# Paygentic - [Introduction](https://docs.paygentic.io/getting-started/introduction.md): Infrastructure for consumption-based monetization - [Quickstart](https://docs.paygentic.io/getting-started/quickstart.md): Four steps from zero to billing - [Environments](https://docs.paygentic.io/getting-started/environments.md): Use sandbox and live environments to test and deploy your Paygentic integration safely - [Authentication](https://docs.paygentic.io/authentication.md) - [API Keys](https://docs.paygentic.io/api-keys.md) - [Rate limits](https://docs.paygentic.io/rate-limits.md): How Paygentic counts your requests, which endpoints have a limit, and how to retry after a 429 response. - [Organizations](https://docs.paygentic.io/platform/organizations.md): Resource ownership and access control - [Payments](https://docs.paygentic.io/platform/payments/overview.md): Collect one-off payments from your customers - [Payment Portal](https://docs.paygentic.io/platform/payments/portal.md): Hosted payment page for collecting customer payments - [Pricing Overview](https://docs.paygentic.io/platform/pricing/overview.md): Build flexible billing for your services - [Products](https://docs.paygentic.io/platform/pricing/products.md): Organize your services and offerings - [Items](https://docs.paygentic.io/platform/pricing/items.md): Optional SKU tags that name what you sell on every invoice line - [Features and Entitlements](https://docs.paygentic.io/platform/pricing/features.md): Define product capabilities and control customer access - [Billable Metrics](https://docs.paygentic.io/platform/pricing/billable-metrics.md): Define what you measure and how to aggregate it - [Fees](https://docs.paygentic.io/platform/pricing/fees.md): Add fixed charges to your pricing - [Plans](https://docs.paygentic.io/platform/pricing/plans.md): Package your pricing tiers - [Plan versions](https://docs.paygentic.io/platform/pricing/plan-versions.md): Learn how a plan keeps a version for each set of prices, and how each subscription follows or keeps a version - [Overview](https://docs.paygentic.io/platform/pricing/prices.md): Configure pricing models and payment terms - [Editing prices](https://docs.paygentic.io/platform/pricing/editing-prices.md): How edits to a price, its entitlement template, and related fees propagate to existing subscribers - [Customer Lifecycle](https://docs.paygentic.io/platform/billing/customer-lifecycle.md): Complete guide to creating and managing customers through the API, including merchant-managed and full consumer accounts - [Subscriptions](https://docs.paygentic.io/platform/billing/subscriptions.md): Learn how a subscription starts, how customers pay each invoice, and what happens when a payment fails. - [Invoices](https://docs.paygentic.io/platform/billing/invoices.md): Learn what each invoice status means and how to track invoices with the API and webhooks. - [Projected invoices](https://docs.paygentic.io/platform/billing/projected-invoices.md): Preview the invoices a subscription will issue in the future, with estimated totals, tax and sequence numbers. - [Customer emails](https://docs.paygentic.io/platform/billing/customer-emails.md): Learn which billing emails Paygentic sends to your customers and how to turn them off. - [Metered Entitlements](https://docs.paygentic.io/platform/billing/metered-entitlements.md): Track and gate usage with time-based credit grants - [Grants](https://docs.paygentic.io/platform/billing/grants.md): Add credits to metered entitlements via direct creation or paid purchase - [Quantity bounds](https://docs.paygentic.io/platform/billing/quantity-bounds.md): Bill a contracted minimum or maximum quantity on a price, whatever the customer used - [Price intervals](https://docs.paygentic.io/platform/billing/price-intervals.md): Change the price, the quantity, or the dates of one subscription's prices without changing the plan - [Reconciling subscription features](https://docs.paygentic.io/platform/billing/reconciling-subscription-features.md): Converge an active subscription's feature entitlements to the prices it bills after a plan or price change - [Meter Events](https://docs.paygentic.io/platform/metering/meter-events.md): Ingest usage data for metering, entitlements, and analytics without automatically triggering billing - [Cost Tracking](https://docs.paygentic.io/platform/metering/cost-tracking.md): Track the cost of serving each customer and monitor gross margin - [Source Installation Management](https://docs.paygentic.io/platform/developers/source-installations.md): Monitor integration health, troubleshoot issues, and automate customer success workflows with the Source Installation API. - [Webhooks](https://docs.paygentic.io/platform/developers/webhooks.md): Receive real-time notifications when events occur in your Paygentic account - [Building on Paygentic with LLMs](https://docs.paygentic.io/platform/building-with-llms.md): Leverage LLMs in your Paygentic development process - [Monocle](https://docs.paygentic.io/integrations/monocle.md): Meter and monetize AI workloads instrumented with Monocle - [External Mappings](https://docs.paygentic.io/integrations/external-mappings.md): Map records across external systems with the Item and ExternalReference resources - [Terms and Conditions](https://docs.paygentic.io/legal/terms-and-conditions.md): Legal terms and conditions for using Paygentic services - [Privacy Policy](https://docs.paygentic.io/legal/privacy-policy.md): How Paygentic collects, uses, and protects your personal information - [Cookie Policy](https://docs.paygentic.io/legal/cookie-policy.md): How Paygentic uses cookies and similar technologies on its website - [List](https://docs.paygentic.io/api-reference/billable-metrics/list.md) - [Create](https://docs.paygentic.io/api-reference/billable-metrics/create.md): Create a new billable metric for a merchant organization. A `Billable Metric` represents a metric that can be used to measure the usage of a `Product`. It contains information about the metric, such as its name, description, and units. - [Get](https://docs.paygentic.io/api-reference/billable-metrics/get.md) - [Update](https://docs.paygentic.io/api-reference/billable-metrics/update.md) - [Query Meter Usage](https://docs.paygentic.io/api-reference/billable-metrics/query-meter-usage.md): Query aggregated usage data for a billable metric from the metering service. - [List Meter Events](https://docs.paygentic.io/api-reference/billable-metrics/list-meter-events.md): List raw underlying events for a billable metric from the metering service. Returns events ordered by time descending. - [List by Merchant](https://docs.paygentic.io/api-reference/customers/list-by-merchant.md) - [Create](https://docs.paygentic.io/api-reference/customers/create.md): Create a new customer for a merchant organization. This endpoint is currently only used by the Paygentic platform as part of the subscription flow. - [Get](https://docs.paygentic.io/api-reference/customers/get.md) - [Delete](https://docs.paygentic.io/api-reference/customers/delete.md) - [Update](https://docs.paygentic.io/api-reference/customers/update.md) - [List payment methods](https://docs.paygentic.io/api-reference/customers/list-payment-methods.md): List off-session payment methods saved for this customer. - [Set up a payment method](https://docs.paygentic.io/api-reference/customers/set-up-a-payment-method.md): Create a payment session that captures a new off-session payment method for this customer without charging. The response contains a hosted-page URL — redirect the customer to it, or load it inside an iframe (when iframed, the page reports outcomes via `postMessage` to the parent window). - [List Entitlements](https://docs.paygentic.io/api-reference/entitlements/list-entitlements.md): Retrieve all entitlements for a customer, optionally filtered by feature or product. - [Issue Entitlement](https://docs.paygentic.io/api-reference/entitlements/issue-entitlement.md): Issue a new entitlement to a customer, granting them access to a specific feature. The feature must exist and belong to the same merchant as the customer. - [Get Entitlement](https://docs.paygentic.io/api-reference/entitlements/get-entitlement.md): Retrieve a specific entitlement by ID. For metered entitlements, the response includes live balance, usage, and access status for the current billing period. - [List Grants](https://docs.paygentic.io/api-reference/grants/list-grants.md): List grants for a metered entitlement. Active grants are returned by default; pass `includeVoided=true` to include voided grants. - [Create Grant](https://docs.paygentic.io/api-reference/grants/create-grant.md): Create a grant directly for a metered entitlement, crediting the customer's balance immediately. The entitlement must belong to an active v1 subscription. - [Purchase Grant](https://docs.paygentic.io/api-reference/grants/purchase-grant.md): Create an ad-hoc invoice with a payment session for a grant purchase. The customer pays via the returned payment URL; the grant is created automatically on payment completion. If payment expires, the invoice is cancelled and no grant is created. - [Get Grant](https://docs.paygentic.io/api-reference/grants/get-grant.md): Retrieve a specific grant by ID. - [Void Grant](https://docs.paygentic.io/api-reference/grants/void-grant.md): Void a grant, removing it from the customer's balance. This operation is idempotent — voiding an already-voided grant returns the voided grant without error. - [List](https://docs.paygentic.io/api-reference/features/list.md): List features by productId, optionally filtered by key - [Create](https://docs.paygentic.io/api-reference/features/create.md) - [Get](https://docs.paygentic.io/api-reference/features/get.md) - [Delete](https://docs.paygentic.io/api-reference/features/delete.md) - [Update](https://docs.paygentic.io/api-reference/features/update.md) - [List](https://docs.paygentic.io/api-reference/fees/list.md) - [Create](https://docs.paygentic.io/api-reference/fees/create.md): Create a new fee for a merchant organization. A `Fee` represents a charge that can be applied to subscriptions. Cadence is defined when creating a Price for the fee. - [Get](https://docs.paygentic.io/api-reference/fees/get.md) - [Delete](https://docs.paygentic.io/api-reference/fees/delete.md) - [Update](https://docs.paygentic.io/api-reference/fees/update.md) - [List](https://docs.paygentic.io/api-reference/plans/list.md) - [Create](https://docs.paygentic.io/api-reference/plans/create.md) - [List Available Plans](https://docs.paygentic.io/api-reference/plans/list-available-plans.md): Retrieves all plans for a merchant that the customer does not have an active or pending subscription for. When a customer has a subscription for any plan within a product, all plans from that product are excluded. - [Get](https://docs.paygentic.io/api-reference/plans/get.md) - [Update](https://docs.paygentic.io/api-reference/plans/update.md) - [List versions](https://docs.paygentic.io/api-reference/plans/list-versions.md): List the versions of a plan, newest first. Only accounts that can manage this plan may list its versions; versions can expose in-progress pricing, so read-only access is not sufficient. - [Mint a plan version](https://docs.paygentic.io/api-reference/plans/mint-a-plan-version.md): Mint a new plan version from the price set it is to hold, and make it the version the plan bills from, in one step. The request names the complete set, not a change to it: create prices beforehand with POST /prices, then list every price the new version holds. The change against the current version… - [Get a version](https://docs.paygentic.io/api-reference/plans/get-a-version.md): Get a single plan version, including its price slots. Only accounts that can manage this plan may read its versions; versions can expose in-progress pricing, so read-only access is not sufficient. - [Set the default version](https://docs.paygentic.io/api-reference/plans/set-the-default-version.md): Point the plan's default at this version, so its floating subscriptions bill from it. Any version may become default, in either direction — this is how you roll a plan back to (or forward to) an earlier price set. Idempotent when the version is already the default. - [List](https://docs.paygentic.io/api-reference/prices/list.md) - [Create](https://docs.paygentic.io/api-reference/prices/create.md) - [Get](https://docs.paygentic.io/api-reference/prices/get.md) - [Delete](https://docs.paygentic.io/api-reference/prices/delete.md) - [Update](https://docs.paygentic.io/api-reference/prices/update.md) - [List](https://docs.paygentic.io/api-reference/products/list.md) - [Create](https://docs.paygentic.io/api-reference/products/create.md) - [Get](https://docs.paygentic.io/api-reference/products/get.md) - [Update](https://docs.paygentic.io/api-reference/products/update.md) - [List](https://docs.paygentic.io/api-reference/sources/list.md) - [Create](https://docs.paygentic.io/api-reference/sources/create.md): Create a new source for automated usage event generation from external data sources. - [Get](https://docs.paygentic.io/api-reference/sources/get.md) - [Update](https://docs.paygentic.io/api-reference/sources/update.md) - [List Events](https://docs.paygentic.io/api-reference/sources/list-events.md): List events for a specific source with optional status filtering - [Approve](https://docs.paygentic.io/api-reference/sources/approve.md): Approve a pending source event to create a usage event - [Reject](https://docs.paygentic.io/api-reference/sources/reject.md): Reject a pending source event - [Bulk Approve](https://docs.paygentic.io/api-reference/sources/bulk-approve.md): Approve multiple pending source events at once - [Bulk Reject](https://docs.paygentic.io/api-reference/sources/bulk-reject.md): Reject multiple pending source events at once - [List Rules](https://docs.paygentic.io/api-reference/sources/list-rules.md): List all auto-acceptance rules for a source. These rules automatically approve pending source events when all conditions are met. - [Create Rule](https://docs.paygentic.io/api-reference/sources/create-rule.md): Create a rule for automatically approving source events. When a pending source event matches ALL conditions in a rule, it will be automatically approved and converted to a usage event. Rules are evaluated in order (lowest order number first), and the first matching rule triggers auto-approval. Maxim… - [Get Rule](https://docs.paygentic.io/api-reference/sources/get-rule.md) - [Delete Rule](https://docs.paygentic.io/api-reference/sources/delete-rule.md) - [Update Rule](https://docs.paygentic.io/api-reference/sources/update-rule.md) - [List](https://docs.paygentic.io/api-reference/subscriptions/list.md) - [Create](https://docs.paygentic.io/api-reference/subscriptions/create.md): Creates a subscription for an existing customer or creates a new customer as part of the action. - [Get](https://docs.paygentic.io/api-reference/subscriptions/get.md) - [Update](https://docs.paygentic.io/api-reference/subscriptions/update.md) - [Get Price Intervals](https://docs.paygentic.io/api-reference/subscriptions/get-price-intervals.md): Returns all the price intervals of the subscription, ordered by start date. This includes intervals that ended and intervals that start in the future. If there are none, returns an empty array. - [Edit Price Intervals](https://docs.paygentic.io/api-reference/subscriptions/edit-price-intervals.md): Adds, edits, or removes price intervals on the subscription. Use an add to override a plan price for a period. Use an edit to change unitPrice, baseQuantity, quantityTransitions, or endDate. Use a remove to delete an interval. To close a price, set endDate. To re-open it, set endDate to null. To sen… - [Migrate To A Plan Version](https://docs.paygentic.io/api-reference/subscriptions/migrate-to-a-plan-version.md): Moves the subscription to a named version of its plan. By default the move follows the plan's versionTransition. With timing next_period, the move takes effect at the end of the current billing period: the current period bills as before, and each period that starts at or after that boundary bills fr… - [List Interval Changes](https://docs.paygentic.io/api-reference/subscriptions/list-interval-changes.md): Lists the subscription's interval changes, oldest first. Each shows why it was made and each interval before and after. - [List Merchant Interval Changes](https://docs.paygentic.io/api-reference/subscriptions/list-merchant-interval-changes.md): Lists the interval changes of all your subscriptions, oldest first. `from` is included and `to` is excluded. - [Generate Portal Link](https://docs.paygentic.io/api-reference/subscriptions/generate-portal-link.md): Generates a secure, time-limited URL that allows customers to access their subscription data without authentication. - [Terminate](https://docs.paygentic.io/api-reference/subscriptions/terminate.md): Terminates a subscription with a required reason. This endpoint is for merchant-initiated termination only. - [Reconcile Features](https://docs.paygentic.io/api-reference/subscriptions/reconcile-features.md): Creates a reconciliation that converges a subscription's feature entitlements to its current plan. Provisions a missing entitlement (and, for metered features, its initial grant) for every plan feature the subscription does not already have; cancels the entitlement and voids the grants of any featur… - [List Adjustments](https://docs.paygentic.io/api-reference/subscriptions/list-adjustments.md): Reads the adjustments on the subscription, oldest window first. A subscription with no adjustment returns an empty array. Paginated, because a long-running subscription accumulates one adjustment per rate change of every deal it has carried. - [Create Adjustment](https://docs.paygentic.io/api-reference/subscriptions/create-adjustment.md): Attaches an adjustment to the subscription for a dated window. A percentageDiscount reduces every discountable charge by a rate and carries one discount line per charge on the invoice. A usageDiscount takes a number of usage units off one metered price's billable quantity before that line is priced,… - [Delete Adjustment](https://docs.paygentic.io/api-reference/subscriptions/delete-adjustment.md): Stops an adjustment from applying to any period it has not already been billed on. An adjustment that has never reached an issued invoice is removed, and the response is 204. An adjustment that has already been billed on an issued invoice is RETRACTED instead: its effectiveTo moves to the end of the… - [Get](https://docs.paygentic.io/api-reference/users/get.md) - [Update](https://docs.paygentic.io/api-reference/users/update.md) - [List](https://docs.paygentic.io/api-reference/invoices-v2/list.md): List invoices with optional filters. Platform users can use nextActionAt=ready to get invoices ready for processing. - [List Line Items](https://docs.paygentic.io/api-reference/invoices-v2/list-line-items.md): List pending and invoiced line items for a subscription from the billing database. Returns exact fee amounts and estimated metered charges. - [Create Manual Line Item](https://docs.paygentic.io/api-reference/invoices-v2/create-manual-line-item.md): Create a manual line item for a billing v1 subscription. Manual line items are ad-hoc charges or credits that flow through the same collection pipeline as auto-generated items. Exactly one of subscriptionId or invoiceId must be provided. - [List projected](https://docs.paygentic.io/api-reference/invoices-v2/list-projected.md): List the invoices a subscription will issue in a range of invoice moments, one projected invoice for each distinct invoice moment. Projected invoices are derived on each read and never stored. Each has status PROJECTED, and its id is stable between reads, but GET /v2/invoices/{id} returns 404 for it… - [Get](https://docs.paygentic.io/api-reference/invoices-v2/get.md): Retrieve a single invoice with real-time aggregates (for ACTIVE/CLOSING/CLOSED) or cached aggregates (for finalized invoices). Optionally include line items with expand=lineItems. - [Get Line Items](https://docs.paygentic.io/api-reference/invoices-v2/get-line-items.md): Get paginated line items for an invoice - [Download Invoice PDF](https://docs.paygentic.io/api-reference/invoices-v2/download-invoice-pdf.md): Downloads the Paygentic-rendered invoice document. The caller must be authenticated and entitled to the invoice; the stored document is streamed back, so no storage URL is ever handed out. Returns 404 when the invoice's document is the tax provider's rather than ours — in that case the invoice resou… - [Settle Invoice Payment](https://docs.paygentic.io/api-reference/invoices-v2/settle-invoice-payment.md): Settle an unpaid invoice in status `ISSUED` or `PAYMENT_FAILED`. The `method` field selects how. - [List Invoice Refunds](https://docs.paygentic.io/api-reference/invoices-v2/list-invoice-refunds.md): List the credit notes (refunds) recorded against an invoice. Accessible to the owning merchant or platform operators. - [Refund Invoice](https://docs.paygentic.io/api-reference/invoices-v2/refund-invoice.md): Issue a full refund against a paid invoice by creating a credit note. The invoice stays PAID; the refund is recorded as a child credit note. Accessible to the owning merchant or platform operators. Only works for invoices in PAID status that have not already been refunded. Full refund only — the ent… - [Void Invoice Refund](https://docs.paygentic.io/api-reference/invoices-v2/void-invoice-refund.md): Void a previously-issued refund (credit note). Reverses the credit note in the tax provider and excludes it from revenue. Accessible to the owning merchant or platform operators. - [Retry Payment](https://docs.paygentic.io/api-reference/invoices-v2/retry-payment.md): Charge the customer's saved payment method again for an unpaid invoice. - [List Payments](https://docs.paygentic.io/api-reference/payments/list-payments.md): List payments for the authenticated merchant with optional filters. - [Create Payment](https://docs.paygentic.io/api-reference/payments/create-payment.md): Create a new payment for collecting a one-off charge. Returns a payment URL that can be shared with the customer. - [Get Payment](https://docs.paygentic.io/api-reference/payments/get-payment.md): Retrieve a single payment by ID. - [List](https://docs.paygentic.io/api-reference/payment-sessions/list.md): List payment sessions for the authenticated merchant with optional filters. Supports filtering by subscriptionId, customerId, status, and entityType. When subscriptionId is provided the result includes both the subscription's own activation session (entityType='subscription') and any session attache… - [Ingest Event](https://docs.paygentic.io/api-reference/events/ingest-event.md): Ingest a raw metering event. The event is published to the meter-events PubSub topic for processing by the meters service. - [List](https://docs.paygentic.io/api-reference/costs/list.md) - [Create](https://docs.paygentic.io/api-reference/costs/create.md): Create a new metered cost for a product. - [Get](https://docs.paygentic.io/api-reference/costs/get.md) - [Delete](https://docs.paygentic.io/api-reference/costs/delete.md) - [Update](https://docs.paygentic.io/api-reference/costs/update.md) - [Query Summary](https://docs.paygentic.io/api-reference/costs/query-summary.md): Query usage data and compute cost for a specific cost configuration. To retrieve summaries for all costs belonging to a merchant, first call listCosts to obtain cost IDs, then call this endpoint in parallel for each ID. - [Report](https://docs.paygentic.io/api-reference/costs/report.md): Aggregate cost data across costs and customers with grouping, filtering, and time-series breakdown. - [Get revenue summary](https://docs.paygentic.io/api-reference/revenue/get-revenue-summary.md): Returns revenue summary with invoice and payment breakdowns (outstanding/paid/writtenOff), plus a time-series trend. Revenue is what was billed in the period (by default, invoices issued in it; see periodBasis), whatever their status since, less refunds, both excluding tax; completed payments are re… - [List customer accounts](https://docs.paygentic.io/api-reference/revenue/list-customer-accounts.md): Returns each customer's account as at today, one row per customer and currency, with a total per currency. Every figure covers all dates: there is no date window. - [Get profitability summary](https://docs.paygentic.io/api-reference/profitability/get-profitability-summary.md): Returns a per-customer profitability summary for a merchant over a date range. Each row aggregates revenue (invoices issued in the period, whatever their status since, less refunds, both excluding tax; the same figure /v0/revenue reports), cost (from metered cost discovery), profit, and margin. Cust… - [List](https://docs.paygentic.io/api-reference/test-clocks/list.md): Retrieves a paginated list of test clocks - [Create](https://docs.paygentic.io/api-reference/test-clocks/create.md): Creates a new test clock with an optional initial time. If no time is provided, uses the current time. - [Get](https://docs.paygentic.io/api-reference/test-clocks/get.md): Retrieves details of a specific test clock - [Delete](https://docs.paygentic.io/api-reference/test-clocks/delete.md): Soft deletes a test clock. The clock will be marked as deleted but not removed from the database. - [Advance](https://docs.paygentic.io/api-reference/test-clocks/advance.md): Advances the test clock's current time. You can either specify a new absolute time or advance by a duration. - [Reset a merchant's data](https://docs.paygentic.io/api-reference/merchant-data/reset-a-merchants-data.md): With `scope: merchant`, deletes the merchant's customers and everything attached to them: subscriptions, invoices, line items, payments, entitlements, grants, orders, test clocks, usage events, invoice documents and, when tax is enabled, the documents in the merchant's Quaderno sandbox account. `kee… - [List](https://docs.paygentic.io/api-reference/externalreferences/list.md) - [Create](https://docs.paygentic.io/api-reference/externalreferences/create.md) - [Get](https://docs.paygentic.io/api-reference/externalreferences/get.md) - [Delete](https://docs.paygentic.io/api-reference/externalreferences/delete.md) - [Update](https://docs.paygentic.io/api-reference/externalreferences/update.md) - [List](https://docs.paygentic.io/api-reference/items/list.md) - [Create](https://docs.paygentic.io/api-reference/items/create.md) - [Get](https://docs.paygentic.io/api-reference/items/get.md) - [Update](https://docs.paygentic.io/api-reference/items/update.md) - [List orders](https://docs.paygentic.io/api-reference/orders/list-orders.md) - [Create an order](https://docs.paygentic.io/api-reference/orders/create-an-order.md) - [Get an order](https://docs.paygentic.io/api-reference/orders/get-an-order.md) - [Delete an order](https://docs.paygentic.io/api-reference/orders/delete-an-order.md) - [Update an order](https://docs.paygentic.io/api-reference/orders/update-an-order.md) - [Add a line item](https://docs.paygentic.io/api-reference/orders/add-a-line-item.md) - [Delete a line item](https://docs.paygentic.io/api-reference/orders/delete-a-line-item.md) - [Update a line item](https://docs.paygentic.io/api-reference/orders/update-a-line-item.md) - [Create an approval for the order](https://docs.paygentic.io/api-reference/orders/create-an-approval-for-the-order.md): Submit the order for maker-checker approval. Returns 409 if a pending approval already exists. - [List billing schedules](https://docs.paygentic.io/api-reference/billing-schedules/list-billing-schedules.md) - [Create a billing schedule](https://docs.paygentic.io/api-reference/billing-schedules/create-a-billing-schedule.md) - [Get a billing schedule](https://docs.paygentic.io/api-reference/billing-schedules/get-a-billing-schedule.md) - [Delete a billing schedule](https://docs.paygentic.io/api-reference/billing-schedules/delete-a-billing-schedule.md) - [Update a billing schedule](https://docs.paygentic.io/api-reference/billing-schedules/update-a-billing-schedule.md) - [List schedule intervals](https://docs.paygentic.io/api-reference/billing-schedules/list-schedule-intervals.md) - [Replace schedule intervals](https://docs.paygentic.io/api-reference/billing-schedules/replace-schedule-intervals.md): Replace (PUT semantics) the full interval set for a schedule. Wipes existing intervals and recreates from the supplied list. Reverts any in-flight order approval for order-owned schedules. - [List staged invoices](https://docs.paygentic.io/api-reference/billing-schedules/list-staged-invoices.md): List the staged invoice projections for a schedule, newest period first. - [Generate staged invoices](https://docs.paygentic.io/api-reference/billing-schedules/generate-staged-invoices.md): Generate (or regenerate) staged invoice projections for a schedule from its current intervals. Idempotent — replaces any existing staged rows. Schedule must have at least one interval. - [List Salesforce accounts](https://docs.paygentic.io/api-reference/salesforce/list-salesforce-accounts.md): Returns Accounts from the merchant's connected Salesforce org via live proxy SOQL. - [List](https://docs.paygentic.io/api-reference/merchantintegrations/list.md) - [Upsert](https://docs.paygentic.io/api-reference/merchantintegrations/upsert.md): Create or re-activate a merchant's connection to a provider. Idempotent on `(merchantId, provider)` — connecting an already-connected provider re-activates the existing row, never creating a duplicate. - [Get](https://docs.paygentic.io/api-reference/merchantintegrations/get.md) - [Disconnect](https://docs.paygentic.io/api-reference/merchantintegrations/disconnect.md): Soft-disconnect a connection (status `disconnected`, stamp `disconnectedAt`). Never hard-deletes — preserves the install id and `connectedAt` for audit. - [List approvals](https://docs.paygentic.io/api-reference/approvals/list-approvals.md) - [Submit a resource for approval](https://docs.paygentic.io/api-reference/approvals/submit-a-resource-for-approval.md) - [Get an approval](https://docs.paygentic.io/api-reference/approvals/get-an-approval.md) - [Update an approval (approve, reject, or cancel)](https://docs.paygentic.io/api-reference/approvals/update-an-approval-approve-reject-or-cancel.md) - [Get](https://docs.paygentic.io/api-reference/webhooks/get.md): Returns the webhook configuration for your account. Returns 404 if webhooks have never been enabled. - [Enable](https://docs.paygentic.io/api-reference/webhooks/enable.md): Turns on webhook delivery for your account. Call it once: when a configuration already exists, enabled or disabled, the response is 400 with code `DUPLICATE_RESOURCE`. Use the update operation to turn delivery on or off after that. Endpoint URLs, event subscriptions and the signing secret are manage… - [Disable](https://docs.paygentic.io/api-reference/webhooks/disable.md): Pauses webhook delivery. This has the same effect as the update operation with `enabled: false`: it does not delete the configuration, the endpoints or their event subscriptions. Use the update operation with `enabled: true` to resume delivery. Returns 404 if webhooks have never been enabled. - [Update](https://docs.paygentic.io/api-reference/webhooks/update.md): Turns webhook delivery on or off. Set `enabled` to `false` to pause delivery and to `true` to resume it. Endpoints and their event subscriptions are kept. Returns 404 if webhooks have never been enabled. - [Get Portal Access](https://docs.paygentic.io/api-reference/webhooks/get-portal-access.md): Returns a link to the webhook portal, where you add endpoints, choose event types, read the signing secret and inspect deliveries. The link opens without a login and expires one hour after it is issued, at `expiresAt`. Treat it as a secret. Returns 404 unless webhooks are enabled. - [Changelog](https://docs.paygentic.io/changelog.md): Product updates and announcements ## OpenAPI Specs - [openapi](/openapi.json) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.