Finances

Get Whitelabel Balance

Gets all balances from payments received for the organization. All balances are broken down by the method in which a payment was made - `bank_account` and `card`. This should help indicate whether a payment can be refunded or not based on the available balances for each category.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            {"object":"balance","available":[{"amount":284667,"currency":"usd","source_types":{"bank_account":39618,"card":245049}}],"instant_available":[{"amount":284667,"currency":"usd","source_types":{"bank_account":39618,"card":245049}}],"livemode":false,"pending":[{"amount":0,"currency":"usd","source_types":{"bank_account":0,"card":0}}]}
                        
                            []
Success Response Key

Get Whitelabel Payout Methods

Gets all payout method for the organization. This response comes directly from our payment processor, Stripe, so the response does not match our usual format of API responses.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            {"object":"list","data":[{"id":"ba_1KYuGoRCRydqeLFlcdrD6HKv","object":"bank_account","account":"acct_1I9YjARCRydqeLFl","account_holder_name":"Myke Testerino","account_holder_type":"individual","account_type":null,"available_payout_methods":["standard","instant"],"bank_name":"STRIPE TEST BANK","country":"US","currency":"usd","default_for_currency":false,"fingerprint":"CIbCKiGwNrWnqC9G","future_requirements":{"currently_due":[],"errors":[],"past_due":[],"pending_verification":[]},"last4":"6789","metadata":[],"requirements":{"currently_due":[],"errors":[],"past_due":[],"pending_verification":[]},"routing_number":"110000000","status":"new"},{"id":"card_1IBlGmRCRydqeLFlMzF9Rykv","object":"card","account":"acct_1I9YjARCRydqeLFl","address_city":null,"address_country":null,"address_line1":null,"address_line1_check":null,"address_line2":null,"address_state":null,"address_zip":"80021","address_zip_check":"pass","available_payout_methods":["standard","instant"],"brand":"Visa","country":"US","currency":"usd","cvc_check":"pass","default_for_currency":true,"dynamic_last4":null,"exp_month":8,"exp_year":2025,"fingerprint":"xs1F7FFTrCIhZq4o","funding":"debit","last4":"5556","metadata":[],"name":null,"status":"new","tokenization_method":null,"wallet":null}],"has_more":false,"url":"\/v1\/accounts\/acct_1I9YjARCRydqeLFl\/external_accounts"}
                        
                            []
Success Response Key

Trigger Whitelabel Payout

Triggers a payout from the selected available or instant_available balances. Please note that the payment_amount needs to be provided in CENTS not DOLLARS. For example, $100 payout should be provided as payout_amount=10000

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
payout_method Method to use for payout, `bank` or `instant`.
payout_amount Amount to payout to the payment method (in Cents, NOT dollars).
description Description for the payout.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            {"Status":"Success","Message":"Payout request sent"}
                        
                            []
Success Response Key

Get User Financial Timeline

Returns all finance data for a given user.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
custid (optional) Custid of the user to fetch the finance timeline for. Defaults to the authenticated user.
sort (optional) `ASC` or `DESC` - Order in which to sort the timeline items. Defaults to DESC.
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            {"current_balances":{"whitelabel_id":127,"custid":565,"outstanding":"6755","whitelabel_account":"acct_1I9YjARCRydqeLFl","user_customer_id":"cus_InLQKbMMoZTEo2","preferred_payment_method":"","delinquent":"Yes","fname":"Lindsay","lname":"Testerson","email":"lindsay@Testerson.net","whitelabel_name":"Testing Rowing Club, Inc."},"payment_methods":{"object":"list","data":[],"has_more":false,"url":"\/v1\/customers\/cus_InLQKbMMoZTEo2\/sources"},"payments_made":[{"id":"ch_1J09WwINTixHFl36PtqoPkpq","object":"charge","amount":1395,"amount_captured":1395,"amount_refunded":0,"amount_updates":[],"application":null,"application_fee":"fee_1J09WxRCRydqeLFlbHImhtqN","application_fee_amount":95,"balance_transaction":"txn_1J09WxINTixHFl364dbf9hKu","billing_details":{"address":{"city":null,"country":null,"line1":null,"line2":null,"postal_code":"42422","state":null},"email":null,"name":null,"phone":null},"calculated_statement_descriptor":"BOATHOUSE CONNECT","captured":true,"created":1623176402,"currency":"usd","customer":"cus_InLQKbMMoZTEo2","description":"Payment to Testing Rowing Club, Inc.","destination":"acct_1I9YjARCRydqeLFl","dispute":null,"disputed":false,"failure_balance_transaction":null,"failure_code":null,"failure_message":null,"fraud_details":[],"invoice":null,"livemode":false,"metadata":{"custid":"565","env":"TEST","whitelabel_id":"127"},"on_behalf_of":null,"order":null,"outcome":{"network_status":"approved_by_network","reason":null,"risk_level":"normal","risk_score":48,"seller_message":"Payment complete.","type":"authorized"},"paid":true,"payment_intent":null,"payment_method":"card_1J06aiINTixHFl36TBGMLNeb","payment_method_details":{"card":{"amount_authorized":null,"brand":"visa","checks":{"address_line1_check":null,"address_postal_code_check":"pass","cvc_check":null},"country":"US","exp_month":4,"exp_year":2024,"extended_authorization":{"status":"disabled"},"fingerprint":"0E6CpRNhhpMOArnP","funding":"credit","incremental_authorization":{"status":"unavailable"},"installments":null,"last4":"4242","mandate":null,"multicapture":{"status":"unavailable"},"network":"visa","network_token":{"used":false},"overcapture":{"maximum_amount_capturable":1395,"status":"unavailable"},"three_d_secure":null,"wallet":null},"type":"card"},"receipt_email":"Lindsay@Testerson.net","receipt_number":null,"receipt_url":"https:\/\/pay.stripe.com\/receipts\/payment\/CAcaFwoVYWNjdF8xSTJkNHBJTlRpeEhGbDM2KJGg37EGMgYXCqTUpU06LBZ9XglQlhoR0GEd5uk3KdlY915iJ82zX5R-ob3AvqmuVkToIfiN5g7hxxI-","refunded":false,"refunds":{"object":"list","data":[],"has_more":false,"total_count":0,"url":"\/v1\/charges\/ch_1J09WwINTixHFl36PtqoPkpq\/refunds"},"review":null,"shipping":null,"source":{"id":"card_1J06aiINTixHFl36TBGMLNeb","object":"card","address_city":null,"address_country":null,"address_line1":null,"address_line1_check":null,"address_line2":null,"address_state":null,"address_zip":"42422","address_zip_check":"pass","brand":"Visa","country":"US","customer":"cus_InLQKbMMoZTEo2","cvc_check":null,"dynamic_last4":null,"exp_month":4,"exp_year":2024,"fingerprint":"0E6CpRNhhpMOArnP","funding":"credit","last4":"4242","metadata":[],"name":null,"tokenization_method":null,"wallet":null},"source_transfer":null,"statement_descriptor":null,"statement_descriptor_suffix":null,"status":"succeeded","transfer":"tr_1J09WwINTixHFl362hqqVHxT","transfer_data":{"amount":null,"destination":"acct_1I9YjARCRydqeLFl"},"transfer_group":"group_ch_1J09WwINTixHFl36PtqoPkpq"},{"id":"ch_1J06auINTixHFl36TBdP0Vdt","object":"charge","amount":258,"amount_captured":258,"amount_refunded":0,"amount_updates":[],"application":null,"application_fee":"fee_1J06avRCRydqeLFlPOosfVXA","application_fee_amount":58,"balance_transaction":"txn_1J06avINTixHFl36sPJlVlPD","billing_details":{"address":{"city":null,"country":null,"line1":null,"line2":null,"postal_code":"42422","state":null},"email":null,"name":null,"phone":null},"calculated_statement_descriptor":"BOATHOUSE CONNECT","captured":true,"created":1623165116,"currency":"usd","customer":"cus_InLQKbMMoZTEo2","description":"Payment to Testing Rowing Club, Inc.","destination":"acct_1I9YjARCRydqeLFl","dispute":null,"disputed":false,"failure_balance_transaction":null,"failure_code":null,"failure_message":null,"fraud_details":[],"invoice":null,"livemode":false,"metadata":{"custid":"565","env":"TEST","whitelabel_id":"127"},"on_behalf_of":null,"order":null,"outcome":{"network_status":"approved_by_network","reason":null,"risk_level":"normal","risk_score":22,"seller_message":"Payment complete.","type":"authorized"},"paid":true,"payment_intent":null,"payment_method":"card_1J06aiINTixHFl36TBGMLNeb","payment_method_details":{"card":{"amount_authorized":null,"brand":"visa","checks":{"address_line1_check":null,"address_postal_code_check":"pass","cvc_check":"pass"},"country":"US","exp_month":4,"exp_year":2024,"extended_authorization":{"status":"disabled"},"fingerprint":"0E6CpRNhhpMOArnP","funding":"credit","incremental_authorization":{"status":"unavailable"},"installments":null,"last4":"4242","mandate":null,"multicapture":{"status":"unavailable"},"network":"visa","network_token":{"used":false},"overcapture":{"maximum_amount_capturable":258,"status":"unavailable"},"three_d_secure":null,"wallet":null},"type":"card"},"receipt_email":"Lindsay@Testerson.net","receipt_number":null,"receipt_url":"https:\/\/pay.stripe.com\/receipts\/payment\/CAcaFwoVYWNjdF8xSTJkNHBJTlRpeEhGbDM2KJGg37EGMgaZxBX9hkk6LBZCsdQHss3l1T6AwUXKFdds1OVIwAuVjJQHC5Q7aKEVSQ5YTKeUuFSfzYJh","refunded":false,"refunds":{"object":"list","data":[],"has_more":false,"total_count":0,"url":"\/v1\/charges\/ch_1J06auINTixHFl36TBdP0Vdt\/refunds"},"review":null,"shipping":null,"source":{"id":"card_1J06aiINTixHFl36TBGMLNeb","object":"card","address_city":null,"address_country":null,"address_line1":null,"address_line1_check":null,"address_line2":null,"address_state":null,"address_zip":"42422","address_zip_check":"pass","brand":"Visa","country":"US","customer":"cus_InLQKbMMoZTEo2","cvc_check":"pass","dynamic_last4":null,"exp_month":4,"exp_year":2024,"fingerprint":"0E6CpRNhhpMOArnP","funding":"credit","last4":"4242","metadata":[],"name":null,"tokenization_method":null,"wallet":null},"source_transfer":null,"statement_descriptor":null,"statement_descriptor_suffix":null,"status":"succeeded","transfer":"tr_1J06avINTixHFl36Z5HdZDl3","transfer_data":{"amount":null,"destination":"acct_1I9YjARCRydqeLFl"},"transfer_group":"group_ch_1J06auINTixHFl36TBdP0Vdt"}],"charges":[{"payment_schedule_id":5,"whitelabel_id":127,"custid":565,"created_at":1611164702,"due_by":1611165685,"created_by":"Lindsay Testerson","amount":0,"description":"Account Initialization","charge_type":"initialization","foreign_id":null,"email_sent":0,"external_id_a":"","external_id_b":"","external_id_c":"","external_id_d":""},{"payment_schedule_id":12,"whitelabel_id":127,"custid":565,"created_at":1611166408,"due_by":1611166408,"created_by":"Lindsay Testerson","amount":1000,"description":"Group membership charge - Delta Group","charge_type":"single_group","foreign_id":51,"email_sent":0,"external_id_a":"","external_id_b":"","external_id_c":"","external_id_d":""}],"credits":[{"payment_credit_id":12,"external_id":"ch_1J06auINTixHFl36TBdP0Vdt","custid":565,"whitelabel_id":127,"descr":"Payment By User","created_at":1623165118,"posted_by":"BC Payment Service","amount_charged":200,"settled_amount":200,"receipt_url":"https:\/\/pay.stripe.com\/receipts\/acct_1I2d4pINTixHFl36\/ch_1J06auINTixHFl36TBdP0Vdt\/rcpt_JdNLf3z4yT5mcWimyVq4pRIBwvyiHJw"},{"payment_credit_id":13,"external_id":"ch_1J09WwINTixHFl36PtqoPkpq","custid":565,"whitelabel_id":127,"descr":"Payment By User","created_at":1623176404,"posted_by":"BC Payment Service","amount_charged":1300,"settled_amount":1300,"receipt_url":"https:\/\/pay.stripe.com\/receipts\/acct_1I2d4pINTixHFl36\/ch_1J09WwINTixHFl36PtqoPkpq\/rcpt_JdQNe5iK4hRvSyALGDVO4BDciQEXtNB"}]}
                        
                            []
Success Response Key

Get All Users Financial Timeline

Gets all charges and credits for the given organization.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization. Defaults to DESC.
sort (optional) `ASC` or `DESC` - Order in which to sort the timeline items.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
17 Manage Organization Settings Allowed to change basic organization-related settings, such as uploading logos, setting timezone, etc.
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            {"charges":[{"payment_schedule_id":1,"whitelabel_id":127,"custid":566,"fname":"Steve","lname":"Bravo","created_at":1611164702,"due_by":1611165685,"created_by":"Steve Bravo","amount":0,"description":"Account Initialization","charge_type":"initialization","foreign_id":null,"login_email":"Treasurer@Testerson.org","external_id_a":"","external_id_b":"","external_id_c":"","external_id_d":""},{"payment_schedule_id":2,"whitelabel_id":127,"custid":567,"fname":"Savannah","lname":"Testerson","created_at":1611164702,"due_by":1611165685,"created_by":"Savannah Testerson","amount":0,"description":"Account Initialization","charge_type":"initialization","foreign_id":null,"login_email":"michael+Savannah@Testerson.net","external_id_a":"","external_id_b":"","external_id_c":"","external_id_d":""}],"credits":[{"payment_credit_id":1,"external_id":"REFUND","whitelabel_id":127,"custid":564,"fname":"Michael","lname":"Testerson","descr":"REFUNDED","created_at":1611166043,"posted_by":"BC Payment Service","amount_charged":1000,"settled_amount":0,"receipt_url":"https:\/\/pay.stripe.com\/receipts\/acct_1I2d4pINTixHFl36\/ch_1IBl5RINTixHFl36omJhth1Y\/rcpt_InLnbnJeuYtDlWDQ98bynRPjuUmbW04","external_id_a":"Bravo151","external_id_b":"","external_id_c":"","external_id_d":"","login_email":"Michael@Testerson.net","settled_timestamp":null},{"payment_credit_id":2,"external_id":"WHITELABEL GRANTED CREDIT","whitelabel_id":127,"custid":568,"fname":"Steven","lname":"Friend","descr":"","created_at":1611166490,"posted_by":"Michael Testerson","amount_charged":295,"settled_amount":0,"receipt_url":"","external_id_a":"","external_id_b":"","external_id_c":"","external_id_d":"","login_email":"michael+steven@Testerson.net","settled_timestamp":null}]}
                        
                            []
Success Response Key

Refund Payment

Refunds a payment back to the user based on the payment_credit_id.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
custid Custid of the user being refunded.
payment_credit_id Id of the credit to refund to the user.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            {"status":"success","message":"Payment has been refunded.","custid":564,"payment_credit_id_refunded":11}
                        
                            []
Success Response Key

Get User Account Balance

Gets the account balances for the given user for each of the organizations the user is affiliated with. If the custid provided does not match the authenticated user, you must have permission to manage the finances for the given user in your organization.

Parameters
token API Token.
custid (optional) Custid of the user to fetch the finance balance for. Defaults to the authenticated user.
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            [{"whitelabel_id":128,"custid":564,"outstanding":"0","whitelabel_account":null,"user_customer_id":"cus_KwrpAno1Hi0rJQ","preferred_payment_method":"card_1KKwosINTixHFl36yn3huMOY","delinquent":"No","fname":"Michael","lname":"Testerino","email":"Michael@Testerino.net","whitelabel_name":"Testerson"}]
                        
                            []
Success Response Key

Get User Payment Methods

Gets all payment methods on file for the authenticated user.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            {"object":"list","data":[{"id":"card_1Mpb9EINTixHFl36cNzm6hZX","object":"card","address_city":null,"address_country":null,"address_line1":null,"address_line1_check":null,"address_line2":null,"address_state":null,"address_zip":"42424","address_zip_check":"pass","brand":"Visa","country":"US","customer":"cus_InLN2kJBMmDPK5","cvc_check":"pass","dynamic_last4":null,"exp_month":4,"exp_year":2024,"fingerprint":"0E6CpRNhhpMOArnP","funding":"credit","last4":"4242","metadata":[],"name":null,"tokenization_method":null,"wallet":null},{"id":"ba_1OMhu0INTixHFl36231Vd6Gp","object":"bank_account","account_holder_name":null,"account_holder_type":null,"account_type":null,"bank_name":"STRIPE TEST BANK","country":"US","currency":"usd","customer":"cus_InLN2kJBMmDPK5","fingerprint":"CIbCKiGwNrWnqC9G","last4":"6789","metadata":[],"routing_number":"110000000","status":"verified"}],"has_more":false,"url":"\/v1\/customers\/cus_InLN2kJBMmDPK5\/sources"}
                        
                            []
Success Response Key

Remove User Payment Method

Removes a payment method the user has previously added.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
payment_source_id Stripe Id of the payment source to remove from the user
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            {"status":"success","message":"Payment method removed.","payment_source_id":"card_1Mpb9EINTixHFl36cNzm6hZX"}
                        
                            []
Success Response Key

Make A Payment To Whitelabel

Triggers a payment from the provided payment to the given organization. Maximum payment allowed per transaction is $2,000 USD.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization to receive the payment.
amount Amount to charge the user and transfer to the whitelabel (in cents, NOT dollars)
preferred_payment_method Stripe payment method to attempt to use first when charging the user.
is_donation (optional) `no` or `yes` - Whether or not the payment is a donation. Defaults to `no`
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            []
                        
                            []
Success Response Key

Get All User Account Balances

Retrieves the current balance for each user in the organization (as well as any past users). outstanding refers to how much is owed to the organization. A positive number indicates an amount due, while negative indicates a credit to the user.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            [{"whitelabel_id":127,"custid":566,"outstanding":"4000","whitelabel_account":"acct_1I9YjARCRydqeLFl","user_customer_id":"cus_InLQwN4ldYGxCZ","preferred_payment_method":"","delinquent":"Yes","fname":"Zane","lname":"Bravo","email":"zane@bravo.org","whitelabel_name":"Test Club, Inc."},{"whitelabel_id":127,"custid":567,"outstanding":"3522","whitelabel_account":"acct_1I9YjARCRydqeLFl","user_customer_id":"cus_InLQI3b5VuP3tR","preferred_payment_method":"","delinquent":"Yes","fname":"Savannah","lname":"Testington","email":"Savannah@testington.net","whitelabel_name":"Test Club, Inc."}]
                        
                            []
Success Response Key

Create Charge

Creates a charge to the user. The payment method on file for the user will be billed sometime after the `due_date`.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
custid Custid of the user the charge is being assessed to.
amount Amount of the charge in cents, NOT dollars.
descr Reason for the charge being assessed to the user
charge_type Type of charge being assessed (`single_group`, `recurring_group`, `donation`, `initialization`, `single`
foreign_id Id relating to the charge type to assist in removing or editing later.
due_date UNIX timestamp of when the charge needs to be paid by the user. Must be greater than 1730158382.
notify_user (optional) Determines whether to automatically notify the user of the charge 72 hours before the due time. Options are `Yes` or `No`. Defaults to `Yes`
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            {"status":"success","message":"Charge posted to user","amount_due":1000,"amount_dollars":"$10","posted_to_custid":"564","type":"single","foreign_id":"0","sending_notification":true,"due_date":1715012823}
                        
                            []
Success Response Key

Delete Charge

Deletes a given charge from the given user. The charge_id must be paired to the user provided in the custid parameter.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
custid Custid of the user the charge is being removed from.
charge_id AId of the charge being removed. This must be attached to the given custid.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            {"status":"success","message":"Charge has been deleted.","user_name":"Michael Merwin","custid":564,"charge_id":96}
                        
                            []
Success Response Key

Create Credit

Creates a credit that can offset any future charges posted to a user's account

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
custid Custid of the user the charge is being assessed to.
amount Amount of the credit in cents, NOT dollars.
description Reason for the credit being added to the user
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            {"status":"success","message":"Credit posted to user.","user_name":"Michael Merwin","custid":564,"amount_posted":500}
                        
                            []
Success Response Key

Add Fee Schedule To Group

Adds a charge due to all users in a given group. Only the users in the given group at the due date will be charged.

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
group_id Id of the group.
amount Amount of the charge in cents, NOT dollars.
due_by UNIX timestamp of when the charge needs to be paid by each user. Must be greater than 1730158382.
description (optional) Description of the fee being added.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            {"whitelabel_id":127,"group_id":44,"join_fee":0,"upcoming_fees":[],"past_fees":[{"schedule_id":7,"whitelabel_id":127,"group_id":44,"amount":2200,"due_date":1648706400,"description":"null"},{"schedule_id":8,"whitelabel_id":127,"group_id":44,"amount":2500,"due_date":1648706400,"description":"null"}]}
                        
                            []
Success Response Key

Remove Fee Schedule From Group

Removes a given fee from the group fee schedule. All scheduled group fees can be found using the /finances/addGroupFeeSchedule endpoint

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
schedule_id Id of the charge schedule to remove from all users in the group.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            []
                        
                            []
Success Response Key

Update Group Join Fee

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
group_id Id of the group.
amount Amount of the charge in cents, NOT dollars.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.
21 Assess Fees Allowed to assess fees to users.

Sample Responses

                            []
                        
                            []
Success Response Key

Get Fee Schedule For Group

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
group_id Id of the group.
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            []
                        
                            []
Success Response Key

Update Fee Recovery Setting

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
setting `Yes` or `No` - Whether or not processing fees get recovered from the user when making payments.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            []
                        
                            []
Success Response Key

Update Group Payment Requirement

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
require_card `Yes` or `No` - Whether or not users must have a payment method on file before joining groups with a join fee.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            []
                        
                            []
Success Response Key

Create Fundraiser

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
title Name of the fundraiser.
description Description of the fundraiser.
start_time UNIX timestamp of when the fundraiser starts and people can make donations towards it.
end_time UNIX timestamp of when the fundraiser ends.
goal Amount the organization is trying to raiser for the item (in cents, NOT dollars).
has_image `true` or `false` - whether or not a image has been POSTed to the endpoint for the fundraiser image.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            []
                        
                            []
Success Response Key

Update Fundraising Data

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
donation_item_id Id of the fundraiser.
title (optional) New name of the fundraiser.
description (optional) New description of the fundraiser.
start_time (optional) New UNIX timestamp of when the fundraiser starts and people can make donations towards it.
end_time (optional) New UNIX timestamp of when the fundraiser ends.
goal (optional) New Amount the organization is trying to raiser for the item (in cents, NOT dollars).
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            []
                        
                            []
Success Response Key

Donate Towards Fundraiser (Payment)

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
donation_item_id Id of the fundraiser.
amount Value of the donation (in cents, NOT dollars).
type `payment` or `cash`
preferred_payment_method (optional) Stripe payment method to charge.
recover_cost (optional) `Yes` or `No` - Whether or not to recover the payment interchange costs
email (optional) Email address of the donor
stripe_customer_id (optional) Stripe Id of the customer making the donation Only required if a non-cash donation.
external_id (optional) Id of the Stripe transaction. only included if recording cash donation
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            []
                        
                            []
Success Response Key

Add Donation to Fundraiser (Manual)

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
donation_item_id Id of the fundraiser.
amount Value of the donation (in cents, NOT dollars).
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            []
                        
                            []
Success Response Key

Get Fundraiser Details

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
Try It!
Required Permissions
No special permissions required to access this endpoint.

Sample Responses

                            []
                        
                            []
Success Response Key

All Payments From Users Setting

Parameters
token API Token.
whitelabel_id Whitelabel Id of the organization.
allow_user_payments `Yes` or `No` - Whether or not users are allowed to make payments on the platform.
Try It!
Required Permissions
The authenticated user must hold one of the following permissions to access this endpoint:
IdNameDescription
20 Manage Finances Allowed to modify all finance settings related to collecting fees from users.

Sample Responses

                            []
                        
                            []
Success Response Key

Don't like coding?

Checkout our integration with Zapier! Zapier is a platform that allows you to connect Boathouse Connect to over 3,000+ other applications & services Go To Zapier




Overview

Actions

About Us

Copyright © 2011-2024 Merwin Software, LLC / Boathouse Connect