Version: Live

Invoice

Invoices are used to create a payment request that can be sent to a payor.

The Invoice Object

{
    account_code: String
    created_date: AWSDateTime
    currency: String
    due_by: AWSDate
    fee_mode: FeeMode
    invoice_amount: Int
    invoice_date: AWSDate
    invoice_description: String
    invoice_id: String
    invoice_name: String
    merchant_invoice_number: String
    merchant_uid: String
    metadata: AWSJSON
    offline_transactions: [OfflineTransaction]
    payor: Payor
    reference: String
    settings: InvoiceSettings
    status: InvoiceStatus
    total_paid_amount: Int
}

Key	type	description
account_code	String	A custom value that will be passed on to the transaction when a payment is made through Pay Theory's hosted checkout.
created_date	String	The date the invoice was created.
currency	String	The currency of the payment that will be used to pay the invoice.
due_by	String	The date that the payor is expected to pay the invoice by.
fee_mode	FeeMode	The fee mode that will be used on that transaction when a payment is made through Pay Theory's hosted checkout. It can be one of the following: `MERCHANT_FEE`, `SERVICE_FEE`.
invoice_amount	Int	The total amount of the invoice.
invoice_date	String	The initial date for the Invoice.
invoice_description	String	A brief description of the invoice. This will show up on the hosted checkout page and any email communications about the Invoice.
invoice_id	String	The Pay Theory unique identifier for the invoice.
invoice_name	String	The name of the invoice. This will show up on the hosted checkout page and any email communications about the Invoice.
merchant_invoice_number	String	A custom value that can be used to tie the Pay Theory Invoice to a merchant's internal invoice number.
merchant_uid	String	The Pay Theory unique identifier for the merchant that the invoice belongs to.
metadata	AWSJSON	A JSON object that can be used to store custom data about the invoice.
offline_transactions	[OfflineTransaction]	A list of offline transactions that have been applied to the invoice. This is used to track payments that are made outside Pay Theory toward an Invoice.
payor	Payor	The payor object for the payor that the invoice belongs to. More information on the payor object can be found here.
reference	String	A custom value that will be passed on to the transaction when a payment is made through Pay Theory's hosted checkout.
settings	InvoiceSettings	The settings object to configure settings for the Pay Theory hosted checkout page.
status	InvoiceStatus	The status of the invoice. It can be one of the following: `NOT_PAID`, `PAID`, `PARTIALLY_PAID` For the time being this will not be used as we do not yet support partial payments for Invoices.
total_paid_amount	Int	The total amount that has been paid toward the invoice.

Invoice Settings Object

{
    accepted_payment_methods: AcceptedPaymentMethods
    is_secure: Boolean
    require_payor_address: Boolean
    security_pin: String
}

Key	type	description
accepted_payment_methods	AcceptedPaymentMethods	The payment methods that will be accepted on the Pay Theory hosted checkout page. An object containing keys of `ach`, `card`, and `cash` with a boolean value indicating if they are accepted.
is_secure	Boolean	When set to true, the payor will be required to enter a security pin to pay the invoice.
require_payor_address	Boolean	When set to true, the payor will be required to enter their address to pay the invoice.
security_pin	String	The security pin that the payor will be required to enter to pay the invoice. This is only used if `is_secure` is set to true.

Query Invoices

{
    invoices(direction: MoveDirection, limit: Int, offset: String, offset_id: String, query: SqlQuery) {
        items {
            account_code
            created_date
            currency
            due_by
            fee_mode
            invoice_amount
            invoice_date
            invoice_description
            invoice_id
            invoice_name
            merchant_invoice_number
            merchant_uid
            metadata(query_list: [QueryPair])
            offline_transactions {
              amount
              instance_id
              invoice_id
              note
              transaction_date
              type
            }
            payor(query_list: [QueryPair]) {
                address_line1
                address_line2
                city
                country
                email
                full_name
                payor_id
                phone
                postal_code
                region
            }
            reference
            settings {
                accepted_payment_methods {
                    ach
                    card
                    cash
                }
                is_secure
                require_payor_address
                security_pin
            }
            status
            total_paid_amount
        }
        total_row_count
    }
}

Key	type	description
direction	MoveDirection	The direction of the pagination. Makes sure the results are returned in the correct order.
limit	Int	The number of invoices to return.
offset	String	The value of the offset item for which the list is being sorted.
offset_id	String	The `invoice_id` of the offset item.
query	SqlQuery	The query to filter the invoices with based on Pay Theory defined data.

Nested Queries Invoices can also be filtered by passing a query_list to the metadata or payor.

This will only return Invoices that have Metadata or Payors that match these queries. Detailed information about the query list can be found here.

Returns

{
    "data": {
        "invoices": {
            "items": [
                {
                    "invoice_id": "pt_inv_xxxx"
                },
                {
                    "invoice_id": "pt_inv_xxxx"
                }
            ],
            "total_row_count": 256
        }
    }
}

Key	type	description
items	Invoice[]	A list of invoices that match the query.
total_row_count	Int	The total number of invoices that match the query.

Create an Invoice

mutation {
    create_invoice(input: CreateInvoiceInput!) {
        account_code
        created_date
        currency
        due_by
        fee_mode
        ...
    }
}

Key	type	description
input	CreateInvoiceInput	The input object that contains all the information needed to create an invoice.

Create Invoice Input

{
  account_code: String
  currency: String!
  due_by: AWSDate
  fee_mode: FeeMode
  invoice_amount: Int!
  invoice_date: AWSDate
  invoice_description: String
  invoice_name: String!
  merchant_uid: String!
  merchant_invoice_number: String
  metadata: AWSJSON
  payor_id: String
  payor: PayorInput
  reference: String
  send_email: Boolean
  settings: InvoiceSettingsInput
}

Key	type	description
account_code	String	A custom value that will be passed on to the transaction when a payment is made through Pay Theory's hosted checkout.
currency	String	The currency of the payment that will be used to pay the invoice.
due_by	String	The date that the payor is expected to pay the invoice by.
fee_mode	FeeMode	The fee mode that will be used on that transaction when a payment is made through Pay Theory's hosted checkout. It can be one of the following: `MERCHANT_FEE`, `SERVICE_FEE`.
invoice_amount	Int	The total amount of the invoice.
invoice_date	String	The initial date for the Invoice.
invoice_description	String	A brief description of the invoice. This will show up on the hosted checkout page and any email communications about the Invoice.
invoice_name	String	The name of the invoice. This will show up on the hosted checkout page and any email communications about the Invoice.
merchant_invoice_number	String	A custom value that can be used to tie the Pay Theory Invoice to a merchant's internal invoice number.
merchant_uid	String	The Pay Theory unique identifier for the merchant that the invoice belongs to.
metadata	AWSJSON	A JSON object that can be used to store custom data about the invoice.
payor_id	String	The Pay Theory unique identifier for the payor that the invoice belongs to.
payor	PayorInput	The payor input object for the payor that the invoice belongs to. More information on the payor input object can be found here.
reference	String	A custom value that will be passed on to the transaction when a payment is made through Pay Theory's hosted checkout.
send_email	Boolean	When set to true, an email will be sent to the payor with a link to the hosted checkout page.
settings	InvoiceSettingsInput	The settings input object to configure settings for the Pay Theory hosted checkout page.

Return The response will contain the invoice object that was created. More information on the invoice object.

Invoice Settings Input

{
    accepted_payment_methods: AcceptedPaymentMethodsInput
    is_secure: Boolean
    require_payor_address: Boolean
}

Key	type	description
accepted_payment_methods	AcceptedPaymentMethodsInput	The payment methods that will be accepted on the Pay Theory hosted checkout page. An object containing keys of `ach`, `card`, and `cash` with a boolean value indicating if they are accepted.
is_secure	Boolean	When set to true, the payor will be required to enter a security pin to pay the invoice.
require_payor_address	Boolean	When set to true, the payor will be required to enter their address to pay the invoice.

Update an Invoice

mutation {
    updateInvoice(invoice_id: String!, invoice_update_input: UpdateInvoiceInput!) {
        account_code
        created_date
        currency
        due_by
        fee_mode
        ...
    }
}

Parameters

Key	type	description
invoice_id	String	The Pay Theory unique identifier for the invoice to update.
invoice_update_input	UpdateInvoiceInput	The input object that contains all of the information needed to update an invoice.

UpdateInvoiceInput

{
  account_code: String
  currency: String
  due_by: AWSDate
  fee_mode: FeeMode
  invoice_amount: Int
  invoice_date: AWSDate
  invoice_description: String
  invoice_name: String
  merchant_invoice_number: String
  reference: String
  send_email: Boolean
  settings: InvoiceSettingsInput
}

Key	type	description
account_code	String	A custom value that will be passed on to the transaction when a payment is made through Pay Theory's hosted checkout.
currency	String	The currency of the payment that will be used to pay the invoice.
due_by	String	The date that the payor is expected to pay the invoice by.
fee_mode	FeeMode	The fee mode that will be used on that transaction when a payment is made through Pay Theory's hosted checkout. It can be one of the following: `MERCHANT_FEE`, `SERVICE_FEE`.
invoice_amount	Int	The total amount of the invoice.
invoice_date	String	The initial date for the invoice.
invoice_description	String	A brief description of the invoice. This will show up on the hosted checkout page and any email communications about the Invoice.
invoice_name	String	The name of the invoice. This will show up on the hosted checkout page and any email communications about the Invoice.
merchant_invoice_number	String	A custom value that can be used to tie the Pay Theory Invoice to a merchant's internal invoice number.
reference	String	A custom value that will be passed on to the transaction when a payment is made through Pay Theory's hosted checkout.
send_email	Boolean	When set to true, an email will be sent to the payor with details about the updated invoice.
settings	InvoiceSettingsInput	The settings input object to configure settings for the Pay Theory hosted checkout page.

Returns The response will contain the invoice object that was updated. More information on the invoice object.

Delete an Invoice

mutation {
    deleteInvoice(invoice_id: String!)
}

Parameters

Key	type	description
invoice_id	String	The Pay Theory unique identifier for the invoice to delete.

Returns The response will include a boolean value that will be true if the invoice was deleted successfully.

Create an Invoice Email

This call is used to resend Invoice emails for a specific invoice.

mutation {
    createInvoiceEmail(invoice_id: String!)
}

Parameters

Key	type	description
invoice_id	String	The Pay Theory unique identifier for the invoice to send an email for.

Returns The response will include a boolean value that will be true if the email was sent successfully.

The Offline Transaction Object

{
    amount: Int
    instance_id: String
    invoice_id: String
    note: String
    transaction_date: AWSDate
    type: OfflineTransactionType
}

Key	type	description
amount	Int	The amount of the offline transaction.
instance_id	String	The Pay Theory unique identifier for the offline transaction.
invoice_id	String	The Pay Theory unique identifier for the invoice that the offline transaction is being applied to.
note	String	A note that can be added to the offline transaction. This is a custom value that can be used to store information about the offline transaction.
transaction_date	String	The date that the offline transaction was made.
type	OfflineTransactionType	The type of offline transaction. It can be one of the following: `ACH`, `CARD`, `CASH`, `OTHER`.

Create an Offline Transaction

This call is used to create an offline transaction for an invoice. Offline transactions are used to track payments that are made outside Pay Theory toward an Invoice.

mutation {
    createOfflineTransaction(input: CreateOfflineTransactionInput!) {
        amount
        instance_id
        invoice_id
        note
        transaction_date
        type
    }
}

Parameters

Key	type	description
input	CreateOfflineTransactionInput	The input object that contains all of the information needed to create an offline transaction.

CreateOfflineTransactionInput

{
    amount: Int!
    invoice_id: String!
    note: String
    transaction_date: AWSDate
    type: OfflineTransactionType!
}

Key	type	description
amount	Int	The amount of the offline transaction.
invoice_id	String	The Pay Theory unique identifier for the invoice that the offline transaction is being applied to.
note	String	A note that can be added to the offline transaction. This is a custom value that can be used to store information about the offline transaction.
transaction_date	String	The date that the offline transaction was made.
type	OfflineTransactionType	The type of offline transaction. It can be one of the following: `ACH`, `CARD`, `CASH`, `OTHER`.

Returns The response will contain the offline transaction object that was created. More information on the offline transaction object.

The Invoice Object​

Invoice Settings Object​

Query Invoices​

Create an Invoice​

Create Invoice Input​

Invoice Settings Input​

Update an Invoice​

Delete an Invoice​

Create an Invoice Email​

The Offline Transaction Object​

Create an Offline Transaction​

The Invoice Object

Invoice Settings Object

Query Invoices

Create an Invoice

Create Invoice Input

Invoice Settings Input

Update an Invoice

Delete an Invoice

Create an Invoice Email

The Offline Transaction Object

Create an Offline Transaction