Core APIs (latest)

Introduction

The Rebilly API is built on HTTP and is RESTful. It has predictable resource URLs and returns HTTP response codes to indicate errors. It also accepts and returns JSON in the HTTP body. Use your favorite HTTP/REST library in your programming language when using this API, or use one of the Rebilly SDKs, which are available in PHP and JavaScript.

Every action in the Rebilly UI is supported by an API which is documented and available for use, so that you may automate any necessary workflows or processes. This API reference documentation contains the most commonly integrated resources.

Authentication

This topic describes the different forms of authentication that are available in the Rebilly API, and how to use them.

Rebilly offers four forms of authentication: secret key, publishable key, JSON Web Tokens, and public signature key.

  • Secret API key: Use to make requests from the server side. Never share these keys. Keep them guarded and secure.
  • Publishable API key: Use in your client-side code to tokenize payment information.
  • JWT: Use to make short-life tokens that expire after a set period of time.

Manage API keys

To create or manage API keys, select one of the following:

For more information on API keys, see API keys.

Errors

Rebilly follows the error response format proposed in RFC 9457, which is also known as Problem Details for HTTP APIs. As with any API responses, your client must be prepared to gracefully handle additional members of the response.

SDKs

Rebilly provides a JavaScript SDK and a PHP SDK to help interact with the Rebilly API. However, no SDK is required to use the API.

Rebilly also provides FramePay, a client-side iFrame-based solution, to help create payment tokens while minimizing PCI DSS compliance burdens and maximizing your customization ability. FramePay interacts with the payment tokens creation operation.

JavaScript SDK

For installation and usage instructions, see SDKs. All JavaScript SDK code examples are included in the API reference documentation.

PHP SDK

For installation and usage instructions, see SDKs. All SDK code examples are included in the API reference documentation. To use them, you must configure the $client as follows:

$client = new Rebilly\Client([
    'apiKey' => 'YourApiKeyHere',
    'baseUrl' => 'https://api.rebilly.com',
]);

Get started

The full Rebilly API has over 500 operations. This is likely more than you may need to implement your use cases. If you would like to implement a particular use case, contact Rebilly for guidance and feedback on the best API operations to use for the task.

To integrate Rebilly, and learn about related resources and concepts, see Get started.

Rate limits

Rebilly enforces rate limits on the API to ensure that no single organization consumes too many resources. Rate limits are applied to the organization, and not to the API key. In sandbox environment, rate limits are enforced for non-GET endpoints and are set at 3000 requests per 10 minutes. You can find the exact number of consumed requests in the X-RateLimit-Limit and X-RateLimit-Remaining headers in the response. If the rate limit is exceeded, the API returns a 429 Too Many Requests response and a X-RateLimit-Retry-After header that includes a UTC timestamp of when the rate limit resets.

Download OpenAPI description
Languages
Servers
Mock server
https://www.rebilly.com/_mock/docs/dev-docs/api/
Sandbox server
https://api-sandbox.rebilly.com/organizations/{organizationId}/
Live server
https://api.rebilly.com/organizations/{organizationId}/

Customers

Use these operations to manage customers. A customer is an entity that purchases goods or services from you (a merchant), and is the payee in any transaction that is credited to you. Customers are associated with payment instruments, subscriptions, invoices, and other related resources.

In other systems, customers may be referred to as accounts, clients, members, patrons, or players. For information on the customer resource, see Resources.

Operations

Customer authentication

Use these operations to validate the identity of users and manage authentication credentials.

Operations

Tags

Use tags to organize and categorize customers or KYC documents based on keywords.

Operations

Customers timeline

Use customer timelines to maintain an audit trail of changes and activity for each customer.

Operations

Payment instruments

Use these operations to manage payment instruments. Payment instrument is a term which describes any means of making a digital payment, such as: credit cards, debit cards, direct debits, payment service providers, and digital wallets.

For more information on payment instruments, see Payment instruments.

OperationsWebhooks

Payment tokens

Use payment tokens to reduce the scope of PCI DSS compliance.

A payment token can be made using a different authentication scheme (public key authentication), which enables you to create a payment token directly from the browser. This bypasses the need to send sensitive cardholder info to your servers. We recommend using this with the FramePay library, which helps you integrate a form into this API resource and create payment tokens.

Operations

Transactions

Use these operations to:

  • set up payment instruments for payments
  • authorize and hold funds
  • capture funds
  • make payments
  • make payouts
  • refund transactions.
Operations

Disputes

Use these operations to manage disputes. A dispute occurs when a customer contests a charge to their account. The dispute and related information is made available to the merchant by the bank or credit card company. The merchant then has the option to represent the charge and win the case. This process is called dispute resolution. If the merchant is unable to represent the charge, the card issuer typically reverses the sale and adds fees on top of the charge. This process is called a chargeback.

OperationsWebhooks

Fees

Use fees to reconcile transactions with applicable fees and discount rates. Fees are not applied directly to transaction amounts, they do not modify the transaction amount. Fees help to describe each part of the transaction amount.

Important: These operations are experimental and may change.

Operations

Transactions timeline

Use transaction timelines to maintain an audit trail of changes and activity for each transaction.

Operations

Orders

Use these operations to manage customer orders. An order is a customer's request to purchase items. It can contain subscription and one-time sale items. When an order contains one or more subscription items, it is a subscription order.

An order generates an invoice. A subscription order generates an invoice for each service period. For more information, see Orders.

Operations

Invoices

Use invoices to bill for the goods or services that you provide. If your invoice includes subscription items, it also includes the corresponding service periods and prices.

Operations

Usage

Use these operations to manage the product usage of a subscription item for metered billing purposes.

Use metered billing when product quantity is unknown to the customer at the moment of creating a subscription. Metered billing is based on reported usage records. Every reported usage updates the quantity of an upcoming invoice item for a specified subscription and a plan. To create a metered billing plan, see Plans.

Operations

Credit memos

Use credit memos to provide a customer with store credit. A common use case for using a credit memo is to provide a customer with store credit, rather than a refund, if the customer pays more than they owe or returns a product. For information on the credit memo resource, see Resources.

OperationsWebhooks

Plans

Use pricing plans to describe how the customer must pay for products.

Rebilly provides the following plan types:

  • Trial only: Use this plan to create and offer a free or discounted trial period for your product. For example, a free 2 week trial of an internet service. After the trial, the customer can choose to sign up for a paid subscription, or stop using the service.
  • Recurring: Use this plan to create and offer a subscription for your product. For example, a monthly subscription to an internet service that is charged at 20 USD per month.
  • One time sale: Use this plan to create and offer a one-off sale for your products. For example, a one time purchase of two bags of coffee.

For information on the plans resource, see Plans.

For information on plan pricing, see Pricing formulas.

Operations

Products

Use products to describe the goods and services that your business sells. A product also describes sales items on invoices and receipts. Product pricing is defined in plans. A product may have one or many plans.

For information on the product resource, see Product.

Operations

Coupons

Use coupons to reward customers, generate sales, or to test new pricing strategies. Coupons enable you to apply different types of discounts to invoices, subscriptions, and pricing plans.

Redeemed coupons are attached to a customer's account. Depending on the coupon restrictions, the redeemed coupons are then applied from the customer's account to subsequent invoices or subscriptions. Redeemed coupons can only be applied to invoices of the same currency.

Once a coupon is redeemed it cannot be modified. You may deactivate a coupon or create a new coupon, but you cannot reuse the same coupon code. If you have a use case where you must reuse the same code, contact Rebilly.

Operations

Quotes

Use quote operations to create and manage quotations. Quotations describe the cost of goods or services to potential customers before they commit to a purchase. A quote contains an initial invoice preview that can be accepted to become an order.

A quote can contain subscription and one-time sale items. When a quote contains one or more subscription items, it is a subscription order quote.

Operations

Retrieve quotesExperimental

Request

Retrieves a list of quotes.

Query
filterstring

Filters the collection items. This field requires a special format. Use , for multiple allowed values. Use ; for multiple fields.

For more information, see Using filter with collections.

sortArray of strings

Sorts and orders the collection of items. To sort in descending order, prefix with -. Multiple fields can be sorted by separating each with ,.

limitinteger[ 0 .. 1000 ]

Limits the number of collection items to be returned.

offsetinteger[ 0 .. 1000 ]

Specifies the starting point within the collection of items to be returned.

expandstring

Expands a request to include embedded objects within the _embedded property of the response. This field accepts a comma-separated list of objects.

For more information, see Expand to include embedded objects.

curl -i -X GET \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes?expand=string&filter=string&limit=1000&offset=1000&sort=string' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

List of quotes retrieved.

Headers
Pagination-Totalinteger

Total number of items.

Example: 332
Pagination-Limitinteger

Maximum number of items per page.

Example: 100
Pagination-Offsetinteger

Specifies the starting point within the collection of resource results. For example, a request with limit=20 retrieves and displays the first 20 results on a page. A following request with limit=20 and offset=20, retrieves the next page of 20 results.

Example: 2
Bodyapplication/jsonArray [
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

]
Response
application/json
[ { "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [], "deliveryAddress": {}, "billingAddress": {}, "invoicePreview": {}, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": {}, "shipping": {}, "tax": {}, "couponIds": [], "_links": [], "_embedded": {} } ]

Create a quoteExperimental

Request

Creates a quote.

Bodyapplication/jsonrequired
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceConditionsArray of stringswrite-only

Conditions that must be met for the quote to be automatically accepted.

Default ["customer"]
Items Enum ValueDescription
customer

Quote can be accepted by customer.

payment

Related invoice must be paid in full.

Example: ["payment"]
websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

curl -i -X POST \
  https://www.rebilly.com/_mock/docs/dev-docs/api/quotes \
  -H 'Content-Type: application/json' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE' \
  -d '{
    "action": "create",
    "acceptanceConditions": [
      "payment"
    ],
    "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG",
    "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF",
    "items": [
      {
        "quantity": 1,
        "plan": {
          "id": "4f6cf35x-2c4y-483z-a0a9-158621f77a21"
        },
        "description": "Charge per approved transaction with DCC",
        "priceDescription": "50% of the markup for approved transactions",
        "usageLimits": null
      }
    ],
    "deliveryAddress": {
      "firstName": "Benjamin",
      "lastName": "Franklin",
      "organization": "Rebilly",
      "address": "36 Craven St",
      "address2": "string",
      "city": "Austin",
      "region": "Texas",
      "country": "GB",
      "postalCode": "WC2N 5NF",
      "phoneNumbers": [
        {
          "label": "main",
          "value": "512-710-1640",
          "primary": true
        }
      ],
      "emails": [
        {
          "label": "main",
          "value": "rebilly@example.com",
          "primary": true
        }
      ],
      "dob": "1980-04-01",
      "jobTitle": "CEO"
    },
    "billingAddress": {
      "firstName": "Benjamin",
      "lastName": "Franklin",
      "organization": "Rebilly",
      "address": "36 Craven St",
      "address2": "string",
      "city": "Austin",
      "region": "Texas",
      "country": "GB",
      "postalCode": "WC2N 5NF",
      "phoneNumbers": [
        {
          "label": "main",
          "value": "512-710-1640",
          "primary": true
        }
      ],
      "emails": [
        {
          "label": "main",
          "value": "rebilly@example.com",
          "primary": true
        }
      ],
      "dob": "1980-04-01",
      "jobTitle": "CEO"
    },
    "autopay": false,
    "paymentTerms": "string",
    "expirationTime": "2019-08-24T14:15:22Z",
    "redirectUrl": "http://example.com",
    "signature": {
      "showWrittenSignatureLines": false,
      "organizationPrintedName": null
    },
    "shipping": {
      "amount": 0.1,
      "calculator": "manual"
    },
    "tax": {
      "calculator": "manual",
      "items": [
        {
          "amount": 0.1,
          "description": "string"
        }
      ]
    },
    "couponIds": [
      "string"
    ]
  }'

Responses

Quote created.

Headers
Locationstring(uri)

Location of the related resource.

Example: "https://api.rebilly.com/example"
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Retrieve a quoteExperimental

Request

Retrieves a quote with a specified ID.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

Query
expandstring

Expands a request to include embedded objects within the _embedded property of the response. This field accepts a comma-separated list of objects.

For more information, see Expand to include embedded objects.

Headers
Acceptstring

Type of response media.

Default application/json
Enum"application/json""application/pdf"
curl -i -X GET \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}?expand=string' \
  -H 'Accept: application/json' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

Quote retrieved.

Body
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Upsert a quoteExperimental

Request

Creates or updates a quote with a specified ID.

The update operation can only be used for quotes with a status of draft.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

Bodyapplication/jsonrequired
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceConditionsArray of stringswrite-only

Conditions that must be met for the quote to be automatically accepted.

Default ["customer"]
Items Enum ValueDescription
customer

Quote can be accepted by customer.

payment

Related invoice must be paid in full.

Example: ["payment"]
websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

curl -i -X PUT \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}' \
  -H 'Content-Type: application/json' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE' \
  -d '{
    "action": "create",
    "acceptanceConditions": [
      "payment"
    ],
    "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG",
    "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF",
    "items": [
      {
        "quantity": 1,
        "plan": {
          "id": "4f6cf35x-2c4y-483z-a0a9-158621f77a21"
        },
        "description": "Charge per approved transaction with DCC",
        "priceDescription": "50% of the markup for approved transactions",
        "usageLimits": null
      }
    ],
    "deliveryAddress": {
      "firstName": "Benjamin",
      "lastName": "Franklin",
      "organization": "Rebilly",
      "address": "36 Craven St",
      "address2": "string",
      "city": "Austin",
      "region": "Texas",
      "country": "GB",
      "postalCode": "WC2N 5NF",
      "phoneNumbers": [
        {
          "label": "main",
          "value": "512-710-1640",
          "primary": true
        }
      ],
      "emails": [
        {
          "label": "main",
          "value": "rebilly@example.com",
          "primary": true
        }
      ],
      "dob": "1980-04-01",
      "jobTitle": "CEO"
    },
    "billingAddress": {
      "firstName": "Benjamin",
      "lastName": "Franklin",
      "organization": "Rebilly",
      "address": "36 Craven St",
      "address2": "string",
      "city": "Austin",
      "region": "Texas",
      "country": "GB",
      "postalCode": "WC2N 5NF",
      "phoneNumbers": [
        {
          "label": "main",
          "value": "512-710-1640",
          "primary": true
        }
      ],
      "emails": [
        {
          "label": "main",
          "value": "rebilly@example.com",
          "primary": true
        }
      ],
      "dob": "1980-04-01",
      "jobTitle": "CEO"
    },
    "autopay": false,
    "paymentTerms": "string",
    "expirationTime": "2019-08-24T14:15:22Z",
    "redirectUrl": "http://example.com",
    "signature": {
      "showWrittenSignatureLines": false,
      "organizationPrintedName": null
    },
    "shipping": {
      "amount": 0.1,
      "calculator": "manual"
    },
    "tax": {
      "calculator": "manual",
      "items": [
        {
          "amount": 0.1,
          "description": "string"
        }
      ]
    },
    "couponIds": [
      "string"
    ]
  }'

Responses

Quote updated.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Partially update a quoteExperimental

Request

Partially updates a quote with a specified ID.

The update operation can only be used for quotes with a status of draft.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

Bodyapplication/jsonrequired
taxobject(Taxes)

Taxes.

curl -i -X PATCH \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}' \
  -H 'Content-Type: application/json' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE' \
  -d '{
    "tax": {
      "calculator": "manual",
      "items": [
        {
          "amount": 0.1,
          "description": "string"
        }
      ]
    }
  }'

Responses

Quote updated.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Accept a quoteExperimental

Request

Accepts an issued quote with a specified ID.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

curl -i -X POST \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}/accept' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

Quote accepted.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Cancel a quoteExperimental

Request

Cancels a draft or issued quote with a specified ID.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

curl -i -X POST \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}/cancel' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

Quote canceled.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Issue a quoteExperimental

Request

Issues a draft quote with a specified ID.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

curl -i -X POST \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}/issue' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

Quote issued.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Recall a quoteExperimental

Request

Recalls an issued quote with a specified ID so that it can be edited. Recalled quotes are assigned the status of draft.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

curl -i -X POST \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}/recall' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

Quote recalled.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Reject a quoteExperimental

Request

Rejects an issued quote with specified ID.

Path
idstring<= 50 characters^[@~\-\.\w]+$required

ID of the resource.

curl -i -X POST \
  'https://www.rebilly.com/_mock/docs/dev-docs/api/quotes/{id}/reject' \
  -H 'REB-APIKEY: YOUR_API_KEY_HERE'

Responses

Quote rejected.

Headers
X-RateLimit-Limitinteger

Total number of rate limit tokens for this request within a rate limit period. For more information, see Rate limits.

Example: 3600
X-RateLimit-Remaininginteger

Remaining number of rate limit tokens for this request within the rate limit period. For example, in the sandbox environment, rate limits for non-GET endpoints are set at 3000 requests per 10 minutes.

Example: 3600
Bodyapplication/json
idstring<= 50 charactersread-only

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
typestringread-only

Specifies the type of the quote. A quote can be a subscription or a one-time purchase.

Enum"subscription-order""one-time-order"
actionstringrequired

Action of the quote. When a quote is accepted, a new order is created. The subscriptionId value is filled with a new generated value from the order.

Value"create"
Example: "create"
Discriminator
acceptanceFulfillmentArray of objectsread-only

List of acceptanceConditions with fulfillment status.

subscriptionIdstring or null<= 50 charactersread-only

ID of the related subscription or one-time purchase.

invoiceIdstring<= 50 charactersread-only

ID of the payment invoice.

Example: "in_0YVF9605RKC62BP14NE2R7V2XT"
statusstringread-only

Status of the quote.

Enum ValueDescription
draft

Quote can be edited. This quote cannot be sent to a customer.

issued

Quote cannot be edited. This quote can be sent to a customer.

accepted

Customer accepted the quote and created an order.

rejected

Customer rejected the quote.

canceled

Organization canceled the quote.

expired

Expired before customer or organization interaction.

websiteIdstring(WebsiteId)<= 50 charactersrequired
customerIdstring(CustomerId)<= 50 charactersrequired

ID of the customer resource.

itemsArray of objectsnon-emptyrequired

Items included in the quote.

items[].​idstringread-only

ID of the quote item.

Example: "qt_itm_01HXCEQNR3F1G2A6RX6HPS3KFY"
items[].​quantityinteger>= 1required

Number of product units in the specified plan.

items[].​planOriginalPlan (object) or (FlexiblePlan (OneTimeSalePlan (object) or SubscriptionPlan (object) or TrialOnlyPlan (object)))required

Plan details.

One of:

Plan details.

items[].​plan.​idstring(ResourceId)<= 50 charactersrequired

ID of the plan.

items[].​descriptionstring<= 255 characters

Description of the quote item.

Default ""
Example: "Charge per approved transaction with DCC"
items[].​priceDescriptionstring<= 255 characters

Price description of the quote item. This value is only used for metered billing items.

Default ""
Example: "50% of the markup for approved transactions"
items[].​usageLimitsobject or null

Specifies the soft and hard usage limit thresholds for an item with a metered billing plan. This value is ignored when the plan is not metered.

Default null
items[].​createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

items[].​updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

items[].​_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

deliveryAddressContactObject (object) or null

Delivery address of the order.

One of:

Delivery address of the order.

billingAddressContactObject (object) or null

Billing address of the order.

One of:

Billing address of the order.

invoicePreviewobjectread-only

Preview of the quote invoice.

autopayboolean

Specifies if payment attempts for the related subscription are made automatically. If autopay is enabled, the payment is retrieved from the customer on the renewal date using the payment instrument that is set at paymentInstrumentId, or the default payment instrument on the subscription.

Default false
paymentTermsstring

Payment terms for the customer which are displayed on the quote.

expirationTimestring or null(date-time)

Date and time when the quote expires. The default expiration time is one month from the time the quote is issued. In a draft state, this field may be null.

issuedTimestring or null(date-time)read-only

Date and time when the quote is issued.

acceptedTimestring or null(date-time)read-only

Date and time when the quote is accepted.

rejectedTimestring or null(date-time)read-only

Date and time when the quote is rejected.

canceledTimestring or null(date-time)read-only

Date and time when the quote is canceled.

createdTimestring(date-time)(CreatedTime)read-only

Date and time which is set automatically when the resource is created.

updatedTimestring(date-time)(UpdatedTime)read-only

Date and time which updates automatically when the resource is updated.

redirectUrlstring(uri)

URL to redirect the customer to when a quote is rejected. The default value is the website URL.

signatureobject

Written signature and printed organization name.

shippingobject(Shipping)

Shipping settings.

taxobject(Taxes)

Taxes.

couponIdsArray of strings or null

List of coupons to redeem on the customer and apply to the related invoice.

For more information, see Coupons.

_linksArray of objectsread-only

Related links.

_embeddedobjectread-only

Embedded objects that are requested by the expand query parameter.

Response
application/json
{ "id": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "type": "subscription-order", "action": "create", "acceptanceFulfillment": [ {} ], "subscriptionId": "string", "invoiceId": "in_0YVF9605RKC62BP14NE2R7V2XT", "status": "draft", "websiteId": "web_0YV7DE4Z26DQSA1AC92FBJ7SEG", "customerId": "cus_0YV7DDSDD1C8DA64KHH2W33CPF", "items": [ {} ], "deliveryAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "billingAddress": { "firstName": "Benjamin", "lastName": "Franklin", "organization": "Rebilly", "address": "36 Craven St", "address2": "string", "city": "Austin", "region": "Texas", "country": "GB", "postalCode": "WC2N 5NF", "phoneNumbers": [], "emails": [], "dob": "1980-04-01", "jobTitle": "CEO", "hash": "056ae6d97c788b9e98b049ebafd7b229bf852221" }, "invoicePreview": { "currency": "USD", "initialAmounts": {}, "recurringAmounts": {}, "items": [] }, "autopay": false, "paymentTerms": "string", "expirationTime": "2019-08-24T14:15:22Z", "issuedTime": "2019-08-24T14:15:22Z", "acceptedTime": "2019-08-24T14:15:22Z", "rejectedTime": "2019-08-24T14:15:22Z", "canceledTime": "2019-08-24T14:15:22Z", "createdTime": "2019-08-24T14:15:22Z", "updatedTime": "2019-08-24T14:15:22Z", "redirectUrl": "http://example.com", "signature": { "showWrittenSignatureLines": false, "organizationPrintedName": null }, "shipping": { "amount": 0.1, "calculator": "manual" }, "tax": { "calculator": "manual", "amount": 0, "items": [] }, "couponIds": [ "string" ], "_links": [ {} ], "_embedded": { "customer": {}, "website": {}, "subscription": {}, "invoice": {} } }

Quote acceptedWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote canceledWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote createdWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote expiredWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote issuedWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote recalledWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote rejectedWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quote updatedWebhook

Request

Bodyapplication/json

Quote webhook request body resource.

quoteIdstring

ID of the quote.

Example: "qt_01HXBZMEGPETPHJZH6V4RHBMA8"
eventTypestring

Type of webhook event.

Enum"quote-accepted""quote-canceled""quote-created""quote-expired""quote-issued""quote-recalled""quote-rejected""quote-updated"
_embeddedobject

Embedded objects.

_linksArray of objects

Related links.

application/json
{ "quoteId": "qt_01HXBZMEGPETPHJZH6V4RHBMA8", "eventType": "quote-accepted", "_embedded": { "quote": {} }, "_links": [ {} ] }

Responses

Returns any 2xx status to indicate that data is received.

Quotes timeline

Use quote timelines to maintain an audit trail of changes and activity for each quote.

Operations

Shipping rates

Use these operations to manage shipping rates. A shipping rate contains a filter and a pricing for a specific shipping destination.

Operations

Orders timeline

Use order timelines to maintain an audit trail of changes and activity for each order.

Operations

Invoices timeline

Use invoice timelines to maintain an audit trail of changes and activity for each invoice.

Operations

Credit memos timeline

Use credit memo timelines to maintain an audit trail of changes and activity for each credit memo. Credit memos are a means of providing a customer with store credit.

Operations

Blocklists

Use blocklists to prevent fraud and criminal activity.

Blocklists are lists of customer attribute values that are blocked from buying from you. For example, if a customer attempts to make a purchase from you with a credit card that is in a blocklist, the transaction is blocked and is not processed.

Before a new transaction is processed in Rebilly, blocklists are examined to check for attributes related to the entity. If a match is detected, the operation is aborted. A blocklist that expires after a period of time is called a greylist.

Operations

Allowlists

Use allowlists to exclude specific customer attribute data from risk score checks.

Allowlists are lists of data that are excluded from risk score checks. Allowlists prevent specific data from being added to a blocklist record when a risk score threshold reached.

Operations

KYC documents

Use Know Your Customer (KYC) documents to verify your customers identity. The KYC document operations generate a signed link to the Rebilly KYC document gatherer.

Document types:

  • identity-proof: Validates a customer's identity.
  • address-proof: Validates a customer's address.
  • purchase-proof: Validates a customer's purchase.
  • funds-proof: Validates that a customer has funds.
  • credit-file-proof: Verifies that there is an existing credit file with two sources that match the customer's name, DOB, and address.

Rebilly parses and analyzes the documents and accepts or rejects them according to a configurable scoring algorithm. When all document types in a KYC request are accepted, the status is fulfilled, and the KYC request fulfilled webhook is sent.

Operations

AML

Use Anti-Money Laundering (AML) operations to screen customers and help prevent your business from becoming directly or indirectly involved in criminal activity.

Use AML operations during customer creation, and some transaction processing, to help determine if a potential customer (lead), or customer, has political or economic sanctions against them.

AML operations search the following for screening purposes: Politically Exposed Persons (PEPs) lists, sanction lists, and adverse media lists.

OperationsWebhooks

Risk score

Use risk score operations to configure blocklists based on transaction risk factors.

Operations

Custom fields

Use custom fields to extend a resource scheme to include custom data that is not provided as a common field. Depending on the resource on which the custom field is added, it may be available in the Rebilly UI.

Example: A custom field called preferredCommunicationChannel is added to the customer resource. It has two allowed values, which are 'email' and 'phone'.

{
  "customFields": {
      "preferredCommunicationChannel": "email"
  }
}

For detailed information on Rebilly resources, see Resources.

Operations

Files

Use the file entity to store files and related metadata. Files can be sorted by size, MIME-type, user-defined tags, and description.

The following methods are available to upload files: multipart/form-data encoded form, RAW POST — by sending the file contents as the POST body, and fetching from URL — by providing the file URL using the 'url' parameter.

Use the attachments entity to link a file to one or multiple objects, such as: customer, dispute, transaction, order, plan, product, invoice, or timeline comment. Attachments enable you to quickly find and use files related to specific entities.

Operations