# Wingspan Documentation

> Documentation for Wingspan

## Guides
- [Wingspan overview](https://docs.wingspan.app/docs/wingspan-overview.md): Wingspan is a payroll platform built specifically for independent contractors.
- [How it works](https://docs.wingspan.app/docs/the-wingspan-advantage.md): Wingspan works best when contractors and enterprises work together.
- [Wingspan concepts](https://docs.wingspan.app/docs/wingspan-concepts.md)
- [Terminology Update (February 2026)](https://docs.wingspan.app/docs/terminology-update-february-2026.md): We've updated Engagements terminology in Wingspan.
- [Environments & authentication](https://docs.wingspan.app/docs/get-started-with-the-wingspan-api.md): To ensure the best accessibility across platforms, Wingspan built its REST API with OpenAPI specification version 3.0.0.
- [Glossary](https://docs.wingspan.app/docs/glossary.md)
- [Webhooks](https://docs.wingspan.app/docs/configure-a-webhook-for-payment-events-in-wingspan.md)
- [Filtering with query parameters](https://docs.wingspan.app/docs/use-url-query-parameters-with-wingspan-apis.md)
- [Custom fields in Wingspan](https://docs.wingspan.app/docs/custom-fields-in-wingspan.md)
- [API Rate Limiting](https://docs.wingspan.app/docs/api-rate-limiting.md)
- [Invite and Pay a Contractor with Wingspan](https://docs.wingspan.app/docs/invite-and-pay-a-contractor-with-wingspan.md): Learn how to create and pay your first contractor
- [Add Collaborators to Collaborator Groups](https://docs.wingspan.app/docs/add-collaborators-to-collaborator-groups.md)
- [Create a Collaborator Group](https://docs.wingspan.app/docs/create-a-collaborator-group.md)
- [Assign an existing Collaborator to a Collaborator Group](https://docs.wingspan.app/docs/assign-an-existing-collaborator-to-a-collaborator-group.md)
- [Invite a contractor and add them to a Collaborator group](https://docs.wingspan.app/docs/invite-a-contractor-and-add-them-to-a-collaborator-group.md)
- [Payables](https://docs.wingspan.app/docs/configuring-payables.md): Understanding Payers, Payees, and Transactions in Wingspan
- [Migrate your project to Wingspan](https://docs.wingspan.app/docs/manage-your-project-to-wingspan.md): The business world is as varied as it is volatile and no one solution can fit all needs. However, with Wingspan, you can seamlessly onboard new contractors, manage existing ones, and integrate your accounting and payroll infrastructure to facilitate payments.
- [Components of a Payable](https://docs.wingspan.app/docs/components-of-a-payable.md)
- [Payer to Payee payment lifecycle](https://docs.wingspan.app/docs/payer-to-payee-payment-lifecycle.md)
- [Processing Payables](https://docs.wingspan.app/docs/processing-payables.md)
- [Create and process a single Payable](https://docs.wingspan.app/docs/create-and-run-a-single-payable.md)
- [Create and process a bulk Payable](https://docs.wingspan.app/docs/create-and-process-a-bulk-payable.md)
- [Update a line item in a bulk Payable](https://docs.wingspan.app/docs/update-a-line-item-in-a-bulk-payable.md)
- [Configure payroll funding](https://docs.wingspan.app/docs/configure-payroll-funding.md)
- [Change Payout or Payment methods](https://docs.wingspan.app/docs/change-payout-or-payment-methods.md)
- [Payroll settings](https://docs.wingspan.app/docs/payroll-settings.md)
- [Locate incomplete Payables](https://docs.wingspan.app/docs/locate-incomplete-payables.md)
- [Issue a refund](https://docs.wingspan.app/docs/issue-a-refund.md)
- [Understanding Payables & Payroll Schedule](https://docs.wingspan.app/docs/understanding-payables-payroll-schedule.md): Understanding the key payables terminology and payroll scheduling in Wingspan.
- [Understanding payable statuses in Wingspan's UI](https://docs.wingspan.app/docs/understanding-payable-statuses-in-wingspan-ui.md): This guide explains the different statuses that your payables (invoices) can have, what each status means, and what conditions lead to them. Understanding these statuses will help you manage payments to your contractors effectively.
- [Document requirements in Wingspan](https://docs.wingspan.app/docs/document-requirements-in-wingspan.md)
- [Manage document requirements with the API](https://docs.wingspan.app/docs/manage-document-requirements-with-the-api.md)
- [Manage document requirements in Wingspan app](https://docs.wingspan.app/docs/manage-document-requirements-in-wingspan-app.md)
- [Work Logging & Rate Calculation](https://docs.wingspan.app/docs/work-logging-rate-calculation-api-guide.md): The Wingspan Work Logging API transforms how businesses track and pay for contractor work. Instead of wrestling with spreadsheets, manual calculations, and error-prone processes, you can define structured work types, automate complex rate calculations, and seamlessly convert tracked work into invoices.
- [Payers Submitting Work Logs/Converting to Payables](https://docs.wingspan.app/docs/payers-submitting-work-logsconverting-to-payables.md)
- [Invoices](https://docs.wingspan.app/docs/invoices-in-wingspan.md)
- [Invoice components](https://docs.wingspan.app/docs/invoice-components.md)
- [Invoice process flow](https://docs.wingspan.app/docs/invoice-process-flow.md): A note should be added on when and how an invoice can be updated
- [Invoice features and functionality in Wingspan](https://docs.wingspan.app/docs/invoice-features-and-functionality-in-wingspan.md)
- [Create an invoice in Wingspan](https://docs.wingspan.app/docs/create-an-invoice-in-wingspan.md)
- [Create an invoice with the API](https://docs.wingspan.app/docs/create-an-invoice-with-the-api.md)
- [1099 Tax Filing Overview for 2025](https://docs.wingspan.app/docs/1099-tax-filing-overview.md): Use Wingspan’s 1099 filing to create, file, and deliver Form 1099-NEC and Form 1099-MISC (Box 6: Medical and health care payments) for your contractor accounts.
- [1. Guidelines for a Successful 1099 Season](https://docs.wingspan.app/docs/guidelines-1099-season.md): Helpful tips and recommendations for payers filing 1099 forms with Wingspan.
- [Communication Timeline & Guide](https://docs.wingspan.app/docs/communication-guide.md): Review Wingspan’s communication to your contractors, and additional recommended communication Wingspan recommends you send.
- [Contractors FAQs Template](https://docs.wingspan.app/docs/contractor-faqs-template.md): Frequently asked questions from contractors you can publish in your own help documentation.
- [Contractor Experience Walkthrough](https://docs.wingspan.app/docs/contractor-experience-walkthrough.md): Review the user experience your contractors will go through to verify their tax information and access their 1099s.
- [Payer Responsibilities & Support Ownership](https://docs.wingspan.app/docs/responsibilities-support.md): Describes the types of questions handled by Wingspan support, and what will be escalated to your team.
- [Limitations of Tax Filing Support at Wingspan](https://docs.wingspan.app/docs/limitations-of-wingspan-filing-service.md): Describes the limitations of Wingspan's 1099 filing service and experience.
- [Other Payer FAQs](https://docs.wingspan.app/docs/payer-faqs.md): Answers to other frequently asked questions from 1099 filers / payers.
- [What’s New for 2025](https://docs.wingspan.app/docs/whats-new-for-2025.md): Updates to Wingspan Tax Filing and Contractor Management
- [2. Preparing for 1099 Filing](https://docs.wingspan.app/docs/preparing-for-1099-filing.md): Step-by-step walkthroughs in preparation for 1099 filing.
- [Set Up 1099 Filing](https://docs.wingspan.app/docs/setup-1099-filing.md): Configure Wingspan to collect contractor details, choose 1099-NEC or 1099-MISC (Box 6), and prepare payment data ahead of the 2025 filing season.
- [Bulk Uploading Contractors into Wingspan](https://docs.wingspan.app/docs/bulk-uploading-contractors-into-wingspan.md): How to upload new contractors to Wingspan to confirm their tax information so they can receive a 1099.
- [Bulk Uploading Off-platform Payments](https://docs.wingspan.app/docs/bulk-uploading-off-platform-payments.md): Include payments made outside of Wingspan so they count toward your 1099-NEC or 1099-MISC (Box 6) totals.
- [Add Individual Contractors](https://docs.wingspan.app/docs/add-individual-contractors.md): How to individually add new contractors so they can receive 1099 forms.
- [Team Permissions for 1099 Management](https://docs.wingspan.app/docs/team-permissions-for-1099-management.md): Guidelines for Team Collaboration and Data Access in Wingspan's 1099 Management
- [3. Generating & Managing Tax Forms](https://docs.wingspan.app/docs/generating-managing-tax-forms.md): Step-by-step walkthroughs to generate and manage tax forms.
- [Generating 1099s](https://docs.wingspan.app/docs/generating-1099-amounts-statuses.md): How to generate, track, and manage 1099 tax forms in Wingspan, including prerequisites, filing statuses, sync options, payment tracking, and form history management.
- [Understanding 1099 Statuses](https://docs.wingspan.app/docs/understanding-1099-statuses-2025.md): Understanding the key statuses, eligibility requirements, and action criteria for 1099 processing in Wingspan.
- [Contractor Information for 1099 Forms](https://docs.wingspan.app/docs/recipient-information-determination-logic-for-1099-forms-2025.md): The logic Wingspan uses to determine what contractor information will appear on the Form 1099.
- [Updating Tax Forms](https://docs.wingspan.app/docs/updating-tax-forms-2025.md): A comprehensive overview of how to update 1099 forms within Wingspan
- [Split Tax Forms](https://docs.wingspan.app/docs/split-tax-forms.md): An overview of how to split a single 1099 into separate forms in Wingspan for mid-year changes in TIN.
- [4. Filing 1099s and Corrections](https://docs.wingspan.app/docs/filing-1099s-and-corrections.md): Step-by-step walkthroughs to file 1099s and manage corrections.
- [File & Deliver Your 1099s](https://docs.wingspan.app/docs/file-deliver-1099s.md): File 1099-NEC or 1099-MISC (Box 6) forms with federal and state authorities and deliver copies to your contractors with Wingspan.
- [Correct Tax Forms](https://docs.wingspan.app/docs/correct-tax-forms-2025.md): How to correct 1099 forms after filing
- [State Filing](https://docs.wingspan.app/docs/state-filing.md): Learn how Wingspan handles state-level 1099 filings, including supported jurisdictions, filing determination rules, and comprehensive state-by-state requirements for the 2025 tax year.
- [Canadian T4-A Filing Overview for 2025](https://docs.wingspan.app/docs/canadian-t4-a-filing-overview.md): This article explains how Canadian T4A slips are generated and distributed through Wingspan, covering payer and contractor responsibilities, CRA deadlines, and how to access T4A PDFs and XML files.
- [Organizations](https://docs.wingspan.app/docs/organization-overview.md): With Wingspan Organizations you can create additional Wingspan User Accounts that match your organization's structure.
- [Organization Account Integration and Customization Guide](https://docs.wingspan.app/docs/create-an-organization-child-account.md): Step‐by‐step reference for creating and managing organization child accounts and customizing their settings. It covers the entire workflow—from creating a child account and associating it into your organization’s hierarchy to leveraging inheritance, managing sessions via impersonation, and updating customization settings.
- [Embed Wingspan Into Your App](https://docs.wingspan.app/docs/embed-wingspan-into-your-app.md): Easily onboard contractors with our pre-built onboarding & settings UIs.
- [Applicant Tracking Systems](https://docs.wingspan.app/docs/applicant-tracking-system-ats-and-customer-relationship-management-crm-integration-guide.md): Applicant Tracking System (ATS) and Customer Relationship Management (CRM) Integration Guide
- [HCM and Payroll Platforms](https://docs.wingspan.app/docs/hcm-and-payroll-platforms.md): Integrating with Wingspan’s API: A Guide for HCM and Payroll Platforms
- [Gig Marketplace Companies](https://docs.wingspan.app/docs/gig-economy.md): Integrating with Wingspan’s API: A Guide for Gig Marketplace Companies
- [QuickBooks Online](https://docs.wingspan.app/docs/quickbooks.md)
- [Spend Management Platforms](https://docs.wingspan.app/docs/spend-management-platforms.md): Integrating with Wingspan’s API: A Guide for Spend Management Platforms
- [API Error Dictionary](https://docs.wingspan.app/docs/error-management-guide-1.md): This guide covers the error codes and common error messages you may encounter when integrating with the Wingspan API, along with recommended solutions.

## API Reference
- [Retrieve Summary of All Payables](https://docs.wingspan.app/reference/get_payments-summary-payables.md): This endpoint provides a comprehensive summary of all the payables, offering insights into the current state of pending and completed payments. Ideal for clients and financial departments looking for a snapshot view of their payment obligations.
- [Retrieve Approved Payables Ready for Immediate Payroll](https://docs.wingspan.app/reference/get_payments-payroll-immediate-payable.md): Fetches all payables that have been approved and are awaiting immediate payroll processing. This provides a quick view of all payments that are due for immediate payroll execution.
- [List All Payables Associated with a Client](https://docs.wingspan.app/reference/get_payments-payable.md): Provides an list of all Payables associated with a specific client, facilitating easier management and overview of the client's financial obligations.
- [Create a New Payable for a Member on Behalf of a Client](https://docs.wingspan.app/reference/post_payments-payable.md): Allows for the generation of a new Payables for a specific member on behalf of a client. This ensures streamlined billing and effective financial tracking between clients and members.
- [Retrieve Payable Details by Payable ID](https://docs.wingspan.app/reference/get_payments-payable-id.md): This API endpoint is designed to fetch the detailed Payable information of a member using a unique Payable ID.
- [Update Client Payable Information by Payable ID](https://docs.wingspan.app/reference/patch_payments-payable-id.md): This API endpoint facilitates the updating of existing payable details related to a client using a unique Payable ID.
- [Delete Client Payable by Payable ID](https://docs.wingspan.app/reference/delete_payments-payable-id.md): This API endpoint is designed to remove the payable information related to a client using a unique Payable ID.
- [Execute Approved Payroll Transactions](https://docs.wingspan.app/reference/post_payments-pay-approved.md): Processes all approved payroll transactions, ensuring employees and vendors are compensated as per their respective invoices.
- [Retrieve Summary of All Payables](https://docs.wingspan.app/reference/get_payments-summary-payables-1.md): This endpoint provides a comprehensive summary of all the payables, offering insights into the current state of pending and completed payments. Ideal for clients and financial departments looking for a snapshot view of their payment obligations.
- [Retrieve Approved Payables Ready for Immediate Payroll](https://docs.wingspan.app/reference/get_payments-payroll-immediate-payable-1.md): Fetches all payables that have been approved and are awaiting immediate payroll processing. This provides a quick view of all payments that are due for immediate payroll execution.
- [List All Payables Associated with a Client](https://docs.wingspan.app/reference/get_payments-payable-1.md): Provides an list of all Payables associated with a specific client, facilitating easier management and overview of the client's financial obligations.
- [Create a New Payable for a Member on Behalf of a Client](https://docs.wingspan.app/reference/post_payments-payable-1.md): Allows for the generation of a new Payables for a specific member on behalf of a client. This ensures streamlined billing and effective financial tracking between clients and members.
- [Retrieve Payable Details by Payable ID](https://docs.wingspan.app/reference/get_payments-payable-id-1.md): This API endpoint is designed to fetch the detailed Payable information of a member using a unique Payable ID.
- [Update Client Payable Information by Payable ID](https://docs.wingspan.app/reference/patch_payments-payable-id-1.md): This API endpoint facilitates the updating of existing payable details related to a client using a unique Payable ID.
- [Delete Client Payable by Payable ID](https://docs.wingspan.app/reference/delete_payments-payable-id-1.md): This API endpoint is designed to remove the payable information related to a client using a unique Payable ID.
- [Execute Approved Payroll Transactions](https://docs.wingspan.app/reference/post_payments-pay-approved-1.md): Processes all approved payroll transactions, ensuring employees and vendors are compensated as per their respective invoices.
- [Retrieve All Member Invoices](https://docs.wingspan.app/reference/get_payments-invoice.md): Fetch a complete list of invoices associated with members, providing a comprehensive overview of all member-related billing details.
- [Initiate New Invoice for a Member](https://docs.wingspan.app/reference/post_payments-invoice.md): Facilitates the creation of a new invoice for a member using the provided invoice details. Useful for adding new billing records.
- [Fetch Invoice by ID](https://docs.wingspan.app/reference/get_payments-invoice-id.md): Retrieve the specifics of an individual invoice associated with a member using its unique ID. Ideal for diving into invoice details.
- [Modify Existing Invoice Details](https://docs.wingspan.app/reference/patch_payments-invoice-id.md): Allows updates to the details of an existing member invoice using its unique ID. Useful for making corrections or updates to billing records.
- [Remove Invoice Record by ID](https://docs.wingspan.app/reference/delete_payments-invoice-id.md): Enables the deletion of a specific member's invoice using its unique ID, helping in maintaining accurate billing records.
- [Retrieve All Invoices Generated by a Client](https://docs.wingspan.app/reference/get_payments-client-invoice.md): Fetch a comprehensive list of invoices that have been generated by a client, offering an overview of all client-related billing records.
- [Generate a New Invoice on Behalf of the Client](https://docs.wingspan.app/reference/post_payments-client-invoice.md): Enables the creation of a new invoice on behalf of a client using the provided details, facilitating new billing records.
- [Fetch Specific Client-Generated Invoice by ID](https://docs.wingspan.app/reference/get_payments-client-invoice-id.md): Retrieve detailed information of an individual invoice created by a client using its unique ID for in-depth billing analysis.
- [Modify an Existing Client-Generated Invoice](https://docs.wingspan.app/reference/patch_payments-client-invoice-id.md): Allows for modifications to a client-generated invoice using its unique ID, ensuring billing details remain current and accurate.
- [Execute Payment for a Client-Generated Invoice](https://docs.wingspan.app/reference/post_payments-client-invoice-invoice-id-pay.md): Process a payment for a specific client-generated invoice using the provided details, ensuring the invoice is marked as settled.
- [Retrieve all available invoice templates](https://docs.wingspan.app/reference/get_payments-invoice-template.md): Fetches a comprehensive list of all invoice templates in the system.
- [Create a new invoice template](https://docs.wingspan.app/reference/post_payments-invoice-template.md): Creates a new invoice template based on the provided details.
- [Retrieve a specific invoice template by ID](https://docs.wingspan.app/reference/get_payments-invoice-template-id.md): Fetches details of the invoice template corresponding to the provided unique identifier.
- [Modify details of an existing invoice template](https://docs.wingspan.app/reference/patch_payments-invoice-template-id.md): Updates details of the specified invoice template based on the provided information.
- [Remove a specific invoice template](https://docs.wingspan.app/reference/delete_payments-invoice-template-id.md): Deletes the invoice template associated with the provided unique identifier.
- [Retrieve all client-generated invoice templates](https://docs.wingspan.app/reference/get_payments-client-invoice-template.md): Fetches a comprehensive list of all invoice templates created by clients in the system.
- [Create a new client-generated invoice template](https://docs.wingspan.app/reference/post_payments-client-invoice-template.md): Allows clients to create a new invoice template based on the provided details.
- [Fetch a specific client-generated invoice template by ID](https://docs.wingspan.app/reference/get_payments-client-invoice-template-id.md): Provides details of the client-generated invoice template associated with the provided unique identifier.
- [Modify a client-generated invoice template](https://docs.wingspan.app/reference/patch_payments-client-invoice-template-id.md): Updates the specified client-generated invoice template with the provided modifications.
- [Generate a PDF for a specific invoice](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-generate.md): This endpoint allows for the dynamic generation of a PDF document for a given invoice, identified by its unique ID.
- [Send an invoice by email](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-send.md): Use this endpoint to send an invoice by email using its unique ID for identification.
- [Refund a deposited invoice](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-refund.md): Use this endpoint to refund a specific amount of a deposited invoice.
- [Try to pay an invoice using the Client's autopay settings](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-pay.md): This endpoint can only be used on invoices generated from a template, and invokes the autopayment logic.
- [Retrieve Fees Associated with a Client's Invoice](https://docs.wingspan.app/reference/get_payments-client-invoice-invoice-id-fees.md): Obtain a detailed breakdown of all the fees associated with a specific client's invoice, identified by its unique ID.
- [Generate Test Invoice for a Client](https://docs.wingspan.app/reference/post_payments-invoice-test-create.md): Use this endpoint to create a test invoice for testing and validation purposes. This invoice will mimic a client's real invoice.
- [Retrieve All Member Invoices](https://docs.wingspan.app/reference/get_payments-invoice-1.md): Fetch a complete list of invoices associated with members, providing a comprehensive overview of all member-related billing details.
- [Initiate New Invoice for a Member](https://docs.wingspan.app/reference/post_payments-invoice-1.md): Facilitates the creation of a new invoice for a member using the provided invoice details. Useful for adding new billing records.
- [Fetch Invoice by ID](https://docs.wingspan.app/reference/get_payments-invoice-id-1.md): Retrieve the specifics of an individual invoice associated with a member using its unique ID. Ideal for diving into invoice details.
- [Modify Existing Invoice Details](https://docs.wingspan.app/reference/patch_payments-invoice-id-1.md): Allows updates to the details of an existing member invoice using its unique ID. Useful for making corrections or updates to billing records.
- [Remove Invoice Record by ID](https://docs.wingspan.app/reference/delete_payments-invoice-id-1.md): Enables the deletion of a specific member's invoice using its unique ID, helping in maintaining accurate billing records.
- [Retrieve All Invoices Generated by a Client](https://docs.wingspan.app/reference/get_payments-client-invoice-1.md): Fetch a comprehensive list of invoices that have been generated by a client, offering an overview of all client-related billing records.
- [Generate a New Invoice on Behalf of the Client](https://docs.wingspan.app/reference/post_payments-client-invoice-1.md): Enables the creation of a new invoice on behalf of a client using the provided details, facilitating new billing records.
- [Fetch Specific Client-Generated Invoice by ID](https://docs.wingspan.app/reference/get_payments-client-invoice-id-1.md): Retrieve detailed information of an individual invoice created by a client using its unique ID for in-depth billing analysis.
- [Modify an Existing Client-Generated Invoice](https://docs.wingspan.app/reference/patch_payments-client-invoice-id-1.md): Allows for modifications to a client-generated invoice using its unique ID, ensuring billing details remain current and accurate.
- [Execute Payment for a Client-Generated Invoice](https://docs.wingspan.app/reference/post_payments-client-invoice-invoice-id-pay-1.md): Process a payment for a specific client-generated invoice using the provided details, ensuring the invoice is marked as settled.
- [Retrieve all available invoice templates](https://docs.wingspan.app/reference/get_payments-invoice-template-1.md): Fetches a comprehensive list of all invoice templates in the system.
- [Create a new invoice template](https://docs.wingspan.app/reference/post_payments-invoice-template-1.md): Creates a new invoice template based on the provided details.
- [Retrieve a specific invoice template by ID](https://docs.wingspan.app/reference/get_payments-invoice-template-id-1.md): Fetches details of the invoice template corresponding to the provided unique identifier.
- [Modify details of an existing invoice template](https://docs.wingspan.app/reference/patch_payments-invoice-template-id-1.md): Updates details of the specified invoice template based on the provided information.
- [Remove a specific invoice template](https://docs.wingspan.app/reference/delete_payments-invoice-template-id-1.md): Deletes the invoice template associated with the provided unique identifier.
- [Retrieve all client-generated invoice templates](https://docs.wingspan.app/reference/get_payments-client-invoice-template-1.md): Fetches a comprehensive list of all invoice templates created by clients in the system.
- [Create a new client-generated invoice template](https://docs.wingspan.app/reference/post_payments-client-invoice-template-1.md): Allows clients to create a new invoice template based on the provided details.
- [Fetch a specific client-generated invoice template by ID](https://docs.wingspan.app/reference/get_payments-client-invoice-template-id-1.md): Provides details of the client-generated invoice template associated with the provided unique identifier.
- [Modify a client-generated invoice template](https://docs.wingspan.app/reference/patch_payments-client-invoice-template-id-1.md): Updates the specified client-generated invoice template with the provided modifications.
- [Generate a PDF for a specific invoice](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-generate-1.md): This endpoint allows for the dynamic generation of a PDF document for a given invoice, identified by its unique ID.
- [Send an invoice by email](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-send-1.md): Use this endpoint to send an invoice by email using its unique ID for identification.
- [Refund a deposited invoice](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-refund-1.md): Use this endpoint to refund a specific amount of a deposited invoice.
- [Try to pay an invoice using the Client's autopay settings](https://docs.wingspan.app/reference/post_payments-invoice-invoice-id-pay-1.md): This endpoint can only be used on invoices generated from a template, and invokes the autopayment logic.
- [Retrieve Fees Associated with a Client's Invoice](https://docs.wingspan.app/reference/get_payments-client-invoice-invoice-id-fees-1.md): Obtain a detailed breakdown of all the fees associated with a specific client's invoice, identified by its unique ID.
- [Generate Test Invoice for a Client](https://docs.wingspan.app/reference/post_payments-invoice-test-create-1.md): Use this endpoint to create a test invoice for testing and validation purposes. This invoice will mimic a client's real invoice.
- [Retrieve All Collaborator Groups](https://docs.wingspan.app/reference/get_payments-collaborator-group.md): Fetch a comprehensive list of all collaborator groups created by the client, showcasing configurations and member details.
- [Generate New Collaborator Group](https://docs.wingspan.app/reference/post_payments-collaborator-group.md): Create a new collaborator group with specific configurations and permissions as defined by the client.
- [Register a New Deduction for a Collaborator](https://docs.wingspan.app/reference/post_payments-collaborator-deduction.md): [Deprecated] Create and add a new deduction entry for a collaborator based on the provided data.
- [Retrieve All Deductions for Collaborators](https://docs.wingspan.app/reference/get_payments-collaborator-deduction.md): [Deprecated] Fetch a list of all deduction entries currently registered for collaborators.
- [Retrieve Specific Deduction Details](https://docs.wingspan.app/reference/get_payments-collaborator-deduction-id.md): [Deprecated] Fetch details of a specific deduction entry for a collaborator based on its unique identifier.
- [Modify Details of a Specific Deduction](https://docs.wingspan.app/reference/patch_payments-collaborator-deduction-id.md): [Deprecated] Update attributes or data related to an existing deduction entry for a collaborator.
- [Erase a Specific Deduction Entry](https://docs.wingspan.app/reference/delete_payments-collaborator-deduction-id.md): [Deprecated] Delete a specific deduction entry, eliminating its record from the system.
- [Retrieve Events Associated with a Collaborator](https://docs.wingspan.app/reference/get_payments-collaborator-id-events.md): [Deprecated] Fetch a list of all events linked to a collaborator based on the provided collaborator ID.
- [Retrieve Details of a Specific Collaborator](https://docs.wingspan.app/reference/get_payments-collaborator-id.md): [Deprecated] Fetch detailed information about a specific collaborator using its unique identifier.
- [Modify Collaborator Details](https://docs.wingspan.app/reference/patch_payments-collaborator-id.md): [Deprecated] Update specific details or attributes related to an existing collaborator.
- [Remove a Specific Collaborator Record](https://docs.wingspan.app/reference/delete_payments-collaborator-id.md): [Deprecated] Permanently delete the record of a specific collaborator from the system.
- [Retrieve All Registered Collaborators](https://docs.wingspan.app/reference/get_payments-collaborator.md): [Deprecated] Fetch a comprehensive list of all collaborators currently registered in the system.
- [Register a New Collaborator](https://docs.wingspan.app/reference/post_payments-collaborator.md): [Deprecated] Add a new collaborator to the system, allowing them to be eligible for payments.
- [Associate Collaborator with a Specific Group](https://docs.wingspan.app/reference/patch_payments-collaborator-id-add-group-groupid.md): [Deprecated] Add the specified collaborator to the designated group, allowing group-specific configurations and permissions.
- [Disassociate Collaborator from a Specific Group](https://docs.wingspan.app/reference/patch_payments-collaborator-id-remove-group-groupid.md): [Deprecated] Remove the collaborator from the designated group, revoking any group-specific configurations and permissions.
- [Retrieve All Collaborators (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-collaborator.md): [Deprecated] Fetches a comprehensive list of collaborators formatted in the V2 standard, providing an overview of all collaborator data.
- [Retrieve Specific Collaborator Details (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-collaborator-memberid.md): [Deprecated] Fetches detailed information of a specific collaborator, identified by the memberId, in the V2 format.
- [Retrieve All Collaborator Groups](https://docs.wingspan.app/reference/get_payments-collaborator-group-1.md): Fetch a comprehensive list of all collaborator groups created by the client, showcasing configurations and member details.
- [Generate New Collaborator Group](https://docs.wingspan.app/reference/post_payments-collaborator-group-1.md): Create a new collaborator group with specific configurations and permissions as defined by the client.
- [Retrieve detailed information of a specific member-client relationship](https://docs.wingspan.app/reference/get_payments-memberclient-id.md): [Deprecated] Fetches comprehensive details of the association between a member and a client using the provided unique identifier.
- [Register a New Client Deduction](https://docs.wingspan.app/reference/post_payments-client-deduction.md): Allows for the creation of a new client deduction based on the provided details.
- [Update information of a specific member-client relationship](https://docs.wingspan.app/reference/patch_payments-memberclient-id.md): [Deprecated] Modifies details of the association between a member and a client based on the provided data.
- [Retrieve All Client Deductions](https://docs.wingspan.app/reference/get_payments-client-deduction.md): Fetches a comprehensive list of all client deductions present in the system.
- [Remove a specific member-client relationship from the system](https://docs.wingspan.app/reference/delete_payments-memberclient-id.md): [Deprecated] Deletes the association between a member and a client using the provided unique identifier. Once deleted, this relationship data can't be recovered.
- [Fetch Specific Client Deduction Details](https://docs.wingspan.app/reference/get_payments-client-deduction-id.md): Provides detailed information for a client deduction based on its unique identifier.
- [Modify a Client Deduction](https://docs.wingspan.app/reference/patch_payments-client-deduction-id.md): Allows for updating specific details or attributes of an existing client deduction.
- [Remove a Client Deduction](https://docs.wingspan.app/reference/delete_payments-client-deduction-id.md): Allows for the deletion of a client deduction based on its unique identifier, removing it permanently from the system.
- [Retrieve All Clients (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-client.md): [Deprecated] Fetches a comprehensive list of clients formatted in the V2 standard, providing an overview of all client data.
- [Retrieve Specific Client Details (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-client-clientid.md): [Deprecated] Fetches detailed information of a specific client, identified by the clientId, in the V2 format.
- [Register a New Client Deduction](https://docs.wingspan.app/reference/post_payments-client-deduction-1.md): Allows for the creation of a new client deduction based on the provided details.
- [Retrieve All Client Deductions](https://docs.wingspan.app/reference/get_payments-client-deduction-1.md): Fetches a comprehensive list of all client deductions present in the system.
- [Fetch Specific Client Deduction Details](https://docs.wingspan.app/reference/get_payments-client-deduction-id-1.md): Provides detailed information for a client deduction based on its unique identifier.
- [Modify a Client Deduction](https://docs.wingspan.app/reference/patch_payments-client-deduction-id-1.md): Allows for updating specific details or attributes of an existing client deduction.
- [Remove a Client Deduction](https://docs.wingspan.app/reference/delete_payments-client-deduction-id-1.md): Allows for the deletion of a client deduction based on its unique identifier, removing it permanently from the system.
- [Retrieve All Bank Statements](https://docs.wingspan.app/reference/get_payments-banking-statement.md): Fetch a comprehensive list of all bank statements available in the system, providing an overview of financial transactions.
- [Retrieve Specific Bank Statement](https://docs.wingspan.app/reference/get_payments-banking-statement-id.md): Fetch details of a specific bank statement using its unique identifier, providing a detailed view of its transactions.
- [Download a specific bank statement as a PDF](https://docs.wingspan.app/reference/get_payments-banking-statement-id-download.md): Retrieve and download the specified bank statement in PDF format using the provided unique identifier.
- [Deprecated Retrieve Instant Payout Information](https://docs.wingspan.app/reference/get_payments-banking-instant-payout.md): Fetch detailed information about the current status and details of instant payouts configured in the system.
- [Fetch the application link for setting up a clearing bank account](https://docs.wingspan.app/reference/get_payments-service-banking-memberid-application.md): Get the application link required for a member to initiate the creation of a clearing bank account.
- [Deprecated Remove Instant Payout Configuration](https://docs.wingspan.app/reference/delete_payments-banking-instant-payout.md): Delete the existing instant payout configuration, preventing any further instant payouts unless reconfigured.
- [Retrieve banking institution details by its routing number](https://docs.wingspan.app/reference/get_payments-banking-institution-routingnumber.md): Fetches comprehensive information about a banking institution based on the provided routing number.
- [Deprecated Set Up Instant Payout Configuration](https://docs.wingspan.app/reference/post_payments-banking-instant-payout.md): Configure a new instant payout setting, specifying details like amount, frequency, and destination.
- [Fetch all registered payout debit cards for a member](https://docs.wingspan.app/reference/get_payments-payout-settings-memberid-debit-card.md): Retrieves a list of all debit cards linked to a member's profile for payout purposes.
- [Register a new payout debit card for a member](https://docs.wingspan.app/reference/post_payments-payout-settings-memberid-debit-card.md): Allows the addition of a new debit card to a member's profile for payout transactions.
- [Retrieve a specific payout debit card linked to a member](https://docs.wingspan.app/reference/get_payments-payout-settings-memberid-debit-card-id.md): Fetches detailed information of a specific debit card linked to a member's profile for payout purposes.
- [Unlink and delete a specific payout debit card from a member's profile](https://docs.wingspan.app/reference/delete_payments-payout-settings-memberid-debit-card-id.md): Initiates a process to remove and permanently delete a specific debit card from a member's payout settings.
- [Retrieve payout settings for a specific member](https://docs.wingspan.app/reference/get_payments-payout-settings-id.md): Fetches the payout configuration, including linked debit cards and payout preferences, for a specific member.
- [Modify and update payout settings for a specific member](https://docs.wingspan.app/reference/patch_payments-payout-settings-id.md): Allows adjustments and updates to a member's payout configuration, including changing linked debit cards and adjusting payout preferences.
- [Fetch all registered payout debit cards for a member](https://docs.wingspan.app/reference/get_payments-payout-settings-memberid-debit-card-1.md): Retrieves a list of all debit cards linked to a member's profile for payout purposes.
- [Register a new payout debit card for a member](https://docs.wingspan.app/reference/post_payments-payout-settings-memberid-debit-card-1.md): Allows the addition of a new debit card to a member's profile for payout transactions.
- [Retrieve a specific payout debit card linked to a member](https://docs.wingspan.app/reference/get_payments-payout-settings-memberid-debit-card-id-1.md): Fetches detailed information of a specific debit card linked to a member's profile for payout purposes.
- [Unlink and delete a specific payout debit card from a member's profile](https://docs.wingspan.app/reference/delete_payments-payout-settings-memberid-debit-card-id-1.md): Initiates a process to remove and permanently delete a specific debit card from a member's payout settings.
- [Retrieve payout settings for a specific member](https://docs.wingspan.app/reference/get_payments-payout-settings-id-1.md): Fetches the payout configuration, including linked debit cards and payout preferences, for a specific member.
- [Modify and update payout settings for a specific member](https://docs.wingspan.app/reference/patch_payments-payout-settings-id-1.md): Allows adjustments and updates to a member's payout configuration, including changing linked debit cards and adjusting payout preferences.
- [Check if payouts are admin-disabled for a member](https://docs.wingspan.app/reference/get_payments-payout-settings-id-payout-admin-disabled.md): Returns whether an admin has disabled payouts for the specified member.
- [Retrieve detailed information on all collaborators](https://docs.wingspan.app/reference/get_payments-reports-collaborators.md): Fetches comprehensive data on all collaborators, including their activities and current status, as listed in the reports.
- [Obtain a summarized report of payable amounts for each collaborator](https://docs.wingspan.app/reference/get_payments-reports-collaborators-payables-summary.md): Gathers and presents a concise summary showcasing the payable amounts due to each collaborator, helping in financial planning and payout strategies.
- [Retrieve Aging Report for Payables](https://docs.wingspan.app/reference/get_payments-reports-aging-payables.md): Access a detailed report that showcases the list of payables categorized by age.
- [Retrieve Aging Report for Invoices](https://docs.wingspan.app/reference/get_payments-reports-aging-invoices.md): Access a detailed report that showcases the list of invoices categorized by age.
- [Obtain Aging Report for Line Items](https://docs.wingspan.app/reference/get_payments-reports-aging-line-items.md): Retrieve a comprehensive report detailing line items that have been open for a set number of days.
- [Retrieve detailed information on all collaborators](https://docs.wingspan.app/reference/get_payments-reports-collaborators-1.md): Fetches comprehensive data on all collaborators, including their activities and current status, as listed in the reports.
- [Obtain a summarized report of payable amounts for each collaborator](https://docs.wingspan.app/reference/get_payments-reports-collaborators-payables-summary-1.md): Gathers and presents a concise summary showcasing the payable amounts due to each collaborator, helping in financial planning and payout strategies.
- [Retrieve Aging Report for Payables](https://docs.wingspan.app/reference/get_payments-reports-aging-payables-1.md): Access a detailed report that showcases the list of payables categorized by age.
- [Retrieve Aging Report for Invoices](https://docs.wingspan.app/reference/get_payments-reports-aging-invoices-1.md): Access a detailed report that showcases the list of invoices categorized by age.
- [Obtain Aging Report for Line Items](https://docs.wingspan.app/reference/get_payments-reports-aging-line-items-1.md): Retrieve a comprehensive report detailing line items that have been open for a set number of days.
- [Check Service Status](https://docs.wingspan.app/reference/get_payments.md): Use this endpoint to determine the operational status of the payment service by obtaining the current timestamp and service name.
- [Check Service Status](https://docs.wingspan.app/reference/get_payments-1.md): Use this endpoint to determine the operational status of the payment service by obtaining the current timestamp and service name.
- [List all services and their enablement status](https://docs.wingspan.app/reference/get_payments-service.md): Fetch a comprehensive list of available services and their respective enablement status. This provides an overview of which services are active or inactive.
- [Retrieve the enablement status for a specific service](https://docs.wingspan.app/reference/get_payments-service-id.md): Obtain detailed information regarding the enablement status of a specific service identified by its unique ID. This helps in understanding the activation state of an individual service.
- [update service enablement status](https://docs.wingspan.app/reference/patch_payments-service-id.md)
- [Retrieve Individual Payroll Settings](https://docs.wingspan.app/reference/get_payments-payroll-settings-id.md): Fetch the detailed payroll settings associated with the provided unique identifier.
- [Modify Existing Payroll Settings](https://docs.wingspan.app/reference/patch_payments-payroll-settings-id.md): Update certain attributes or details of payroll settings associated with the provided identifier.
- [Bulk Operations](https://docs.wingspan.app/reference/bulk-operations.md)
- [Retrieve All Bulk Payable Batches](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch.md): Fetches a list of all the batches created for bulk payables, providing an overview of the bulk payment operations.
- [Initiate a New Bulk Payable Batch](https://docs.wingspan.app/reference/post_payments-bulk-payable-batch.md): Creates a new batch for importing multiple payables at once, streamlining the bulk payment operations.
- [Retrieve Details of a Specific Bulk Payable Batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid.md): Fetches detailed information of a specific batch created for bulk payables, using the provided batch ID.
- [Modify a Specific Bulk Payable Batch](https://docs.wingspan.app/reference/patch_payments-bulk-payable-batch-batchid.md): Updates the information or items of a specific bulk payable batch, given its unique batch ID.
- [Remove a Specific Bulk Payable Batch](https://docs.wingspan.app/reference/delete_payments-bulk-payable-batch-batchid.md): Deletes a specific batch for bulk payables, using the provided batch ID, preventing any further operations on it.
- [Retrieve all items from a specific bulk payable batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-item.md): Fetches and lists all individual payable items associated with a specified bulk payable batch. Useful for tracking and verifying batch details.
- [Add a new item to a specific bulk payable batch](https://docs.wingspan.app/reference/post_payments-bulk-payable-batch-batchid-item.md): Allows for the creation and addition of a new individual payable item into an existing bulk payable batch. This enhances batch management and payable tracking.
- [Fetch the import summary for a specific bulk payable batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-import-summary.md): Provides an overview and summary of the import process for a given bulk payable batch, allowing for tracking of imported items, errors, and other relevant batch statistics.
- [Retrieve a Specific Item from a Bulk Payable Batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-item-batchitemid.md): Fetches detailed information of a specific item within a bulk payable batch, using both the batch ID and the item ID.
- [Modify a Specific Item in a Bulk Payable Batch](https://docs.wingspan.app/reference/patch_payments-bulk-payable-batch-batchid-item-batchitemid.md): Updates the details or status of a specific item within a bulk payable batch, given both the batch ID and the item ID.
- [Retrieve All Bulk Invoice Batches](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch.md): Fetches a list of all the batches created for bulk invoices, providing an overview of the bulk invoicing operations.
- [Initiate a New Bulk Invoice Batch](https://docs.wingspan.app/reference/post_payments-bulk-invoice-batch.md): Creates a new batch for importing multiple invoices at once, streamlining the bulk invoicing operations.
- [Retrieve details of a specific bulk invoice batch](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-batchid.md): Allows for the retrieval of a specified batch of bulk invoices by providing its unique batch identifier.
- [Modify the details of a specific bulk invoice batch](https://docs.wingspan.app/reference/patch_payments-bulk-invoice-batch-batchid.md): Enables the user to update or modify the attributes of a given batch of bulk invoices by specifying its unique batch identifier.
- [Fetch all items from a specific bulk invoice batch](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-batchid-item.md): Provides a list of all the items within a specified batch of bulk invoices, identified by its unique batch identifier.
- [Add a new item to a specific bulk invoice batch](https://docs.wingspan.app/reference/post_payments-bulk-invoice-batch-batchid-item.md): Allows users to append a new item to a given batch of bulk invoices by supplying its unique batch identifier and the details of the new item.
- [Retrieve a specific item from a bulk invoice batch](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-batchid-item-batchitemid.md): Fetches detailed information about a specific item located within a designated bulk invoice batch. Useful for obtaining particular item data without browsing the entire batch.
- [Modify a specific item within a bulk invoice batch](https://docs.wingspan.app/reference/patch_payments-bulk-invoice-batch-batchid-item-batchitemid.md): Allows for updates or edits to be made to a specific items details within an existing bulk invoice batch. Enhances the flexibility and management of invoice data.
- [Fetch all bulk collaborator batches](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch.md): Provides a list of all existing bulk collaborator batches, allowing users to view and manage batches that have been created for collaboration purposes.
- [Initiate a new bulk collaborator batch.](https://docs.wingspan.app/reference/post_payments-bulk-collaborator-batch.md): Enables the creation of a new bulk collaborator batch, facilitating the bulk management and addition of collaborators for various projects or tasks.
- [Retrieve Details of a Specific Collaborator Batch](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-batchid.md): Fetches detailed information of a specific bulk collaborator batch, using the provided batch ID.
- [Modify Details of a Bulk Collaborator Batch](https://docs.wingspan.app/reference/patch_payments-bulk-collaborator-batch-batchid.md): Allows for updating or altering the details and items within a specific bulk collaborator batch using the given batch ID.
- [Remove a Specific Collaborator Batch](https://docs.wingspan.app/reference/delete_payments-bulk-collaborator-batch-batchid.md): Deletes a specific bulk collaborator batch using its unique identifier. Once deleted, the batch cannot be recovered.
- [Retrieve all items from a specific collaborator batch](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-batchid-item.md): Provides a comprehensive list of items present within a specified batch of collaborators, identifiable through its unique batch identifier.
- [Append a new item to a specific collaborator batch](https://docs.wingspan.app/reference/post_payments-bulk-collaborator-batch-batchid-item.md): Allows for the addition of a new item to an existing batch of collaborators by providing the batchs unique identifier and item details.
- [Retrieve details of a specific item from a collaborator batch](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-batchid-item-batchitemid.md): Enables fetching of detailed information about an individual item from a specified batch of collaborators using both the batch and item unique identifiers.
- [Modify the details of a specific item within a collaborator batch](https://docs.wingspan.app/reference/patch_payments-bulk-collaborator-batch-batchid-item-batchitemid.md): Provides the functionality to update or alter the attributes of an item present in a given collaborator batch using the unique identifiers for both the batch and the item.
- [Retrieve all bulk client batches](https://docs.wingspan.app/reference/get_payments-bulk-client-batch.md): Provides an overview of all existing bulk client batches, allowing users to quickly ascertain and manage batches created for the purpose of client onboarding or import.
- [Create a new bulk client batch](https://docs.wingspan.app/reference/post_payments-bulk-client-batch.md): Initiates the creation of a fresh bulk client batch, streamlining the process of adding multiple clients in one go.
- [Fetch Details of a Specific Item from a Client Batch](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-batchid.md): Retrieves the detailed information of a specific item within the bulk client batch using both batch and item unique identifiers.
- [Modify Details of a Specific Item in a Client Batch](https://docs.wingspan.app/reference/patch_payments-bulk-client-batch-batchid.md): Allows modification of the details of a specific item within the bulk client batch, using the provided item and batch identifiers.
- [Retrieve All Items from a Client Batch](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-batchid-item.md): Fetches all items present in the specified bulk client batch, providing a comprehensive view of all client data in the batch.
- [Add a New Item to a Client Batch](https://docs.wingspan.app/reference/post_payments-bulk-client-batch-batchid-item.md): Inserts a new item into the specified bulk client batch, allowing for further expansion of client data within the batch.
- [Fetch Details of a Specific Item from a Client Batch](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-batchid-item-batchitemid.md): Retrieves the detailed information of a specific item within the bulk client batch using both batch and item unique identifiers.
- [Modify Details of a Specific Item in a Client Batch](https://docs.wingspan.app/reference/patch_payments-bulk-client-batch-batchid-item-batchitemid.md): Allows modification of the details of a specific item within the bulk client batch, using the provided item and batch identifiers.
- [Retrieve All Bulk Payable Batches](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-1.md): Fetches a list of all the batches created for bulk payables, providing an overview of the bulk payment operations.
- [Initiate a New Bulk Payable Batch](https://docs.wingspan.app/reference/post_payments-bulk-payable-batch-1.md): Creates a new batch for importing multiple payables at once, streamlining the bulk payment operations.
- [Retrieve Details of a Specific Bulk Payable Batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-1.md): Fetches detailed information of a specific batch created for bulk payables, using the provided batch ID.
- [Modify a Specific Bulk Payable Batch](https://docs.wingspan.app/reference/patch_payments-bulk-payable-batch-batchid-1.md): Updates the information or items of a specific bulk payable batch, given its unique batch ID.
- [Remove a Specific Bulk Payable Batch](https://docs.wingspan.app/reference/delete_payments-bulk-payable-batch-batchid-1.md): Deletes a specific batch for bulk payables, using the provided batch ID, preventing any further operations on it.
- [Retrieve all items from a specific bulk payable batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-item-1.md): Fetches and lists all individual payable items associated with a specified bulk payable batch. Useful for tracking and verifying batch details.
- [Add a new item to a specific bulk payable batch](https://docs.wingspan.app/reference/post_payments-bulk-payable-batch-batchid-item-1.md): Allows for the creation and addition of a new individual payable item into an existing bulk payable batch. This enhances batch management and payable tracking.
- [Fetch the import summary for a specific bulk payable batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-import-summary-1.md): Provides an overview and summary of the import process for a given bulk payable batch, allowing for tracking of imported items, errors, and other relevant batch statistics.
- [Retrieve a Specific Item from a Bulk Payable Batch](https://docs.wingspan.app/reference/get_payments-bulk-payable-batch-batchid-item-batchitemid-1.md): Fetches detailed information of a specific item within a bulk payable batch, using both the batch ID and the item ID.
- [Modify a Specific Item in a Bulk Payable Batch](https://docs.wingspan.app/reference/patch_payments-bulk-payable-batch-batchid-item-batchitemid-1.md): Updates the details or status of a specific item within a bulk payable batch, given both the batch ID and the item ID.
- [Retrieve All Bulk Invoice Batches](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-1.md): Fetches a list of all the batches created for bulk invoices, providing an overview of the bulk invoicing operations.
- [Initiate a New Bulk Invoice Batch](https://docs.wingspan.app/reference/post_payments-bulk-invoice-batch-1.md): Creates a new batch for importing multiple invoices at once, streamlining the bulk invoicing operations.
- [Retrieve details of a specific bulk invoice batch](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-batchid-1.md): Allows for the retrieval of a specified batch of bulk invoices by providing its unique batch identifier.
- [Modify the details of a specific bulk invoice batch](https://docs.wingspan.app/reference/patch_payments-bulk-invoice-batch-batchid-1.md): Enables the user to update or modify the attributes of a given batch of bulk invoices by specifying its unique batch identifier.
- [Fetch all items from a specific bulk invoice batch](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-batchid-item-1.md): Provides a list of all the items within a specified batch of bulk invoices, identified by its unique batch identifier.
- [Add a new item to a specific bulk invoice batch](https://docs.wingspan.app/reference/post_payments-bulk-invoice-batch-batchid-item-1.md): Allows users to append a new item to a given batch of bulk invoices by supplying its unique batch identifier and the details of the new item.
- [Retrieve a specific item from a bulk invoice batch](https://docs.wingspan.app/reference/get_payments-bulk-invoice-batch-batchid-item-batchitemid-1.md): Fetches detailed information about a specific item located within a designated bulk invoice batch. Useful for obtaining particular item data without browsing the entire batch.
- [Modify a specific item within a bulk invoice batch](https://docs.wingspan.app/reference/patch_payments-bulk-invoice-batch-batchid-item-batchitemid-1.md): Allows for updates or edits to be made to a specific items details within an existing bulk invoice batch. Enhances the flexibility and management of invoice data.
- [Fetch all bulk collaborator batches](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-1.md): Provides a list of all existing bulk collaborator batches, allowing users to view and manage batches that have been created for collaboration purposes.
- [Initiate a new bulk collaborator batch.](https://docs.wingspan.app/reference/post_payments-bulk-collaborator-batch-1.md): Enables the creation of a new bulk collaborator batch, facilitating the bulk management and addition of collaborators for various projects or tasks.
- [Retrieve Details of a Specific Collaborator Batch](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-batchid-1.md): Fetches detailed information of a specific bulk collaborator batch, using the provided batch ID.
- [Modify Details of a Bulk Collaborator Batch](https://docs.wingspan.app/reference/patch_payments-bulk-collaborator-batch-batchid-1.md): Allows for updating or altering the details and items within a specific bulk collaborator batch using the given batch ID.
- [Remove a Specific Collaborator Batch](https://docs.wingspan.app/reference/delete_payments-bulk-collaborator-batch-batchid-1.md): Deletes a specific bulk collaborator batch using its unique identifier. Once deleted, the batch cannot be recovered.
- [Retrieve all items from a specific collaborator batch](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-batchid-item-1.md): Provides a comprehensive list of items present within a specified batch of collaborators, identifiable through its unique batch identifier.
- [Append a new item to a specific collaborator batch](https://docs.wingspan.app/reference/post_payments-bulk-collaborator-batch-batchid-item-1.md): Allows for the addition of a new item to an existing batch of collaborators by providing the batchs unique identifier and item details.
- [Retrieve details of a specific item from a collaborator batch](https://docs.wingspan.app/reference/get_payments-bulk-collaborator-batch-batchid-item-batchitemid-1.md): Enables fetching of detailed information about an individual item from a specified batch of collaborators using both the batch and item unique identifiers.
- [Modify the details of a specific item within a collaborator batch](https://docs.wingspan.app/reference/patch_payments-bulk-collaborator-batch-batchid-item-batchitemid-1.md): Provides the functionality to update or alter the attributes of an item present in a given collaborator batch using the unique identifiers for both the batch and the item.
- [Retrieve all bulk client batches](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-1.md): Provides an overview of all existing bulk client batches, allowing users to quickly ascertain and manage batches created for the purpose of client onboarding or import.
- [Create a new bulk client batch](https://docs.wingspan.app/reference/post_payments-bulk-client-batch-1.md): Initiates the creation of a fresh bulk client batch, streamlining the process of adding multiple clients in one go.
- [Fetch Details of a Specific Item from a Client Batch](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-batchid-1.md): Retrieves the detailed information of a specific item within the bulk client batch using both batch and item unique identifiers.
- [Modify Details of a Specific Item in a Client Batch](https://docs.wingspan.app/reference/patch_payments-bulk-client-batch-batchid-1.md): Allows modification of the details of a specific item within the bulk client batch, using the provided item and batch identifiers.
- [Retrieve All Items from a Client Batch](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-batchid-item-1.md): Fetches all items present in the specified bulk client batch, providing a comprehensive view of all client data in the batch.
- [Add a New Item to a Client Batch](https://docs.wingspan.app/reference/post_payments-bulk-client-batch-batchid-item-1.md): Inserts a new item into the specified bulk client batch, allowing for further expansion of client data within the batch.
- [Fetch Details of a Specific Item from a Client Batch](https://docs.wingspan.app/reference/get_payments-bulk-client-batch-batchid-item-batchitemid-1.md): Retrieves the detailed information of a specific item within the bulk client batch using both batch and item unique identifiers.
- [Modify Details of a Specific Item in a Client Batch](https://docs.wingspan.app/reference/patch_payments-bulk-client-batch-batchid-item-batchitemid-1.md): Allows modification of the details of a specific item within the bulk client batch, using the provided item and batch identifiers.
- [Fetch all bulk payroll batches](https://docs.wingspan.app/reference/get_payments-bulk-payroll-batch.md): Provides a list of all existing bulk payroll batches, allowing users to view and manage batches that have been created for collaboration purposes.
- [Initiate a new bulk payroll batch.](https://docs.wingspan.app/reference/post_payments-bulk-payroll-batch.md): Enables the creation of a new bulk payroll batch, facilitating the bulk management and addition of collaborators for various projects or tasks.
- [Retrieve Details of a Specific Payroll Batch](https://docs.wingspan.app/reference/get_payments-bulk-payroll-batch-batchid.md): Fetches detailed information of a specific bulk payroll batch, using the provided batch ID.
- [Retrieve all items from a specific payroll batch](https://docs.wingspan.app/reference/get_payments-bulk-payroll-batch-batchid-item.md): Provides a comprehensive list of items present within a specified batch of collaborators, identifiable through its unique batch identifier.
- [Retrieve details of a specific item from a collaborator batch](https://docs.wingspan.app/reference/get_payments-bulk-payroll-batch-batchid-item-batchitemid.md): Enables fetching of detailed information about an individual item from a specified batch of collaborators using both the batch and item unique identifiers.
- [Add a New Custom Field](https://docs.wingspan.app/reference/post_payments-custom-fields.md): Define a new custom field for payments using additional data provided.
- [Retrieve All Custom Fields](https://docs.wingspan.app/reference/get_payments-custom-fields.md): Obtain a list of all user-defined custom fields associated with payments.
- [Fetch Details of a Specific Custom Field](https://docs.wingspan.app/reference/get_payments-custom-fields-id.md): Retrieve detailed information for a custom field based on its unique identifier.
- [Modify Details of a Specific Custom Field](https://docs.wingspan.app/reference/patch_payments-custom-fields-id.md): Update specific attributes or data for an existing custom field.
- [Remove a Specific Custom Field](https://docs.wingspan.app/reference/delete_payments-custom-fields-id.md): Permanently delete a custom field from the system based on its unique identifier.
- [Add a New Custom Field](https://docs.wingspan.app/reference/post_payments-custom-fields-1.md): Define a new custom field for payments using additional data provided.
- [Retrieve All Custom Fields](https://docs.wingspan.app/reference/get_payments-custom-fields-1.md): Obtain a list of all user-defined custom fields associated with payments.
- [Fetch Details of a Specific Custom Field](https://docs.wingspan.app/reference/get_payments-custom-fields-id-1.md): Retrieve detailed information for a custom field based on its unique identifier.
- [Modify Details of a Specific Custom Field](https://docs.wingspan.app/reference/patch_payments-custom-fields-id-1.md): Update specific attributes or data for an existing custom field.
- [Remove a Specific Custom Field](https://docs.wingspan.app/reference/delete_payments-custom-fields-id-1.md): Permanently delete a custom field from the system based on its unique identifier.
- [Retrieve Merchant Category Codes (MCC)](https://docs.wingspan.app/reference/get_payments-mcc.md): This endpoint provides a comprehensive list of available Merchant Category Codes (MCC) which are used to classify businesses by the type of services or goods they provide.
- [Retrieve Merchant Category Codes (MCC)](https://docs.wingspan.app/reference/get_payments-mcc-1.md): This endpoint provides a comprehensive list of available Merchant Category Codes (MCC) which are used to classify businesses by the type of services or goods they provide.
- [Determine 1099 Amounts for Collaborators](https://docs.wingspan.app/reference/post_payments-collaborator-1099-calculate.md): Analyzes and calculates the appropriate 1099 amounts for collaborators based on provided data and relevant financial parameters.
- [Request a new mailing of the 1099 form for a collaborator](https://docs.wingspan.app/reference/post_payments-collaborator-1099-remail.md): Initiates a process to resend the 1099 form to a collaborator in the event of a previous failed delivery or at the request of the collaborator.
- [Indicate a collaborator's 1099 form was returned undelivered](https://docs.wingspan.app/reference/post_payments-collaborator-1099-mark-undelivered.md): Mark a specific 1099 submission for a collaborator as undelivered, typically due to mail return or incorrect address details.
- [Retrieve all bulk calculation 1099 batches](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch.md): Fetches a comprehensive list of all batches created for bulk 1099 calculations.
- [Initialize a new batch for bulk calculation 1099](https://docs.wingspan.app/reference/post_payments-bulk-calculation1099-batch.md): Allows users to create a new batch for facilitating bulk 1099 calculations by providing necessary batch details.
- [Retrieve specific details of a bulk calculation 1099 batch](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-batchid.md): Fetches detailed information about a specific batch meant for bulk 1099 calculations using its unique batch identifier.
- [Modify the details of a specific bulk calculation 1099 batch](https://docs.wingspan.app/reference/patch_payments-bulk-calculation1099-batch-batchid.md): Provides the ability to update or alter attributes of a given batch for bulk 1099 calculations by using its unique batch identifier.
- [Retrieve all items from a calculation 1099 batch](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-batchid-item.md): Access a comprehensive list of items contained within a specified calculation 1099 batch, useful for verifying or inspecting batch contents.
- [Add a new item to a calculation 1099 batch](https://docs.wingspan.app/reference/post_payments-bulk-calculation1099-batch-batchid-item.md): Facilitates the incorporation of a new item into the specified calculation 1099 batch, streamlining the process of batch expansion.
- [Fetch details of a specific item from a calculation 1099 batch](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-batchid-item-batchitemid.md): Gain insights into a particular item's attributes and data stored within a calculation 1099 batch, enhancing data management and verification.
- [Revise the attributes of an item in a calculation 1099 batch](https://docs.wingspan.app/reference/patch_payments-bulk-calculation1099-batch-batchid-item-batchitemid.md): Make alterations or updates to a specific item within the calculation 1099 batch, ensuring accurate and up-to-date record-keeping.
- [Fetch 1099 tax forms.](https://docs.wingspan.app/reference/get_payments-tax-form.md): Fetch tax forms for a payee or a payer and specified year.
- [Create a new tax form.](https://docs.wingspan.app/reference/post_payments-tax-form.md): Create a tax form for a new recipient
- [Fetch tax form.](https://docs.wingspan.app/reference/get_payments-tax-form-taxformid.md): Fetches the specified tax form if it exists
- [Update a tax form.](https://docs.wingspan.app/reference/patch_payments-tax-form-taxformid.md): Updates a tax form with provided information.
- [Re-enable recipient sync on a tax form.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-resync.md): Re-enables recipient sync for a tax form. Reverts to last provided recipient data and triggers payable calculations. Does nothing if sync is already enabled.
- [Provide Recipient Proof of Identity](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-verify-identity.md): Allows recipient of a tax form to verify their identity in order to access a non-redacted tax form.
- [Re-deliver a tax form by mail or electronic methods.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-redeliver.md): Re-sends a tax form by mail or delivery. Can only be attempted once per day.
- [Submit or request a tax form correction.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-correction.md): Requests changes on an already filed tax form.
- [Update recipient correction from payer side](https://docs.wingspan.app/reference/patch_payments-tax-form-taxformid-correction-correctionid.md): Update recipient correction from payer side
- [Reject a requested tax form correction.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-correction-correctionid-reject.md): Rejects a requested tax form correction.
- [Accepts and submits a pending tax form correction.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-correction-correctionid-submit.md): Accepts and submits a requested tax form correction to the IRS.
- [Downloads tax form submission PDF](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-submission-submissionid-download.md): Fetches the specified tax form if it exists
- [Retrieve Form 1099 PDF for a Collaborator by Year and Index](https://docs.wingspan.app/reference/get_payments-collaborator-id-download-1099-year-index.md): [Deprecated] Facilitates downloading of the specified 1099 form for a given collaborator, corresponding to the provided year and index.
- [Retrieve Form W9 PDF for a Collaborator](https://docs.wingspan.app/reference/get_payments-collaborator-id-download-w9.md): [Deprecated] Enables the downloading of the W9 form for the specified collaborator, ensuring compliance and streamlined financial procedures.
- [Determine 1099 Amounts for Collaborators](https://docs.wingspan.app/reference/post_payments-collaborator-1099-calculate-1.md): Analyzes and calculates the appropriate 1099 amounts for collaborators based on provided data and relevant financial parameters.
- [Request a new mailing of the 1099 form for a collaborator](https://docs.wingspan.app/reference/post_payments-collaborator-1099-remail-1.md): Initiates a process to resend the 1099 form to a collaborator in the event of a previous failed delivery or at the request of the collaborator.
- [Indicate a collaborator's 1099 form was returned undelivered](https://docs.wingspan.app/reference/post_payments-collaborator-1099-mark-undelivered-1.md): Mark a specific 1099 submission for a collaborator as undelivered, typically due to mail return or incorrect address details.
- [Retrieve all bulk calculation 1099 batches](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-1.md): Fetches a comprehensive list of all batches created for bulk 1099 calculations.
- [Initialize a new batch for bulk calculation 1099](https://docs.wingspan.app/reference/post_payments-bulk-calculation1099-batch-1.md): Allows users to create a new batch for facilitating bulk 1099 calculations by providing necessary batch details.
- [Retrieve specific details of a bulk calculation 1099 batch](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-batchid-1.md): Fetches detailed information about a specific batch meant for bulk 1099 calculations using its unique batch identifier.
- [Modify the details of a specific bulk calculation 1099 batch](https://docs.wingspan.app/reference/patch_payments-bulk-calculation1099-batch-batchid-1.md): Provides the ability to update or alter attributes of a given batch for bulk 1099 calculations by using its unique batch identifier.
- [Retrieve all items from a calculation 1099 batch](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-batchid-item-1.md): Access a comprehensive list of items contained within a specified calculation 1099 batch, useful for verifying or inspecting batch contents.
- [Add a new item to a calculation 1099 batch](https://docs.wingspan.app/reference/post_payments-bulk-calculation1099-batch-batchid-item-1.md): Facilitates the incorporation of a new item into the specified calculation 1099 batch, streamlining the process of batch expansion.
- [Fetch details of a specific item from a calculation 1099 batch](https://docs.wingspan.app/reference/get_payments-bulk-calculation1099-batch-batchid-item-batchitemid-1.md): Gain insights into a particular item's attributes and data stored within a calculation 1099 batch, enhancing data management and verification.
- [Revise the attributes of an item in a calculation 1099 batch](https://docs.wingspan.app/reference/patch_payments-bulk-calculation1099-batch-batchid-item-batchitemid-1.md): Make alterations or updates to a specific item within the calculation 1099 batch, ensuring accurate and up-to-date record-keeping.
- [Submit or request a tax form correction.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-correction-1.md): Requests changes on an already filed tax form.
- [Update recipient correction from payer side](https://docs.wingspan.app/reference/patch_payments-tax-form-taxformid-correction-correctionid-1.md): Update recipient correction from payer side
- [Reject a requested tax form correction.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-correction-correctionid-reject-1.md): Rejects a requested tax form correction.
- [Accepts and submits a pending tax form correction.](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-correction-correctionid-submit-1.md): Accepts and submits a requested tax form correction to the IRS.
- [Downloads tax form submission PDF](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-submission-submissionid-download-1.md): Fetches the specified tax form if it exists
- [Fetch tax form submission details](https://docs.wingspan.app/reference/get_payments-tax-form-taxformid-submission-submissionid.md): Fetches the specified tax form submission if it exists for the tax form
- [Redeliver a specific tax form submission](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-submission-submissionid-redeliver.md): Delivers a specified submission electronically or by mail
- [Generate a secure link to tax form submission](https://docs.wingspan.app/reference/post_payments-tax-form-taxformid-submission-submissionid-secure-link.md): Generate a secure link to tax form submission
- [Get tax form information with a token](https://docs.wingspan.app/reference/get_payments-tax-form-token-secure-link.md)
- [Download a tax form with a token](https://docs.wingspan.app/reference/get_payments-tax-form-token-secure-link-download.md)
- [Get invoicing config configured by given client/payer](https://docs.wingspan.app/reference/get_payments-payer-payerid-invoicing-config.md): Fetches the invoicing config configured by the given client/payer
- [Get configured invoicing settings](https://docs.wingspan.app/reference/get_payments-invoicing-config.md): Fetches the invoicing config configured by the client/payer
- [Update invoicing config](https://docs.wingspan.app/reference/patch_payments-invoicing-config.md): Updates the invoicing config for the client/payer
- [Get invoicing config configured by given client/payer](https://docs.wingspan.app/reference/get_payments-payer-payerid-invoicing-config-1.md): Fetches the invoicing config configured by the given client/payer
- [Get configured invoicing settings](https://docs.wingspan.app/reference/get_payments-invoicing-config-1.md): Fetches the invoicing config configured by the client/payer
- [Update invoicing config](https://docs.wingspan.app/reference/patch_payments-invoicing-config-1.md): Updates the invoicing config for the client/payer
- [Payer Payee Management](https://docs.wingspan.app/reference/payer-payee-management.md)
- [Fetch a list of payers](https://docs.wingspan.app/reference/get_payments-payer.md): Retrieve a detailed list showcasing all the existing payers for current user.
- [Establish a new association between a payer and payee](https://docs.wingspan.app/reference/post_payments-payer.md): Use this endpoint to create a new linkage between a payer and payee in the system, allowing for better relationship management.
- [Retrieve detailed information of a specific payer relationship](https://docs.wingspan.app/reference/get_payments-payer-payerid.md): Fetches comprehensive details of the association between a payer and a payee using the provided payer id.
- [Update information of a specific payer](https://docs.wingspan.app/reference/patch_payments-payer-payerid.md): Modifies details of the association between a payer and payee based on the provided data.
- [Fetch a list of payees](https://docs.wingspan.app/reference/get_payments-payee.md): Retrieve a detailed list showcasing all the existing payees for current user.
- [Establish a new association between a payer and payee](https://docs.wingspan.app/reference/post_payments-payee.md): Use this endpoint to create a new linkage between a payer and payee in the system, allowing for better relationship management.
- [Retrieve detailed information of a specific payee relationship](https://docs.wingspan.app/reference/get_payments-payee-payeeid.md): Fetches comprehensive details of the association between a payer and a payee using the provided payee id.
- [Update information of a specific payee](https://docs.wingspan.app/reference/patch_payments-payee-payeeid.md): Modifies details of the association between a payer and payee based on the provided data.
- [Retrieve Form W9 PDF for a payee](https://docs.wingspan.app/reference/get_payments-payee-payeeid-download-w9.md)
- [Retrieve Form W9 PDF for a payee](https://docs.wingspan.app/reference/get_payments-payee-payeeid-entity-entityid-download-w9.md): Retrieve Form W9 PDF for a specific entity of a given payee
- [Re-sends payee invite email to the payee if they have not registered yet](https://docs.wingspan.app/reference/post_payments-payee-payeeid-resend-invite.md)
- [Preview the results of changing a payee's email](https://docs.wingspan.app/reference/get_payments-payee-payeeid-email-update.md): Previews an update to a payee user's email address. May return a different payee if one already exists under the same email address.
- [Update a payee's email address](https://docs.wingspan.app/reference/post_payments-payee-payeeid-email-update.md): Attempts to update a payee user's email address. May return a different payee if one already exists under the same email address.
- [Fetch entity history for a payee](https://docs.wingspan.app/reference/get_payments-payee-payeeid-entity.md): Retrieve a detailed list of entities for a payee
- [Fetch a list of payers](https://docs.wingspan.app/reference/get_payments-payer-1.md): Retrieve a detailed list showcasing all the existing payers for current user.
- [Establish a new association between a payer and payee](https://docs.wingspan.app/reference/post_payments-payer-1.md): Use this endpoint to create a new linkage between a payer and payee in the system, allowing for better relationship management.
- [Retrieve detailed information of a specific payer relationship](https://docs.wingspan.app/reference/get_payments-payer-payerid-1.md): Fetches comprehensive details of the association between a payer and a payee using the provided payer id.
- [Update information of a specific payer](https://docs.wingspan.app/reference/patch_payments-payer-payerid-1.md): Modifies details of the association between a payer and payee based on the provided data.
- [Fetch a list of payees](https://docs.wingspan.app/reference/get_payments-payee-1.md): Retrieve a detailed list showcasing all the existing payees for current user.
- [Establish a new association between a payer and payee](https://docs.wingspan.app/reference/post_payments-payee-1.md): Use this endpoint to create a new linkage between a payer and payee in the system, allowing for better relationship management.
- [Retrieve detailed information of a specific payee relationship](https://docs.wingspan.app/reference/get_payments-payee-payeeid-1.md): Fetches comprehensive details of the association between a payer and a payee using the provided payee id.
- [Update information of a specific payee](https://docs.wingspan.app/reference/patch_payments-payee-payeeid-1.md): Modifies details of the association between a payer and payee based on the provided data.
- [Retrieve Form W9 PDF for a payee](https://docs.wingspan.app/reference/get_payments-payee-payeeid-download-w9-1.md)
- [Retrieve Form W9 PDF for a payee](https://docs.wingspan.app/reference/get_payments-payee-payeeid-entity-entityid-download-w9-1.md): Retrieve Form W9 PDF for a specific entity of a given payee
- [Re-sends payee invite email to the payee if they have not registered yet](https://docs.wingspan.app/reference/post_payments-payee-payeeid-resend-invite-1.md)
- [Preview the results of changing a payee's email](https://docs.wingspan.app/reference/get_payments-payee-payeeid-email-update-1.md): Previews an update to a payee user's email address. May return a different payee if one already exists under the same email address.
- [Update a payee's email address](https://docs.wingspan.app/reference/post_payments-payee-payeeid-email-update-1.md): Attempts to update a payee user's email address. May return a different payee if one already exists under the same email address.
- [Fetch entity history for a payee](https://docs.wingspan.app/reference/get_payments-payee-payeeid-entity-1.md): Retrieve a detailed list of entities for a payee
- [Add new engagement for payer](https://docs.wingspan.app/reference/post_payments-payer-payerid-engagement.md): Use this endpoint to create a new engagement for a payer.
- [Fetch a list of payer engagements](https://docs.wingspan.app/reference/get_payments-payer-payerid-engagement.md): Retrieve a detailed list of engagements between current user and payers
- [Get details of single payer engagement](https://docs.wingspan.app/reference/get_payments-payer-payerid-engagement-engagementid.md): Retrieve details of a single payer engagement
- [Update information of a specific payer engagement](https://docs.wingspan.app/reference/patch_payments-payer-payerid-engagement-engagementid.md): Modifies details of the engagement available to by payee.
- [Add new engagement for payer](https://docs.wingspan.app/reference/post_payments-payer-payerid-engagement-1.md): Use this endpoint to create a new engagement for a payer.
- [Fetch a list of payer engagements](https://docs.wingspan.app/reference/get_payments-payer-payerid-engagement-1.md): Retrieve a detailed list of engagements between current user and payers
- [Get details of single payer engagement](https://docs.wingspan.app/reference/get_payments-payer-payerid-engagement-engagementid-1.md): Retrieve details of a single payer engagement
- [Update information of a specific payer engagement](https://docs.wingspan.app/reference/patch_payments-payer-payerid-engagement-engagementid-1.md): Modifies details of the engagement available to by payee.
- [Fetch work definitions for a payer engagement](https://docs.wingspan.app/reference/get_payments-payer-payerid-engagement-engagementid-work-definition.md): Retrieve a list of work definitions associated with a specific payer engagement.
- [Add new engagement for payee](https://docs.wingspan.app/reference/post_payments-payee-payeeid-engagement.md): Use this endpoint to create a new engagement for a payee.
- [Fetch a list of payee engagements](https://docs.wingspan.app/reference/get_payments-payee-payeeid-engagement.md): Retrieve a detailed list of engagements between current user and payees
- [Get details of single payee engagement](https://docs.wingspan.app/reference/get_payments-payee-payeeid-engagement-engagementid.md): Retrieve details of a single payee engagement
- [Update information of a specific payee engagement](https://docs.wingspan.app/reference/patch_payments-payee-payeeid-engagement-engagementid.md): Modifies details of the engagement available to by payer.
- [Override an engagement's requirement status](https://docs.wingspan.app/reference/patch_payments-payee-payeeid-engagement-engagementid-requirement-requirementid.md): Modifies status of the requirement of the engagement available to by payer.
- [Add new engagement for payee](https://docs.wingspan.app/reference/post_payments-payee-payeeid-engagement-1.md): Use this endpoint to create a new engagement for a payee.
- [Fetch a list of payee engagements](https://docs.wingspan.app/reference/get_payments-payee-payeeid-engagement-1.md): Retrieve a detailed list of engagements between current user and payees
- [Fetch a list of payee engagements](https://docs.wingspan.app/reference/get_payments-payee-engagement.md): Retrieve a detailed list of engagements between current user and payees
- [Create a new payee engagement](https://docs.wingspan.app/reference/post_payments-payee-engagement.md): Create a new payee engagement between the current user and a payee.
- [Get details of single payee engagement](https://docs.wingspan.app/reference/get_payments-payee-engagement-payeeengagementid.md): Retrieve details of a single payee engagement
- [Update information of a specific payee engagement](https://docs.wingspan.app/reference/patch_payments-payee-engagement-payeeengagementid.md): Modifies details of the engagement available to by payer.
- [Delete a specific payee engagement](https://docs.wingspan.app/reference/delete_payments-payee-engagement-payeeengagementid.md): Deletes an existing payee engagement based on its unique identifier.
- [Get a combined rate card from a payee engagement](https://docs.wingspan.app/reference/get_payments-payee-engagement-payeeengagementid-rate-card.md): Retrieve a rate card from a payee engagement, which may be merged with the engagement's rate card.
- [Get details of single payee engagement](https://docs.wingspan.app/reference/get_payments-payee-payeeid-engagement-payeeengagementid.md): Retrieve details of a single payee engagement
- [Update information of a specific payee engagement](https://docs.wingspan.app/reference/patch_payments-payee-payeeid-engagement-payeeengagementid.md): Modifies details of the engagement available to by payer.
- [Delete a specific payee engagement](https://docs.wingspan.app/reference/delete_payments-payee-payeeid-engagement-payeeengagementid.md): Deletes an existing payee engagement based on its unique identifier.
- [Get a combined rate card from a payee engagement](https://docs.wingspan.app/reference/get_payments-payee-payeeid-engagement-payeeengagementid-rate-card.md): Retrieve a rate card from a payee engagement, which may be merged with the engagement's rate card.
- [Override an engagement's requirement status](https://docs.wingspan.app/reference/patch_payments-payee-payeeid-engagement-payeeengagementid-requirement-requirementid.md): Modifies status of the requirement of the engagement available to by payer.
- [Reset a requirement](https://docs.wingspan.app/reference/post_payments-payee-payeeid-requirement-requirementid-reset.md): Resets a requirement with a fresh data source
- [Request a verification code for card authentication](https://docs.wingspan.app/reference/post_payments-banking-card-id-token.md): Sends a verification code to the users registered contact method for additional Wingspan Wallet card authentication.
- [Validate verification code to receive a token](https://docs.wingspan.app/reference/patch_payments-banking-card-id-token.md): Validates the received verification code and, if correct, returns a token for Wingspan Wallet card operations.
- [Add a New Payment Eligibility Requirement](https://docs.wingspan.app/reference/post_payments-collaborator-settings-payment-eligibility.md): Define a new payment eligibility requirement for collaborators in the system.
- [Retrieve All Payment Eligibility Requirements](https://docs.wingspan.app/reference/get_payments-collaborator-settings-payment-eligibility.md): Obtain a list of all payment eligibility requirements configured for collaborators.
- [Retrieve details of a specific Payment Eligibility Requirement](https://docs.wingspan.app/reference/get_payments-collaborator-settings-payment-eligibility-id.md): Fetch detailed information about a particular payment eligibility requirement using its unique identifier.
- [Modify a specific Payment Eligibility Requirement](https://docs.wingspan.app/reference/patch_payments-collaborator-settings-payment-eligibility-id.md): Update attributes or criteria of an existing payment eligibility requirement using its unique identifier.
- [Remove a specific Payment Eligibility Requirement](https://docs.wingspan.app/reference/delete_payments-collaborator-settings-payment-eligibility-id.md): Delete an existing payment eligibility requirement based on its unique identifier, removing associated criteria for a member's payment eligibility.
- [Remove Eligibility Requirement from Collaborator Group](https://docs.wingspan.app/reference/delete_payments-collaborator-group-id-eligibility-requirement-eligibilityrequirementid.md): Delete a specific eligibility requirement from the designated collaborator group.
- [Modify Eligibility Requirement for Collaborator Group](https://docs.wingspan.app/reference/patch_payments-collaborator-group-id-eligibility-requirement-eligibilityrequirementid.md): Update details or attributes of a specific eligibility requirement linked to a collaborator group.
- [Retrieve Specific Collaborator Group Configuration](https://docs.wingspan.app/reference/get_payments-collaborator-group-id.md): Fetch detailed configuration and attributes associated with a specific collaborator group.
- [Modify Collaborator Group Configuration](https://docs.wingspan.app/reference/patch_payments-collaborator-group-id.md): Update specific attributes or configuration details of an existing collaborator group.
- [Add a New Payment Eligibility Requirement](https://docs.wingspan.app/reference/post_payments-collaborator-settings-payment-eligibility-1.md): Define a new payment eligibility requirement for collaborators in the system.
- [Retrieve All Payment Eligibility Requirements](https://docs.wingspan.app/reference/get_payments-collaborator-settings-payment-eligibility-1.md): Obtain a list of all payment eligibility requirements configured for collaborators.
- [Retrieve details of a specific Payment Eligibility Requirement](https://docs.wingspan.app/reference/get_payments-collaborator-settings-payment-eligibility-id-1.md): Fetch detailed information about a particular payment eligibility requirement using its unique identifier.
- [Modify a specific Payment Eligibility Requirement](https://docs.wingspan.app/reference/patch_payments-collaborator-settings-payment-eligibility-id-1.md): Update attributes or criteria of an existing payment eligibility requirement using its unique identifier.
- [Remove a specific Payment Eligibility Requirement](https://docs.wingspan.app/reference/delete_payments-collaborator-settings-payment-eligibility-id-1.md): Delete an existing payment eligibility requirement based on its unique identifier, removing associated criteria for a member's payment eligibility.
- [Retrieve Specific Collaborator Group Configuration](https://docs.wingspan.app/reference/get_payments-collaborator-group-id-1.md): Fetch detailed configuration and attributes associated with a specific collaborator group.
- [Modify Collaborator Group Configuration](https://docs.wingspan.app/reference/patch_payments-collaborator-group-id-1.md): Update specific attributes or configuration details of an existing collaborator group.
- [Initiate Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card.md): Creates a token for adding a new Payment Card
- [List Payment Cards on the User Account](https://docs.wingspan.app/reference/get_payments-payment-card.md): Returns a list of available Payment Cards on the User Account
- [Complete Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-id.md): Initializes a new Payment Card in the system
- [Get Payment Card by ID](https://docs.wingspan.app/reference/get_payments-payment-card-id.md): Returns a specific Payment Card by ID
- [Remove Payment Card by ID](https://docs.wingspan.app/reference/delete_payments-payment-card-id.md): Removes a specific Payment Card by ID
- [Initiate Single-Use Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-one-time.md): Creates a token for adding a new Single Use Payment Card
- [Complete Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-one-time-id.md): Initializes a new Single Use Payment Card in the system
- [Initiate Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-1.md): Creates a token for adding a new Payment Card
- [List Payment Cards on the User Account](https://docs.wingspan.app/reference/get_payments-payment-card-1.md): Returns a list of available Payment Cards on the User Account
- [Complete Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-id-1.md): Initializes a new Payment Card in the system
- [Get Payment Card by ID](https://docs.wingspan.app/reference/get_payments-payment-card-id-1.md): Returns a specific Payment Card by ID
- [Remove Payment Card by ID](https://docs.wingspan.app/reference/delete_payments-payment-card-id-1.md): Removes a specific Payment Card by ID
- [Initiate Single-Use Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-one-time-1.md): Creates a token for adding a new Single Use Payment Card
- [Complete Payment Card Create](https://docs.wingspan.app/reference/post_payments-payment-card-one-time-id-1.md): Initializes a new Single Use Payment Card in the system
- [Engagements](https://docs.wingspan.app/reference/engagements.md)
- [Create a new Engagement](https://docs.wingspan.app/reference/post_payments-engagement.md): Creates a new engagement
- [List Engagements](https://docs.wingspan.app/reference/get_payments-engagement.md): Fetches a list of engagements
- [Retrieve Engagement by ID](https://docs.wingspan.app/reference/get_payments-engagement-id.md): Fetches detailed information about a specific engagement using its unique identifier.
- [Update Engagement by ID](https://docs.wingspan.app/reference/patch_payments-engagement-id.md): Allows for updates or edits to be made to a specific engagement using its unique identifier.
- [Add Requirement To Engagement](https://docs.wingspan.app/reference/post_payments-engagement-id-requirement.md): Adds an existing requirement to an engagement
- [Remove Requirement From Engagement](https://docs.wingspan.app/reference/delete_payments-engagement-id-requirement-requirementid.md): Removes a requirement from an engagement
- [Migration from Collaborator Groups to Engagements](https://docs.wingspan.app/reference/migration-from-collaborator-groups-to-engagements.md): This article provides  guide on the migration process from Wingspan's legacy Collaborator Groups and MemberClient models to the new Engagements and Contractor Engagements models, detailing the changes, benefits, and post-migration considerations.
- [Create a new Engagement](https://docs.wingspan.app/reference/post_payments-engagement-1.md): Creates a new engagement
- [List Engagements](https://docs.wingspan.app/reference/get_payments-engagement-1.md): Fetches a list of engagements
- [Retrieve Engagement by ID](https://docs.wingspan.app/reference/get_payments-engagement-id-1.md): Fetches detailed information about a specific engagement using its unique identifier.
- [Update Engagement by ID](https://docs.wingspan.app/reference/patch_payments-engagement-id-1.md): Allows for updates or edits to be made to a specific engagement using its unique identifier.
- [Add Requirement To Engagement](https://docs.wingspan.app/reference/post_payments-engagement-id-requirement-1.md): Adds an existing requirement to an engagement
- [Delete Engagement by ID](https://docs.wingspan.app/reference/delete_payments-engagement-id.md): Deletes a specific engagement using its unique identifier.
- [Remove Requirement Definition From Engagement](https://docs.wingspan.app/reference/delete_payments-engagement-id-requirement-requirementdefinitionid.md): Removes a requirement definition from an engagement
- [Add WorkDefinition To Engagement](https://docs.wingspan.app/reference/post_payments-engagement-id-work-definition.md): Adds an existing work definition to an engagement
- [Remove WorkDefinition From Engagement](https://docs.wingspan.app/reference/delete_payments-engagement-id-work-definition-workdefinitionid.md): Removes a work definition from an engagement
- [List Requirements](https://docs.wingspan.app/reference/get_payments-requirement.md): Fetches a list of requirements
- [Create a new Requirement](https://docs.wingspan.app/reference/post_payments-requirement.md): Creates a new requirement
- [Retrieve Requirement by ID](https://docs.wingspan.app/reference/get_payments-requirement-id.md): Fetches detailed information about a specific requirement using its unique identifier.
- [Update Requirement by ID](https://docs.wingspan.app/reference/patch_payments-requirement-id.md): Allows for updates or edits to be made to a specific requirement using its unique identifier.
- [List Requirements](https://docs.wingspan.app/reference/get_payments-requirement-1.md): Fetches a list of requirements
- [Retrieve Requirement by ID](https://docs.wingspan.app/reference/get_payments-requirement-id-1.md): Fetches detailed information about a specific requirement using its unique identifier.
- [Update Requirement by ID](https://docs.wingspan.app/reference/patch_payments-requirement-id-1.md): Allows for updates or edits to be made to a specific requirement using its unique identifier.
- [Renew a Requirement by ID](https://docs.wingspan.app/reference/post_payments-requirement-id-renew.md): Renews a requirement by moving current data to replacedRequirement and creating a new data source
- [Reset a requirement progress](https://docs.wingspan.app/reference/post_payments-requirement-id-reset.md): Resets a requirement with a fresh data source
- [List Requirement Definitions](https://docs.wingspan.app/reference/get_payments-requirement-definition.md): Fetches a list of requirement definitions
- [Create a new Requirement Definition](https://docs.wingspan.app/reference/post_payments-requirement-definition.md): Creates a new requirement definition
- [Retrieve Requirement Definition by ID](https://docs.wingspan.app/reference/get_payments-requirement-definition-id.md): Fetches detailed information about a specific requirement definition using its unique identifier.
- [Update Requirement Definition by ID](https://docs.wingspan.app/reference/patch_payments-requirement-definition-id.md): Allows for updates or edits to be made to a specific requirement definition using its unique identifier.
- [Delete Requirement Definition by ID](https://docs.wingspan.app/reference/delete_payments-requirement-definition-id.md): Deletes a specific requirement definition using its unique identifier.
- [Get Beneficiary Verification by accountId](https://docs.wingspan.app/reference/post_payments-verification-beneficiary.md): Gets the result of CurrencyCloud beneficiary verification for an account.
- [Convert a Work Log to an Invoice](https://docs.wingspan.app/reference/post_payments-work-log-worklogid-convert.md): Converts a work log into an invoice for the specified work log ID.
- [Retrieve detailed information of a specific member-client relationship](https://docs.wingspan.app/reference/get_payments-memberclient-id-1.md): [Deprecated] Fetches comprehensive details of the association between a member and a client using the provided unique identifier.
- [Update information of a specific member-client relationship](https://docs.wingspan.app/reference/patch_payments-memberclient-id-1.md): [Deprecated] Modifies details of the association between a member and a client based on the provided data.
- [Remove a specific member-client relationship from the system](https://docs.wingspan.app/reference/delete_payments-memberclient-id-1.md): [Deprecated] Deletes the association between a member and a client using the provided unique identifier. Once deleted, this relationship data can't be recovered.
- [Register New Custom Data for Collaborator-Member Relationship](https://docs.wingspan.app/reference/post_payments-collaborator-settings-additional-data-1.md): [Deprecated - use /payments/custom-fields] Create custom fields that can be associated with the memberClient object to provide extra details about the relationship between a collaborator and a member.
- [Retrieve All Collaborator-Member Custom Data Points](https://docs.wingspan.app/reference/get_payments-collaborator-settings-additional-data-1.md): [Deprecated - use /payments/custom-fields] Fetch all custom data fields that are associated with the memberClient objects, giving insight into additional details between collaborators and members.
- [Retrieve Specific Collaborator Custom Data](https://docs.wingspan.app/reference/get_payments-collaborator-settings-additional-data-id-1.md): Deprecated - use /payments/custom-fields/:id
- [Modify a Specific Collaborator-Member Custom Data](https://docs.wingspan.app/reference/patch_payments-collaborator-settings-additional-data-id-1.md): [Deprecated - use /payments/custom-fields] Update details or attributes of an existing custom data point associated with the relationship between a collaborator and a member.
- [Erase a Specific Collaborator-Member Custom Data](https://docs.wingspan.app/reference/delete_payments-collaborator-settings-additional-data-id-1.md): [Deprecated - use /payments/custom-fields] Remove a specific custom data point, eliminating the additional details provided about a collaborator-member relationship.
- [Register a New Deduction for a Collaborator](https://docs.wingspan.app/reference/post_payments-collaborator-deduction-1.md): [Deprecated] Create and add a new deduction entry for a collaborator based on the provided data.
- [Retrieve All Deductions for Collaborators](https://docs.wingspan.app/reference/get_payments-collaborator-deduction-1.md): [Deprecated] Fetch a list of all deduction entries currently registered for collaborators.
- [Retrieve Specific Deduction Details](https://docs.wingspan.app/reference/get_payments-collaborator-deduction-id-1.md): [Deprecated] Fetch details of a specific deduction entry for a collaborator based on its unique identifier.
- [Modify Details of a Specific Deduction](https://docs.wingspan.app/reference/patch_payments-collaborator-deduction-id-1.md): [Deprecated] Update attributes or data related to an existing deduction entry for a collaborator.
- [Erase a Specific Deduction Entry](https://docs.wingspan.app/reference/delete_payments-collaborator-deduction-id-1.md): [Deprecated] Delete a specific deduction entry, eliminating its record from the system.
- [Retrieve Events Associated with a Collaborator](https://docs.wingspan.app/reference/get_payments-collaborator-id-events-1.md): [Deprecated] Fetch a list of all events linked to a collaborator based on the provided collaborator ID.
- [Retrieve Details of a Specific Collaborator](https://docs.wingspan.app/reference/get_payments-collaborator-id-1.md): [Deprecated] Fetch detailed information about a specific collaborator using its unique identifier.
- [Modify Collaborator Details](https://docs.wingspan.app/reference/patch_payments-collaborator-id-1.md): [Deprecated] Update specific details or attributes related to an existing collaborator.
- [Remove a Specific Collaborator Record](https://docs.wingspan.app/reference/delete_payments-collaborator-id-1.md): [Deprecated] Permanently delete the record of a specific collaborator from the system.
- [Retrieve All Registered Collaborators](https://docs.wingspan.app/reference/get_payments-collaborator-1.md): [Deprecated] Fetch a comprehensive list of all collaborators currently registered in the system.
- [Register a New Collaborator](https://docs.wingspan.app/reference/post_payments-collaborator-1.md): [Deprecated] Add a new collaborator to the system, allowing them to be eligible for payments.
- [Associate Collaborator with a Specific Group](https://docs.wingspan.app/reference/patch_payments-collaborator-id-add-group-groupid-1.md): [Deprecated] Add the specified collaborator to the designated group, allowing group-specific configurations and permissions.
- [Disassociate Collaborator from a Specific Group](https://docs.wingspan.app/reference/patch_payments-collaborator-id-remove-group-groupid-1.md): [Deprecated] Remove the collaborator from the designated group, revoking any group-specific configurations and permissions.
- [Retrieve Form 1099 PDF for a Collaborator by Year and Index](https://docs.wingspan.app/reference/get_payments-collaborator-id-download-1099-year-index-1.md): [Deprecated] Facilitates downloading of the specified 1099 form for a given collaborator, corresponding to the provided year and index.
- [Retrieve Form W9 PDF for a Collaborator](https://docs.wingspan.app/reference/get_payments-collaborator-id-download-w9-1.md): [Deprecated] Enables the downloading of the W9 form for the specified collaborator, ensuring compliance and streamlined financial procedures.
- [Retrieve All Collaborators (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-collaborator-1.md): [Deprecated] Fetches a comprehensive list of collaborators formatted in the V2 standard, providing an overview of all collaborator data.
- [Retrieve Specific Collaborator Details (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-collaborator-memberid-1.md): [Deprecated] Fetches detailed information of a specific collaborator, identified by the memberId, in the V2 format.
- [Retrieve All Clients (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-client-1.md): [Deprecated] Fetches a comprehensive list of clients formatted in the V2 standard, providing an overview of all client data.
- [Retrieve Specific Client Details (Version 2)](https://docs.wingspan.app/reference/get_payments-v2-client-clientid-1.md): [Deprecated] Fetches detailed information of a specific client, identified by the clientId, in the V2 format.
- [Retrieve Individual Payroll Settings](https://docs.wingspan.app/reference/get_payments-payroll-settings-id-1.md): Fetch the detailed payroll settings associated with the provided unique identifier.
- [Modify Existing Payroll Settings](https://docs.wingspan.app/reference/patch_payments-payroll-settings-id-1.md): Update certain attributes or details of payroll settings associated with the provided identifier.
- [Create a new Work Log](https://docs.wingspan.app/reference/post_payments-work-log.md): Creates a new work log entry.
- [List Work Logs](https://docs.wingspan.app/reference/get_payments-work-log.md): Fetches a list of work logs.
- [Retrieve Work Log by ID](https://docs.wingspan.app/reference/get_payments-work-log-worklogid.md): Fetches detailed information about a specific work log using its unique identifier.
- [Update Work Log](https://docs.wingspan.app/reference/patch_payments-work-log-worklogid.md): Updates notes and attachments for a specific work log.
- [List Work Definitions](https://docs.wingspan.app/reference/get_payments-work-definition.md): Fetches a list of work definitions.
- [Create a new Work Definition](https://docs.wingspan.app/reference/post_payments-work-definition.md): Creates a new work definition.
- [Retrieve Work Definition by ID](https://docs.wingspan.app/reference/get_payments-work-definition-id.md): Fetches detailed information about a specific work definition using its unique identifier.
- [Update Work Definition by ID](https://docs.wingspan.app/reference/patch_payments-work-definition-id.md): Allows for updates or edits to be made to a specific work definition using its unique identifier.
- [List Rate Cards](https://docs.wingspan.app/reference/get_payments-rate-card.md): Fetches a list of all available rate cards.
- [Create a new Rate Card](https://docs.wingspan.app/reference/post_payments-rate-card.md): Creates a new rate card with specified details.
- [Retrieve Rate Card by ID](https://docs.wingspan.app/reference/get_payments-rate-card-ratecardid.md): Fetches detailed information about a specific rate card using its unique identifier.
- [Update Rate Card by ID](https://docs.wingspan.app/reference/patch_payments-rate-card-ratecardid.md): Allows for updates or edits to be made to a specific rate card using its unique identifier.
- [Health Check for User Service](https://docs.wingspan.app/reference/get_users.md): Verifies the connectivity and health status of the User Service by sending a ping request. Useful for monitoring and ensuring the service is up and running.
- [Register a new user with pending status](https://docs.wingspan.app/reference/post_users-pending-user.md): Allows the creation of a new user with a "pending" status. This can be utilized when the user registration process requires a confirmation step before fully activating the user.
- [Register a new user](https://docs.wingspan.app/reference/post_users-user.md): Allows the creation of a new user account by providing necessary details.
- [Modify user account details using user ID](https://docs.wingspan.app/reference/patch_users-user-id.md): Enables modifications to the existing user account information using the specified user ID.
- [Fetch user profile details using user ID](https://docs.wingspan.app/reference/get_users-user-id.md): Retrieves comprehensive details of a user account using the provided unique user ID.
- [Register a New Subscription for Member](https://docs.wingspan.app/reference/post_users-user-member-id.md): Creates a new subscription for the specified member based on the provided details.
- [Retrieve Subscription Details by ID](https://docs.wingspan.app/reference/get_users-user-member-id.md): Fetches the details of the subscription associated with the specified member.
- [Modify Subscription Details for Member](https://docs.wingspan.app/reference/patch_users-user-member-id.md): Updates the details of an existing subscription for the specified member based on the provided modifications.
- [Retrieve Advocate Information for the Specified Member](https://docs.wingspan.app/reference/get_users-user-member-id-advocate.md): Fetches the advocate details associated with the specified member. An advocate often refers to a person who supports or recommends a particular cause or policy, in this context, related to the member.
- [Initiate User Password Reset Process](https://docs.wingspan.app/reference/post_users-user-password-reset.md): Request to start the password reset process for a user. Upon successful request, the user will receive instructions on how to reset their password.
- [Retrieve payment history for membership](https://docs.wingspan.app/reference/get_users-user-member-subscription-payment-history.md): Fetches a history of payments made for the user's membership subscription.
- [Retrieve Client Details by ID](https://docs.wingspan.app/reference/get_users-user-client-id.md): Fetches the comprehensive details of a specific client using the given unique identifier.
- [Register a New Client with Specific ID](https://docs.wingspan.app/reference/post_users-user-client-id.md): Creates a new client entry using the provided details and the specified identifier.
- [Modify Existing Client Details by ID](https://docs.wingspan.app/reference/patch_users-user-client-id.md): Updates the details of an existing client using the given unique identifier based on the provided modifications.
- [Retrieve User by Tag ID](https://docs.wingspan.app/reference/get_users-user-tag-id.md): Fetches the user details associated with a specific tag identifier. Useful for querying users based on custom tags or categories.
- [Retrieve User by Email Address](https://docs.wingspan.app/reference/get_users-user-email-email.md): Fetches user details based on the provided email address. Useful for situations where the email is known, and user specifics are required.
- [Retrieve Public User Profile by ID](https://docs.wingspan.app/reference/get_users-user-public-id.md): Obtains the public profile details of a user using their unique identifier. This is useful when only non-sensitive, public-facing user details are required.
- [Retrieve User's Occupation Details](https://docs.wingspan.app/reference/get_users-user-occupation.md): Fetches a comprehensive list of occupations that users can associate with their profiles. This provides insight into the user's profession or field of expertise.
- [Retrieve User's Location](https://docs.wingspan.app/reference/get_users-user-location.md): Fetches the geographical location information associated with the user, such as city, state, and country details.
- [Health Check for User Service](https://docs.wingspan.app/reference/get_users-1.md): Verifies the connectivity and health status of the User Service by sending a ping request. Useful for monitoring and ensuring the service is up and running.
- [Register a new user with pending status](https://docs.wingspan.app/reference/post_users-pending-user-1.md): Allows the creation of a new user with a "pending" status. This can be utilized when the user registration process requires a confirmation step before fully activating the user.
- [Register a new user](https://docs.wingspan.app/reference/post_users-user-1.md): Allows the creation of a new user account by providing necessary details.
- [Modify user account details using user ID](https://docs.wingspan.app/reference/patch_users-user-id-1.md): Enables modifications to the existing user account information using the specified user ID.
- [Fetch user profile details using user ID](https://docs.wingspan.app/reference/get_users-user-id-1.md): Retrieves comprehensive details of a user account using the provided unique user ID.
- [Register a New Subscription for Member](https://docs.wingspan.app/reference/post_users-user-member-id-1.md): Creates a new subscription for the specified member based on the provided details.
- [Retrieve Subscription Details by ID](https://docs.wingspan.app/reference/get_users-user-member-id-1.md): Fetches the details of the subscription associated with the specified member.
- [Modify Subscription Details for Member](https://docs.wingspan.app/reference/patch_users-user-member-id-1.md): Updates the details of an existing subscription for the specified member based on the provided modifications.
- [Retrieve Advocate Information for the Specified Member](https://docs.wingspan.app/reference/get_users-user-member-id-advocate-1.md): Fetches the advocate details associated with the specified member. An advocate often refers to a person who supports or recommends a particular cause or policy, in this context, related to the member.
- [Initiate User Password Reset Process](https://docs.wingspan.app/reference/post_users-user-password-reset-1.md): Request to start the password reset process for a user. Upon successful request, the user will receive instructions on how to reset their password.
- [Retrieve payment history for membership](https://docs.wingspan.app/reference/get_users-user-member-subscription-payment-history-1.md): Fetches a history of payments made for the user's membership subscription.
- [Retrieve Client Details by ID](https://docs.wingspan.app/reference/get_users-user-client-id-1.md): Fetches the comprehensive details of a specific client using the given unique identifier.
- [Register a New Client with Specific ID](https://docs.wingspan.app/reference/post_users-user-client-id-1.md): Creates a new client entry using the provided details and the specified identifier.
- [Modify Existing Client Details by ID](https://docs.wingspan.app/reference/patch_users-user-client-id-1.md): Updates the details of an existing client using the given unique identifier based on the provided modifications.
- [Retrieve User by Tag ID](https://docs.wingspan.app/reference/get_users-user-tag-id-1.md): Fetches the user details associated with a specific tag identifier. Useful for querying users based on custom tags or categories.
- [Retrieve User by Email Address](https://docs.wingspan.app/reference/get_users-user-email-email-1.md): Fetches user details based on the provided email address. Useful for situations where the email is known, and user specifics are required.
- [Retrieve Public User Profile by ID](https://docs.wingspan.app/reference/get_users-user-public-id-1.md): Obtains the public profile details of a user using their unique identifier. This is useful when only non-sensitive, public-facing user details are required.
- [Retrieve User's Occupation Details](https://docs.wingspan.app/reference/get_users-user-occupation-1.md): Fetches a comprehensive list of occupations that users can associate with their profiles. This provides insight into the user's profession or field of expertise.
- [Retrieve User's Location](https://docs.wingspan.app/reference/get_users-user-location-1.md): Fetches the geographical location information associated with the user, such as city, state, and country details.
- [Initiate a new session with pending status](https://docs.wingspan.app/reference/post_users-pending-session.md): Creates a new user session that's initialized with a "pending" status. This can be used to temporarily hold a session spot before confirming.
- [Initiate a New User Session](https://docs.wingspan.app/reference/post_users-session.md): Creates a new user session based on the provided credentials or token, allowing authenticated access to protected resources.
- [Initiate OTP/2FA Verification Process](https://docs.wingspan.app/reference/post_users-session-otp.md): Begins the One-Time Password (OTP) or Two-Factor Authentication (2FA) verification process for enhanced security during user login or critical operations.
- [Confirm OTP/2FA Verification](https://docs.wingspan.app/reference/patch_users-session-otp.md): Validates and completes the OTP/2FA verification process by checking the provided OTP or verification code against the server's stored value.
- [Request to Sign-In on Behalf of Another User](https://docs.wingspan.app/reference/post_users-session-requesting-user.md): Allows an authorized user (e.g., admin) to create a session by signing in as another user. Useful for support or administrative purposes.
- [Create a New API Session](https://docs.wingspan.app/reference/post_users-session-api.md): Initiates a session specifically for API interactions, providing the necessary credentials for automated tasks.
- [Retrieve All API Sessions Created by the Current User](https://docs.wingspan.app/reference/get_users-session-api.md): Lists all API sessions that were initiated by the authenticated user, aiding in management and tracking.
- [Modify a Specific API Session](https://docs.wingspan.app/reference/patch_users-session-api-id.md): Updates the properties of an existing API session based on provided input.
- [Fetch Details of a Specific API Session](https://docs.wingspan.app/reference/get_users-session-api-id.md): Retrieves the details of an API session using its unique identifier.
- [Terminate a Specific API Session](https://docs.wingspan.app/reference/delete_users-session-api-id.md): Deletes a specific API session, ending its validity and associated permissions.
- [Retrieve session details using token ID](https://docs.wingspan.app/reference/get_users-session-token-id.md): Fetches details of an active user session using the provided unique session token ID.
- [Terminate a user session using token ID](https://docs.wingspan.app/reference/delete_users-session-token-id.md): Safely terminates the active user session associated with the provided session token ID.
- [Retrieve Subscription Grants for a Granted Subscriber](https://docs.wingspan.app/reference/get_users-granted-subscriber-subscription-grant.md): Fetches a list of subscription grants associated with a specific granted subscriber. Helps in understanding and managing subscriber benefits.
- [Authenticate using Google](https://docs.wingspan.app/reference/post_users-session-social-auth-google.md): Allows users to sign in using their Google account. The client must provide a valid Google token in the request.
- [Initiate verification for an existing email address](https://docs.wingspan.app/reference/post_users-user-id-verification-existing-email.md): Starts the process of verifying an existing email address associated with the user. This may trigger a verification email to be sent to the user.
- [Initiate Email Verification Process for User](https://docs.wingspan.app/reference/post_users-user-id-verification-email.md): Starts the email verification procedure for the specified user by sending a verification email.
- [Confirm Email Verification Status](https://docs.wingspan.app/reference/patch_users-user-id-verification-email.md): Validates the email verification for the specified user using the received verification code or token.
- [Start Phone Verification Process for User](https://docs.wingspan.app/reference/post_users-user-id-verification-phone.md): Initiates the phone verification procedure by sending an OTP or verification code to the user's registered phone number.
- [Validate Phone Verification Status](https://docs.wingspan.app/reference/patch_users-user-id-verification-phone.md): Confirms the phone verification for the specified user using the received OTP or verification code.
- [Create a Single Sign-On (SSO) Session](https://docs.wingspan.app/reference/post_users-session-single-sign-on.md): Initiates a Single Sign-On (SSO) session for a user, allowing seamless integration and login across multiple platforms or applications.
- [Authenticate User Request](https://docs.wingspan.app/reference/post_users-authentication.md): Processes the user's credentials and generates a response indicating the authentication status and potentially returning a token or session ID.
- [Initiate a new session with pending status](https://docs.wingspan.app/reference/post_users-pending-session-1.md): Creates a new user session that's initialized with a "pending" status. This can be used to temporarily hold a session spot before confirming.
- [Initiate a New User Session](https://docs.wingspan.app/reference/post_users-session-1.md): Creates a new user session based on the provided credentials or token, allowing authenticated access to protected resources.
- [Initiate OTP/2FA Verification Process](https://docs.wingspan.app/reference/post_users-session-otp-1.md): Begins the One-Time Password (OTP) or Two-Factor Authentication (2FA) verification process for enhanced security during user login or critical operations.
- [Confirm OTP/2FA Verification](https://docs.wingspan.app/reference/patch_users-session-otp-1.md): Validates and completes the OTP/2FA verification process by checking the provided OTP or verification code against the server's stored value.
- [Request to Sign-In on Behalf of Another User](https://docs.wingspan.app/reference/post_users-session-requesting-user-1.md): Allows an authorized user (e.g., admin) to create a session by signing in as another user. Useful for support or administrative purposes.
- [Create a New API Session](https://docs.wingspan.app/reference/post_users-session-api-1.md): Initiates a session specifically for API interactions, providing the necessary credentials for automated tasks.
- [Retrieve All API Sessions Created by the Current User](https://docs.wingspan.app/reference/get_users-session-api-1.md): Lists all API sessions that were initiated by the authenticated user, aiding in management and tracking.
- [Modify a Specific API Session](https://docs.wingspan.app/reference/patch_users-session-api-id-1.md): Updates the properties of an existing API session based on provided input.
- [Fetch Details of a Specific API Session](https://docs.wingspan.app/reference/get_users-session-api-id-1.md): Retrieves the details of an API session using its unique identifier.
- [Terminate a Specific API Session](https://docs.wingspan.app/reference/delete_users-session-api-id-1.md): Deletes a specific API session, ending its validity and associated permissions.
- [Retrieve session details using token ID](https://docs.wingspan.app/reference/get_users-session-token-id-1.md): Fetches details of an active user session using the provided unique session token ID.
- [Terminate a user session using token ID](https://docs.wingspan.app/reference/delete_users-session-token-id-1.md): Safely terminates the active user session associated with the provided session token ID.
- [Retrieve Subscription Grants for a Granted Subscriber](https://docs.wingspan.app/reference/get_users-granted-subscriber-subscription-grant-1.md): Fetches a list of subscription grants associated with a specific granted subscriber. Helps in understanding and managing subscriber benefits.
- [Authenticate using Google](https://docs.wingspan.app/reference/post_users-session-social-auth-google-1.md): Allows users to sign in using their Google account. The client must provide a valid Google token in the request.
- [Initiate verification for an existing email address](https://docs.wingspan.app/reference/post_users-user-id-verification-existing-email-1.md): Starts the process of verifying an existing email address associated with the user. This may trigger a verification email to be sent to the user.
- [Initiate Email Verification Process for User](https://docs.wingspan.app/reference/post_users-user-id-verification-email-1.md): Starts the email verification procedure for the specified user by sending a verification email.
- [Confirm Email Verification Status](https://docs.wingspan.app/reference/patch_users-user-id-verification-email-1.md): Validates the email verification for the specified user using the received verification code or token.
- [Start Phone Verification Process for User](https://docs.wingspan.app/reference/post_users-user-id-verification-phone-1.md): Initiates the phone verification procedure by sending an OTP or verification code to the user's registered phone number.
- [Validate Phone Verification Status](https://docs.wingspan.app/reference/patch_users-user-id-verification-phone-1.md): Confirms the phone verification for the specified user using the received OTP or verification code.
- [Create a Single Sign-On (SSO) Session](https://docs.wingspan.app/reference/post_users-session-single-sign-on-1.md): Initiates a Single Sign-On (SSO) session for a user, allowing seamless integration and login across multiple platforms or applications.
- [Authenticate User Request](https://docs.wingspan.app/reference/post_users-authentication-1.md): Processes the user's credentials and generates a response indicating the authentication status and potentially returning a token or session ID.
- [OAuth Authorization Endpoint](https://docs.wingspan.app/reference/get_users-oauth-authorize.md): To Be Supported In Future Release: Displays the OAuth authorization page for users to grant permissions to third-party applications.
- [Process OAuth Authorization](https://docs.wingspan.app/reference/post_users-oauth-authorize.md): To Be Supported In Future Release: Processes the OAuth authorization request after user consent, generating an authorization code.
- [OAuth Token Exchange](https://docs.wingspan.app/reference/post_users-oauth-token.md): To Be Supported In Future Release: Exchanges authorization codes, refresh tokens, or client credentials for access tokens.
- [Revoke OAuth Token](https://docs.wingspan.app/reference/post_users-oauth-revoke.md): To Be Supported In Future Release: Revokes an access token or refresh token, immediately invalidating it.
- [OAuth Token Introspection](https://docs.wingspan.app/reference/post_users-oauth-introspect.md): To Be Supported In Future Release: Returns information about an OAuth token including its validity, scopes, and expiration.
- [OAuth Server Metadata](https://docs.wingspan.app/reference/get_users-oauth-well-known-oauth-authorization-server.md): To Be Supported In Future Release: Returns OAuth 2.0 server metadata for automatic discovery and configuration.
- [JSON Web Key Set](https://docs.wingspan.app/reference/get_users-oauth-well-known-jwks-json.md): To Be Supported In Future Release: Returns the JSON Web Key Set (JWKS) for verifying OAuth tokens.
- [Generate Plaid Link Token for Account Integration](https://docs.wingspan.app/reference/post_users-account-link.md): Initiates the process to generate a token for integrating with Plaid Link or conducting OAuth authentication. Essential for securely linking user bank accounts.
- [Retrieve All Linked Bank Accounts](https://docs.wingspan.app/reference/get_users-account.md): Fetches a list of all bank accounts associated with the member, providing an overview of linked financial institutions.
- [Add New Bank Account](https://docs.wingspan.app/reference/post_users-account.md): Link a new bank account either by synchronizing with Plaid or by manually providing necessary account details.
- [Fetch Specific Bank Account Details](https://docs.wingspan.app/reference/get_users-account-id.md): Retrieves comprehensive details for a specified bank account linked to the member.
- [Unlink Bank Account](https://docs.wingspan.app/reference/delete_users-account-id.md): Allows members to securely remove a linked bank account from their profile.
- [Modify Bank Account Details](https://docs.wingspan.app/reference/patch_users-account-id.md): Enables members to make modifications to the details of their linked bank account.
- [Verify an account for payments](https://docs.wingspan.app/reference/post_users-account-accountid-verify.md): Verify an account through micro deposits to be used as a payment method
- [Get missing user fields for account](https://docs.wingspan.app/reference/get_users-account-accountid-missing-fields.md): Get missing fields on user profile required for account creation
- [Retrieve Account Numbers for Guests](https://docs.wingspan.app/reference/post_users-guest-account-numbers.md): Allows guest users to fetch their associated bank account numbers based on the provided request details.
- [Fetch Necessary Account Details](https://docs.wingspan.app/reference/post_users-account-requirements.md): Obtains the specific details and information required for the user to set up or complete their account configuration.
- [Fetch Available Payout Currencies for a Specific Country](https://docs.wingspan.app/reference/post_users-account-requirements-available-currencies-for-country.md): Returns the specific currencies that can be used for payouts in the specified country.
- [Generate Plaid Link Token for Account Integration](https://docs.wingspan.app/reference/post_users-account-link-1.md): Initiates the process to generate a token for integrating with Plaid Link or conducting OAuth authentication. Essential for securely linking user bank accounts.
- [Retrieve All Linked Bank Accounts](https://docs.wingspan.app/reference/get_users-account-1.md): Fetches a list of all bank accounts associated with the member, providing an overview of linked financial institutions.
- [Add New Bank Account](https://docs.wingspan.app/reference/post_users-account-1.md): Link a new bank account either by synchronizing with Plaid or by manually providing necessary account details.
- [Fetch Specific Bank Account Details](https://docs.wingspan.app/reference/get_users-account-id-1.md): Retrieves comprehensive details for a specified bank account linked to the member.
- [Unlink Bank Account](https://docs.wingspan.app/reference/delete_users-account-id-1.md): Allows members to securely remove a linked bank account from their profile.
- [Modify Bank Account Details](https://docs.wingspan.app/reference/patch_users-account-id-1.md): Enables members to make modifications to the details of their linked bank account.
- [Verify an account for payments](https://docs.wingspan.app/reference/post_users-account-accountid-verify-1.md): Verify an account through micro deposits to be used as a payment method
- [Get missing user fields for account](https://docs.wingspan.app/reference/get_users-account-accountid-missing-fields-1.md): Get missing fields on user profile required for account creation
- [Retrieve Account Numbers for Guests](https://docs.wingspan.app/reference/post_users-guest-account-numbers-1.md): Allows guest users to fetch their associated bank account numbers based on the provided request details.
- [Fetch Necessary Account Details](https://docs.wingspan.app/reference/post_users-account-requirements-1.md): Obtains the specific details and information required for the user to set up or complete their account configuration.
- [Fetch Available Payout Currencies for a Specific Country](https://docs.wingspan.app/reference/post_users-account-requirements-available-currencies-for-country-1.md): Returns the specific currencies that can be used for payouts in the specified country.
- [Request User Authorization](https://docs.wingspan.app/reference/post_users-authorization.md): Grants or verifies specific permissions (scopes) for a user based on the provided request. This is commonly used for third-party applications seeking access to certain user data or functionalities.
- [Retrieve All User Authorizations](https://docs.wingspan.app/reference/get_users-authorization.md): Lists all the authorizations and permissions that have been granted to a user, providing an overview of their access levels across various platforms or applications.
- [Retrieve all authorized scopes](https://docs.wingspan.app/reference/get_users-authorized-scopes.md): Fetches a comprehensive list of all authorized scopes available in the system.
- [Obtain all authorized scope-groups](https://docs.wingspan.app/reference/get_users-authorized-scope-groups.md): Provides an overview of all scope-groups which define a set of permissions within the system.
- [Retrieve authorized scope-groups specific to a user](https://docs.wingspan.app/reference/get_users-authorized-scope-groups-requestinguserid.md): Fetches authorized scope-groups that are assigned or relevant to a particular user based on their user ID.
- [Obtain authorized scopes specific to a user](https://docs.wingspan.app/reference/get_users-authorized-scopes-requestinguserid.md): Fetches the distinct authorized scopes assigned or relevant to a particular user based on their user ID.
- [Retrieve Authorization Details by ID](https://docs.wingspan.app/reference/get_users-authorization-authorizationid.md): Fetch the detailed information and scope of a specific authorization using its unique identifier.
- [Modify Existing Authorization Details](https://docs.wingspan.app/reference/patch_users-authorization-authorizationid.md): Update the details or scopes of a specific authorization using its unique identifier, allowing adjustment of the granted permissions.
- [Revoke and Remove Authorization Record](https://docs.wingspan.app/reference/delete_users-authorization-authorizationid.md): Completely removes an authorization, effectively revoking all its associated permissions and scopes for the user.
- [Retrieve Accounts Authorized by User](https://docs.wingspan.app/reference/get_users-authorization-accounts-userid.md): Fetches the list of accounts or services that the specified user has granted authorization to.
- [Retrieve Authentication Token for Flatfile](https://docs.wingspan.app/reference/post_users-flatfile-auth-token.md): Request an authentication token required to access Flatfile services and features.
- [Request User Authorization](https://docs.wingspan.app/reference/post_users-authorization-1.md): Grants or verifies specific permissions (scopes) for a user based on the provided request. This is commonly used for third-party applications seeking access to certain user data or functionalities.
- [Retrieve All User Authorizations](https://docs.wingspan.app/reference/get_users-authorization-1.md): Lists all the authorizations and permissions that have been granted to a user, providing an overview of their access levels across various platforms or applications.
- [Retrieve all authorized scopes](https://docs.wingspan.app/reference/get_users-authorized-scopes-1.md): Fetches a comprehensive list of all authorized scopes available in the system.
- [Obtain all authorized scope-groups](https://docs.wingspan.app/reference/get_users-authorized-scope-groups-1.md): Provides an overview of all scope-groups which define a set of permissions within the system.
- [Retrieve authorized scope-groups specific to a user](https://docs.wingspan.app/reference/get_users-authorized-scope-groups-requestinguserid-1.md): Fetches authorized scope-groups that are assigned or relevant to a particular user based on their user ID.
- [Obtain authorized scopes specific to a user](https://docs.wingspan.app/reference/get_users-authorized-scopes-requestinguserid-1.md): Fetches the distinct authorized scopes assigned or relevant to a particular user based on their user ID.
- [Retrieve Authorization Details by ID](https://docs.wingspan.app/reference/get_users-authorization-authorizationid-1.md): Fetch the detailed information and scope of a specific authorization using its unique identifier.
- [Modify Existing Authorization Details](https://docs.wingspan.app/reference/patch_users-authorization-authorizationid-1.md): Update the details or scopes of a specific authorization using its unique identifier, allowing adjustment of the granted permissions.
- [Revoke and Remove Authorization Record](https://docs.wingspan.app/reference/delete_users-authorization-authorizationid-1.md): Completely removes an authorization, effectively revoking all its associated permissions and scopes for the user.
- [Retrieve Accounts Authorized by User](https://docs.wingspan.app/reference/get_users-authorization-accounts-userid-1.md): Fetches the list of accounts or services that the specified user has granted authorization to.
- [Retrieve Authentication Token for Flatfile](https://docs.wingspan.app/reference/post_users-flatfile-auth-token-1.md): Request an authentication token required to access Flatfile services and features.
- [Retrieve Specific Nextgen Subscription Plan](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-plan-id.md): Fetches detailed information and pricing for a specific Nextgen Subscription Plan based on the provided plan ID.
- [Browse Available Nextgen Subscription Plans](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-plan.md): Fetches an array of available Nextgen Subscription Plans, providing members with an overview of the different subscription options, features, and pricing details.
- [Initiate a New Nextgen Subscription for a Member](https://docs.wingspan.app/reference/post_users-user-member-memberid-nextgen-subscription.md): Create a Nextgen subscription for a specific member, granting them access to Nextgen features and services.
- [Fetch All Nextgen Subscriptions for Member](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription.md): Retrieve all the active and previous Nextgen subscriptions associated with the specified member.
- [Retrieve Details of a Specific Nextgen Subscription](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-id.md): Fetch detailed information about a specific Nextgen subscription associated with the member.
- [Modify an Existing Nextgen Subscription for Member](https://docs.wingspan.app/reference/patch_users-user-member-memberid-nextgen-subscription-id.md): Update the details or terms of an existing Nextgen subscription associated with the specified member.
- [Revoke a Nextgen Subscription for Member](https://docs.wingspan.app/reference/delete_users-user-member-memberid-nextgen-subscription-id.md): Remove and terminate a specific Nextgen subscription associated with the member, revoking their access to Nextgen features.
- [Retrieve Specific Nextgen Subscription Plan](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-plan-id-1.md): Fetches detailed information and pricing for a specific Nextgen Subscription Plan based on the provided plan ID.
- [Browse Available Nextgen Subscription Plans](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-plan-1.md): Fetches an array of available Nextgen Subscription Plans, providing members with an overview of the different subscription options, features, and pricing details.
- [Initiate a New Nextgen Subscription for a Member](https://docs.wingspan.app/reference/post_users-user-member-memberid-nextgen-subscription-1.md): Create a Nextgen subscription for a specific member, granting them access to Nextgen features and services.
- [Fetch All Nextgen Subscriptions for Member](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-1.md): Retrieve all the active and previous Nextgen subscriptions associated with the specified member.
- [Retrieve Details of a Specific Nextgen Subscription](https://docs.wingspan.app/reference/get_users-user-member-memberid-nextgen-subscription-id-1.md): Fetch detailed information about a specific Nextgen subscription associated with the member.
- [Modify an Existing Nextgen Subscription for Member](https://docs.wingspan.app/reference/patch_users-user-member-memberid-nextgen-subscription-id-1.md): Update the details or terms of an existing Nextgen subscription associated with the specified member.
- [Revoke a Nextgen Subscription for Member](https://docs.wingspan.app/reference/delete_users-user-member-memberid-nextgen-subscription-id-1.md): Remove and terminate a specific Nextgen subscription associated with the member, revoking their access to Nextgen features.
- [Retrieve All Activities of a Member](https://docs.wingspan.app/reference/get_users-activity.md): Lists all activities associated with a member, providing a comprehensive view of their interactions and actions within the platform.
- [Log New Activity for Member](https://docs.wingspan.app/reference/post_users-activity.md): Records a new activity for a member, detailing their recent actions or interactions on the platform.
- [Retrieve Specific Activity Details for a Member](https://docs.wingspan.app/reference/get_users-activity-id.md): Fetches detailed information about a specific activity associated with a member using its unique identifier.
- [Modify Specific Activity Details for a Member](https://docs.wingspan.app/reference/patch_users-activity-id.md): Updates the details of a specific activity record associated with a member.
- [Remove Specific Activity Record for a Member](https://docs.wingspan.app/reference/delete_users-activity-id.md): Deletes a specific activity record associated with a member, ensuring that its details are no longer retrievable.
- [Retrieve All Activities of a Member](https://docs.wingspan.app/reference/get_users-activity-1.md): Lists all activities associated with a member, providing a comprehensive view of their interactions and actions within the platform.
- [Log New Activity for Member](https://docs.wingspan.app/reference/post_users-activity-1.md): Records a new activity for a member, detailing their recent actions or interactions on the platform.
- [Retrieve Specific Activity Details for a Member](https://docs.wingspan.app/reference/get_users-activity-id-1.md): Fetches detailed information about a specific activity associated with a member using its unique identifier.
- [Modify Specific Activity Details for a Member](https://docs.wingspan.app/reference/patch_users-activity-id-1.md): Updates the details of a specific activity record associated with a member.
- [Remove Specific Activity Record for a Member](https://docs.wingspan.app/reference/delete_users-activity-id-1.md): Deletes a specific activity record associated with a member, ensuring that its details are no longer retrievable.
- [Register New User within Organization](https://docs.wingspan.app/reference/post_users-organization-user.md): Enables the creation of a new user account that will be linked to the organization the current user belongs to.
- [Retrieve All Organization User Accounts](https://docs.wingspan.app/reference/get_users-organization-user.md): Provides a comprehensive list of all user accounts that are affiliated with or under the jurisdiction of the specified organization.
- [Retrieve Organization User Profile](https://docs.wingspan.app/reference/get_users-organization-user-userid.md): Fetches detailed profile information of a specific user associated with an organization using their unique user ID.
- [Modify Organization User Profile](https://docs.wingspan.app/reference/patch_users-organization-user-userid.md): Updates profile details of a user associated with an organization. Only modified fields need to be included in the request.
- [Initiate Session for Organization User](https://docs.wingspan.app/reference/get_users-organization-user-userid-session.md): Initiates a session for an organization user, providing them access to authorized resources.
- [Link a Child User to a Parent Organization Account](https://docs.wingspan.app/reference/post_users-organization-user-userid-associate.md): Associates a user (child account) to a specific parent organization account, enabling shared resources and permissions.
- [Modify the Association of Child User to Parent Organization](https://docs.wingspan.app/reference/patch_users-organization-user-userid-associate.md): Update the relationship details or permissions between a user and its parent organization account.
- [Register New User within Organization](https://docs.wingspan.app/reference/post_users-organization-user-1.md): Enables the creation of a new user account that will be linked to the organization the current user belongs to.
- [Retrieve All Organization User Accounts](https://docs.wingspan.app/reference/get_users-organization-user-1.md): Provides a comprehensive list of all user accounts that are affiliated with or under the jurisdiction of the specified organization.
- [Retrieve Organization User Profile](https://docs.wingspan.app/reference/get_users-organization-user-userid-1.md): Fetches detailed profile information of a specific user associated with an organization using their unique user ID.
- [Modify Organization User Profile](https://docs.wingspan.app/reference/patch_users-organization-user-userid-1.md): Updates profile details of a user associated with an organization. Only modified fields need to be included in the request.
- [Initiate Session for Organization User](https://docs.wingspan.app/reference/get_users-organization-user-userid-session-1.md): Initiates a session for an organization user, providing them access to authorized resources.
- [Link a Child User to a Parent Organization Account](https://docs.wingspan.app/reference/post_users-organization-user-userid-associate-1.md): Associates a user (child account) to a specific parent organization account, enabling shared resources and permissions.
- [Modify the Association of Child User to Parent Organization](https://docs.wingspan.app/reference/patch_users-organization-user-userid-associate-1.md): Update the relationship details or permissions between a user and its parent organization account.
- [DEPRECATEDgetSubscription](https://docs.wingspan.app/reference/get_users-user-member-subscription-id-1.md)
- [DEPRECATEDupdateSubscription](https://docs.wingspan.app/reference/patch_users-user-member-subscription-id-1.md)
- [DEPRECATEDdeleteSubscription](https://docs.wingspan.app/reference/delete_users-user-member-subscription-id-1.md)
- [DEPRECATEDlist membership plans](https://docs.wingspan.app/reference/get_users-user-member-subscription-plan-1.md)
- [DEPRECATEDget membership plan](https://docs.wingspan.app/reference/get_users-user-member-subscription-plan-id-1.md)
- [DEPRECATED Get Payment Method](https://docs.wingspan.app/reference/get_users-user-member-subscription-payment-method-1.md)
- [DEPRECATED create Payment Method](https://docs.wingspan.app/reference/post_users-user-member-subscription-payment-method-1.md)
- [DEPRECATED Update Payment Method](https://docs.wingspan.app/reference/patch_users-user-member-subscription-payment-method-1.md)
- [New Subscription Grant](https://docs.wingspan.app/reference/post_users-subscription-grant.md): Create a new subscription grant to a user. Useful for promoting and providing specific subscription benefits to users.
- [Fetch All Subscription Grants](https://docs.wingspan.app/reference/get_users-subscription-grant.md): Lists all the subscription grants in the system, helping administrators or managers overview and manage these grants.
- [Modify subscription grant details](https://docs.wingspan.app/reference/patch_users-subscription-grant-id.md): Updates specific details of a users subscription grant using the provided unique identifier.
- [Retrieve subscription grant details by ID](https://docs.wingspan.app/reference/get_users-subscription-grant-id.md): Fetches the details of a specific subscription grant for a user using the provided unique identifier.
- [Terminate a specific subscription grant by ID](https://docs.wingspan.app/reference/delete_users-subscription-grant-id.md): Safely deletes the subscription grant associated with the provided unique identifier.
- [Register a New Subscription for Member](https://docs.wingspan.app/reference/post_users-user-member-id-subscription.md): Creates a new subscription for the specified member based on the provided details.
- [Modify Subscription Details for Member](https://docs.wingspan.app/reference/patch_users-user-member-id-subscription.md): Updates the details of an existing subscription for the specified member based on the provided modifications.
- [Retrieve Subscription Details by ID](https://docs.wingspan.app/reference/get_users-user-member-id-subscription.md): Fetches the details of the subscription associated with the specified member.
- [Remove Subscription for Member](https://docs.wingspan.app/reference/delete_users-user-member-id-subscription.md): Deletes the specified subscription associated with the member, removing any related data and settings.
- [New Subscription Grant](https://docs.wingspan.app/reference/post_users-subscription-grant-1.md): Create a new subscription grant to a user. Useful for promoting and providing specific subscription benefits to users.
- [Fetch All Subscription Grants](https://docs.wingspan.app/reference/get_users-subscription-grant-1.md): Lists all the subscription grants in the system, helping administrators or managers overview and manage these grants.
- [Modify subscription grant details](https://docs.wingspan.app/reference/patch_users-subscription-grant-id-1.md): Updates specific details of a users subscription grant using the provided unique identifier.
- [Retrieve subscription grant details by ID](https://docs.wingspan.app/reference/get_users-subscription-grant-id-1.md): Fetches the details of a specific subscription grant for a user using the provided unique identifier.
- [Terminate a specific subscription grant by ID](https://docs.wingspan.app/reference/delete_users-subscription-grant-id-1.md): Safely deletes the subscription grant associated with the provided unique identifier.
- [Register a New Subscription for Member](https://docs.wingspan.app/reference/post_users-user-member-id-subscription-1.md): Creates a new subscription for the specified member based on the provided details.
- [Modify Subscription Details for Member](https://docs.wingspan.app/reference/patch_users-user-member-id-subscription-1.md): Updates the details of an existing subscription for the specified member based on the provided modifications.
- [Retrieve Subscription Details by ID](https://docs.wingspan.app/reference/get_users-user-member-id-subscription-1.md): Fetches the details of the subscription associated with the specified member.
- [Remove Subscription for Member](https://docs.wingspan.app/reference/delete_users-user-member-id-subscription-1.md): Deletes the specified subscription associated with the member, removing any related data and settings.
- [Fetch a invitation details for provided invitation token](https://docs.wingspan.app/reference/get_users-invitation-invitationtoken.md): Fetch a invitation details for provided invitation token.
- [Resend all user invitations](https://docs.wingspan.app/reference/post_users-invitation-resend.md): Resends all user invitations if user is not registered yet. Protected by captcha
- [Fetch a invitation details for provided invitation token](https://docs.wingspan.app/reference/get_users-invitation-invitationtoken-1.md): Fetch a invitation details for provided invitation token.
- [Resend all user invitations](https://docs.wingspan.app/reference/post_users-invitation-resend-1.md): Resends all user invitations if user is not registered yet. Protected by captcha
- [Fetch a customization details for a user](https://docs.wingspan.app/reference/get_users-customization-id.md): Fetches the customization details for the user.
- [Update customization details for a user](https://docs.wingspan.app/reference/patch_users-customization-id.md): Updates the customization details for the user.
- [Fetch a customization details for a user](https://docs.wingspan.app/reference/get_users-customization.md): Fetches the customization details for the user.
- [Fetch a customization details for a user](https://docs.wingspan.app/reference/get_users-customization-id-1.md): Fetches the customization details for the user.
- [Update customization details for a user](https://docs.wingspan.app/reference/patch_users-customization-id-1.md): Updates the customization details for the user.
- [Fetch a customization details for a user](https://docs.wingspan.app/reference/get_users-customization-1.md): Fetches the customization details for the user.
- [Get identity verification request details](https://docs.wingspan.app/reference/get_users-identity-verification-request-identityverificationrequestid.md): Retrieves details of a specific identity verification request.
- [Start identity verification process](https://docs.wingspan.app/reference/post_users-identity-verification-identityverificationid-start.md): Initiates the identity verification process for a user.
- [Get identity verification request details](https://docs.wingspan.app/reference/get_users-identity-verification-request-identityverificationrequestid-1.md): Retrieves details of a specific identity verification request.
- [Start identity verification process](https://docs.wingspan.app/reference/post_users-identity-verification-identityverificationid-start-1.md): Initiates the identity verification process for a user.
- [Retrieve Current Benefits Service Status](https://docs.wingspan.app/reference/get_benefits-service.md): Fetches the current status indicating whether the benefits service is enabled or disabled.
- [Modify Benefits Service Status](https://docs.wingspan.app/reference/patch_benefits-service-id.md): Allows users to change the enablement status of a specified benefits service.
- [Retrieve Current Benefits Service Status](https://docs.wingspan.app/reference/get_benefits-service-1.md): Fetches the current status indicating whether the benefits service is enabled or disabled.
- [Modify Benefits Service Status](https://docs.wingspan.app/reference/patch_benefits-service-id-1.md): Allows users to change the enablement status of a specified benefits service.
- [Retrieve Enrollment Details for a Specific Member](https://docs.wingspan.app/reference/get_benefits-enrollment-id.md): Fetches the enrollment status and details for a member identified by the provided unique identifier.
- [Get a particular plan enrollment by ID](https://docs.wingspan.app/reference/get_benefits-plan-enrollment-id.md)
- [List all plan enrollments](https://docs.wingspan.app/reference/get_benefits-plan-enrollment.md)
- [Retrieve Enrollment Details for a Specific Member](https://docs.wingspan.app/reference/get_benefits-enrollment-id-1.md): Fetches the enrollment status and details for a member identified by the provided unique identifier.
- [Get a particular plan enrollment by ID](https://docs.wingspan.app/reference/get_benefits-plan-enrollment-id-1.md)
- [Upload Publicly Viewable File](https://docs.wingspan.app/reference/post_files-member-public-upload.md): Allows members to upload files that will be publicly viewable.
- [Initialize Public File Creation](https://docs.wingspan.app/reference/post_files-member-public.md): Begin the process of creating a new public file entry for a member, usually followed by an upload action.
- [Retrieve List of Member's Public Files](https://docs.wingspan.app/reference/get_files-member-public.md): Fetches a list of files that are publicly viewable and owned by the member.
- [Fetch Specific Public File Details](https://docs.wingspan.app/reference/get_files-member-public-id.md): Retrieves details of a specific publicly viewable file owned by the member using its unique identifier.
- [Update Member's Public File](https://docs.wingspan.app/reference/patch_files-member-public-id.md): Allows for modifications or updates to the existing public file owned by the member using its unique identifier.
- [Remove Member's Public File](https://docs.wingspan.app/reference/delete_files-member-public-id.md): Deletes a specific publicly viewable file owned by the member using its unique identifier.
- [Retrieve Summary of a Specific Public File](https://docs.wingspan.app/reference/get_files-member-public-id-summary.md): Fetches a concise summary of the specified public file, which includes meta-information like file name, type, size, and date modified.
- [Download a Specific Public File](https://docs.wingspan.app/reference/get_files-member-public-id-download.md): Initiates a download for the specified public file, allowing members to access and save the file to their local device.
- [Upload Publicly Viewable File](https://docs.wingspan.app/reference/post_files-member-public-upload-1.md): Allows members to upload files that will be publicly viewable.
- [Initialize Public File Creation](https://docs.wingspan.app/reference/post_files-member-public-1.md): Begin the process of creating a new public file entry for a member, usually followed by an upload action.
- [Retrieve List of Member's Public Files](https://docs.wingspan.app/reference/get_files-member-public-1.md): Fetches a list of files that are publicly viewable and owned by the member.
- [Fetch Specific Public File Details](https://docs.wingspan.app/reference/get_files-member-public-id-1.md): Retrieves details of a specific publicly viewable file owned by the member using its unique identifier.
- [Update Member's Public File](https://docs.wingspan.app/reference/patch_files-member-public-id-1.md): Allows for modifications or updates to the existing public file owned by the member using its unique identifier.
- [Remove Member's Public File](https://docs.wingspan.app/reference/delete_files-member-public-id-1.md): Deletes a specific publicly viewable file owned by the member using its unique identifier.
- [Retrieve Summary of a Specific Public File](https://docs.wingspan.app/reference/get_files-member-public-id-summary-1.md): Fetches a concise summary of the specified public file, which includes meta-information like file name, type, size, and date modified.
- [Download a Specific Public File](https://docs.wingspan.app/reference/get_files-member-public-id-download-1.md): Initiates a download for the specified public file, allowing members to access and save the file to their local device.
- [Upload a Private File](https://docs.wingspan.app/reference/post_files-member-private-upload.md): Provides a mechanism for members to securely upload private files to the platform. These files are not accessible to other members or the public.
- [Generate Entry for a New Private File](https://docs.wingspan.app/reference/post_files-member-private.md): Creates a new entry in the system for a private file. This does not upload the file, but prepares the system to receive a file for the given entry.
- [Fetch a List of All Private Files for the Member](https://docs.wingspan.app/reference/get_files-member-private.md): Retrieves a list of all private files associated with the member. This includes details such as file name, type, size, and date uploaded.
- [Retrieve Specific Private File Details](https://docs.wingspan.app/reference/get_files-member-private-id.md): Fetches the details of a specific private file associated with the given ID, ensuring that only authorized members can access its information.
- [Modify Specific Private File's Metadata](https://docs.wingspan.app/reference/patch_files-member-private-id.md): Updates the metadata or other non-content related information of a specific private file associated with the provided ID.
- [Remove a Specific Private File](https://docs.wingspan.app/reference/delete_files-member-private-id.md): Permanently deletes a specific private file associated with the provided ID from the system, ensuring it cannot be retrieved again.
- [Download a Member's Private File](https://docs.wingspan.app/reference/get_files-member-private-id-download.md): Downloads a member's private file, ensuring secure and exclusive access to the specified content.
- [Upload a Private File](https://docs.wingspan.app/reference/post_files-member-private-upload-1.md): Provides a mechanism for members to securely upload private files to the platform. These files are not accessible to other members or the public.
- [Generate Entry for a New Private File](https://docs.wingspan.app/reference/post_files-member-private-1.md): Creates a new entry in the system for a private file. This does not upload the file, but prepares the system to receive a file for the given entry.
- [Fetch a List of All Private Files for the Member](https://docs.wingspan.app/reference/get_files-member-private-1.md): Retrieves a list of all private files associated with the member. This includes details such as file name, type, size, and date uploaded.
- [Retrieve Specific Private File Details](https://docs.wingspan.app/reference/get_files-member-private-id-1.md): Fetches the details of a specific private file associated with the given ID, ensuring that only authorized members can access its information.
- [Modify Specific Private File's Metadata](https://docs.wingspan.app/reference/patch_files-member-private-id-1.md): Updates the metadata or other non-content related information of a specific private file associated with the provided ID.
- [Remove a Specific Private File](https://docs.wingspan.app/reference/delete_files-member-private-id-1.md): Permanently deletes a specific private file associated with the provided ID from the system, ensuring it cannot be retrieved again.
- [Download a Member's Private File](https://docs.wingspan.app/reference/get_files-member-private-id-download-1.md): Downloads a member's private file, ensuring secure and exclusive access to the specified content.
- [Create a New E-signature Document Template](https://docs.wingspan.app/reference/post_files-template.md): Uploads and registers a new e-signature document template, allowing users to start the issuing document and eligibility requirements for Collaborators.
- [Retrieve All E-signature Document Templates](https://docs.wingspan.app/reference/get_files-template.md): Fetches a list of all stored e-signature document templates, providing an overview of available templates for document requirements.
- [Retrieve Specific E-signature Document Template Details](https://docs.wingspan.app/reference/get_files-template-id.md): Fetches detailed metadata and content of a particular document e-signature template using its unique identifier.
- [Remove a Specific E-signature Document Template](https://docs.wingspan.app/reference/delete_files-template-id.md): Deletes a specified e-signature document template from the system, preventing its future use for document requirements.
- [Create a New E-signature Document Template](https://docs.wingspan.app/reference/post_files-template-1.md): Uploads and registers a new e-signature document template, allowing users to start the issuing document and eligibility requirements for Collaborators.
- [Retrieve All E-signature Document Templates](https://docs.wingspan.app/reference/get_files-template-1.md): Fetches a list of all stored e-signature document templates, providing an overview of available templates for document requirements.
- [Retrieve Specific E-signature Document Template Details](https://docs.wingspan.app/reference/get_files-template-id-1.md): Fetches detailed metadata and content of a particular document e-signature template using its unique identifier.
- [Remove a Specific E-signature Document Template](https://docs.wingspan.app/reference/delete_files-template-id-1.md): Deletes a specified e-signature document template from the system, preventing its future use for document requirements.
- [Retrieve All Documents](https://docs.wingspan.app/reference/get_files-document.md): Fetches a list of all stored documents available to the requester. This can be useful for obtaining a comprehensive overview of documents in the system.
- [Retrieve Specific Document Details](https://docs.wingspan.app/reference/get_files-document-id.md): Fetches detailed information of a specific document using its unique identifier. This provides a more granular view of an individual document.
- [Obtain URLs for Document Signing](https://docs.wingspan.app/reference/get_files-document-id-signing-urls.md): Retrieves the signing URLs associated with a specific document, facilitating electronic signing or verification processes.
- [Retrieve E-Signed Documents as PDF](https://docs.wingspan.app/reference/get_files-document-id-save-files.md): Fetches e-signed documents associated with the given ID, and saves them as PDFs in the file vault for secure storage and access.
- [Retrieve All Documents](https://docs.wingspan.app/reference/get_files-document-1.md): Fetches a list of all stored documents available to the requester. This can be useful for obtaining a comprehensive overview of documents in the system.
- [Retrieve Specific Document Details](https://docs.wingspan.app/reference/get_files-document-id-1.md): Fetches detailed information of a specific document using its unique identifier. This provides a more granular view of an individual document.
- [Obtain URLs for Document Signing](https://docs.wingspan.app/reference/get_files-document-id-signing-urls-1.md): Retrieves the signing URLs associated with a specific document, facilitating electronic signing or verification processes.
- [Retrieve E-Signed Documents as PDF](https://docs.wingspan.app/reference/get_files-document-id-save-files-1.md): Fetches e-signed documents associated with the given ID, and saves them as PDFs in the file vault for secure storage and access.
- [Retrieve Estimated Tax Details for a Member](https://docs.wingspan.app/reference/post_bookkeeping-tax-estimate.md): Generates an estimated tax calculation for a member based on provided parameters and fiscal details.
- [Obtain Profit and Loss Report for a Member](https://docs.wingspan.app/reference/get_bookkeeping-profit-and-loss.md): Provides an analytical report outlining the profit and loss statistics for a member over a specified period.
- [Retrieve a Specific Bookkeeping Report](https://docs.wingspan.app/reference/get_bookkeeping-report-id.md): Fetches the detailed report associated with the provided unique identifier.
- [Retrieve Estimated Tax Details for a Member](https://docs.wingspan.app/reference/post_bookkeeping-tax-estimate-1.md): Generates an estimated tax calculation for a member based on provided parameters and fiscal details.
- [Obtain Profit and Loss Report for a Member](https://docs.wingspan.app/reference/get_bookkeeping-profit-and-loss-1.md): Provides an analytical report outlining the profit and loss statistics for a member over a specified period.
- [Retrieve a Specific Bookkeeping Report](https://docs.wingspan.app/reference/get_bookkeeping-report-id-1.md): Fetches the detailed report associated with the provided unique identifier.
- [Fetch Transaction Subcategories Based on Wingspan Category](https://docs.wingspan.app/reference/get_bookkeeping-subcategory.md): Retrieves a list of transaction subcategories aligned with the given Wingspan Category.
- [Retrieve All Member Transactions](https://docs.wingspan.app/reference/get_bookkeeping-transaction.md): Fetches all the financial transactions associated with a particular member, providing a comprehensive view of all past and present activities.
- [Record a New Transaction](https://docs.wingspan.app/reference/post_bookkeeping-transaction.md): Creates a new financial transaction entry for a member. Ensure all required fields are provided for a successful creation.
- [Retrieve Specific Transaction Details](https://docs.wingspan.app/reference/get_bookkeeping-transaction-id.md): Fetches detailed information about a specific financial transaction using its unique ID.
- [Remove a Specific Transaction](https://docs.wingspan.app/reference/delete_bookkeeping-transaction-id.md): Deletes a specific financial transaction entry using its unique ID. Be cautious as this action is irreversible.
- [Modify a Specific Transaction](https://docs.wingspan.app/reference/patch_bookkeeping-transaction-id.md): Updates specific details of a financial transaction entry. Only the fields provided in the request will be modified.
- [Fetch Income Insights for Catch-Up Transactions](https://docs.wingspan.app/reference/get_bookkeeping-transaction-insights-catch-up-income-memberid.md): Retrieves insights and details about income transactions related to the catch-up phase for a specific member.
- [Fetch Expense Insights for Catch-Up Transactions](https://docs.wingspan.app/reference/get_bookkeeping-transaction-insights-catch-up-expenses-memberid.md): Retrieves insights and details about expense transactions related to the catch-up phase for a specific member.
- [Fetch Transaction Subcategories Based on Wingspan Category](https://docs.wingspan.app/reference/get_bookkeeping-subcategory-1.md): Retrieves a list of transaction subcategories aligned with the given Wingspan Category.
- [Retrieve All Member Transactions](https://docs.wingspan.app/reference/get_bookkeeping-transaction-1.md): Fetches all the financial transactions associated with a particular member, providing a comprehensive view of all past and present activities.
- [Record a New Transaction](https://docs.wingspan.app/reference/post_bookkeeping-transaction-1.md): Creates a new financial transaction entry for a member. Ensure all required fields are provided for a successful creation.
- [Retrieve Specific Transaction Details](https://docs.wingspan.app/reference/get_bookkeeping-transaction-id-1.md): Fetches detailed information about a specific financial transaction using its unique ID.
- [Remove a Specific Transaction](https://docs.wingspan.app/reference/delete_bookkeeping-transaction-id-1.md): Deletes a specific financial transaction entry using its unique ID. Be cautious as this action is irreversible.
- [Modify a Specific Transaction](https://docs.wingspan.app/reference/patch_bookkeeping-transaction-id-1.md): Updates specific details of a financial transaction entry. Only the fields provided in the request will be modified.
- [Fetch Income Insights for Catch-Up Transactions](https://docs.wingspan.app/reference/get_bookkeeping-transaction-insights-catch-up-income-memberid-1.md): Retrieves insights and details about income transactions related to the catch-up phase for a specific member.
- [Fetch Expense Insights for Catch-Up Transactions](https://docs.wingspan.app/reference/get_bookkeeping-transaction-insights-catch-up-expenses-memberid-1.md): Retrieves insights and details about expense transactions related to the catch-up phase for a specific member.
- [Retrieve All Withholding Transactions](https://docs.wingspan.app/reference/get_bookkeeping-withholding-transaction-2.md): Fetches a comprehensive list of all withholding transactions that have been recorded in the system. This includes transactions related to salaries, dividends, or any other forms of payment where a portion is withheld for tax purposes.
- [Obtain Current Tax Withholding Balance](https://docs.wingspan.app/reference/get_bookkeeping-withholding-balance-2.md): Fetches the current balance that has been withheld for tax purposes, providing a consolidated view of withheld amounts, which can assist in tax planning and compliance.
- [Check Bookkeeping Service Status](https://docs.wingspan.app/reference/get_bookkeeping-service.md): Verifies the current operational status of the bookkeeping service.
- [Modify Bookkeeping Service Enablement Status](https://docs.wingspan.app/reference/patch_bookkeeping-service-id.md): Updates the enablement status of the specified bookkeeping service for the member.
- [Deactivate Bookkeeping Service for Member](https://docs.wingspan.app/reference/delete_bookkeeping-service-id.md): Disables the specified bookkeeping service, preventing it from being utilized by the member.
- [Check Bookkeeping Service Status](https://docs.wingspan.app/reference/get_bookkeeping-service-1.md): Verifies the current operational status of the bookkeeping service.
- [Modify Bookkeeping Service Enablement Status](https://docs.wingspan.app/reference/patch_bookkeeping-service-id-1.md): Updates the enablement status of the specified bookkeeping service for the member.
- [Deactivate Bookkeeping Service for Member](https://docs.wingspan.app/reference/delete_bookkeeping-service-id-1.md): Disables the specified bookkeeping service, preventing it from being utilized by the member.
- [Retrieve Business Banking Account Information](https://docs.wingspan.app/reference/get_bookkeeping-banking-account.md): Fetches detailed information about the business banking account associated with the authenticated user or entity.
- [Obtain Current Balance of Business Banking Account](https://docs.wingspan.app/reference/get_bookkeeping-banking-balance.md): Retrieves the current monetary balance, along with the respective currency, for the business banking account.
- [Retrieve Details of a Specific Pending Banking Transaction](https://docs.wingspan.app/reference/get_bookkeeping-banking-pending-id.md): Fetches detailed information associated with the specified pending banking transaction.
- [Modify a Specific Pending Banking Transaction](https://docs.wingspan.app/reference/patch_bookkeeping-banking-pending-id.md): Updates the attributes of a specific pending banking transaction based on the provided details.
- [Fetch All Pending Banking Transactions](https://docs.wingspan.app/reference/get_bookkeeping-banking-pending.md): Retrieves a list of all banking transactions that are currently in a pending state.
- [Create a New Pending Banking Transaction](https://docs.wingspan.app/reference/post_bookkeeping-banking-pending.md): Initiates a new banking transaction and sets its state to pending based on the provided transaction details.
- [Retrieve Business Banking Account Information](https://docs.wingspan.app/reference/get_bookkeeping-banking-account-1.md): Fetches detailed information about the business banking account associated with the authenticated user or entity.
- [Obtain Current Balance of Business Banking Account](https://docs.wingspan.app/reference/get_bookkeeping-banking-balance-1.md): Retrieves the current monetary balance, along with the respective currency, for the business banking account.
- [Retrieve Details of a Specific Pending Banking Transaction](https://docs.wingspan.app/reference/get_bookkeeping-banking-pending-id-1.md): Fetches detailed information associated with the specified pending banking transaction.
- [Modify a Specific Pending Banking Transaction](https://docs.wingspan.app/reference/patch_bookkeeping-banking-pending-id-1.md): Updates the attributes of a specific pending banking transaction based on the provided details.
- [Fetch All Pending Banking Transactions](https://docs.wingspan.app/reference/get_bookkeeping-banking-pending-1.md): Retrieves a list of all banking transactions that are currently in a pending state.
- [Create a New Pending Banking Transaction](https://docs.wingspan.app/reference/post_bookkeeping-banking-pending-1.md): Initiates a new banking transaction and sets its state to pending based on the provided transaction details.
- [Get Withholding Transaction](https://docs.wingspan.app/reference/get_bookkeeping-withholding-transaction-id-1.md): Fetches detailed information about a specific withholding transaction using its unique identifier.
- [Retrieve Details of a Specific Pending Withholding Transaction](https://docs.wingspan.app/reference/get_bookkeeping-withholding-pending-id.md): Fetches detailed information of a specific pending withholding transaction based on the provided unique identifier.
- [Modify Details of a Pending Withholding Transaction](https://docs.wingspan.app/reference/patch_bookkeeping-withholding-pending-id.md): Updates the attributes of a specific pending withholding transaction based on the provided unique identifier.
- [Retrieve All Pending Withholding Transactions](https://docs.wingspan.app/reference/get_bookkeeping-withholding-pending.md): Fetches a comprehensive list of all pending withholding transactions associated with the authenticated user or entity.
- [Start a New Withholding Transaction](https://docs.wingspan.app/reference/post_bookkeeping-withholding-pending.md): Initiates a new withholding transaction, adding it to the list of pending transactions.
- [Retrieve Pending Cashback Amount](https://docs.wingspan.app/reference/get_bookkeeping-cashback-balance-pending.md): Fetches the current amount of cashback that is pending approval or processing, providing insights into rewards that are soon to be available.
- [Retrieve All Withholding Transactions](https://docs.wingspan.app/reference/get_bookkeeping-withholding-transaction-1.md): Fetches a comprehensive list of all withholding transactions that have been recorded in the system. This includes transactions related to salaries, dividends, or any other forms of payment where a portion is withheld for tax purposes.
- [Obtain Current Tax Withholding Balance](https://docs.wingspan.app/reference/get_bookkeeping-withholding-balance-1.md): Fetches the current balance that has been withheld for tax purposes, providing a consolidated view of withheld amounts, which can assist in tax planning and compliance.
- [Get Withholding Transaction](https://docs.wingspan.app/reference/get_bookkeeping-withholding-transaction-id.md)
- [Retrieve Details of a Specific Pending Withholding Transaction](https://docs.wingspan.app/reference/get_bookkeeping-withholding-pending-id-1.md): Fetches detailed information of a specific pending withholding transaction based on the provided unique identifier.
- [Modify Details of a Pending Withholding Transaction](https://docs.wingspan.app/reference/patch_bookkeeping-withholding-pending-id-1.md): Updates the attributes of a specific pending withholding transaction based on the provided unique identifier.
- [Retrieve All Pending Withholding Transactions](https://docs.wingspan.app/reference/get_bookkeeping-withholding-pending-1.md): Fetches a comprehensive list of all pending withholding transactions associated with the authenticated user or entity.
- [Start a New Withholding Transaction](https://docs.wingspan.app/reference/post_bookkeeping-withholding-pending-1.md): Initiates a new withholding transaction, adding it to the list of pending transactions.
- [Retrieve Pending Cashback Amount](https://docs.wingspan.app/reference/get_bookkeeping-cashback-balance-pending-1.md): Fetches the current amount of cashback that is pending approval or processing, providing insights into rewards that are soon to be available.
- [Retrieve Approved Cashback Amount](https://docs.wingspan.app/reference/get_bookkeeping-cashback-balance-posted.md): Fetches the amount of cashback that has been approved and is available for redemption, giving a clear overview of redeemable rewards.
- [Redeem Available Cashback](https://docs.wingspan.app/reference/post_bookkeeping-cashback-balance-redeem.md): Initiates the redemption process for the available cashback, transferring the amount to the designated account or adjusting it against any dues.
- [Check User's Eligibility for Cashback Rewards](https://docs.wingspan.app/reference/get_bookkeeping-cashback-eligibility.md): Determines if the user is eligible to earn cashback rewards based on their account type, spending patterns, and other predefined criteria.
- [Retrieve Approved Cashback Amount](https://docs.wingspan.app/reference/get_bookkeeping-cashback-balance-posted-1.md): Fetches the amount of cashback that has been approved and is available for redemption, giving a clear overview of redeemable rewards.
- [Redeem Available Cashback](https://docs.wingspan.app/reference/post_bookkeeping-cashback-balance-redeem-1.md): Initiates the redemption process for the available cashback, transferring the amount to the designated account or adjusting it against any dues.
- [Check User's Eligibility for Cashback Rewards](https://docs.wingspan.app/reference/get_bookkeeping-cashback-eligibility-1.md): Determines if the user is eligible to earn cashback rewards based on their account type, spending patterns, and other predefined criteria.
- [Get verification levels for a customer](https://docs.wingspan.app/reference/getverifications-1.md): Returns the verification level status for a customer for all verifications.
- [Perform a verification for a specific level](https://docs.wingspan.app/reference/performverification-1.md): Post to the verification level that should be executed.
- [Lists missing fields or documents for a specific verification level](https://docs.wingspan.app/reference/getverificationmissingdata-1.md): To verify at a specific level, certain data points need to be collected. This endpoint lists the missing fields or documents for a particular verification level.
- [List Internal Account Statements](https://docs.wingspan.app/reference/listinternalaccountstatements.md): Lists all available statements for platform financial accounts, with optional filtering by specific internal account ID
- [Retrieve Internal Account Statement](https://docs.wingspan.app/reference/retrieveinternalaccountstatement.md): Retrieves a single account statement by its ID, including all transaction entries within the statement period
- [List Internal Accounts](https://docs.wingspan.app/reference/listinternalaccounts.md): Returns a list of internal accounts with optional filtering by account type.
- [Create Internal Account](https://docs.wingspan.app/reference/createinternalaccount.md): Creates a new internal account for the customer. - Clearing, Banking, TaxWithholding accounts only support USD currency - ApPrefunding accounts support USD, CAD, and EUR currencies - ApPayouts accounts support USD, CAD, and EUR currencies - InternationalClearing accounts support USD and CAD currencies
- [Retrieve Internal Account](https://docs.wingspan.app/reference/getinternalaccount.md): Retrieves details of a specific internal account by its ID.
- [Retrieve Internal Account Balance](https://docs.wingspan.app/reference/getinternalaccountbalance.md): Retrieves the current monetary balance, along with the respective currency, for any supported internal account type. Supported account types include Business Banking, Withholdings, Clearing, AP Prefunding, AP Payout, and International Clearing.
- [List Internal Account Statements](https://docs.wingspan.app/reference/listinternalaccountstatements-1.md): Lists all available statements for platform financial accounts, with optional filtering by specific internal account ID
- [Retrieve Internal Account Statement](https://docs.wingspan.app/reference/retrieveinternalaccountstatement-1.md): Retrieves a single account statement by its ID, including all transaction entries within the statement period
- [List Internal Accounts](https://docs.wingspan.app/reference/listinternalaccounts-1.md): Returns a list of internal accounts with optional filtering by account type.
- [Create Internal Account](https://docs.wingspan.app/reference/createinternalaccount-1.md): Creates a new internal account for the customer. - Clearing, Banking, TaxWithholding accounts only support USD currency - ApPrefunding accounts support USD, CAD, EUR, GBP, CZK, and PLN currencies - ApPayouts accounts support USD, CAD, and EUR currencies - InternationalClearing accounts support USD and CAD currencies
- [Retrieve Internal Account](https://docs.wingspan.app/reference/getinternalaccount-1.md): Retrieves details of a specific internal account by its ID.
- [Retrieve Internal Account Balance](https://docs.wingspan.app/reference/getinternalaccountbalance-1.md): Retrieves the current monetary balance, along with the respective currency, for any supported internal account type. Supported account types include Business Banking, Withholdings, Clearing, AP Prefunding, AP Payout, and International Clearing.
- [List transactions for a specific internal account](https://docs.wingspan.app/reference/listinternalaccounttransactions.md): Retrieves a list of transactions for a specific internal account, with support for filtering, sorting, and pagination. Supported account types include Business Banking, Withholdings, Clearing, AP Prefunding, AP Payout, and International Clearing.
- [Create Internal Account Transfer](https://docs.wingspan.app/reference/createinternalaccounttransfer.md): Initiates a new transfer (deposit or withdrawal) for an internal account.  The transfer is created in a pending state and will be processed according to the specified payment method and timing. Supports ACH, wire transfers, and internal transfers between Wingspan accounts.
- [Create Internal Account Transfer](https://docs.wingspan.app/reference/createinternalaccounttransfer-1.md): Initiates a new transfer (deposit or withdrawal) for an internal account.  The transfer is created in a pending state and will be processed according to the specified payment method and timing. Supports ACH, wire transfers, and internal transfers between Wingspan accounts.
- [List transactions for a specific internal account](https://docs.wingspan.app/reference/listinternalaccounttransactions-1.md): Retrieves a list of transactions for a specific internal account, with support for filtering, sorting, and pagination. Supported account types include Business Banking, Withholdings, Clearing, AP Prefunding, AP Payout, and International Clearing.
- [List Payment Cards](https://docs.wingspan.app/reference/getcards.md): Retrieves a list of all payment cards for the authenticated user
- [Create Payment Card](https://docs.wingspan.app/reference/createcard.md): Creates a new physical or virtual payment card for a specified user
- [Retrieve Payment Card](https://docs.wingspan.app/reference/getcard.md): Retrieves details of a specific payment card by its ID
- [Activate Payment Card](https://docs.wingspan.app/reference/activatecard.md): Activates a payment card, optionally setting the initial PIN during activation
- [Set Card PIN](https://docs.wingspan.app/reference/setcardpin.md): Sets or modifies the PIN for an existing payment card
- [Get Card Embed URL](https://docs.wingspan.app/reference/getembedurl.md): Retrieves a secure embed URL for displaying card details in an iframe with optional CSS customization
- [Get Card Limits](https://docs.wingspan.app/reference/getcardlimits.md): Retrieves the current spending limits configuration for a payment card
- [Set Card Limits](https://docs.wingspan.app/reference/setcardlimits.md): Updates the spending limits configuration for a payment card
- [Cancel Payment Card](https://docs.wingspan.app/reference/cancelcard.md): Permanently cancels a payment card, preventing all future transactions
- [Suspend Payment Card](https://docs.wingspan.app/reference/suspendcard.md): Temporarily suspends a payment card, which can be reactivated later
- [List Payment Cards](https://docs.wingspan.app/reference/getcards-1.md): Retrieves a list of all payment cards for the authenticated user
- [Create Payment Card](https://docs.wingspan.app/reference/createcard-1.md): Creates a new physical or virtual payment card for a specified user
- [Retrieve Payment Card](https://docs.wingspan.app/reference/getcard-1.md): Retrieves details of a specific payment card by its ID
- [Activate Payment Card](https://docs.wingspan.app/reference/activatecard-1.md): Activates a payment card, optionally setting the initial PIN during activation
- [Set Card PIN](https://docs.wingspan.app/reference/setcardpin-1.md): Sets or modifies the PIN for an existing payment card
- [Get Card Embed URL](https://docs.wingspan.app/reference/getembedurl-1.md): Retrieves a secure embed URL for displaying card details in an iframe with optional CSS customization
- [Get Card Limits](https://docs.wingspan.app/reference/getcardlimits-1.md): Retrieves the current spending limits configuration for a payment card
- [Set Card Limits](https://docs.wingspan.app/reference/setcardlimits-1.md): Updates the spending limits configuration for a payment card
- [Cancel Payment Card](https://docs.wingspan.app/reference/cancelcard-1.md): Permanently cancels a payment card, preventing all future transactions
- [Suspend Payment Card](https://docs.wingspan.app/reference/suspendcard-1.md): Temporarily suspends a payment card, which can be reactivated later
- [Get current customer entity](https://docs.wingspan.app/reference/getcustomerentity-1.md): Returns the current customer entity, which is used for verification and is associated with the customer moving forward.
- [Creates a new customer entity](https://docs.wingspan.app/reference/createcustomerentity-1.md): Creates a new customer entity, which is used for verification and is associated with the customer moving forward.
- [Update customer data](https://docs.wingspan.app/reference/updatecustomerdata-1.md): Updates customer data for the entity, which is used for verification and is associated with the customer moving forward.
- [Request a material or immaterial change to the customer entity](https://docs.wingspan.app/reference/requestcustomerentitychange-1.md): Requests a change to a verified customer entity. Material changes will result in a new entity being created.
- [Acknowledge an agreement or policy](https://docs.wingspan.app/reference/updateacknowledgement-1.md): Records the official Acknowledgement of an agreement or policy.
- [Get acknowledgement details](https://docs.wingspan.app/reference/getacknowledgement-1.md): Retrieves the details of an acknowledgement.
- [List insurance policies and Master Policy enrollments](https://docs.wingspan.app/reference/listinsurancecoverages.md): Retrieve insurance policies including Wingspan Master Policies (OAI, PL/GL) and uploaded Certificates of Insurance (COI). Supports filtering, sorting, and pagination for compliance management.
- [Get insurance policy details](https://docs.wingspan.app/reference/getinsurancecoverage.md): Retrieve detailed information about a specific insurance policy, Master Policy enrollment, or uploaded COI
- [Get insurance coverage monitor](https://docs.wingspan.app/reference/getinsurancecoveragemonitor.md): Retrieve detailed information about a specific insurance coverage monitor
- [Set coverage on insurance coverage monitor](https://docs.wingspan.app/reference/setcoverageoninsurancecoveragemonitor.md): Sets the insurance coverage ID on a specific insurance coverage monitor
- [Download insurance coverage file](https://docs.wingspan.app/reference/downloadinsurancecoveragefile.md): Streams the insurance coverage file (PDF) directly to the client if access is shared and coverage is created from an insurance import (file upload).
- [List resource events](https://docs.wingspan.app/reference/listresourceevents.md): Retrieve a list of resource events with optional filtering and pagination
- [Get all custom prices for the authenticated customer](https://docs.wingspan.app/reference/getcustomerprices.md)
- [Get specific price for the authenticated customer and SKU](https://docs.wingspan.app/reference/getcustomerprice.md)
- [Create insurance coverage monitor settings](https://docs.wingspan.app/reference/createinsurancecoveragemonitorsettings.md): Create new monitoring preferences and notification settings for insurance coverage tracking.
- [Get insurance coverage monitor settings](https://docs.wingspan.app/reference/getinsurancecoveragemonitorsettings.md): Retrieve detailed information about specific insurance coverage monitoring preferences and notification settings
- [Create insurance import](https://docs.wingspan.app/reference/createinsuranceimport.md): Creates a new insurance import session. The file will be added later via the update endpoint.
- [Get insurance import](https://docs.wingspan.app/reference/getinsuranceimport.md): Retrieves an existing insurance import by ID, including associated job information and processing status.
- [Update insurance import](https://docs.wingspan.app/reference/updateinsuranceimport.md): Updates an insurance import with a replacement file.
- [Submit insurance import](https://docs.wingspan.app/reference/submitinsuranceimport.md): Submits an insurance import and creates reusable coverage records.
- [List plan enrollments](https://docs.wingspan.app/reference/listplanenrollments.md): Retrieve a list of plan enrollments for the authenticated user. Endpoint supports optional filtering, sorting, and pagination in QueryQL format.
- [Enroll in a plan](https://docs.wingspan.app/reference/enrollplan.md): Enrolls the authenticated user in a new plan. Fails if user already has an active enrollment of the specified type.
- [Get a plan enrollment](https://docs.wingspan.app/reference/getplanenrollment.md): Retrieve a specific plan enrollment by ID. Access is restricted to the enrollment owner.
- [Cancel a plan enrollment](https://docs.wingspan.app/reference/cancelplanenrollment.md): Depending on the plan type, cancel a plan enrollment and will set the expiration date to 30 days from now or to the end of the coverage period. Access is restricted to the enrollment owner.
- [Withdraw a plan enrollment cancellation](https://docs.wingspan.app/reference/withdrawplanenrollmentcancellation.md): Withdraws a cancellation request for a plan enrollment and resets expiration date if still active. Access is restricted to the enrollment owner.
- [Get list of payouts](https://docs.wingspan.app/reference/getpayouts.md)
- [Get details of a particular payout](https://docs.wingspan.app/reference/getpayout.md)
- [Get currency exchange rate](https://docs.wingspan.app/reference/getcurrencyquote.md)
- [Get list of payouts](https://docs.wingspan.app/reference/getpayouts-1.md)
- [Get details of a particular payout](https://docs.wingspan.app/reference/getpayout-1.md)
- [Get currency exchange rate](https://docs.wingspan.app/reference/getcurrencyquote-1.md)
- [Get verification levels for a customer](https://docs.wingspan.app/reference/getverifications.md): Returns the verification level status for a customer for all verifications.
- [Perform a verification for a specific level](https://docs.wingspan.app/reference/performverification.md): Post to the verification level that should be executed.
- [Lists missing fields or documents for a specific verification level](https://docs.wingspan.app/reference/getverificationmissingdata.md): To verify at a specific level, certain data points need to be collected. This endpoint lists the missing fields or documents for a particular verification level.
- [Get current customer entity](https://docs.wingspan.app/reference/getcustomerentity.md): Returns the current customer entity, which is used for verification and is associated with the customer moving forward.
- [Creates a new customer entity](https://docs.wingspan.app/reference/createcustomerentity.md): Creates a new customer entity, which is used for verification and is associated with the customer moving forward.
- [Update customer data](https://docs.wingspan.app/reference/updatecustomerdata.md): Updates customer data for the entity, which is used for verification and is associated with the customer moving forward.
- [Request a material or immaterial change to the customer entity](https://docs.wingspan.app/reference/requestcustomerentitychange.md): Requests a change to a verified customer entity. Material changes will result in a new entity being created.
- [Acknowledge an agreement or policy](https://docs.wingspan.app/reference/updateacknowledgement.md): Records the official Acknowledgement of an agreement or policy.
- [Get acknowledgement details](https://docs.wingspan.app/reference/getacknowledgement.md): Retrieves the details of an acknowledgement.
- [List payables for the authenticated user](https://docs.wingspan.app/reference/listpayables.md)
- [Create a bulk action for a payable result set](https://docs.wingspan.app/reference/createpayablebulkaction.md): Submits a bulk action for the payables identified by `resultSetId`. The response returns a batch that can be polled for status.
- [List bulk action batches for the authenticated user](https://docs.wingspan.app/reference/listpayablebulkactionbatches.md)
- [List health plan catalog](https://docs.wingspan.app/reference/getmeridioplancatalog.md): Returns categorized health plans available for in-app enrollment.
- [List health plan enrollments](https://docs.wingspan.app/reference/listmeridioplanenrollments.md): Returns the authenticated user's health plan enrollments, including active, pending, and recently terminated plans with remaining coverage.
- [Enroll in health plans](https://docs.wingspan.app/reference/enrollplans.md): Enrolls the authenticated user in one or more health plans with dependent and coverage tier information.
- [Get current user profile](https://docs.wingspan.app/reference/getuserprofile.md): Returns profile information for the user.

## Recipes
- [Create a Collaborator](https://docs.wingspan.app/recipes/create-a-collaborator.md)
- [Create an Invoice](https://docs.wingspan.app/recipes/create-an-invoice.md)
- [Creating and Importing Batch Payables with Wingspan's API](https://docs.wingspan.app/recipes/creating-and-importing-batch-payables-with-wingspans-api.md)
- [Process a Payable](https://docs.wingspan.app/recipes/process-a-payable.md)