services/serviceprofile
Update Service and ERAs
Method: put
Path: /services/serviceAndEras
Sharing
The REST web service for profile, charge, and discount sharing operations.
Add Members to a Group
Method: post
Path: /sharing/members/{id}
Add or Delete Services for Members
Method: put
Path: /sharing/group/{id}/members
Create a Sharing Group
Method: post
Path: /sharing
Delete a Sharing Group
Method: delete
Path: /sharing/{id}
Get a Profile Sharing Group
Method: get
Path: /sharing/profiles/{id}
Get Available Discount Shares for Account
Method: get
Path: /sharing/sponsors/discount/{id}
Get Charges Added to Sharing Groups
Method: get
Path: /sharing/sponsors/charge
Get Group Ownership Details
Method: get
Path: /sharing/group/{id}
Get Membership Details for an Account
Method: get
Path: /sharing/membership/{id}
Get Ownership Details for an Account
Method: get
Path: /sharing/{id}
Get Sharing Group Member Details
Method: get
Path: /sharing/{id}/members
Get Sharing Group Member Types
Method: get
Path: /sharing/{id}/members/types
Get Sharing Group Members
Method: get
Path: /sharing/members/{id}
Remove Members from a Group
Method: put
Path: /sharing/members/account/{id}
Search Accounts and Services for Sharing
Method: get
Path: /sharing/accounts
Update a Sharing Group
Method: put
Path: /sharing/{id}
Update Member Shared Services in a Group
Method: put
Path: /sharing/members/{id}
Update Membership in Sharing Group
Method: put
Path: /sharing/members/priority
Status Update
The REST web service for status-related operations on accounts, services, and offers.
Update a Service's Status
Method: put
Path: /statusupdate/service/{id}
Update an Account's Status
Method: put
Path: /statusupdate/account/{id}
Update an Offer's Status
Method: put
Path: /statusupdate/offers
Subscriptions
The REST web service for subscription-related operations.
Cancel a Bundle
Method: post
Path: /subscriptions/cancel/bundle
Cancel a Subscriber's Contract
Method: post
Path: /subscriptions/cancel/contract
Create Dynamic Charges for a Purchased Product
Method: post
Path: /subscriptions/offer/{id}/overridecharges
Delete Dynamic Charges for a Purchased Product
Method: delete
Path: /subscriptions/offer/{id}/overridecharges
Get Agreement Offer Details
Method: get
Path: /subscriptions/agreement/offer/{id}
Get Bundles and Offers for Services
Method: post
Path: /subscriptions/service/bundleoffers
Get Bundles for a Service
Method: get
Path: /subscriptions/service/{id}/bundleoffers
Get Bundles for an Account
Method: get
Path: /subscriptions/purchasedbundles/{id}
Get Bundles for Purchase
Method: get
Path: /subscriptions/bundles/{id}
Get Bundles for Transition
Method: get
Path: /subscriptions/bundles/{id}/transition
Get Contracts for an Account
Method: get
Path: /subscriptions/account/{id}/packages
Get Customized Account Offers
Method: get
Path: /subscriptions/account/{id}/customizedoffers
Get Customized Charge Offers for a Service
Method: get
Path: /subscriptions/service/{id}/customizedoffers
Get Offer Details
Method: get
Path: /subscriptions/offers/{offerId}
Get Offers for Purchase
Method: get
Path: /subscriptions/offers
Get Packages for an Account
Method: get
Path: /subscriptions/purchasedpackages/{id}
Get Packages for Purchase
Method: get
Path: /subscriptions/packages
Get Packages for Transition
Method: get
Path: /subscriptions/packages/{id}/transition
Get Purchased Account-Level Bundles
Method: get
Path: /subscriptions/account/{id}/bundledetails
Get Purchased Bundles for a Service
Method: get
Path: /subscriptions/service/{id}/bundledetails
Get Purchased Contracts for an Account
Method: get
Path: /subscriptions/account/{id}/purchasedcontracts
Get Service Details
Method: get
Path: /subscriptions/service/{id}
Get Services for a Contract
Method: get
Path: /subscriptions/contracts/{id}/services
Get Services for an Account
Method: get
Path: /subscriptions/account/{id}
Get Subscription Terms for Bundles
Method: post
Path: /subscriptions/deals/terms
Get Subscription Transition Paths
Method: get
Path: /subscriptions/transitionPaths
Get Transition Types
Method: get
Path: /subscriptions/transitiontypes
Get Unpurchased Bundles for a Package
Method: post
Path: /subscriptions/unpurchased/bundles/{packageId}
Modify a Contract's Auto-Renewal Preferences
Method: put
Path: /subscriptions/contract
Preview Cancellation Charges
Method: post
Path: /subscriptions/preview/cancellation/charges
Transition Account to New Bundle
Method: put
Path: /subscriptions/account/{id}/bundle/transition
Transition Account to New Package
Method: put
Path: /subscriptions/account/{id}/package/transition
Update Dynamic Charges for a Purchased Product
Method: patch
Path: /subscriptions/offer/{id}/overridecharges
Update Offer Details for a Purchased Product or Discount
Method: put
Path: /subscriptions/offerdetails/{id}
Write Offs
The REST web service for account, bill, and item write-off operations.
Create a Write-Off Reversal for an Account
Method: post
Path: /writeoffs/reverse/account/{id}
Get Write-Off Details
Method: get
Path: /writeoffs/{id}
Get Write-Offs for an Account
Method: get
Path: /writeoffs/account/{id}
Write Off a Bill
Method: post
Path: /writeoffs/bill/{id}
Write Off an Account
Method: post
Path: /writeoffs/account/{id}
Write Off an Item
Method: post
Path: /writeoffs/item/{id}