API referenceAccounts & paymentsAccounts

Record received payment

Records a customer payment, allocates it across the selected receipts, and returns the updated receivable balance.

Endpoint: POST /v1/accounts/receivables/{customerId}/payments
Authorization: Required permission: `receivables:manage`.
Environments: Production and sandbox
Idempotency: Required for safe retries.
Common next step: Verify the account balance Download document file

List receivable transactions GET

Lists the auditable ledger movements for one organization-owned receivable account.

Adjust receivable balance POST

Adjusts one unscheduled operational receipt or one PPD invoice effective balance. If a receipt has a payment plan, use rescheduleReceivablePlan so its installments and balance remain consistent.