API

The ChargeOver API is organized around REST. Our API is designed to have predictable, resource-oriented URLs and to use HTTP response codes to indicate API errors. JSON will be returned in all responses from the API, including errors.

Getting Started

Finding your API Endpoint

The first step towards integration is finding your endpoint and credentials.

  1. Log in to ChargeOver, and navigate to this menu option:
  2. Features & Add-Ons > Browse All Features > REST API
  3. Enable the API, and find your API endpoint at the bottom of the screen. Click the Save button to save the configuration.

Visit this URL to make your first API request:

  • https://CHANGE-THIS.chargeover.com/api/v3/customer

(substitute your own application/domain name into the above string!)

To retrieve a list of data from ChargeOver, use a HTTP GET request:

  • https://CHANGE-THIS.chargeover.com/api/v3/customer

To retrieve a subset of the items in a list (e.g. records 10 to 25) you can use the offset and limit parameters (just like in an SQL database):

  • https://CHANGE-THIS.chargeover.com/api/v3/customer?offset=10&limit=15

To retrieve a specific record from ChargeOver, use a HTTP GET request and specify the record id:

  • https://CHANGE-THIS.chargeover.com/api/v3/customer/1

Authentication

All API calls are made over a secure SSL/HTTPS connection. In addition to the point-to-point encryption SSL/HTTPS provides, ChargeOver offers two different options for authentication.

The easiest way to get started with the API is to use standard "HTTP Basic Auth". This uses the industry-standard HTTP authentication to authenticate access to the REST API.

If you need more security, ChargeOver also offers a signed, HMAC-SHA256 based authentication method. The advantages of the signature-based approach are:

  • Protection against replay attacks
  • Verification that the API request you sent was not altered during transport
  • No need to transmit your private API key over the wire

We recommend you develop using HTTP basic auth, and then migrate to using signatures in production environments.

For more information on HTTP Basic Authentication, please visit the links below:

Libraries/Code

Make sure to visit the ChargeOver GitHub account. Feel free to contact us for additional sample code.

PHP

Python

Java

C# / .NET

Querying/Filtering

Many fields can be used to query/filter the list of objects retrieved from ChargeOver using a ?where=... query string in your GET request.

Refer to the examples below.

Querying/Filtering

Refer to the examples to the right.

To filter the result set, the following comparison operators can be used:

  • EQUALS (equals)
  • GT (greater than)
  • LT (less than)
  • GTE (greater than or equal to)
  • LTE (less than or equal to)
  • CONTAINS (find strings containing this string)
  • NOTEQUALS (not equals)
  • IS:NULL (is null/unset)
  • ISNOT:NULL (is NOT null

To sort/order the result set, you can specify an additional query string parameter:

?order=customer_id:DESC
(specify the the_field_name:ASC or the_field_name:DESC to sort ascending or descending)

Querying/Filtering

API Examples

// Get customers with an e-mail address of "johndoe@example.com"
/api/v3/customer?where=superuser_email:EQUALS:johndoe@example.com

// Get customers with the word "test" in their company name
/api/v3/customer?where=company:CONTAINS:test	

// Get a list of invoices on "2015-02-05" (Feb 5, 2015)
/api/v3/invoice?where=date:EQUALS:2015-02-05

// Get a list of invoices between the two dates "2015-02-01" (Feb 1, 2015) and "2015-02-05" (Feb 5, 2015)
/v3/invoice?where=date:GTE:2015-02-01,date:LTE:2015-02-05
 

Paging (Limit/Offset)

To page your result set, you can specify limit=... and offset=....

offset= determines how far into the records you are querying for to start returning data. For example, if you are querying for customers and you have ten customers ranging from customer_id=1 and customer_id=10 and offset=0, then the returned set of customers will start with the customer whose customer_id = 1. However, if the offset=3 then the list of customers that is returned will start with the customer who has a customer_id = 4.

limit= determines the number of records returned. For example if limit=5 when querying for customers, you would get back the data for no more than five customers.

If your query contains ?offset=10&limit=15, then this is essentially saying, "starting at record 10, fetch the next 15 records."

NOTE: If not specified otherwise, your result set will page by default at 10 records. The maximum number of records you can return per page is 100. You will not be able to retrieve more than 100 records at one time.

.

Paging (Limit/Offset)

API Request

GET /api/v3/user?offset=8&limit=2
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": [
        {
            "user_id": 356,
            "external_key": null,
            "first_name": "John",
            "middle_name_glob": null,
            "last_name": "Doe",
           ...other user data...
        },
        {
            "user_id": 357,
            "external_key": null,
            "first_name": "Jane",
            "middle_name_glob": null,
            "last_name": "Doe",
            ...other user data...
        }
    ]
}

Counting Objects

You can get a count of the number of objects by using the /_count endpoints.

Counting Objects

Refer to the examples on the right.

To get a count of the number of objects within ChargeOver, append /_count to the endpoint.

You can also count the number of objects matching a filter/query by using your ?where=... query on the /_count endpoint.

Counting Objects

API Examples

// Get the total number of customers
GET /api/v3/customer/_count

// Get the number of customers who have a company name containing "Test"
GET /api/v3/customer/_count?where=company:CONTAINS:test
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": 25
}

External Keys

ChargeOver has an external keys concept for all objects, to make it easier for you to integrate external systems with ChargeOver.

All objects (customers, users, invoices, billing packages, etc.) can be assigned a user-definable, unique external key value. This could be an internal identifier you use to identify a customer, the ID value from some other application, a reference to a primary key within one of your other systems, etc. When making API requests, you can always use the external key value instead of the ChargeOver id value.

External key policies:

  • Default behavior - external key values can NOT be re-used, even if the original object is deleted or cancelled
  • Optional - external key values can be cleared (and thus re-used) once a subscription is cancelled
  • Optional - external key values can be cleared (and thus re-used) if an object is deleted
  • Optional - external key values can be mangled (a random string will be added to the end of them) if a subscription is cancelled
  • Optional - external key values can be mangled (a random string added to the end of them) if an object is deleted

Contact us to enable any optional external key policies for your account.

External Key Examples

Adding external_key values to ChargeOver enables several "short-cuts" when working with the ChargeOver REST API.

  • You can get objects from ChargeOver by external_key instead of using the customer_id, item_id, etc.
  • When adding or updating objects, you can reference other objects by *_external_key instead of their *_id values

Refer to the examples to the right.

External Key Examples

API Examples

// Get a customer with external_key = abc123
GET /api/v3/customer/external_key:abc123


// Add an invoice for the customer with external_key = abc123
POST /api/v3/invoice 

{
	"customer_external_key": "abc123", 
	... other invoice data here ...
}
 

Object Tokens

ChargeOver assigns a unique random identifier to every object.

When making API requests, you can always use the object token value instead of the ChargeOver id value.

Object Token Examples

You can reference objects within ChargeOver by their token value instead of the *_id value.

  • You can get objects from ChargeOver by token instead of using the customer_id, item_id, etc.
  • When adding or updating objects, you can reference other objects by *_token instead of their *_id values

Refer to the examples to the right.

Object Token Examples

API Examples

// Get a customer with token = 0q7fx5652k18
GET /api/v3/customer/token:0q7fx5652k18


// Add an invoice for the customer with token = 0q7fx5652k18
POST /api/v3/invoice 

{
	"customer_token": "0q7fx5652k18", 
	... other invoice data here ...
}
 

Escape Syntax For Reserved Characters

Escape Syntax Example

If you are querying for an object that contains a reserved character such as a colon, you will need to escape the character using a slash.

For example, if you had an item with an external_key called Example:ID, then instead of using:

GET /api/v3/item?where=external_key:EQUALS:Example:ID

You would need to use:

GET /api/v3/item?where=external_key:EQUALS:Example\:ID

Escape Syntax Example

API Request

GET /api/v3/item?where=external_key:EQUALS:Example\:ID
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": [
        {
            "item_id": 3,
            "item_type": "service",
            "tierset_id": 80,
            "name": "Test Product",
            "description": "",
            "units": "",
            "enabled": true,
            "accounting_sku": null,
            "external_key": "Example:ID",
            "token": "hm261y3xnzd6",
            "custom_1": "",
            "custom_2": null,
            "custom_3": null,
            "write_datetime": "2017-02-28 21:02:33",
            "mod_datetime": "2017-12-28 10:25:39",
            "units_plural": "",
            "expire_recurs": "6",
            "trial_recurs": "1",
            "tiersets": [
                {
                    "tierset_id": 78,
                    "currency_id": 1,
                    "setup": 0,
                    "base": 25.95,
                    "percent": 0,
                    "paycycle": "evy",
                    "pricemodel": "fla",
                    "write_datetime": "2017-12-28 10:25:39",
                    "mod_datetime": "2017-12-28 10:25:39",
                    "currency_symbol": "$",
                    "currency_iso4217": "USD",
                    "setup_formatted": "$ 0.00",
                    "base_formatted": "$ 25.95",
                    "percent_formatted": "0 %",
                    "pricemodel_desc": "Flat Pricing (example: $X dollars every billing cycle)",
                    "tiers": []
                },
                {
                    "tierset_id": 79,
                    "currency_id": 2,
                    "setup": 0,
                    "base": 25.95,
                    "percent": 0,
                    "paycycle": "evy",
                    "pricemodel": "fla",
                    "write_datetime": "2017-12-28 10:25:39",
                    "mod_datetime": "2017-12-28 10:25:39",
                    "currency_symbol": "CAD$",
                    "currency_iso4217": "CAD",
                    "setup_formatted": "CAD$ 0.00",
                    "base_formatted": "CAD$ 25.95",
                    "percent_formatted": "0 %",
                    "pricemodel_desc": "Flat Pricing (example: $X dollars every billing cycle)",
                    "tiers": []
                },
                {
                    "tierset_id": 80,
                    "currency_id": 6,
                    "setup": 0,
                    "base": 25.95,
                    "percent": 0,
                    "paycycle": "evy",
                    "pricemodel": "fla",
                    "write_datetime": "2017-12-28 10:25:39",
                    "mod_datetime": "2017-12-28 10:25:39",
                    "currency_symbol": "A$",
                    "currency_iso4217": "AUD",
                    "setup_formatted": "A$ 0.00",
                    "base_formatted": "A$ 25.95",
                    "percent_formatted": "0 %",
                    "pricemodel_desc": "Flat Pricing (example: $X dollars every billing cycle)",
                    "tiers": []
                }
            ]
        }
    ]
}

Versioning

Whenever we make backwards-incompatible changes to the ChargeOver API, we release a new sequenced version of the API. We always strive to maintain backwards compatibility with the older APIs, and older API versions are rarely (if ever) completely removed from service.

The current release is v3.

Bulk/Batch Requests

Batch requests allow developers to avoid multiple HTTP round-trips when performing multiple API actions or bulk uploading data to ChargeOver.

The basic format of an API batch request is a list of JSON-encoded request objects to process. Each request object must have the following attributes:

Attribute Description
request_method This HTTP request method for this request
  • GET to retrieve/query for objects
  • POST to create new objects
  • PUT to update existing objects
uri A relative URI for the API resource. For example, to get a specific customer, the URI would be /api/v3/customer/2 (where 2 is the customer_id). To create a customer, the URI would be /api/v3/customer.
payload If your request requires a payload, put the JSON-encoded payload here. For example, to create a customer, you'd pass in your JSON-encoded customer object.

The API response will contain a corresponding list of response objects - one response object for each request you sent. Each response object will have the following attributes:

Attribute Description
code A HTTP status code for the request.
  • 200 for an OK response to gets, queries, etc.
  • 201 for an OK response to something newly created
  • 400 for bad requests
  • See the HTTP Status Codes section for complete details
status Either OK for success, or Error if an error occurred.
message If an error occurred, the error message will appear here.
response If your request warrented a response (e.g. a returned object) the JSON-encoded response will be here.

There is a maximum of 25 requests within a single batch/bulk request.

Batch Request

POST your batch requests to the /api/v3/_bulk endpoint.

Batch Request

API Request

POST https://dev.chargeover.com/api/v3/_bulk
  
[
    {
        "request_method": "GET",
        "uri": "\/api\/v3\/customer\/2",
        "payload": null
    },
    {
        "request_method": "POST",
        "uri": "\/api\/v3\/customer",
        "payload": {
            "company": "My new bulk customer 928"
        }
    },
    {
        "request_method": "POST",
        "uri": "\/api\/v3\/customer",
        "payload": {
            "company": "Test Company 464",
            "external_key": "abcd1234"
        }
    }
]

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": {
        "_bulk": [
            {
                "code": 200,
                "status": "OK",
                "message": "",
                "response": {
                    "customer_id": 2,
                    "superuser_id": 349,
                    "external_key": null,
                    "token": "e6218b7c7b91a0121875a27a3a0ef9c5",
                    "company": "Test Customer 2",
                    ... (truncated for brevity) ... 
                }
            },
            {
                "code": 201,
                "status": "OK",
                "message": "",
                "response": {
                    "id": 14
                }
            },
            {
                "code": 400,
                "status": "Error",
                "message": "A customer already exists with the external_key value \"abcd1234\"",
                "response": false
            }
        ]
    }
}

JSONPath in Batches

ChargeOver supports using JSONPath for referencing one payload from within another payload, inside of a single batch/bulk request.

The classic use-case for JSONPath support in the bulk/batch API is trying to create a customer and an invoice for that customer in a single bulk/batch request. Without JSONPath references, this would not be possible to do in single bulk/batch request because you would need to know the id value returned from executing the first payload (adding the customer) so that you could use this id value in the second payload (adding the invoice).

JSONPath referencing support makes this possible by letting payloads refer to response values from other payloads.

In the example to the right, you can see that our second request (adding the invoice) uses a special key instead of the normal customer_id key. The invoice add payload refers to customer_jsonpath and the value is an identifier (the_customer), followed by a JSONPath expression ($.response.id).

The identifier serves to identify which previous batch/bulk object to refer to. The JSONPath expression tells us which value to fetch from that bulk/batch object response. In this case, customer_jsonpath will be replaced by the returned id value from the preceeding call to create the customer.

In other words, "customer_jsonpath": "the_customer:$.response.id" essentially means "replace this with the customer_id value returned from the payload named the_customer".

JSONPath in Batches

API Request

POST /api/v3/_bulk
  
[
    {
        "request_method": "POST",
        "uri": "\/api\/v3\/customer",
        "payload": {
            "company": "My test JSONPath customer"
        },
        "id": "the_customer"
    },
    {
        "request_method": "POST",
        "uri": "\/api\/v3\/invoice",
        "payload": {
            "customer_jsonpath": "the_customer:$.response.id",
            "line_items": [
                {
                    "item_id": 1,
                    "line_rate": 2.95,
                    "line_quantity": 2
                }
            ]
        },
        "id": null
    }
]

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": {
        "_bulk": [
            {
                "code": 201,
                "status": "OK",
                "message": "",
                "response": {
                    "id": 6
                }
            },
            {
                "code": 201,
                "status": "OK",
                "message": "",
                "response": {
                    "id": 10005
                }
            }
        ]
    }
}

Reporting/Aggregation

It is possible to pull reporting and aggregation data via the ChargeOver REST API.

Get a List of Reports

Allows you to get a list of all reports with each report's name and report_id number.

Get a List of Reports

API Request

GET /api/v3/_report
Authorization: Basic czI3bEhUNGh4UTNuUkNhRUJQMGR6S2V0anVpTmZMbXk6UnF6M0xEWTZjaXBLYkZPVHdCRTlOb1ZKblM1c1FVcmw=
Content-Type: application/json
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
  "code": 200, 
  "status": "OK",
  "message": "",
  "details": {},
  "response": [
    {
      "name": "Open Customer Balances",
      "report_id": 3
    },
    {
      "name": "All Customer Balances",
      "report_id": 4
    },
    {
      "name": "Credits",
      "report_id": 6
    },
    {
     "name": "Failed Payments",
      "report_id": 7
    }
}

Get a Specific Report

You can also get the data from a specific report via the API by using the report's report_id.

Ordering and limiting report data:

It is possible to order or to limit the results you get back from the report if desired. For example, if you wanted to view the "All Customers" report with the list of customers in ascending order based off of customer_id, you could use:

/api/v3/_report/37?action=reportData&order=tenant_tenant_id:ASC

There are two parameters used for limiting the data that is returned: offset and limit.

offset determines how far into the report the data is returned from. For example, if you are calling for the "All Customers" report and have ten customers ranging from customer_id=1 and customer_id=10 and offset=0 then the returned report will start with the customer whose customer_id = 1. However, if the offset=3 then the report data that is returned will start with the customer who has a customer_id = 4.

Note: If you request an offset you MUST also specify an order with ASC for ascending or DESC for descending.

limit determines the number of objects returned from the report. For example if limit=5 for the "All Customers" report, you would get back the data for no more than five customers in the report. The maximum page size for report data is 1000.

One last example:

/api/v3/_report/37?action=reportData&offset=10&limit=50

If you used the above API call you would get back no more than 50 objects from the report, starting with the 10th object in the report.

Get a Specific Report

API Request

POST /api/v3/_report/58?action=reportData
Authorization: Basic czI3bEhUNGh4UTNuUkNhRUJQMGR6S2V0anVpTmZMbXk6UnF6M0xEWTZjaXBLYkZPVHdCRTlOb1ZKblM1c1FVcmw=
Content-Type: application/json
  
[
    "transaction_transaction_date:GTE:2017-09-11",
    "transaction_transaction_date:LTE:2017-10-11"
]

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": {
        "_report": [
            {
                "transaction_transaction_date": "Sep 14, 2017",
                "transaction_transaction_method": "ACH\/eCheck",
                "transaction_transaction_detail": "x6667",
                "transaction_amount": "$ 50.00",
                "transaction_gateway_transid": "*DEBIT: Test ACH\/eCheck* [1505398606]",
                "transaction_transaction_type": "Payment",
                "transaction_transaction_date_unformatted": "2017-09-14",
                "transaction_amount_unformatted": 50
            },
            {
                "transaction_transaction_date": "Sep 28, 2017",
                "transaction_transaction_method": "Visa",
                "transaction_transaction_detail": "x4444",
                "transaction_amount": "$ 100.00",
                "transaction_gateway_transid": "*CHARGE: Test Credit Card* [1506605204]",
                "transaction_transaction_type": "Payment",
                "transaction_transaction_date_unformatted": "2017-09-28",
                "transaction_amount_unformatted": 100
            },
            {
                "transaction_transaction_date": "Sep 28, 2017",
                "transaction_transaction_method": "Paid by Check",
                "transaction_transaction_detail": 56,
                "transaction_amount": "$ 550.00",
                "transaction_gateway_transid": 56,
                "transaction_transaction_type": "Payment",
                "transaction_transaction_date_unformatted": "2017-09-28",
                "transaction_amount_unformatted": 550
            },
            {
                "transaction_transaction_date": "Oct 11, 2017",
                "transaction_transaction_method": "Visa",
                "transaction_transaction_detail": "x1111",
                "transaction_amount": "$ 100.00",
                "transaction_gateway_transid": "*CHARGE: Test Credit Card* [1507740165]",
                "transaction_transaction_type": "Payment",
                "transaction_transaction_date_unformatted": "2017-10-11",
                "transaction_amount_unformatted": 100
            }
        ],
        "_count": 4
    }
}

Rate Limits

By default, ChargeOver limits REST API requests to a maximum of 250 requests per minute.

If you exceed this limit, you will receive an API response like this: 

HTTP/1.1 429 Too Many Requests
Content-Type: application/json

{
    "code": 429,
    "status": "Error",
    "message": "Rate limit exceeded",
    "response": false
}

If you think you will routinely exceed or come close to the rate limits, please contact us to discuss your use-case.

You may be able to reduce the number of REST API requests you make using our bulk/batch request endpoint.

HTTP Status Codes

The API follows these rules for HTTP requests:

  • If you are creating new objects, use a POST.
  • If you are updating an existing object, use a PUT.
  • If you are trying to get a particular object by id, use a GET.
  • If you are trying to get a list of objects, or query for a list of objects, use a GET.
  • If you are calling an action (e.g. pay an invoice, reset a password, etc.), use a POST.
The API follows these rules for HTTP response codes:
  • If you successfully create an object, you'll get back a 201 Created HTTP response. You'll also get back a Location: header with the URL of the new object.
  • If you successfully update an object, you'll get back a 202 Accepted HTTP response. You'll also get back a Location: header with the URL of the new object.
  • If you successfully get a specific object, you'll get back a 200 OK HTTP response.
  • If you try to get a specific object that doesn't exist, you'll get back a 404 Not Found HTTP response.
  • If you query for objects, you'll get back a 200 OK HTTP response.
  • If you successfully call an action, you'll get back a 200 OK HTTP response.
  • If you do something wrong (e.g. send an invalid JSON request, hit an invalid endpoint, etc.) you will get back a 400 Bad Request HTTP response.
  • If your authentication parameters are incorrect, you will get back a 401 Unauthorized HTTP response.
  • If you exceed the REST API rate limits, you will get back a 429 Too Many Requests HTTP response.
  • If something goes wrong with ChargeOver itself, you will get back a 500 Internal Server Error HTTP response.

Objects

The ChargeOver object model is documented below.

Customers

The primary key field for customers is customer_id.

Create a customer

Note that the response/id value will be the customer_id value for the newly created customer.

Object Attributes

Attribute Type Description  
parent_customer_id integer Parent customer ID # 📎
superuser_id integer Main contact ID # 📎
external_key string External key value 📎
company string Company/customer name 📎
language_id integer Language ID # 📎
currency_id integer Currency ID # 📎
class_id integer Default class tracking ID # 📎
admin_id integer Admin/Worker ID # 📎
campaign_id integer Campaign/lead source ID # 📎
campaign_details string Campaign/lead source details 📎
custtype_id integer Customer type ID # 📎
no_taxes boolean Flag to disable charging of taxes 📎
no_dunning boolean Flag to disable dunning 📎
superuser_username string Main contact username 📎
superuser_email string Main contact e-mail address 📎
superuser_name string Main contact name 📎
superuser_first_name string Main contact first name 📎
superuser_last_name string Main contact last name 📎
superuser_phone string Main contact phone number 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state/province 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
ship_addr1 string Shipping address line 1 📎
ship_addr2 string Shipping address line 2 📎
ship_addr3 string Shipping address line 3 📎
ship_city string Shipping address city 📎
ship_state string Shipping address state 📎
ship_postcode string Shipping address postal code 📎
ship_country string Shipping address country 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎
custom_6 string Custom field #6 📎
custom_7 string Custom field #7 📎
custom_8 string Custom field #8 📎
custom_9 string Custom field #9 📎
custom_10 string Custom field #10 📎
custom_11 string Custom field #11 📎
custom_12 string Custom field #12 📎
custom_13 string Custom field #13 📎
custom_14 string Custom field #14 📎
custom_15 string Custom field #15 📎
custom_16 string Custom field #16 📎
custom_17 string Custom field #17 📎
custom_18 string Custom field #18 📎
custom_19 string Custom field #19 📎
custom_20 string Custom field #20 📎
brand_id integer Brand ID # 📎
terms_id integer Default terms ID # 📎
invoice_delivery enum Delivery method for initial invoices ("email" or "print" for printed hard-copy) 📎
dunning_delivery enum Delivery method for dunning/reminder invoices ("email" or "print" for printed hard-copy via Docsaway, Lob, etc.) 📎
tax_ident string Tax ID #/VAT # 📎

Create a customer

API Request

POST /api/v3/customer HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNS...
Content-Type: application/json
  
{
    "company": "Test Company Name",
    "bill_addr1": "16 Dog Lane",
    "bill_addr2": "Suite D",
    "bill_city": "Storrs",
    "bill_state": "CT",
    "superuser_name": "Karli Marie",
    "superuser_phone": "860-647-8567",
    "superuser_email": "karli@example.com"
}

API Response

HTTP/1.0 201 Created
Location: http://dev.chargeover.com/api/v3/customer/1541
Content-Type: application/json
  
{
    "code": 201,
    "status": "OK",
    "message": "",
    "response": {
        "id": 1541
    }
}

Update a customer

Object Attributes

Attribute Type Description  
superuser_id integer Main contact ID # 📎
external_key string External key value 📎
company string Company/customer name 📎
language_id integer Language ID # 📎
class_id integer Default class tracking ID # 📎
admin_id integer Admin/Worker ID # 📎
campaign_id integer Campaign/lead source ID # 📎
custtype_id integer Customer type ID # 📎
no_taxes boolean Flag to disable charging of taxes 📎
no_dunning boolean Flag to disable dunning 📎
superuser_email string Main contact e-mail address 📎
superuser_name string Main contact name 📎
superuser_first_name string Main contact first name 📎
superuser_last_name string Main contact last name 📎
superuser_phone string Main contact phone number 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state/province 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
ship_addr1 string Shipping address line 1 📎
ship_addr2 string Shipping address line 2 📎
ship_addr3 string Shipping address line 3 📎
ship_city string Shipping address city 📎
ship_state string Shipping address state 📎
ship_postcode string Shipping address postal code 📎
ship_country string Shipping address country 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎
custom_6 string Custom field #6 📎
custom_7 string Custom field #7 📎
custom_8 string Custom field #8 📎
custom_9 string Custom field #9 📎
custom_10 string Custom field #10 📎
custom_11 string Custom field #11 📎
custom_12 string Custom field #12 📎
custom_13 string Custom field #13 📎
custom_14 string Custom field #14 📎
custom_15 string Custom field #15 📎
custom_16 string Custom field #16 📎
custom_17 string Custom field #17 📎
custom_18 string Custom field #18 📎
custom_19 string Custom field #19 📎
custom_20 string Custom field #20 📎
terms_id integer Default terms ID # 📎
invoice_delivery enum Delivery method for initial invoices ("email" or "print" for printed hard-copy) 📎
dunning_delivery enum Delivery method for dunning/reminder invoices ("email" or "print" for printed hard-copy via Docsaway, Lob, etc.) 📎
tax_ident string Tax ID #/VAT # 📎

Update a customer

API Request

PUT https://dev.chargeover.com/api/v3/customer/3
  
{
    "company": "Test API Company, LLC",
    "bill_addr1": "220 ChargeOver Street",
    "bill_addr2": "Suite 10",
    "bill_city": "Minneapolis",
    "bill_state": "MN",
    "bill_postcode": "55416",
    "bill_country": "USA",
    "external_key": "abcd3325",
    "superuser_name": "David Palmer",
    "superuser_email": "david@palmer.com",
    "superuser_phone": "860-634-1111"
}

API Response

HTTP/1.1 202 Accepted
Content-Type: application/json
  
{
    "code": 202,
    "status": "OK",
    "message": "",
    "response": {
        "id": 3
    }
}

Get a list of customers

Notes:

  • The superuser_id field is the primary contact (user) for this customer

Object Attributes

Attribute Type Description  
customer_id integer Customer ID # 📎
parent_customer_id integer Parent customer ID # 📎
token string Customer Token 📎
superuser_id integer Main contact ID # 📎
external_key string External key value 📎
display_as string Deprecated 📎
company string Company/customer name 📎
language_id integer Language ID # 📎
currency_id integer Currency ID # 📎
currency_iso4217 string ISO 4217 currency code representation 📎
currency_symbol string Symbol for currency ($, £, etc.) 📎
class_id integer Default class tracking ID # 📎
admin_id integer Admin/Worker ID # 📎
campaign_id integer Campaign/lead source ID # 📎
custtype_id integer Customer type ID # 📎
no_taxes boolean Flag to disable charging of taxes 📎
no_dunning boolean Flag to disable dunning 📎
superuser_username string Main contact username 📎
superuser_email string Main contact e-mail address 📎
superuser_name string Main contact name 📎
superuser_first_name string Main contact first name 📎
superuser_last_name string Main contact last name 📎
superuser_phone string Main contact phone number 📎
superuser_token string Main contact token 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state/province 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_block string Printable billing address 📎
ship_addr1 string Shipping address line 1 📎
ship_addr2 string Shipping address line 2 📎
ship_addr3 string Shipping address line 3 📎
ship_city string Shipping address city 📎
ship_state string Shipping address state 📎
ship_postcode string Shipping address postal code 📎
ship_country string Shipping address country 📎
ship_block string Printable shipping address 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎
custom_6 string Custom field #6 📎
custom_7 string Custom field #7 📎
custom_8 string Custom field #8 📎
custom_9 string Custom field #9 📎
custom_10 string Custom field #10 📎
custom_11 string Custom field #11 📎
custom_12 string Custom field #12 📎
custom_13 string Custom field #13 📎
custom_14 string Custom field #14 📎
custom_15 string Custom field #15 📎
custom_16 string Custom field #16 📎
custom_17 string Custom field #17 📎
custom_18 string Custom field #18 📎
custom_19 string Custom field #19 📎
custom_20 string Custom field #20 📎
total float The sum total amount of all invoices ever issued to this customer 📎
balance float Balance due for this customer 📎
paid float The sum total amount of all payments ever made by this customer 📎
write_datetime string Date/time this customer was created 📎
write_ipaddr string IP address that created this customer 📎
mod_datetime string Date/time this customer was updated 📎
mod_ipaddr string IP address that last updated this customer 📎
brand_id integer Brand ID # 📎
class_name string Class name 📎
custtype_name string Customer type name 📎
terms_id integer Default terms ID # 📎
terms_name string Default payment terms 📎
terms_days integer # of days for the default payment terms 📎
url_statementlink string URL the customer can visit to view thier monthly statement 📎
url_paymethodlink string URL the customer can visit to update their payment method 📎
url_self string URL for viewing the customer in the GUI 📎
admin_name string Admin/Worker Name 📎
admin_email string Admin/Worker Email 📎
customer_status_id string 📎
customer_status_name string Human-friendly customer status 📎
customer_status_str string Status string 📎
customer_status_state string Status code 📎
default_paymethod string Default payment method type 📎
default_creditcard_id integer Default credit card ID # (if the default payment method is a credit card) 📎
default_ach_id integer Default ACH/eCheck ID # (if the default payment method is ACH) 📎
invoice_delivery enum Delivery method for initial invoices ("email" or "print" for printed hard-copy) 📎
dunning_delivery enum Delivery method for dunning/reminder invoices ("email" or "print" for printed hard-copy via Docsaway, Lob, etc.) 📎
tax_ident string Tax ID #/VAT # 📎

Get a list of customers

API Request

GET /api/v3/customer
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": [
        {
            "superuser_id": "348",
            "external_key": "test-key",
            "company": "Update This Record 755",
            "email": "keith@testjson.com",
            "phone": "",
            "bill_addr1": "16 Dog Lane",
            "bill_addr2": "Suite D",
            "bill_addr3": null,
            "bill_city": "Storrs",
            "bill_state": "CT",
            "bill_postcode": "",
            "bill_country": null,
            "bill_email": null,
            "bill_notes": null,
            "ship_addr1": null,
            "ship_addr2": null,
            "ship_addr3": null,
            "ship_city": null,
            "ship_state": null,
            "ship_postcode": null,
            "ship_country": null,
            "ship_email": null,
            "ship_notes": null,
            "write_datetime": "2012-08-16 16:18:47",
            "write_ipaddr": "172.16.16.104",
            "mod_datetime": "2013-03-21 20:32:57",
            "mod_ipaddr": "172.16.16.11",
            "customer_id": "1"
        },
...

Query for customers

Available query parameters:

  • customer_id
  • parent_customer_id
  • bill_state
  • ship_state
  • bill_country
  • ship_country
  • external_key
  • token
  • company
  • superuser_id
  • superuser_email
  • custom_1
  • custom_2
  • custom_3
  • custom_4
  • custom_5
Valid values for customer_status_state:
  • a (for active customers)
  • i (for customers who have manually been marked "inactive" or who have had no recent activity)
Valid values for customer_status_str:
  • active-current
  • active-overdue
  • inactive-manual
  • inactive-activity

Object Attributes

Attribute Type Description  
customer_id integer Customer ID # 📎
parent_customer_id integer Parent customer ID # 📎
token string Customer Token 📎
superuser_id integer Main contact ID # 📎
external_key string External key value 📎
display_as string Deprecated 📎
company string Company/customer name 📎
language_id integer Language ID # 📎
currency_id integer Currency ID # 📎
currency_iso4217 string ISO 4217 currency code representation 📎
currency_symbol string Symbol for currency ($, £, etc.) 📎
class_id integer Default class tracking ID # 📎
admin_id integer Admin/Worker ID # 📎
campaign_id integer Campaign/lead source ID # 📎
custtype_id integer Customer type ID # 📎
no_taxes boolean Flag to disable charging of taxes 📎
no_dunning boolean Flag to disable dunning 📎
superuser_username string Main contact username 📎
superuser_email string Main contact e-mail address 📎
superuser_name string Main contact name 📎
superuser_first_name string Main contact first name 📎
superuser_last_name string Main contact last name 📎
superuser_phone string Main contact phone number 📎
superuser_token string Main contact token 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state/province 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_block string Printable billing address 📎
ship_addr1 string Shipping address line 1 📎
ship_addr2 string Shipping address line 2 📎
ship_addr3 string Shipping address line 3 📎
ship_city string Shipping address city 📎
ship_state string Shipping address state 📎
ship_postcode string Shipping address postal code 📎
ship_country string Shipping address country 📎
ship_block string Printable shipping address 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎
custom_6 string Custom field #6 📎
custom_7 string Custom field #7 📎
custom_8 string Custom field #8 📎
custom_9 string Custom field #9 📎
custom_10 string Custom field #10 📎
custom_11 string Custom field #11 📎
custom_12 string Custom field #12 📎
custom_13 string Custom field #13 📎
custom_14 string Custom field #14 📎
custom_15 string Custom field #15 📎
custom_16 string Custom field #16 📎
custom_17 string Custom field #17 📎
custom_18 string Custom field #18 📎
custom_19 string Custom field #19 📎
custom_20 string Custom field #20 📎
total float The sum total amount of all invoices ever issued to this customer 📎
balance float Balance due for this customer 📎
paid float The sum total amount of all payments ever made by this customer 📎
write_datetime string Date/time this customer was created 📎
write_ipaddr string IP address that created this customer 📎
mod_datetime string Date/time this customer was updated 📎
mod_ipaddr string IP address that last updated this customer 📎
brand_id integer Brand ID # 📎
class_name string Class name 📎
custtype_name string Customer type name 📎
terms_id integer Default terms ID # 📎
terms_name string Default payment terms 📎
terms_days integer # of days for the default payment terms 📎
url_statementlink string URL the customer can visit to view thier monthly statement 📎
url_paymethodlink string URL the customer can visit to update their payment method 📎
url_self string URL for viewing the customer in the GUI 📎
admin_name string Admin/Worker Name 📎
admin_email string Admin/Worker Email 📎
customer_status_id string 📎
customer_status_name string Human-friendly customer status 📎
customer_status_str string Status string 📎
customer_status_state string Status code 📎
default_paymethod string Default payment method type 📎
default_creditcard_id integer Default credit card ID # (if the default payment method is a credit card) 📎
default_ach_id integer Default ACH/eCheck ID # (if the default payment method is ACH) 📎
invoice_delivery enum Delivery method for initial invoices ("email" or "print" for printed hard-copy) 📎
dunning_delivery enum Delivery method for dunning/reminder invoices ("email" or "print" for printed hard-copy via Docsaway, Lob, etc.) 📎
tax_ident string Tax ID #/VAT # 📎

Query for customers

API Request

GET /api/v3/customer?where=bill_country:EQUALS:Canada
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": [
        {
            "superuser_id": 357,
            "external_key": null,
            "company": "CA Test Customer 1",
            "email": "asgdadg@asdgaggd.com",
            "phone": "",
            "bill_addr1": null,
            "bill_addr2": null,
            "bill_addr3": null,
            "bill_city": null,
            "bill_state": null,
            "bill_postcode": null,
            "bill_country": "Canada",
            "bill_email": null,
            "bill_notes": null,
            "ship_addr1": null,
            "ship_addr2": null,
            "ship_addr3": null,
            "ship_city": null,
            "ship_state": null,
            "ship_postcode": null,
            "ship_country": null,
            "ship_email": null,
            "ship_notes": null,
            "write_datetime": "2013-08-22 08:57:09",
            "write_ipaddr": "172.16.16.102",
            "mod_datetime": "2013-08-22 08:57:09",
            "mod_ipaddr": "172.16.16.102",
            "display_as": "CA Test Customer 1",
            "ship_block": "",
            "bill_block": "Canada",
            "customer_id": 7
        },
...

Get a specific customer

Get a specific customer using their customer_id.

Object Attributes

Attribute Type Description  
customer_id integer Customer ID # 📎
parent_customer_id integer Parent customer ID # 📎
token string Customer Token 📎
superuser_id integer Main contact ID # 📎
external_key string External key value 📎
display_as string Deprecated 📎
company string Company/customer name 📎
language_id integer Language ID # 📎
currency_id integer Currency ID # 📎
currency_iso4217 string ISO 4217 currency code representation 📎
currency_symbol string Symbol for currency ($, £, etc.) 📎
class_id integer Default class tracking ID # 📎
admin_id integer Admin/Worker ID # 📎
campaign_id integer Campaign/lead source ID # 📎
custtype_id integer Customer type ID # 📎
no_taxes boolean Flag to disable charging of taxes 📎
no_dunning boolean Flag to disable dunning 📎
superuser_username string Main contact username 📎
superuser_email string Main contact e-mail address 📎
superuser_name string Main contact name 📎
superuser_first_name string Main contact first name 📎
superuser_last_name string Main contact last name 📎
superuser_phone string Main contact phone number 📎
superuser_token string Main contact token 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state/province 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_block string Printable billing address 📎
ship_addr1 string Shipping address line 1 📎
ship_addr2 string Shipping address line 2 📎
ship_addr3 string Shipping address line 3 📎
ship_city string Shipping address city 📎
ship_state string Shipping address state 📎
ship_postcode string Shipping address postal code 📎
ship_country string Shipping address country 📎
ship_block string Printable shipping address 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎
custom_6 string Custom field #6 📎
custom_7 string Custom field #7 📎
custom_8 string Custom field #8 📎
custom_9 string Custom field #9 📎
custom_10 string Custom field #10 📎
custom_11 string Custom field #11 📎
custom_12 string Custom field #12 📎
custom_13 string Custom field #13 📎
custom_14 string Custom field #14 📎
custom_15 string Custom field #15 📎
custom_16 string Custom field #16 📎
custom_17 string Custom field #17 📎
custom_18 string Custom field #18 📎
custom_19 string Custom field #19 📎
custom_20 string Custom field #20 📎
total float The sum total amount of all invoices ever issued to this customer 📎
balance float Balance due for this customer 📎
paid float The sum total amount of all payments ever made by this customer 📎
write_datetime string Date/time this customer was created 📎
write_ipaddr string IP address that created this customer 📎
mod_datetime string Date/time this customer was updated 📎
mod_ipaddr string IP address that last updated this customer 📎
brand_id integer Brand ID # 📎
class_name string Class name 📎
custtype_name string Customer type name 📎
terms_id integer Default terms ID # 📎
terms_name string Default payment terms 📎
terms_days integer # of days for the default payment terms 📎
url_statementlink string URL the customer can visit to view thier monthly statement 📎
url_paymethodlink string URL the customer can visit to update their payment method 📎
url_self string URL for viewing the customer in the GUI 📎
admin_name string Admin/Worker Name 📎
admin_email string Admin/Worker Email 📎
customer_status_id string 📎
customer_status_name string Human-friendly customer status 📎
customer_status_str string Status string 📎
customer_status_state string Status code 📎
default_paymethod string Default payment method type 📎
default_creditcard_id integer Default credit card ID # (if the default payment method is a credit card) 📎
default_ach_id integer Default ACH/eCheck ID # (if the default payment method is ACH) 📎
invoice_delivery enum Delivery method for initial invoices ("email" or "print" for printed hard-copy) 📎
dunning_delivery enum Delivery method for dunning/reminder invoices ("email" or "print" for printed hard-copy via Docsaway, Lob, etc.) 📎
tax_ident string Tax ID #/VAT # 📎

Get a specific customer

API Request

GET /api/v3/customer/16
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": {
        "superuser_id": 364,
        "external_key": null,
        "token": "fozdqj169569",
        "company": "Karli Marie",
        "bill_addr1": "56 Wintergreen Street",
        "bill_addr2": "",
        "bill_addr3": "",
        "bill_city": "Hamden",
        "bill_state": "CT",
        "bill_postcode": "06517",
        "bill_country": "United States",
        "bill_notes": null,
        "ship_addr1": null,
        "ship_addr2": null,
        "ship_addr3": null,
        "ship_city": null,
        "ship_state": null,
        "ship_postcode": null,
        "ship_country": null,
        "ship_notes": null,
        "terms_id": 3,
        "class_id": 0,
        "custom_1": "",
        "custom_2": null,
        "custom_3": null,
        "custom_4": null,
        "custom_5": null,
        "custom_6": null,
        "admin_id": 4,
        "campaign_id": 0,
        "custtype_id": null,
        "currency_id": 1,
        "language_id": 1,
        "brand_id": 1,
        "default_paymethod": "crd",
        "default_creditcard_id": 51,
        "default_ach_id": null,
        "no_taxes": false,
        "no_dunning": false,
        "write_datetime": "2017-05-18 09:36:19",
        "write_ipaddr": "130.215.123.7",
        "mod_datetime": "2017-12-01 21:37:50",
        "mod_ipaddr": "192.168.21.14",
        "terms_name": "Due on Receipt",
        "terms_days": 0,
        "class_name": "",
        "paid": 1145.46,
        "total": 2656.11,
        "balance": 1510.65,
        "url_paymethodlink": "https:\/\/dev.chargeover.com\/r\/paymethod\/i\/fozdqj169569",
        "url_self": "https:\/\/dev.chargeover.com\/admin\/r\/customer\/view\/16",
        "admin_name": "ChargeOver Support",
        "admin_email": "support@chargeover.com",
        "currency_symbol": "$",
        "currency_iso4217": "USD",
        "display_as": "Karli Marie",
        "ship_block": "",
        "bill_block": "56 Wintergreen Street\nHamden CT 06517\nUnited States",
        "superuser_name": "Karli Marie",
        "superuser_first_name": "Karli",
        "superuser_last_name": "Marie",
        "superuser_phone": "860-249-1317",
        "superuser_email": "karli@chargeover.com",
        "superuser_token": "1892mske1j64",
        "customer_id": 16,
        "parent_customer_id": null,
        "invoice_delivery": "email",
        "dunning_delivery": "email",
        "customer_status_id": 2,
        "customer_status_name": "Over Due",
        "customer_status_str": "active-overdue",
        "customer_status_state": "a",
        "superuser_username": "QATPM1zD4CLE",
        "tags": []
    }
}

Delete a customer

Allows you to delete a customer.

Note that you can only delete a customer if:

  • They have no active subscriptions
  • They have no open/unpaid invoices

Delete a customer

API Request

DELETE /api/v3/customer/1553 HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSj...
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Set a customer as inactive

Allows you to set a customer as "Inactive".

Set a customer as inactive

API Request

POST /api/v3/customer/2?action=setInactive
Authorization: Basic czI3bEhUNGh4UTNuUkNhRUJQMGR6S2V...
Content-Type: application/json
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Set a customer as active

Allows you to set a specified customer as "Active".

Set a customer as active

API Request

POST /api/v3/customer/2?action=setActive
Authorization: Basic czI3bEhUNGh4UTNuUkNhRUJQMGR6S2V...
Content-Type: application/json
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Set the primary contact for a customer

Specify the user you want to assign as the customer's primary contact using the user's user_id.

Set the primary contact for a customer

API Request

POST /api/v3/customer/321?action=setSuperUser
  
{
    "user_id": 789
}

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Set the default payment method for a customer

Allows you to set the defaut payment method for a customer.

The update_subscriptions_and_scheduled_invoices field is optional. If you leave it off entirely OR set it to true, we will update any already existing subscriptions for that customer to use this payment method too. If you set it to false, we'll update the customer but NOT their already existing subscriptions.

Set the default payment method for a customer

API Request

POST /api/v3/customer/2?action=setPayMethod
  
{
    "creditcard_id": 74,
    "paymethod": "crd",
    "update_subscriptions_and_scheduled_invoices": true
}

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Users / Contacts

The primary key field for a user is user_id

Add a contact

Notes:

  • The response/id value will be the user_id value for the newly created user.

Object Attributes

Attribute Type Description  
external_key string External key value 📎
username string Customer portal username 📎
name string First and last name of the contact 📎
first_name string First name of contact 📎
middle_name_glob string Middle name/initial 📎
last_name string Last name 📎
name_suffix string Suffix (e.g. "Jr.", "Sr.", "III", etc.) 📎
title string Title 📎
email string E-mail address 📎
phone string Phone number 📎
user_type_id integer User type ID # 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #3 📎
custom_5 string Custom field #3 📎

Add a contact

API Request

POST /api/v3/user HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSjNOaWo...
Content-Type: application/json
  
{
    "customer_id": 21,
    "username": "my_test_username_393",
    "password": "some test password",
    "name": "Ryan Bantz",
    "email": "ryan@adgadgagadg.com",
    "phone": "888-555-1212"
}

API Response

HTTP/1.0 201 Created
Location: http://dev.chargeover.com/api/v3/user/379
Content-Type: application/json
  
{
    "code": 201,
    "status": "OK",
    "message": "",
    "response": {
        "id": 379
    }
}

Update a contact

Object Attributes

Attribute Type Description  
external_key string External key value 📎
username string Customer portal username 📎
name string First and last name of the contact 📎
first_name string First name of contact 📎
middle_name_glob string Middle name/initial 📎
last_name string Last name 📎
name_suffix string Suffix (e.g. "Jr.", "Sr.", "III", etc.) 📎
title string Title 📎
email string E-mail address 📎
phone string Phone number 📎
user_type_id integer User type ID # 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #3 📎
custom_5 string Custom field #3 📎

Update a contact

API Request

PUT /api/v3/user/366
  
{
    "customer_id": 19,
    "username": "my_test_username",
    "password": "my_test_password",
    "name": "Jessica Maye",
    "email": "jmae@example.com",
    "phone": "888-222-3432"
}

API Response

HTTP/1.1 202 Accepted
Content-Type: application/json
  
{
    "code": 202,
    "status": "OK",
    "message": "",
    "details": {},
    "response": {
        "id": 366
    }
}

Get a specific contact

Object Attributes

Attribute Type Description  
user_id integer The user/contact ID # 📎
external_key string External key value 📎
token string Unique token 📎
username string Customer portal username 📎
name string First and last name of the contact 📎
first_name string First name of contact 📎
middle_name_glob string Middle name/initial 📎
last_name string Last name 📎
name_suffix string Suffix (e.g. "Jr.", "Sr.", "III", etc.) 📎
display_as string (deprecated) 📎
title string Title 📎
email string E-mail address 📎
phone string Phone number 📎
user_type_id integer User type ID # 📎
user_type_name string User type 📎
customer_id integer The customer ID # this contact belongs to 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #3 📎
custom_5 string Custom field #3 📎
write_datetime datetime Date/time the user/contact was created 📎
mod_datetime datetime Date/time the user/contact was last modified 📎
url_self string URL for viewing the user/contact in the GUI 📎

Get a specific contact

API Request

GET /api/v3/user/362
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": {
        "user_id": 362,
        "external_key": null,
        "first_name": "Keith",
        "middle_name_glob": null,
        "last_name": "Palmer",
        "name_suffix": null,
        "title": "",
        "email": "keith@chargeover.com",
        "phone": "860-634-1602",
        "write_datetime": "2014-07-08 14:26:01",
        "mod_datetime": "2014-07-08 14:26:01",
        "name": "Keith Palmer",
        "display_as": "Keith Palmer",
        "user_type_id": 1, 
        "user_type_name": "Billing",
        "username": "7yanhoctj6qs"
    }
}

Get a list of contacts

Object Attributes

Attribute Type Description  
user_id integer The user/contact ID # 📎
external_key string External key value 📎
token string Unique token 📎
username string Customer portal username 📎
name string First and last name of the contact 📎
first_name string First name of contact 📎
middle_name_glob string Middle name/initial 📎
last_name string Last name 📎
name_suffix string Suffix (e.g. "Jr.", "Sr.", "III", etc.) 📎
display_as string (deprecated) 📎
title string Title 📎
email string E-mail address 📎
phone string Phone number 📎
user_type_id integer User type ID # 📎
user_type_name string User type 📎
customer_id integer The customer ID # this contact belongs to 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #3 📎
custom_5 string Custom field #3 📎
write_datetime datetime Date/time the user/contact was created 📎
mod_datetime datetime Date/time the user/contact was last modified 📎
url_self string URL for viewing the user/contact in the GUI 📎

Get a list of contacts

API Request

GET /api/v3/user
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": [
        {
            "user_id": 348,
            "external_key": null,
            "first_name": "John",
            "middle_name_glob": "",
            "last_name": "Doe",
            "name_suffix": null,
            "title": "",
            "email": "test1@test1.com",
            "phone": "",
            "write_datetime": "2014-07-02 09:58:37",
            "mod_datetime": "2014-07-02 06:05:24",
            "name": "John Doe",
            "display_as": "John Doe",
            "username": "test1@test1.com"
        },
        ...

Query for contacts

Available query parameters:

  • user_id
  • external_key
  • first_name
  • last_name
  • email
  • phone
  • username
  • customers.customer_id - Get contacts belonging to a specific customer

Object Attributes

Attribute Type Description  
user_id integer The user/contact ID # 📎
external_key string External key value 📎
token string Unique token 📎
username string Customer portal username 📎
name string First and last name of the contact 📎
first_name string First name of contact 📎
middle_name_glob string Middle name/initial 📎
last_name string Last name 📎
name_suffix string Suffix (e.g. "Jr.", "Sr.", "III", etc.) 📎
display_as string (deprecated) 📎
title string Title 📎
email string E-mail address 📎
phone string Phone number 📎
user_type_id integer User type ID # 📎
user_type_name string User type 📎
customer_id integer The customer ID # this contact belongs to 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #3 📎
custom_5 string Custom field #3 📎
write_datetime datetime Date/time the user/contact was created 📎
mod_datetime datetime Date/time the user/contact was last modified 📎
url_self string URL for viewing the user/contact in the GUI 📎

Query for contacts

API Request

GET /api/v3/user?where=first_name:EQUALS:Keith
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": [
        {
            "user_id": 362,
            "external_key": null,
            "first_name": "Keith",
            "middle_name_glob": null,
            "last_name": "Palmer",
            "name_suffix": null,
            "title": "",
            "email": "keith@chargeover.com",
            "phone": "860-634-1602",
            "write_datetime": "2014-07-02 09:58:37",
            "mod_datetime": "2014-07-08 14:26:01",
            "name": "Keith Palmer",
            "display_as": "Keith Palmer",
            "username": "7yanhoctj6qs"
        },
        ...

Send a password reset

By default, calling the password action will send an e-mail to the end-user containing a link. The end-user will follow the link to reset their password.

If you’d instead prefer to explicitly set the password to something for the user, you can tell password to set the password to a passed in value. An email will be sent to the end-user containing the new password.

IMPORTANT: In either of the above two cases, the default behavior sends an e-mail. If you don’t want the e-mail to be sent, use the _flag_emails=0 advanced flag to suppress the outgoing e-mail.

Send a password reset

API Request

POST /api/v3/user/372?action=password HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSjNOaWo1aGZMeERSYjg6OXZDSmJtZFpLU2llVmNoeXJSSXRGUXc4TUJONGxPSDM=
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Set a password

Set a password

API Request

POST /api/v3/user/372?action=password HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSjNOaWo1aGZMeERSYjg6OXZDSmJtZFpLU2llVmNoeXJSSXRGUXc4TUJONGxPSDM=
  
{
    "password": "here is the new password"
}

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Log in a user

This fetches a short-lived, one-time-use login URL that you can use to automatically log a user into the ChargeOver customer portal. This link is only valid for a very short amount of time, so you must forward the user to this URL immediately. The user will be immediately and automatically logged into the customer portal.

Log in a user

API Request

POST /api/v3/user/389?action=getLoginURL
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": "https:\/\/dev.chargeover.com\/signup\/r\/logintoken\/3170a017fbfcf660b5004e6e358fbdf9"
}

Delete a contact

Delete a contact

API Request

DELETE /api/v3/user/362
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Invoices

The primary key field for an invoice is invoice_id.

Create an invoice

Requirements

  • You must specify an existing customer_id, customer_token, or customer_external_key value.
  • You must specify at least one line item.
  • Each line item must refer to an existing item_id value.

Notes

  • The response/id value is the invoice_id value of the newly created invoice.
  • The Location: header will provide a direct API link to the newly created invoice.

Object Attributes

Attribute Type Description  
refnumber string Invoice reference number 📎
external_key string External key value 📎
customer_id integer Customer ID # 📎
date date Invoice date 📎
currency_id integer Currency ID # 📎
terms_id integer Terms ID # 📎
admin_id integer Admin/Worker ID # 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_notes string 📎
ship_addr1 string 📎
ship_addr2 string 📎
ship_addr3 string 📎
ship_city string 📎
ship_state string 📎
ship_postcode string 📎
ship_country string 📎
ship_notes string 📎
memo string Memo/notes to customer 📎
line_items - array

A list of line items for the invoice
Attribute Type Description
item_id integer Item ID # for this line
descrip string Description
line_rate float Rate
line_quantity float Quantity

Create an invoice

API Request

POST /api/v3/invoice HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSjNOaWo1aGZMeERSYjg6OXZDSmJtZFpLU2llVmNoeXJSSXRGUXc4TUJONGxPSDM=
Content-Type: application/json
  
{
    "customer_id": 1,
    "bill_addr1": "72 E Blue Grass Road",
    "bill_city": "Willington",
    "bill_state": "Connecticut",
    "bill_postcode": "06279",
    "line_items": [
        {
            "item_id": 307,
            "descrip": "My description goes here",
            "line_rate": 29.95,
            "line_quantity": 12
        },
        {
            "item_id": 293,
            "descrip": "Another description",
            "line_rate": 12.95,
            "line_quantity": 2
        }
    ]
}

API Response

HTTP/1.0 201 Created
Location: http://dev.chargeover.com/api/v3/invoice/17073
Content-Type: application/json
  
{
    "code": 201,
    "status": "OK",
    "message": "",
    "response": {
        "id": 17073
    }
}

Update an invoice

If you want to keep a line item unchanged, pass just the line_item_id value of the existing line item.

Object Attributes

Attribute Type Description  
refnumber string Invoice reference number 📎
external_key string External key value 📎
terms_id integer Terms ID # 📎
admin_id integer Admin/Worker ID # 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_notes string 📎
ship_addr1 string 📎
ship_addr2 string 📎
ship_addr3 string 📎
ship_city string 📎
ship_state string 📎
ship_postcode string 📎
ship_country string 📎
ship_notes string 📎
memo string Memo/notes to customer 📎
line_items - array

A list of line items for the invoice
Attribute Type Description
item_id integer Item ID # for this line
descrip string Description
line_rate float Rate
line_quantity float Quantity

Update an invoice

API Request

PUT /api/v3/invoice/10009
  
{
    "date": "2015-06-08",
    "line_items": [
        {
            "item_id": 3,
            "line_rate": 29.95,
            "line_quantity": 3,
            "descrip": "Add this new line item to the invoice."
        },
        {
            "line_item_id": 2575
        }
    ]
}

API Response

HTTP/1.1 202 Accepted
  
{
    "code": 202,
    "status": "OK",
    "message": "",
    "response": {
        "id": 10009
    }
}

Get a list of invoices

Returns a list of all invoices.

Object Attributes

Attribute Type Description  
invoice_id integer Invoice ID # 📎
refnumber string Invoice reference number 📎
external_key string External key value 📎
package_id integer Subscription ID # this invoice was generated from 📎
customer_id integer Customer ID # 📎
brand_id integer Brand ID # 📎
write_datetime datetime Date/time the invoice was created 📎
void_datetime datetime Date/time the invoice was voided 📎
date date Invoice date 📎
currency_id integer Currency ID # 📎
currency_symbol string Currency symbol 📎
currency_iso4217 string Currency ISO 4217 representation 📎
terms_id integer Terms ID # 📎
terms_name string Terms name 📎
terms_days integer Terms # of days 📎
admin_id integer Admin/Worker ID # 📎
admin_name string Admin/Worker Name 📎
token string Unique token 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_notes string 📎
bill_block string Printable billing address 📎
ship_addr1 string 📎
ship_addr2 string 📎
ship_addr3 string 📎
ship_city string 📎
ship_state string 📎
ship_postcode string 📎
ship_country string 📎
ship_notes string 📎
ship_block string 📎
cycle_pre_from_date date For pre-billing, cycle start date 📎
cycle_pre_to_date date For pre-billing, cycle end date 📎
cycle_this_date date Cycle date (generally the invoice date) 📎
cycle_post_from_date date For post-billing (in arrears), cycle start date 📎
cycle_post_to_date date For post-billing (in arrears), cycle end date 📎
url_permalink string URL to view the invoice 📎
url_pdflink string URL to download the invoice PDF 📎
url_paylink string URL to pay for the invoice 📎
url_self string URL for viewing the invoice in the GUI 📎
is_paid boolean Whether or not the invoice has been paid 📎
is_void boolean Whether or not the invoice has been voided 📎
is_overdue boolean Whether or not the invoice is overdue 📎
due_date date Date the invoice is due 📎
days_overdue integer # of days overdue the invoice is 📎
paid_date date Date this invoice was paid 📎
balance float Balance of the invoice 📎
applied float Amount applied to the invoice 📎
total float Invoice total 📎
subtotal float Invoice subtotal 📎
taxes float Taxes 📎
credits float Amount of credits applied to the invoice 📎
payments float Amount of payments applied to the invoice 📎
writeoffs float Amount written off 📎
declines integer # of times that payment was attempted and failed for this invoice 📎
sum_base float 📎
sum_usage float 📎
sum_onetime float 📎
invoice_status_name string Human-friendly invoice status 📎
invoice_status_str string Status string 📎
invoice_status_state string Status code 📎
memo string Memo/notes to customer 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎

Get a list of invoices

API Request

GET /api/v3/invoice
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": [
        {
            "invoice_id": 10160,
            "currency_id": 1,
            "brand_id": 1,
            "terms_id": 3,
            "admin_id": 0,
            "external_key": null,
            "token": "7s163e80302k",
            "refnumber": "10160",
            "cycle_pre_from_date": "2017-10-04",
            "cycle_pre_to_date": "2017-11-03",
            "cycle_this_date": "2017-10-03",
            "cycle_post_from_date": "2017-08-28",
            "cycle_post_to_date": "2017-10-03",
            "bill_addr1": "56 Cowles Road",
            "bill_addr2": null,
            "bill_addr3": null,
            "bill_city": "Mt Pleasant",
            "bill_state": "MI",
            "bill_postcode": "48858",
            "bill_country": "United States",
            "bill_notes": null,
            "ship_addr1": null,
            "ship_addr2": null,
            "ship_addr3": null,
            "ship_city": null,
            "ship_state": null,
            "ship_postcode": null,
            "ship_country": null,
            "ship_notes": null,
            "memo": null,
            "custom_1": null,
            "custom_2": null,
            "custom_3": null,
            "custom_4": null,
            "custom_5": null,
            "write_datetime": "2017-10-03 08:54:13",
            "void_datetime": null,
            "currency_symbol": "$",
            "currency_iso4217": "USD",
            "admin_name": "",
            "invoice_status_name": "Paid",
            "invoice_status_str": "closed-paid",
            "invoice_status_state": "c",
            "subtotal": 117.8,
            "total": 117.8,
            "taxes": 0,
            "credits": 0,
            "payments": 117.8,
            "writeoffs": 0,
            "declines": 0,
            "applied": 117.8,
            "sum_base": 112.9,
            "sum_usage": 0,
            "sum_onetime": 0,
            "is_paid": true,
            "paid_date": "2017-11-08",
            "balance": 0,
            "is_void": false,
            "due_date": "2017-10-03",
            "terms_name": "Due on Receipt",
            "terms_days": 0,
            "days_overdue": 76,
            "is_overdue": false,
            "date": "2017-10-03",
            "bill_block": "56 Cowles Road\r\nMt Pleasant, MI 48858\r\nUnited States",
            "ship_block": "",
            "url_permalink": "https://dev.chargeover.com/r/invoice/view/7s163e80302k",
            "url_paylink": "https://dev.chargeover.com/r/trans/pay/7s163e80302k",
            "url_pdflink": "https://dev.chargeover.com/r/invoice/pdf/7s163e80302k",
            "url_self": "https://dev.chargeover.com/admin/r/invoice/view/10160",
            "package_id": 617,
            "customer_id": 424
        },
     ........
 {
            "invoice_id": 10203,
            "currency_id": 1,
            "brand_id": 1,
            "terms_id": 3,
            "admin_id": null,
            "external_key": null,
            "token": "e7a23gi4vhyc",
            "refnumber": "10203",
            "cycle_pre_from_date": "2017-12-03",
            "cycle_pre_to_date": "2018-01-02",
            "cycle_this_date": "2017-12-03",
            "cycle_post_from_date": "2017-11-03",
            "cycle_post_to_date": "2017-12-02",
            "bill_addr1": "104 Abigail Road",
            "bill_addr2": null,
            "bill_addr3": null,
            "bill_city": "Brantford",
            "bill_state": "MA",
            "bill_postcode": "null",
            "bill_country": "United States",
            "bill_notes": null,
            "ship_addr1": null,
            "ship_addr2": null,
            "ship_addr3": null,
            "ship_city": null,
            "ship_state": null,
            "ship_postcode": null,
            "ship_country": null,
            "ship_notes": null,
            "memo": null,
            "custom_1": null,
            "custom_2": null,
            "custom_3": null,
            "custom_4": null,
            "custom_5": null,
            "write_datetime": "2017-12-03 07:23:47",
            "void_datetime": null,
            "currency_symbol": "$",
            "currency_iso4217": "USD",
            "admin_name": "",
            "invoice_status_name": "Overdue",
            "invoice_status_str": "open-overdue",
            "invoice_status_state": "o",
            "subtotal": 45,
            "total": 45,
            "taxes": 0,
            "credits": 0,
            "payments": 0,
            "writeoffs": 0,
            "declines": 3,
            "applied": 0,
            "sum_base": 45,
            "sum_usage": 0,
            "sum_onetime": 0,
            "is_paid": false,
            "paid_date": null,
            "balance": 45,
            "is_void": false,
            "due_date": "2017-12-03",
            "terms_name": "Due on Receipt",
            "terms_days": 0,
            "days_overdue": 15,
            "is_overdue": true,
            "date": "2017-12-03",
            "bill_block": "104 Abigail Road\r\nBrantford, MA\r\nUnited States",
            "ship_block": "",
            "url_permalink": "https://dev.chargeover.com/r/invoice/view/e7a23gi4vhyc",
            "url_paylink": "https://dev.chargeover.com/r/trans/pay/e7a23gi4vhyc",
            "url_pdflink": "https://dev.chargeover.com/r/invoice/pdf/e7a23gi4vhyc",
            "url_self": "https://dev.chargeover.com/admin/r/invoice/view/10203",
            "package_id": 618,
            "customer_id": 414
        }
    ]
}

Get a specific invoice

Object Attributes

Attribute Type Description  
invoice_id integer Invoice ID # 📎
refnumber string Invoice reference number 📎
external_key string External key value 📎
package_id integer Subscription ID # this invoice was generated from 📎
customer_id integer Customer ID # 📎
brand_id integer Brand ID # 📎
write_datetime datetime Date/time the invoice was created 📎
void_datetime datetime Date/time the invoice was voided 📎
date date Invoice date 📎
currency_id integer Currency ID # 📎
currency_symbol string Currency symbol 📎
currency_iso4217 string Currency ISO 4217 representation 📎
terms_id integer Terms ID # 📎
terms_name string Terms name 📎
terms_days integer Terms # of days 📎
admin_id integer Admin/Worker ID # 📎
admin_name string Admin/Worker Name 📎
token string Unique token 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_notes string 📎
bill_block string Printable billing address 📎
ship_addr1 string 📎
ship_addr2 string 📎
ship_addr3 string 📎
ship_city string 📎
ship_state string 📎
ship_postcode string 📎
ship_country string 📎
ship_notes string 📎
ship_block string 📎
cycle_pre_from_date date For pre-billing, cycle start date 📎
cycle_pre_to_date date For pre-billing, cycle end date 📎
cycle_this_date date Cycle date (generally the invoice date) 📎
cycle_post_from_date date For post-billing (in arrears), cycle start date 📎
cycle_post_to_date date For post-billing (in arrears), cycle end date 📎
url_permalink string URL to view the invoice 📎
url_pdflink string URL to download the invoice PDF 📎
url_paylink string URL to pay for the invoice 📎
url_self string URL for viewing the invoice in the GUI 📎
is_paid boolean Whether or not the invoice has been paid 📎
is_void boolean Whether or not the invoice has been voided 📎
is_overdue boolean Whether or not the invoice is overdue 📎
due_date date Date the invoice is due 📎
days_overdue integer # of days overdue the invoice is 📎
paid_date date Date this invoice was paid 📎
balance float Balance of the invoice 📎
applied float Amount applied to the invoice 📎
total float Invoice total 📎
subtotal float Invoice subtotal 📎
taxes float Taxes 📎
credits float Amount of credits applied to the invoice 📎
payments float Amount of payments applied to the invoice 📎
writeoffs float Amount written off 📎
declines integer # of times that payment was attempted and failed for this invoice 📎
sum_base float 📎
sum_usage float 📎
sum_onetime float 📎
invoice_status_name string Human-friendly invoice status 📎
invoice_status_str string Status string 📎
invoice_status_state string Status code 📎
memo string Memo/notes to customer 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎
line_items - array

A list of line items for the invoice
Attribute Type Description
invoice_line_id integer Invoice line ID #
invoice_id integer Invoice ID #
admin_id integer Admin worker/sales rep ID #
item_id integer Item ID # for this line
item_name string Item name
item_accounting_sku string Item accounting SKU
item_external_key string Item external key
item_token string Item token
item_units string Item units
tierset_id integer Tierset ID # for this line
contract_line_id integer Package line ID # that this line originated from
contract_line_external_key string Subscription line external key
descrip string Description
line_prorate float If the line is prorated this value is the prorated percentage
line_rate float Rate
line_quantity float Quantity
line_usage float Usage value
line_subtotal float Line subtotal
line_total float Line total
usage_from float
usage_to float
tax_taxable float The total amount that was taxable
tax_taxed float The amount that tax was calculated from
tax_total float The tax amount for this line
tax_id string
tax_group_id string
tax_name string
tax_group_name string
is_usage bool Whether or not this line item was created from usage data
is_setup bool
is_base bool
is_free bool
is_recurring bool
is_taxed bool
is_latefee bool
custom_1 string Custom field 1
custom_2 string Custom field 2
custom_3 string Custom field 3
custom_4 string Custom field 4
custom_5 string Custom field 5

Get a specific invoice

API Request

GET /api/v3/invoice/10643
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": {
        "invoice_id": 10643,
        "currency_id": 1,
        "terms_id": 2,
        "admin_id": 3,
        "token": "a1719w4r1ozc",
        "refnumber": "10643",
        "cycle_pre_from_date": "2015-12-20",
        "cycle_pre_to_date": "2016-01-19",
        "cycle_this_date": "2015-12-20",
        "cycle_post_from_date": "2015-11-20",
        "cycle_post_to_date": "2015-12-19",
        "bill_addr1": "72 E Blue Grass Road",
        "bill_addr2": "Suite D",
        "bill_addr3": null,
        "bill_city": "Willington",
        "bill_state": "CT",
        "bill_postcode": "06279",
        "bill_country": "United States",
        "bill_notes": null,
        "ship_addr1": null,
        "ship_addr2": null,
        "ship_addr3": null,
        "ship_city": null,
        "ship_state": null,
        "ship_postcode": null,
        "ship_country": null,
        "ship_notes": null,
        "custom_1": null,
        "custom_2": null,
        "custom_3": null,
        "write_datetime": "2015-12-20 08:00:54",
        "void_datetime": null,
        "currency_symbol": "$",
        "currency_iso4217": "USD",
        "admin_name": "Ford Prefect",
        "invoice_status_name": "Unpaid",
        "invoice_status_str": "open-unpaid",
        "invoice_status_state": "o",
        "subtotal": 15.95,
        "total": 15.95,
        "taxes": 0,
        "credits": 0,
        "payments": 0,
        "applied": 0,
        "sum_base": 15.95,
        "sum_usage": 0,
        "sum_onetime": 0,
        "is_paid": false,
        "balance": 15.95,
        "is_void": false,
        "due_date": "2016-01-19",
        "terms_name": "Net 30",
        "terms_days": 30,
        "days_overdue": 0,
        "is_overdue": false,
        "date": "2015-12-20",
        "delay_datetime": null,
        "bill_block": "72 E Blue Grass Road\r\nSuite D\r\nWillington, CT 06279\r\nUnited States",
        "ship_block": "",
        "url_permalink": "https:\/\/dev.chargeover.com\/r\/invoice\/view\/a1719w4r1ozc",
        "url_paylink": "https:\/\/dev.chargeover.com\/r\/trans\/pay\/a1719w4r1ozc",
        "url_pdflink": "https:\/\/dev.chargeover.com\/r\/invoice\/pdf\/a1719w4r1ozc",
        "package_id": 708,
        "customer_id": 179,
        "line_items": [
            {
                "invoice_id": 10643,
                "item_id": 295,
                "tierset_id": 309,
                "descrip": "Monthly mountain moving service",
                "line_rate": 15.95,
                "line_quantity": 1,
                "line_prorate": 1,
                "line_usage": 0,
                "usage_from": 0,
                "usage_to": 0,
                "tax_id": null,
                "tax_group_id": null,
                "tax_taxable": 15.95,
                "tax_taxed": 0,
                "tax_total": 0,
                "is_base": true,
                "is_free": false,
                "is_setup": false,
                "is_usage": false,
                "is_recurring": true,
                "is_taxed": "0",
                "custom_1": null,
                "custom_2": null,
                "custom_3": null,
                "item_name": "Monthly Mountain Moving",
                "item_external_key": null,
                "item_token": "4zljsft146y0",
                "item_accounting_sku": null,
                "item_units": null,
                "tax_name": null,
                "tax_group_name": null,
                "line_subtotal": 15.95,
                "line_total": 15.95,
                "line_item_id": 3280,
                "package_line_id": 850
            }
        ]
    }
}

Query for invoices

Available query parameters:

  • invoice_id
  • refnumber
  • customer_id
  • bill_state
  • ship_state
  • bill_country
  • ship_country
  • invoice_status_str - See the list of valid values below
  • invoice_status_state - See the list of valid values below
  • package_token
  • package_id
  • date
  • currency_id
  • token
  • custom_1
  • custom_2
  • custom_3
  • line_items.item_id
  • line_items.custom_1
  • line_items.custom_2
  • line_items.custom_3
  • transaction.transaction_id - Get a list of invoices paid by this transaction
  • quote.quote_id - Get the invoice that originated from a specific quote

Valid values for invoice_status_str:

  • open-unpaid
  • open-overdue
  • open-collections
  • closed-void
  • closed-paid

Valid values for invoice_status_state:

  • o (any “open” invoice, i.e. anything with money due)
  • c (any “closed” invoice, i.e. anything without money due)

By default, only the overview invoice details are returned (i.e. no individual line items). If you get a specific invoice by invoice id value (e.g. GET /api/v3/invoice/1234) you’ll get back the invoice line items.

Object Attributes

Attribute Type Description  
invoice_id integer Invoice ID # 📎
refnumber string Invoice reference number 📎
external_key string External key value 📎
package_id integer Subscription ID # this invoice was generated from 📎
customer_id integer Customer ID # 📎
brand_id integer Brand ID # 📎
write_datetime datetime Date/time the invoice was created 📎
void_datetime datetime Date/time the invoice was voided 📎
date date Invoice date 📎
currency_id integer Currency ID # 📎
currency_symbol string Currency symbol 📎
currency_iso4217 string Currency ISO 4217 representation 📎
terms_id integer Terms ID # 📎
terms_name string Terms name 📎
terms_days integer Terms # of days 📎
admin_id integer Admin/Worker ID # 📎
admin_name string Admin/Worker Name 📎
token string Unique token 📎
bill_addr1 string Billing address line 1 📎
bill_addr2 string Billing address line 2 📎
bill_addr3 string Billing address line 3 📎
bill_city string Billing address city 📎
bill_state string Billing address state 📎
bill_postcode string Billing address postal code 📎
bill_country string Billing address country 📎
bill_notes string 📎
bill_block string Printable billing address 📎
ship_addr1 string 📎
ship_addr2 string 📎
ship_addr3 string 📎
ship_city string 📎
ship_state string 📎
ship_postcode string 📎
ship_country string 📎
ship_notes string 📎
ship_block string 📎
cycle_pre_from_date date For pre-billing, cycle start date 📎
cycle_pre_to_date date For pre-billing, cycle end date 📎
cycle_this_date date Cycle date (generally the invoice date) 📎
cycle_post_from_date date For post-billing (in arrears), cycle start date 📎
cycle_post_to_date date For post-billing (in arrears), cycle end date 📎
url_permalink string URL to view the invoice 📎
url_pdflink string URL to download the invoice PDF 📎
url_paylink string URL to pay for the invoice 📎
url_self string URL for viewing the invoice in the GUI 📎
is_paid boolean Whether or not the invoice has been paid 📎
is_void boolean Whether or not the invoice has been voided 📎
is_overdue boolean Whether or not the invoice is overdue 📎
due_date date Date the invoice is due 📎
days_overdue integer # of days overdue the invoice is 📎
paid_date date Date this invoice was paid 📎
balance float Balance of the invoice 📎
applied float Amount applied to the invoice 📎
total float Invoice total 📎
subtotal float Invoice subtotal 📎
taxes float Taxes 📎
credits float Amount of credits applied to the invoice 📎
payments float Amount of payments applied to the invoice 📎
writeoffs float Amount written off 📎
declines integer # of times that payment was attempted and failed for this invoice 📎
sum_base float 📎
sum_usage float 📎
sum_onetime float 📎
invoice_status_name string Human-friendly invoice status 📎
invoice_status_str string Status string 📎
invoice_status_state string Status code 📎
memo string Memo/notes to customer 📎
custom_1 string Custom field #1 📎
custom_2 string Custom field #2 📎
custom_3 string Custom field #3 📎
custom_4 string Custom field #4 📎
custom_5 string Custom field #5 📎

Query for invoices

API Request

GET /api/v3/invoice?where=customer_id:EQUALS:1,invoice_status_state:EQUALS:o&limit=1000 HTTP/1.1
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": [
        {
            "invoice_id": "2688",
            "bill_addr1": null,
            "bill_addr2": null,
            "bill_addr3": null,
            "bill_city": null,
            "bill_state": null,
            "bill_postcode": null,
            "bill_country": null,
            "bill_email": null,
            "bill_notes": null,
            "ship_addr1": null,
            "ship_addr2": null,
            "ship_addr3": null,
            "ship_city": null,
            "ship_state": null,
            "ship_postcode": null,
            "ship_country": null,
            "ship_email": null,
            "ship_notes": null,
            "write_datetime": "2012-11-09 18:10:03",
            "void_datetime": null,
            "invoice_status_name": "Unpaid",
            "invoice_status_str": "open-unpaid",
            "invoice_status_state": "o",
            "total": 150,
            "credits": 0,
            "payments": 0,
            "is_paid": false,
            "balance": 150,
            "is_void": false,
            "bill_block": "",
            "ship_block": "",
            "url_permalink": "http:\/\/dev.chargeover.com\/signup\/\/index.php?stage=cocinvoices\/viewPublic&token=67889778d7a2b2e9e866fdaaddb1c84c",
            "url_pdflink": "http:\/\/dev.chargeover.com\/signup\/\/index.php?stage=cocinvoices\/pdf&token=67889778d7a2b2e9e866fdaaddb1c84c",
            "customer_id": "1"
        }
    ]
}

Add a late fee to an invoice

Allows you to add a late fee to an invoice. The late fee amount is dictated by the configuration of the Late Fees feature in your account.

Add a late fee to an invoice

API Request

POST /api/v3/invoice/11063?action=latefee
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Scheduling payments for one-time invoices

ChargeOver allows you to schedule a full payment or several partial payments to one-time invoices via the REST API. You must specify the amount and date of the payment.

If desired, you can specify a certain credit card or ACH of the customer's to be used for the payment by providing the creditcard_id or ach_id in the paymethod field. Otherwise, you can use any to allow any of the customer's stored payment methods to be used.

You can also use crd to have the payment charged to any credit card stored for the customer, or ach to specify the payment method as any of the stored ACH accounts the customer has.

Scheduling payments for one-time invoices

API Request

POST /api/v3/invoice/5052?action=schedule
Authorization: Basic czI3bEhUNGh4UTNuUkNhRUJQMGR6S2V0anVpTmZMbXk6UnF6M0xEWTZjaXBLYkZPVHdCRTlOb1ZKblM1c1FVcmw=
Content-Type: application/json
  
"Comment: You can specify a specific creditcard or ach to use as the payment method:"

{
    "schedule": [
        {
            "amount": 50, 
            "date": "2017-10-20", 
            "creditcard_id": 9
        },

            {
            "amount": 25, 
            "date": "2017-10-25", 
            "creditcard_id": 9
        }
    ]
}


"Comment: To schedule with ANY payment method the customer has on file:" 

{
    "schedule": [
        {
	    "amount": 10,
            "date": "2017-10-28", 
            "paymethod": "any"
            
        }
    ]
}


"Comment: To schedule the payment(s) with ANY CREDITCARD the customer has on file:"

{
    "schedule": [
        {
	    "amount": 10,
            "date": "2017-10-28", 
            "paymethod": "crd"
            
        }
    ]
}

"Comment: To schedule the payment(s) with ANY ACH the customer has on file:" 

{
    "schedule": [
        {
	    "amount": 10,
            "date": "2017-10-28", 
            "paymethod": "ach"
            
        }
    ]
}

API Response

HTTP/1.1 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Overriding tax calculations on an invoice

This allows you to override the tax configurations in your account and specify a specific tax amount to charge when creating an invoice.

Overriding tax calculations on an invoice

API Request

POST /api/v3/invoice
Content-Type: application/json
  
{
    "customer_id": 57,
    "bill_addr1": "78 W Blue Grass Road",
    "bill_city": "Willington",
    "bill_state": "Connecticut",
    "bill_postcode": "06279",
    "line_items": [
        {
            "item_id": 247,
            "descrip": "My description goes here",
            "line_rate": 29.95,
            "line_quantity": 12,
            "tax_total": 34.56,
            "tax_override": true,
            "tax_name": "Connecticut"
        }
    ]
}

API Response

{
    "code": 201,
    "status": "OK",
    "message": "",
    "details": {},
    "response": {
        "id": 10950
    }
}

Removing scheduled payments from one-time invoices

This will remove all scheduled payments from a specific one-time invoice.

Removing scheduled payments from one-time invoices

API Request

POST /api/v3/invoice/10154?action=unschedule
 

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "details": {},
    "response": true
}

Credit card payment (specify card details)

Credit card payment (specify card details)

API Request

POST /api/v3/invoice/16715?action=pay HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSjNOaWo1aGZMeERSYjg6OXZDSmJtZFpLU2llVmNoeXJSSXRGUXc4TUJONGxPSDM=
Content-Type: application/json
  
{
    "number": "4111 1111 1111 1111",
    "expdate_year": "2017",
    "expdate_month": "08",
    "name": "Keith Palmer",
    "address": "72 E Blue Grass Road",
    "city": "Willington",
    "state": "CT",
    "postcode": "06279",
    "country": "United States"
}

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

ACH/eCheck payment (specify ACH details)

ACH/eCheck payment (specify ACH details)

API Request

POST /api/v3/invoice/16715?action=pay HTTP/1.1
Authorization: Basic N3N1dFdGRU8yektWWUlHbVpNSjNOaWo1aGZMeERSYjg6OXZDSmJtZFpLU2llVmNoeXJSSXRGUXc4TUJONGxPSDM=
Content-Type: application/json
  
{
    "number": "1234-1234-1234",
    "routing": "072403004",
    "name": "Keith Palmer",
    "type": "chec"
}

API Response

HTTP/1.0 200 OK
Content-Type: application/json
  
{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Apply an open customer balance

If a customer has an available balance (due to credit given, or previous overpayment), you can use this to apply their open/available customer balance to an invoice.

Apply an open customer balance

API Request

POST /api/v3/invoice/10006?action=pay
  
{
    "use_customer_balance": true
}

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Void an invoice

Voiding an invoice effectively makes the total due/balance zero, and will halt all dunning attempts/payments against this invoice.

Void an invoice

API Request

POST /api/v3/invoice/13011?action=void
 

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}

Email an invoice

Send an invoice via e-mail. You can specify an email template to use with the message_id, which is the id number you see in the URL when you edit an email template in ChargeOver.

Email an invoice

API Request

POST /api/v3/invoice/13011?action=email
Content-Type: application/json
  
{
    "_comment": "If you wish to use an existing template other than the default, specify the message_id of the template:",
    "email": "johndoe@send-invoice-to.com",
    "subject": "Test subject",
    "body": "Override the default message body here",
    "from": "you@your-company.com",
    "message_id": "1"
}

API Response

{
    "code": 200,
    "status": "OK",
    "message": "",
    "response": true
}